2023 Form 5500 filing — Amsted Industries Employees Capital Accumulation 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 20250714082236NAL0000787649001) for Amsted Industries Employees Capital Accumulation Plan, reported by Amsted Industries, Inc. under EIN 36-0730380 and plan number 002. It reports 6,619 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)$761.6MReported net assets$761,601,015
Participants6.6K6,619
Provider compensation$383.4K3 Schedule C row(s)$383,359
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250714082236NAL0000787649001
- Plan sponsor
- Amsted Industries, Inc.
- EIN
- 36-0730380
- Plan number
- 002
- Location
- Chicago, 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)$761.6M total assets
Net assets$761.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $761,601,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $761,601,015
- Employer contributions
- $15,494,938
- Participant contributions
- $31,973,061
- Total income / additions
- $222,395,779
- Benefits paid
- $106,713,967
- Administrative expenses
- $383,359
- Total expenses
- $107,142,863
- Net increase / (decrease)
- $115,252,916
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,194 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $109,665 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $22,500 | not reported in the loaded dataset |