2023 Form 5500 filing — Heidtman Steel Retirement Savings 401(K) 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 20250114102241NAL0019708913001) for Heidtman Steel Retirement Savings 401(K) Plan, reported by Heidtman Steel Products under EIN 34-0930923 and plan number 003. It reports 1,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114102241NAL0019708913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heidtman Steel Products
- EIN
- 34-0930923
- Plan number
- 003
- Location
- Toledo, OH
- Participants
- 1,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,315,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,315,990
- Employer contributions
- $1,892,795
- Participant contributions
- $3,348,899
- Total income / additions
- $12,866,522
- Benefits paid
- $9,989,046
- Administrative expenses
- $225,942
- Total expenses
- $10,223,972
- Net increase / (decrease)
- $2,642,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISORY | $88,917 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,437 | $0 |
| William Vaughan Company | ACCOUNTANT | $26,588 | not reported in the loaded dataset |
| Apple Growth Partners | INVESTMENT ADVISORY | $23,000 | not reported in the loaded dataset |