Superior Forge & Steel Corporation 401(K) Retirement Savings Plan — Form 5500 plan (Superior Forge & Steel Corporation)
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, Superior Forge & Steel Corporation 401(K) Retirement Savings Plan is a benefit plan reported by Superior Forge & Steel Corporation under EIN 34-1677189 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $24,952,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Superior Forge & Steel Corporation
- EIN
- 34-1677189
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $24,952,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20240626132209NAL0005454499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,952,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,952,378
- Net assets (BOY)
- $20,816,285
Income & contributions
- Employer contributions
- $415,076
- Participant contributions
- $697,223
- Total contributions
- $1,177,943
- Total income / additions
- $4,847,789
Expenses & distributions
- Benefits paid
- $644,586
- Administrative expenses
- $67,110
- Total expenses
- $711,696
- Net increase / (decrease)
- $4,136,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $67,110 | $0 | 2023 |
| Park Avenue Investment Advisory, Ll | SERVICE PROVIDER | $0 | $44,546 | 2023 |