2023 Form 5500 filing — Auer Steel & Heating Supply Company Retirement 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 20240821145324NAL0002454531001) for Auer Steel & Heating Supply Company Retirement Plan, reported by Auer Steel & Heating Supply Co. under EIN 39-0139306 and plan number 002. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$36.1MReported net assets$36,113,567
Participants381
Provider compensation$121.2K2 Schedule C row(s)$121,193
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240821145324NAL0002454531001
- Plan sponsor
- Auer Steel & Heating Supply Co.
- EIN
- 39-0139306
- Plan number
- 002
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$36.1M total assets
Net assets$36.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,113,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,113,567
- Employer contributions
- $1,322,943
- Participant contributions
- $2,097,541
- Total income / additions
- $8,921,935
- Benefits paid
- $2,398,560
- Administrative expenses
- $77,722
- Total expenses
- $2,476,282
- Net increase / (decrease)
- $6,445,653
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $77,722 | $0 |
| Harbour Investments, Inc. | SERVICE PROVIDER | $0 | $43,471 |