Elg Haniel Metals Corp. And Subsidiaries Tax Deferred Savings Plan — Form 5500 plan (Elg Haniel Metals Corp.)

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, Elg Haniel Metals Corp. And Subsidiaries Tax Deferred Savings Plan is a benefit plan reported by Elg Haniel Metals Corp. under EIN 13-3248083 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $26,364,791 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.3MPlan net assets, end of year$26,346,936
Participants234Covered participants reported
Assets / participant$112.7KComputed: assets ÷ participants$112,670 (computed)
Provider compensation$73.8K2 Schedule C provider row(s)$73,847
Plan sponsor
Elg Haniel Metals Corp.
EIN
13-3248083
Plan number
002
Plan type
2
Location
Mckeesport, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241003094634NAL0005632931001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.4M total assets
Net assets$26.3MLiabilities$17.9K
Money in vs. money out
Total income / additions$5.4M
Total expenses$3.9M
Benefits paid / distributions$3.8M
Contributions
Employer$377.1K
Participant$668.6K
Full reported line items

Net assets

Total assets (EOY)
$26,364,791
Total liabilities (EOY)
$17,855
Net assets (EOY)
$26,346,936
Net assets (BOY)
$24,839,876

Income & contributions

Employer contributions
$377,055
Participant contributions
$668,576
Total contributions
$1,045,631
Total income / additions
$5,431,224

Expenses & distributions

Benefits paid
$3,767,354
Administrative expenses
$73,848
Total expenses
$3,924,164
Net increase / (decrease)
$1,507,060
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors, LLCINVESTMENT ADVISOR$52,894not reported in the loaded dataset2023
Alerus Financial, N.A.RECORDKEEPER/CUSTODIAN$20,953not reported in the loaded dataset2023

Related Form 5500 pages