Plan5500

Dave Steel Company, Inc. 401(K) Retirement Plan — Form 5500 plan (Dave Steel Company, 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, Dave Steel Company, Inc. 401(K) Retirement Plan is a benefit plan reported by Dave Steel Company, Inc. under EIN 56-0196312 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $6,085,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dave Steel Company, Inc.
EIN
56-0196312
Plan number
001
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
141
End-of-year plan assets
$6,085,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241011101456NAL0022549649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,085,115
Total liabilities (EOY)
$0
Net assets (EOY)
$6,085,115
Net assets (BOY)
$6,188,977

Income & contributions

Employer contributions
$244,803
Participant contributions
$417,206
Total contributions
$662,009
Total income / additions
$1,528,537

Expenses & distributions

Benefits paid
$1,594,447
Administrative expenses
$37,952
Total expenses
$1,632,399
Net increase / (decrease)
-$103,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Colton Groome Financial AdvisorsADVISOR$22,717not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,067not reported in the loaded dataset2023

Related Form 5500 pages