Clinton Aluminum 401(K) Plan — Form 5500 plan (Clinton Aluminum Distribution, 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, Clinton Aluminum 401(K) Plan is a benefit plan reported by Clinton Aluminum Distribution, Inc. under EIN 27-2845414 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,845,063 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,845,063
Participants191Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,838 (computed)
Provider compensation$55.9K3 Schedule C provider row(s)$55,902
- Plan sponsor
- Clinton Aluminum Distribution, Inc.
- EIN
- 27-2845414
- Plan number
- 001
- Plan type
- 2
- Location
- Norton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240911084000NAL0006787665001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,845,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,845,063
- Net assets (BOY)
- $5,476,322
Income & contributions
- Employer contributions
- $255,207
- Participant contributions
- $466,587
- Total contributions
- $752,841
- Total income / additions
- $1,577,683
Expenses & distributions
- Benefits paid
- $128,478
- Administrative expenses
- $58,323
- Total expenses
- $208,942
- Net increase / (decrease)
- $1,368,741
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INV ADVISOR | $32,602 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $23,175 | $0 | 2023 |
| Cbiz Benefits & Ins Services Inc. | CONTRACT ADMIN | $125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinton Aluminum Distribution, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Norton, OH
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Cbiz Benefits & Ins Services Inc. — Schedule C compensation