Superior Fabrication Company LLC 401(K) Savings And Investment Plan — Form 5500 plan (Superior Fabrication Company LLC)

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, Superior Fabrication Company LLC 401(K) Savings And Investment Plan is a benefit plan reported by Superior Fabrication Company LLC under EIN 20-0627546 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $5,442,647 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,442,647
Participants172Covered participants reported
Assets / participant$31.6KComputed: assets ÷ participants$31,643 (computed)
Provider compensation$41.6K4 Schedule C provider row(s)$41,579
Plan sponsor
Superior Fabrication Company LLC
EIN
20-0627546
Plan number
001
Plan type
2
Location
Kincheloe, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240917151428NAL0001848115001
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$552.7K
Benefits paid / distributions$503.7K
Contributions
Employer$138.4K
Participant$200.1K
Full reported line items

Net assets

Total assets (EOY)
$5,442,647
Total liabilities (EOY)
$0
Net assets (EOY)
$5,442,647
Net assets (BOY)
$4,548,757

Income & contributions

Employer contributions
$138,380
Participant contributions
$200,121
Total contributions
$338,501
Total income / additions
$1,446,572

Expenses & distributions

Benefits paid
$503,705
Administrative expenses
$36,633
Total expenses
$552,682
Net increase / (decrease)
$893,890
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 41%Participant 59%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$26,639$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$9,196not reported in the loaded dataset2023
Cbiz Benefits & Ins. ServicesCONTRACT ADMIN$0$5,0022023
Empower Advisory Group, LLCINV MGMT$742not reported in the loaded dataset2023

Related Form 5500 pages