Befesa Zinc Metal LLC Salaried Retirement Savings Plan — Form 5500 plan (Befesa Zinc Metal 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, Befesa Zinc Metal LLC Salaried Retirement Savings Plan is a benefit plan reported by Befesa Zinc Metal LLC under EIN 35-2456504 and plan number 005. The latest loaded filing year is 2023. The filing reports 137 participants and $5,200,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Befesa Zinc Metal LLC
- EIN
- 35-2456504
- Plan number
- 005
- Plan type
- 2
- Location
- Moon Twp, PA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $5,200,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20250821140132NAL0002135251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,200,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,200,558
- Net assets (BOY)
- $4,494,365
Income & contributions
- Employer contributions
- $389,289
- Participant contributions
- $645,806
- Total contributions
- $1,063,216
- Total income / additions
- $1,826,205
Expenses & distributions
- Benefits paid
- $1,208,174
- Administrative expenses
- $19,075
- Total expenses
- $1,227,249
- Net increase / (decrease)
- $598,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,075 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |