2023 Form 5500 filing — Retirement Income Security Plan-Sure Steel, Inc.
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 20241015132336NAL0028562689001) for Retirement Income Security Plan-Sure Steel, Inc., reported by Sure Steel, Inc. under EIN 87-0509964 and plan number 003. It reports 323 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)$7.3MReported net assets$7,344,684
Participants323
Provider compensation$26.5K3 Schedule C row(s)$26,544
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015132336NAL0028562689001
- Plan sponsor
- Sure Steel, Inc.
- EIN
- 87-0509964
- Plan number
- 003
- Location
- South Weber, UT
- 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)$7.3M total assets
Net assets$7.3MLiabilities$291
Full reported line items
- Total assets (EOY)
- $7,344,975
- Total liabilities (EOY)
- $291
- Net assets (EOY)
- $7,344,684
- Employer contributions
- $300,246
- Participant contributions
- $545,559
- Total income / additions
- $1,987,497
- Benefits paid
- $136,607
- Administrative expenses
- $29,617
- Total expenses
- $166,224
- Net increase / (decrease)
- $1,821,273
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthequity Retirement Services, L | NONE | $14,019 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $11,176 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $1,349 | $0 |