Spartanburg Steel Products, Inc. 401(K) Savings And Investment Plan For Bargained For Employees — Form 5500 plan (Spartanburg Steel Holdings, 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, Spartanburg Steel Products, Inc. 401(K) Savings And Investment Plan For Bargained For Employees is a benefit plan reported by Spartanburg Steel Holdings, Inc. under EIN 31-1039895 and plan number 004. The latest loaded filing year is 2023. The filing reports 332 participants and $5,045,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spartanburg Steel Holdings, Inc.
EIN
31-1039895
Plan number
004
Plan type
2
Location
Spartanburg, SC
Latest filing year
2023
Participants
332
End-of-year plan assets
$5,045,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20241015071057NAL0027746193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,045,003
Total liabilities (EOY)
$0
Net assets (EOY)
$5,045,003
Net assets (BOY)
$4,575,722

Income & contributions

Employer contributions
$150,509
Participant contributions
$393,524
Total contributions
$544,033
Total income / additions
$1,081,600

Expenses & distributions

Benefits paid
$551,135
Administrative expenses
$37,434
Total expenses
$586,912
Net increase / (decrease)
$494,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$25,684$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$8,264not reported in the loaded dataset2023
Cbiz Benefits & Ins ServicesCONTRACT ADMIN$0$4,4672023
Empower Advisory Group, LLCINVESTMENT MGMT$2,446not reported in the loaded dataset2023

Related Form 5500 pages