Steel Equipment Specialists, LLC 401(K) Plan — Form 5500 plan (Steel Equipment Specialists, 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, Steel Equipment Specialists, LLC 401(K) Plan is a benefit plan reported by Steel Equipment Specialists, LLC under EIN 34-1909310 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $30,475,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steel Equipment Specialists, LLC
EIN
34-1909310
Plan number
001
Plan type
2
Location
Alliance, OH
Latest filing year
2023
Participants
187
End-of-year plan assets
$30,475,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240827132538NAL0021797730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,475,460
Total liabilities (EOY)
$0
Net assets (EOY)
$30,475,460
Net assets (BOY)
$25,547,917

Income & contributions

Employer contributions
$765,127
Participant contributions
$1,611,109
Total contributions
$2,502,288
Total income / additions
$6,450,317

Expenses & distributions

Benefits paid
$1,431,554
Administrative expenses
$91,220
Total expenses
$1,522,774
Net increase / (decrease)
$4,927,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$67,229not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$23,044$02023
Empower Advisory Group, LLCINVESTMENT MGMT$947not reported in the loaded dataset2023

Related Form 5500 pages