Spartanburg Steel Products, Inc. Savings And Investment Plan — Form 5500 plan (Spartanburg Steel Products, 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, Spartanburg Steel Products, Inc. Savings And Investment Plan is a benefit plan reported by Spartanburg Steel Products, Inc. under EIN 31-1039895 and plan number 003. The latest loaded filing year is 2023. The filing reports 129 participants and $7,979,262 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8MPlan net assets, end of year$7,979,262
Participants129Covered participants reported
Assets / participant$61.9KComputed: assets ÷ participants$61,855 (computed)
Provider compensation$64.2K4 Schedule C provider row(s)$64,188
Plan sponsor
Spartanburg Steel Products, Inc.
EIN
31-1039895
Plan number
003
Plan type
2
Location
Spartanburg, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241015070741NAL0028904257001
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$309.9K
Participant$633.2K
Full reported line items

Net assets

Total assets (EOY)
$7,979,262
Total liabilities (EOY)
$0
Net assets (EOY)
$7,979,262
Net assets (BOY)
$6,939,800

Income & contributions

Employer contributions
$309,909
Participant contributions
$633,183
Total contributions
$1,216,129
Total income / additions
$2,525,695

Expenses & distributions

Benefits paid
$1,443,561
Administrative expenses
$56,852
Total expenses
$1,511,640
Net increase / (decrease)
$1,014,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$36,254$02023
Capfinancial Partners, LLCINVESTMENT ADVISOR$13,354not reported in the loaded dataset2023
Cbiz Benefits & Ins ServicesCONTRACT ADMIN$0$7,3222023
Empower Advisory Group LLCINVESTMENT MANAGEMENT$7,258not reported in the loaded dataset2023

Related Form 5500 pages