Zekelman Industries Collectively Bargained Employees 401(K) 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 Collectively Bargained Employees 401(K) Plan is a benefit plan reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 012. The latest loaded filing year is 2023. The filing reports 1,346 participants and $134,442,562 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
- 012
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,346
- End-of-year plan assets
- $134,442,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,346 | H, C | 20241015092511NAL0027942145002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,442,562
- Net assets (EOY)
- $134,442,562
- Net assets (BOY)
- $128,957,756
Income & contributions
- Employer contributions
- $2,653,845
- Participant contributions
- $4,758,198
- Total contributions
- $7,472,100
- Total income / additions
- $26,646,068
Expenses & distributions
- Benefits paid
- $20,655,410
- Administrative expenses
- $102,200
- Total expenses
- $20,759,544
- Net increase / (decrease)
- $5,886,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates | NONE | $56,094 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $21,822 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C | NONE | $19,100 | not reported in the loaded dataset | 2023 |
| Willcox & Savage Pc | NONE | $5,108 | 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
- Willcox & Savage Pc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation