Alton Steel, Inc. 401(K) Plan — Form 5500 plan (Alton Steel, 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, Alton Steel, Inc. 401(K) Plan is a benefit plan reported by Alton Steel, Inc. under EIN 37-1414820 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $23,203,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alton Steel, Inc.
EIN
37-1414820
Plan number
002
Plan type
2
Location
Alton, IL
Latest filing year
2023
Participants
261
End-of-year plan assets
$23,203,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20250528171918NAL0017969426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,203,712
Total liabilities (EOY)
$0
Net assets (EOY)
$23,203,712
Net assets (BOY)
$19,485,037

Income & contributions

Employer contributions
$222,912
Participant contributions
$1,350,863
Total contributions
$1,637,226
Total income / additions
$6,467,778

Expenses & distributions

Benefits paid
$2,657,651
Administrative expenses
$91,452
Total expenses
$2,749,103
Net increase / (decrease)
$3,718,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, IncINVESTMENT ADVISORY$52,163$112023
Principal Life Insurance CompanyCONTRACT ADMIN$38,708$02023
Benefit Plans Plus, LLCCONTRACT ADMINISTRATOR$575$10,4322023

Related Form 5500 pages