Befesa Zinc Metal LLC Salaried Retirement Savings Plan — Form 5500 plan (Befesa Zinc Metal LLC)

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, Befesa Zinc Metal LLC Salaried Retirement Savings Plan is a benefit plan reported by Befesa Zinc Metal LLC under EIN 35-2456504 and plan number 005. The latest loaded filing year is 2023. The filing reports 137 participants and $5,200,558 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,200,558
Participants137Covered participants reported
Assets / participant$38KComputed: assets ÷ participants$37,960 (computed)
Provider compensation$19.1K2 Schedule C provider row(s)$19,075
Plan sponsor
Befesa Zinc Metal LLC
EIN
35-2456504
Plan number
005
Plan type
2
Location
Moon Twp, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20250821140132NAL0002135251001
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$389.3K
Participant$645.8K
Full reported line items

Net assets

Total assets (EOY)
$5,200,558
Total liabilities (EOY)
$0
Net assets (EOY)
$5,200,558
Net assets (BOY)
$4,494,365

Income & contributions

Employer contributions
$389,289
Participant contributions
$645,806
Total contributions
$1,063,216
Total income / additions
$1,826,205

Expenses & distributions

Benefits paid
$1,208,174
Administrative expenses
$19,075
Total expenses
$1,227,249
Net increase / (decrease)
$598,956
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$19,075$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages