Tax Deferred Savings & Profit Sharing Plan Of Specialty Steel Treating, Inc. — Form 5500 plan (Specialty Steel Treating, Inc.)

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, Tax Deferred Savings & Profit Sharing Plan Of Specialty Steel Treating, Inc. is a benefit plan reported by Specialty Steel Treating, Inc. under EIN 38-1513385 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $20,479,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialty Steel Treating, Inc.
EIN
38-1513385
Plan number
002
Plan type
2
Location
Fraser, MI
Latest filing year
2023
Participants
240
End-of-year plan assets
$20,479,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241010135621NAL0021123137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,479,428
Total liabilities (EOY)
$0
Net assets (EOY)
$20,479,428
Net assets (BOY)
$18,068,489

Income & contributions

Employer contributions
$168,177
Participant contributions
$943,792
Total contributions
$1,111,969
Total income / additions
$3,670,274

Expenses & distributions

Benefits paid
$1,197,837
Administrative expenses
$61,498
Total expenses
$1,259,335
Net increase / (decrease)
$2,410,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates, Inc.OTHER$56,498not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$5,000$02023

Related Form 5500 pages