Optimus Steel Pension Plan — Form 5500 plan (Optimus Steel, LLC)

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, Optimus Steel Pension Plan is a benefit plan reported by Optimus Steel, LLC under EIN 82-4229324 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $10,712,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Optimus Steel, LLC
EIN
82-4229324
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
135
End-of-year plan assets
$10,712,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250724123434NAL0011451826001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,712,847
Total liabilities (EOY)
$0
Net assets (EOY)
$10,712,847
Net assets (BOY)
$8,929,264

Income & contributions

Employer contributions
$548,464
Total contributions
$548,464
Total income / additions
$2,492,717

Expenses & distributions

Benefits paid
$541,032
Administrative expenses
$168,102
Total expenses
$709,134
Net increase / (decrease)
$1,783,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$67,122$02023

Related Form 5500 pages