Specialty Steel Works Incorporated 401(K) Retirement Savings Plan — Form 5500 plan (Specialty Steel Works Incorporated)
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, Specialty Steel Works Incorporated 401(K) Retirement Savings Plan is a benefit plan reported by Specialty Steel Works Incorporated under EIN 26-4430641 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $46,601,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Steel Works Incorporated
- EIN
- 26-4430641
- Plan number
- 001
- Plan type
- 2
- Location
- Hammond, IN
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $46,601,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241008091418NAL0016379153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,601,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,601,382
- Net assets (BOY)
- $40,816,290
Income & contributions
- Employer contributions
- $871,801
- Participant contributions
- $1,464,418
- Total contributions
- $2,356,219
- Total income / additions
- $10,226,219
Expenses & distributions
- Benefits paid
- $4,427,281
- Administrative expenses
- $66,018
- Total expenses
- $4,514,187
- Net increase / (decrease)
- $5,712,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $28,398 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,720 | $0 | 2023 |
| Lvbw Llp | ACCOUNTANT/AUDITOR | $11,900 | not reported in the loaded dataset | 2023 |