The Alloy Engineering Company Employee Stock Ownership Plan — Form 5500 plan (The Alloy Engineering 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, The Alloy Engineering Company Employee Stock Ownership Plan is a benefit plan reported by The Alloy Engineering Company under EIN 34-0759537 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $12,653,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Alloy Engineering Company
- EIN
- 34-0759537
- Plan number
- 003
- Plan type
- 2
- Location
- Berea, OH
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $12,653,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241015152337NAL0030154689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,653,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,653,226
- Net assets (BOY)
- $9,694,958
Income & contributions
- Employer contributions
- $68,870
- Total contributions
- $1,105,242
- Total income / additions
- $3,060,309
Expenses & distributions
- Benefits paid
- $65,479
- Administrative expenses
- $36,562
- Total expenses
- $102,041
- Net increase / (decrease)
- $2,958,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greatbanc Trust Company | NONE | $29,180 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies LLC | NONE | $5,344 | not reported in the loaded dataset | 2023 |