Sioux City Foundry 401(K) Plan — Form 5500 plan (Sioux City Foundry 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, Sioux City Foundry 401(K) Plan is a benefit plan reported by Sioux City Foundry Co under EIN 42-0942411 and plan number 003. The latest loaded filing year is 2023. The filing reports 179 participants and $7,264,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sioux City Foundry Co
- EIN
- 42-0942411
- Plan number
- 003
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $7,264,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241014164511NAL0027890257008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,264,602
- Net assets (EOY)
- $7,264,602
- Net assets (BOY)
- $6,774,669
Income & contributions
- Employer contributions
- $78,439
- Participant contributions
- $215,229
- Total contributions
- $293,668
- Total income / additions
- $1,316,759
Expenses & distributions
- Benefits paid
- $791,954
- Administrative expenses
- $34,872
- Total expenses
- $826,826
- Net increase / (decrease)
- $489,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | RECORDKEEPER | $35,074 | not reported in the loaded dataset | 2023 |
| Henjes Conner & Williams Pc | AUDITOR | $12,900 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $3,014 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sioux City Foundry Co
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux City, IA
- Security National Bank — Schedule C compensation
- Henjes Conner & Williams Pc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation