2023 Form 5500 filing — Steel Partners 401(K) Savings 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 20240921180112NAL0016425936001) for Steel Partners 401(K) Savings Plan, reported by Steel Services Ltd under EIN 45-3811142 and plan number 010. It reports 3,780 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)$263.9MReported net assets$263,885,187
Participants3.8K3,780
Provider compensation$218.3K3 Schedule C row(s)$218,311
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240921180112NAL0016425936001
Plan sponsor
Steel Services Ltd
EIN
45-3811142
Plan number
010
Location
New York City, NY
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)$263.9M total assets
Net assets$263.9MLiabilities$0
Money in vs. money out
Total income / additions$63.2M
Total expenses$31.7M
Benefits paid / distributions$31.5M
Contributions
Employer$4.8M
Participant$14.2M
Full reported line items
Total assets (EOY)
$263,885,187
Total liabilities (EOY)
$0
Net assets (EOY)
$263,885,187
Employer contributions
$4,847,270
Participant contributions
$14,223,782
Total income / additions
$63,189,371
Benefits paid
$31,464,921
Administrative expenses
$218,311
Total expenses
$31,728,566
Net increase / (decrease)
$31,460,805

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$137,816$0
Strategic Advisors, Inc.ADVISOR$48,972not reported in the loaded dataset
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$31,523not reported in the loaded dataset

Related Form 5500 pages