Speedy Metals, LLC Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Speedy Metals, 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, Speedy Metals, LLC Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Speedy Metals, LLC under EIN 39-2027025 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $6,561,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Speedy Metals, LLC
- EIN
- 39-2027025
- Plan number
- 001
- Plan type
- 3
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $6,561,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20240916080902NAL0003211426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,561,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,561,241
- Net assets (BOY)
- $5,658,543
Income & contributions
- Employer contributions
- $279,181
- Participant contributions
- $355,868
- Total contributions
- $723,244
- Total income / additions
- $1,664,185
Expenses & distributions
- Benefits paid
- $707,568
- Administrative expenses
- $53,919
- Total expenses
- $761,487
- Net increase / (decrease)
- $902,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,994 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $17,234 | not reported in the loaded dataset | 2023 |
| Integrity Retirement Plan Services | CONTRACT ADMIN | $4,842 | $5,744 | 2023 |
| Carnow & Associates, Ltd. | CONTRACT ADMIN | $2,009 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Speedy Metals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Integrity Retirement Plan Services — Schedule C compensation
- Carnow & Associates, Ltd. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation