A. M. Castle & Co. 401(K) Savings And Retirement Plan — Form 5500 plan (A. M. Castle & Co.)
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, A. M. Castle & Co. 401(K) Savings And Retirement Plan is a benefit plan reported by A. M. Castle & Co. under EIN 36-0879160 and plan number 002. The latest loaded filing year is 2023. The filing reports 795 participants and $75,203,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. M. Castle & Co.
- EIN
- 36-0879160
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $75,203,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20241015203323NAL0015378515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,203,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,203,499
- Net assets (BOY)
- $69,251,714
Income & contributions
- Employer contributions
- $1,167,484
- Participant contributions
- $3,064,282
- Total contributions
- $4,362,631
- Total income / additions
- $14,845,921
Expenses & distributions
- Benefits paid
- $8,694,140
- Administrative expenses
- $199,328
- Total expenses
- $8,894,136
- Net increase / (decrease)
- $5,951,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $112,400 | $0 | 2023 |
| Creative Planning | INVESTMENT ADVISORY | $48,393 | $18 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $23,096 | $4 | 2023 |
| Securities America Advis | INVESTMENT ADVISORY | $13,892 | $7 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A. M. Castle & Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Securities America Advis — Schedule C compensation