Haven Steel Products Retirement Plan — Form 5500 plan (Haven Steel Products, 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, Haven Steel Products Retirement Plan is a benefit plan reported by Haven Steel Products, Inc. under EIN 48-0760716 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $2,876,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haven Steel Products, Inc.
- EIN
- 48-0760716
- Plan number
- 001
- Plan type
- 2
- Location
- Haven, KS
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $2,876,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241014082352NAL0014644051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,876,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,876,999
- Net assets (BOY)
- $2,488,215
Income & contributions
- Employer contributions
- $345,466
- Participant contributions
- $446,088
- Total contributions
- $791,554
- Total income / additions
- $1,154,281
Expenses & distributions
- Benefits paid
- $745,662
- Administrative expenses
- $19,835
- Total expenses
- $765,497
- Net increase / (decrease)
- $388,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Olsen Thielen & Co., Ltd. | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Lion Street Financial LLC | ADVISOR | $0 | $8,352 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,835 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haven Steel Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Haven, KS
- Olsen Thielen & Co., Ltd. — Schedule C compensation
- Lion Street Financial LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation