Retirement Income Security Plan-Sure Steel, Inc. — Form 5500 plan (Sure 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, Retirement Income Security Plan-Sure Steel, Inc. is a benefit plan reported by Sure Steel, Inc. under EIN 87-0509964 and plan number 003. The latest loaded filing year is 2023. The filing reports 323 participants and $7,344,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sure Steel, Inc.
EIN
87-0509964
Plan number
003
Plan type
2
Location
South Weber, UT
Latest filing year
2023
Participants
323
End-of-year plan assets
$7,344,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20241015132336NAL0028562689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,344,975
Total liabilities (EOY)
$291
Net assets (EOY)
$7,344,684
Net assets (BOY)
$5,523,411

Income & contributions

Employer contributions
$300,246
Participant contributions
$545,559
Total contributions
$945,912
Total income / additions
$1,987,497

Expenses & distributions

Benefits paid
$136,607
Administrative expenses
$29,617
Total expenses
$166,224
Net increase / (decrease)
$1,821,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthequity Retirement Services, LNONE$14,019not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$11,176not reported in the loaded dataset2023
Matrix Trust CompanyNONE$1,349$02023

Related Form 5500 pages