2023 Form 5500 filing — Southern Aluminum Finishing Co. 401(K) Profit Sharing 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 20250515155514NAL0014876803001) for Southern Aluminum Finishing Co. 401(K) Profit Sharing Plan, reported by Southern Aluminum Finishing Co. under EIN 58-0676654 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250515155514NAL0014876803001
Filing year
2023
Form type
2
Plan sponsor
Southern Aluminum Finishing Co.
EIN
58-0676654
Plan number
001
Location
Lithia Springs, GA
Participants
274
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,734,381
Total liabilities (EOY)
$0
Net assets (EOY)
$9,734,381
Employer contributions
$437,943
Participant contributions
$773,726
Total income / additions
$2,665,307
Benefits paid
$1,001,989
Administrative expenses
$48,234
Total expenses
$1,050,223
Net increase / (decrease)
$1,615,084
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Triad Advisors Inc.RECORDKEEPER$24,144not reported in the loaded dataset
John HancockRETAINED BY EMPLOYER$24,090$0

Related Form 5500 pages