A Cubed Corporation Dba Concast Metal Products Company 401(K) Retirement Plan — Form 5500 plan (A Cubed Corporation Dba Concast Metal Products Company)

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, A Cubed Corporation Dba Concast Metal Products Company 401(K) Retirement Plan is a benefit plan reported by A Cubed Corporation Dba Concast Metal Products Company under EIN 25-1898567 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $32,865,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A Cubed Corporation Dba Concast Metal Products Company
EIN
25-1898567
Plan number
003
Plan type
2
Location
Mars, PA
Latest filing year
2023
Participants
138
End-of-year plan assets
$32,865,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241015103455NAL0016156691010

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,865,898
Net assets (EOY)
$32,865,898
Net assets (BOY)
$29,979,509

Income & contributions

Employer contributions
$976,725
Participant contributions
$725,261
Total contributions
$1,701,986
Total income / additions
$6,251,780

Expenses & distributions

Benefits paid
$3,282,152
Administrative expenses
$83,239
Total expenses
$3,365,391
Net increase / (decrease)
$2,886,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors FinancialSERVICE PROVIDERnot reported in the loaded dataset$40,0632023
Wells Fargo Clearing Services, LLCSERVICE PROVIDERnot reported in the loaded dataset$40,0632023
DelfinitiSERVICE PROVIDERnot reported in the loaded dataset$15,9412023
MorningstarSVC PROVIDERnot reported in the loaded dataset$5,2322023

Related Form 5500 pages