Smalley Usa 401k Retirement Savings Plan — Form 5500 plan (Smalley Steel Ring Co)
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, Smalley Usa 401k Retirement Savings Plan is a benefit plan reported by Smalley Steel Ring Co under EIN 36-2517995 and plan number 002. The latest loaded filing year is 2023. The filing reports 732 participants and $98,882,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smalley Steel Ring Co
- EIN
- 36-2517995
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Zurich, IL
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $98,882,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20250711104520NAL0004174403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,882,944
- Net assets (EOY)
- $98,882,944
- Net assets (BOY)
- $79,388,911
Income & contributions
- Employer contributions
- $583,081
- Participant contributions
- $3,125,733
- Total contributions
- $3,785,265
- Total income / additions
- $25,148,052
Expenses & distributions
- Benefits paid
- $5,566,653
- Administrative expenses
- $87,366
- Total expenses
- $5,654,019
- Net increase / (decrease)
- $19,494,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | ADVISOR | $67,575 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $19,791 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smalley Steel Ring Co
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lake Zurich, IL
- Rbc Capital Markets LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation