2023 Form 5500 filing — A. M. Castle & Co. 401(K) Savings And 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 20241015203323NAL0015378515001) for A. M. Castle & Co. 401(K) Savings And Retirement Plan, reported by A. M. Castle & Co. under EIN 36-0879160 and plan number 002. It reports 795 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)$75.2MReported net assets$75,203,499
Participants795
Provider compensation$197.8K4 Schedule C row(s)$197,810
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015203323NAL0015378515001
- Plan sponsor
- A. M. Castle & Co.
- EIN
- 36-0879160
- Plan number
- 002
- Location
- Oak Brook, IL
- 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)$75.2M total assets
Net assets$75.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $75,203,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,203,499
- Employer contributions
- $1,167,484
- Participant contributions
- $3,064,282
- Total income / additions
- $14,845,921
- Benefits paid
- $8,694,140
- Administrative expenses
- $199,328
- Total expenses
- $8,894,136
- Net increase / (decrease)
- $5,951,785
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $112,400 | $0 |
| Creative Planning | INVESTMENT ADVISORY | $48,393 | $18 |
| Baker Tilly Us, Llp | ACCOUNTANT | $23,096 | $4 |
| Securities America Advis | INVESTMENT ADVISORY | $13,892 | $7 |