Swiss Steel Usa, Inc. 401k Plan — Form 5500 plan (Swiss Steel Usa, Inc.)

Plain-English plan 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, Swiss Steel Usa, Inc. 401k Plan is a benefit plan reported by Swiss Steel Usa, Inc. under EIN 13-1810194 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $23,509,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swiss Steel Usa, Inc.
EIN
13-1810194
Plan number
001
Plan type
2
Location
Carol Stream, IL
Latest filing year
2023
Participants
153
End-of-year plan assets
$23,509,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241011183504NAL0022526913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,509,633
Total liabilities (EOY)
$0
Net assets (EOY)
$23,509,633
Net assets (BOY)
$19,953,482

Income & contributions

Employer contributions
$775,616
Participant contributions
$795,510
Total contributions
$1,571,126
Total income / additions
$4,430,644

Expenses & distributions

Benefits paid
$786,520
Administrative expenses
$87,973
Total expenses
$874,493
Net increase / (decrease)
$3,556,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.NONE$45,926not reported in the loaded dataset2023
Oneamerica Retirement Services LLCNONE$42,047not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages