Bristol Metals, Lp Profit Sharing Plan - Plan A — Form 5500 plan (Bristol Metals, Lp)

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, Bristol Metals, Lp Profit Sharing Plan - Plan A is a benefit plan reported by Bristol Metals, Lp under EIN 58-2245237 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $7,087,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bristol Metals, Lp
EIN
58-2245237
Plan number
001
Plan type
2
Location
Bristol, TN
Latest filing year
2023
Participants
204
End-of-year plan assets
$7,087,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20250106103832NAL0016047202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,087,027
Total liabilities (EOY)
$0
Net assets (EOY)
$7,087,027
Net assets (BOY)
$6,156,984

Income & contributions

Employer contributions
$285,047
Participant contributions
$202,142
Total contributions
$487,189
Total income / additions
$1,594,794

Expenses & distributions

Benefits paid
$622,863
Administrative expenses
$41,888
Total expenses
$664,751
Net increase / (decrease)
$930,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,286$02023
Ftb Advisors IncADVISOR$19,602not reported in the loaded dataset2023

Related Form 5500 pages