Auer Steel & Heating Supply Company Retirement Plan — Form 5500 plan (Auer Steel & Heating Supply 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, Auer Steel & Heating Supply Company Retirement Plan is a benefit plan reported by Auer Steel & Heating Supply Co. under EIN 39-0139306 and plan number 002. The latest loaded filing year is 2023. The filing reports 381 participants and $36,113,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auer Steel & Heating Supply Co.
- EIN
- 39-0139306
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $36,113,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20240821145324NAL0002454531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,113,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,113,567
- Net assets (BOY)
- $29,667,914
Income & contributions
- Employer contributions
- $1,322,943
- Participant contributions
- $2,097,541
- Total contributions
- $3,987,850
- Total income / additions
- $8,921,935
Expenses & distributions
- Benefits paid
- $2,398,560
- Administrative expenses
- $77,722
- Total expenses
- $2,476,282
- Net increase / (decrease)
- $6,445,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $77,722 | $0 | 2023 |
| Harbour Investments, Inc. | SERVICE PROVIDER | $0 | $43,471 | 2023 |