2023 Form 5500 filing — Optimus Steel Pension 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 20250724123434NAL0011451826001) for Optimus Steel Pension Plan, reported by Optimus Steel, LLC under EIN 82-4229324 and plan number 001. It reports 135 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)$10.7MReported net assets$10,712,847
Participants135
Provider compensation$67.1K1 Schedule C row(s)$67,122
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250724123434NAL0011451826001
- Plan sponsor
- Optimus Steel, LLC
- EIN
- 82-4229324
- Plan number
- 001
- Location
- The Woodlands, TX
- 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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,712,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,712,847
- Employer contributions
- $548,464
- Total income / additions
- $2,492,717
- Benefits paid
- $541,032
- Administrative expenses
- $168,102
- Total expenses
- $709,134
- Net increase / (decrease)
- $1,783,583
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $67,122 | $0 |