2023 Form 5500 filing — Dave Steel Company, Inc. 401(K) 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 20241011101456NAL0022549649001) for Dave Steel Company, Inc. 401(K) Retirement Plan, reported by Dave Steel Company, Inc. under EIN 56-0196312 and plan number 001. It reports 141 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)$6.1MReported net assets$6,085,115
Participants141
Provider compensation$35.8K2 Schedule C row(s)$35,784
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011101456NAL0022549649001
- Plan sponsor
- Dave Steel Company, Inc.
- EIN
- 56-0196312
- Plan number
- 001
- Location
- Asheville, NC
- 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)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,085,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,085,115
- Employer contributions
- $244,803
- Participant contributions
- $417,206
- Total income / additions
- $1,528,537
- Benefits paid
- $1,594,447
- Administrative expenses
- $37,952
- Total expenses
- $1,632,399
- Net increase / (decrease)
- -$103,862
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colton Groome Financial Advisors | ADVISOR | $22,717 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,067 | not reported in the loaded dataset |