2023 Form 5500 filing — Apple Steel Rule Die Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603110815NAL0038458834001) for Apple Steel Rule Die Inc 401(K) Profit Sharing Plan & Trust, reported by Apple Steel Rule Die Co Inc under EIN 39-1572855 and plan number 001. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,612,018
Participants43
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240603110815NAL0038458834001
Plan sponsor
Apple Steel Rule Die Co Inc
EIN
39-1572855
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$640.9K
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$21.9K
Participant$181K
Full reported line items
Total assets (EOY)
$2,612,018
Total liabilities (EOY)
$0
Net assets (EOY)
$2,612,018
Employer contributions
$21,855
Participant contributions
$180,997
Total income / additions
$640,879
Benefits paid
$1,237,508
Administrative expenses
$9,454
Total expenses
$1,246,962
Net increase / (decrease)
-$606,083

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240603110815NAL0038458834001 cover?
It is the 2023 Form 5500 filing for Apple Steel Rule Die Inc 401(K) Profit Sharing Plan & Trust, reported by Apple Steel Rule Die Co Inc (EIN 39-1572855).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages