Kenwal Group Retirement Savings Plan — Form 5500 plan (Kenwal 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, Kenwal Group Retirement Savings Plan is a benefit plan reported by Kenwal Steel Corporation under EIN 38-1292661 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $37,705,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kenwal Steel Corporation
EIN
38-1292661
Plan number
001
Plan type
2
Location
Dearborn, MI
Latest filing year
2023
Participants
368
End-of-year plan assets
$37,705,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241003142000NAL0017228160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,705,876
Total liabilities (EOY)
$0
Net assets (EOY)
$37,705,876
Net assets (BOY)
$32,163,897

Income & contributions

Employer contributions
$1,171,866
Participant contributions
$1,619,584
Total contributions
$2,923,150
Total income / additions
$7,386,249

Expenses & distributions

Benefits paid
$1,723,400
Administrative expenses
$118,786
Total expenses
$1,844,270
Net increase / (decrease)
$5,541,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$82,932not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,854$02023

Related Form 5500 pages