Befesa Zinc Us Inc. Hourly Retirement Savings Plan — Form 5500 plan (Befesa Zinc Us Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Befesa Zinc Us Inc. Hourly Retirement Savings Plan is a benefit plan reported by Befesa Zinc Us Inc. under EIN 20-0447346 and plan number 004. The latest loaded filing year is 2023. The filing reports 350 participants and $10,331,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Befesa Zinc Us Inc.
- EIN
- 20-0447346
- Plan number
- 004
- Plan type
- 2
- Location
- Moon Twp, PA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $10,331,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241014084150NAL0026840769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,331,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,617
- Net assets (BOY)
- $10,053,187
Income & contributions
- Employer contributions
- $289,683
- Participant contributions
- $602,267
- Total contributions
- $891,950
- Total income / additions
- $2,315,546
Expenses & distributions
- Benefits paid
- $1,927,823
- Administrative expenses
- $37,818
- Total expenses
- $1,966,936
- Net increase / (decrease)
- $348,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,818 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $9,683 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Befesa Zinc Us Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Moon Twp, PA
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation