2023 Form 5500 filing — Vsmpo-Tirus Us 401(K) Profit Sharing 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 20240925155620NAL0014599553001) for Vsmpo-Tirus Us 401(K) Profit Sharing Plan, reported by Vsmpo-Tirus Us under EIN 84-1540290 and plan number 001. It reports 149 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)$14.2MReported net assets$14,213,168
Participants149
Provider compensation$58.3K3 Schedule C row(s)$58,323
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925155620NAL0014599553001
- Plan sponsor
- Vsmpo-Tirus Us
- EIN
- 84-1540290
- Plan number
- 001
- Location
- Leetsdale, PA
- 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)$14.2M total assets
Net assets$14.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,213,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,213,168
- Employer contributions
- $354,225
- Participant contributions
- $649,781
- Total income / additions
- $2,991,328
- Benefits paid
- $882,006
- Administrative expenses
- $58,323
- Total expenses
- $940,329
- Net increase / (decrease)
- $2,050,999
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $35,349 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,808 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,166 | not reported in the loaded dataset |