2023 Form 5500 filing — Garrison Steel 401(K) Plan
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 20240809080015NAL0003193411001) for Garrison Steel 401(K) Plan, reported by Garrison Steel Erectors, Inc. under EIN 63-1133342 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809080015NAL0003193411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garrison Steel Erectors, Inc.
- EIN
- 63-1133342
- Plan number
- 001
- Location
- Pell City, AL
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,895,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,895,139
- Employer contributions
- $207,103
- Participant contributions
- $410,184
- Total income / additions
- $1,094,788
- Benefits paid
- $236,766
- Administrative expenses
- $19,429
- Total expenses
- $256,195
- Net increase / (decrease)
- $838,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $13,338 | $0 |
| Azalea Administration, LLC | CONTRACT ADMIN | $2,507 | $1,637 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,369 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $621 | $0 |