Heidtman Steel Retirement Savings 401(K) Plan — Form 5500 plan (Heidtman Steel Products)
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, Heidtman Steel Retirement Savings 401(K) Plan is a benefit plan reported by Heidtman Steel Products under EIN 34-0930923 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,091 participants and $75,315,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heidtman Steel Products
- EIN
- 34-0930923
- Plan number
- 003
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 1,091
- End-of-year plan assets
- $75,315,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,091 | H, C | 20250114102241NAL0019708913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,315,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,315,990
- Net assets (BOY)
- $72,673,440
Income & contributions
- Employer contributions
- $1,892,795
- Participant contributions
- $3,348,899
- Total contributions
- $5,547,054
- Total income / additions
- $12,866,522
Expenses & distributions
- Benefits paid
- $9,989,046
- Administrative expenses
- $225,942
- Total expenses
- $10,223,972
- Net increase / (decrease)
- $2,642,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISORY | $88,917 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,437 | $0 | 2023 |
| William Vaughan Company | ACCOUNTANT | $26,588 | not reported in the loaded dataset | 2023 |
| Apple Growth Partners | INVESTMENT ADVISORY | $23,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heidtman Steel Products
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Ubs Financial Services — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- William Vaughan Company — Schedule C compensation
- Apple Growth Partners — Schedule C compensation