Zekelman Industries Employees 401(K) And Pension Plan — Form 5500 plan (Wheatland Tube, LLC)
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, Zekelman Industries Employees 401(K) And Pension Plan is a benefit plan reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,939 participants and $207,396,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheatland Tube, LLC
- EIN
- 23-1327437
- Plan number
- 005
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,939
- End-of-year plan assets
- $207,396,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,939 | H, C | 20241015091915NAL0016047315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,396,882
- Net assets (EOY)
- $207,396,882
- Net assets (BOY)
- $169,811,053
Income & contributions
- Employer contributions
- $9,385,274
- Participant contributions
- $8,891,761
- Total contributions
- $23,420,237
- Total income / additions
- $52,457,404
Expenses & distributions
- Benefits paid
- $15,129,885
- Administrative expenses
- $139,935
- Total expenses
- $15,273,293
- Net increase / (decrease)
- $37,184,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates | NONE | $79,237 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $39,995 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | NONE | $19,100 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wheatland Tube, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Highland Consulting Associates — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation