Specialty Steel Works Incorporated Union 401(K) Retirement Savings Plan — Form 5500 plan (Specialty Steel Works Incorporated)
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, Specialty Steel Works Incorporated Union 401(K) Retirement Savings Plan is a benefit plan reported by Specialty Steel Works Incorporated under EIN 26-4430641 and plan number 002. The latest loaded filing year is 2023. The filing reports 568 participants and $22,412,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Steel Works Incorporated
- EIN
- 26-4430641
- Plan number
- 002
- Plan type
- 2
- Location
- Hammond, IN
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $22,412,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20241008092001NAL0017341089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,412,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,412,218
- Net assets (BOY)
- $18,730,789
Income & contributions
- Employer contributions
- $862,917
- Participant contributions
- $1,749,757
- Total contributions
- $2,612,674
- Total income / additions
- $5,826,121
Expenses & distributions
- Benefits paid
- $2,023,152
- Administrative expenses
- $41,750
- Total expenses
- $2,071,632
- Net increase / (decrease)
- $3,754,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,750 | $0 | 2023 |