2023 Form 5500 filing — The Alloy Engineering Company Employee Stock Ownership 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 20241015152337NAL0030154689001) for The Alloy Engineering Company Employee Stock Ownership Plan, reported by The Alloy Engineering Company under EIN 34-0759537 and plan number 003. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152337NAL0030154689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Alloy Engineering Company
- EIN
- 34-0759537
- Plan number
- 003
- Location
- Berea, OH
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,653,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,653,226
- Employer contributions
- $68,870
- Total income / additions
- $3,060,309
- Benefits paid
- $65,479
- Administrative expenses
- $36,562
- Total expenses
- $102,041
- Net increase / (decrease)
- $2,958,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Company | NONE | $29,180 | not reported in the loaded dataset |
| Transition Finance Strategies LLC | NONE | $5,344 | not reported in the loaded dataset |