Southern Aluminum Finishing Co. 401(K) Profit Sharing Plan — Form 5500 plan (Southern Aluminum Finishing 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, Southern Aluminum Finishing Co. 401(K) Profit Sharing Plan is a benefit plan reported by Southern Aluminum Finishing Co. under EIN 58-0676654 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $9,734,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Aluminum Finishing Co.
- EIN
- 58-0676654
- Plan number
- 001
- Plan type
- 2
- Location
- Lithia Springs, GA
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $9,734,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20250515155514NAL0014876803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,734,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,734,381
- Net assets (BOY)
- $8,119,297
Income & contributions
- Employer contributions
- $437,943
- Participant contributions
- $773,726
- Total contributions
- $1,418,335
- Total income / additions
- $2,665,307
Expenses & distributions
- Benefits paid
- $1,001,989
- Administrative expenses
- $48,234
- Total expenses
- $1,050,223
- Net increase / (decrease)
- $1,615,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors Inc. | RECORDKEEPER | $24,144 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $24,090 | $0 | 2023 |