Alliance Steel 401(K) Plan — Form 5500 plan (Alliance Steel Corporation)
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, Alliance Steel 401(K) Plan is a benefit plan reported by Alliance Steel Corporation under EIN 36-4190000 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $11,037,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Steel Corporation
- EIN
- 36-4190000
- Plan number
- 001
- Plan type
- 2
- Location
- Gary, IN
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $11,037,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015100637NAL0014370211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,037,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,037,964
- Net assets (BOY)
- $9,509,492
Income & contributions
- Employer contributions
- $341,767
- Participant contributions
- $736,164
- Total contributions
- $1,090,966
- Total income / additions
- $2,457,539
Expenses & distributions
- Benefits paid
- $924,088
- Administrative expenses
- $3,379
- Total expenses
- $929,067
- Net increase / (decrease)
- $1,528,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,064 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $315 | $0 | 2023 |