Garrison Steel 401(K) Plan — Form 5500 plan (Garrison Steel Erectors, 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, Garrison Steel 401(K) Plan is a benefit plan reported by Garrison Steel Erectors, Inc. under EIN 63-1133342 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $3,895,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garrison Steel Erectors, Inc.
- EIN
- 63-1133342
- Plan number
- 001
- Plan type
- 2
- Location
- Pell City, AL
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $3,895,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240809080015NAL0003193411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,895,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,895,139
- Net assets (BOY)
- $3,056,546
Income & contributions
- Employer contributions
- $207,103
- Participant contributions
- $410,184
- Total contributions
- $617,287
- Total income / additions
- $1,094,788
Expenses & distributions
- Benefits paid
- $236,766
- Administrative expenses
- $19,429
- Total expenses
- $256,195
- Net increase / (decrease)
- $838,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $13,338 | $0 | 2023 |
| Azalea Administration, LLC | CONTRACT ADMIN | $2,507 | $1,637 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,369 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $621 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garrison Steel Erectors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Pell City, AL
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Azalea Administration, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation