Superior Steel, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Superior 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, Superior Steel, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Superior Steel, Inc. under EIN 62-1034234 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $11,293,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Steel, Inc.
EIN
62-1034234
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
271
End-of-year plan assets
$11,293,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241010070453NAL0020613393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,293,677
Total liabilities (EOY)
$0
Net assets (EOY)
$11,293,677
Net assets (BOY)
$8,862,448

Income & contributions

Employer contributions
$2,000,000
Participant contributions
$171,619
Total contributions
$2,173,366
Total income / additions
$3,416,473

Expenses & distributions

Benefits paid
$899,356
Administrative expenses
$85,888
Total expenses
$985,244
Net increase / (decrease)
$2,431,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rather & Kittrell IncINVESTMENT ADVISOR$37,305not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORD KEEPER$23,697$02023
Tennessee Pension AdministratorsCONTACT ADMIN$23,021not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,865not reported in the loaded dataset2023

Related Form 5500 pages