Plan5500

Amfabsteel, Inc. 401(K) Retirement Plan — Form 5500 plan (Amfabsteel, 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, Amfabsteel, Inc. 401(K) Retirement Plan is a benefit plan reported by Amfabsteel, Inc. under EIN 85-0327164 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $2,925,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amfabsteel, Inc.
EIN
85-0327164
Plan number
001
Plan type
2
Location
Bernalillo, NM
Latest filing year
2023
Participants
243
End-of-year plan assets
$2,925,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241024144732NAL0000736355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,925,181
Total liabilities (EOY)
$13,119
Net assets (EOY)
$2,912,062
Net assets (BOY)
$1,856,151

Income & contributions

Employer contributions
$309,554
Participant contributions
$473,823
Total contributions
$850,424
Total income / additions
$1,196,745

Expenses & distributions

Benefits paid
$99,463
Administrative expenses
$41,371
Total expenses
$140,834
Net increase / (decrease)
$1,055,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISORY$11,864not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER CUSTODIAN$2,967not reported in the loaded dataset2023
Wilshire Associates IncINVESTMENT ADVISORY$395not reported in the loaded dataset2023

Related Form 5500 pages