O'Neal Steel 401(K) Plan — Form 5500 plan (O'Neal Steel, 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, O'Neal Steel 401(K) Plan is a benefit plan reported by O'Neal Steel, Inc. under EIN 63-0196990 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,712 participants and $381,968,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O'Neal Steel, Inc.
EIN
63-0196990
Plan number
002
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
3,712
End-of-year plan assets
$381,968,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,712H, C20241008104320NAL0008271315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$381,968,388
Total liabilities (EOY)
$0
Net assets (EOY)
$381,968,388
Net assets (BOY)
$320,725,608

Income & contributions

Employer contributions
$9,925,100
Participant contributions
$18,014,422
Total contributions
$33,325,465
Total income / additions
$96,389,655

Expenses & distributions

Benefits paid
$35,109,981
Administrative expenses
$15,465
Total expenses
$35,146,875
Net increase / (decrease)
$61,242,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$207,713not reported in the loaded dataset2023
Bms&S, LLCACCOUNTANT/AUDITOR$32,046not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$224,294$02023

Related Form 5500 pages