The Lawton Standard Co. 401(K) Ret Plan — Form 5500 plan (Specialty Metals Holdco, 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, The Lawton Standard Co. 401(K) Ret Plan is a benefit plan reported by Specialty Metals Holdco, LLC under EIN 84-3828049 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $15,750,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialty Metals Holdco, LLC
EIN
84-3828049
Plan number
001
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
381
End-of-year plan assets
$15,750,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20241008110033NAL0017435377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,750,034
Total liabilities (EOY)
$598
Net assets (EOY)
$15,749,436
Net assets (BOY)
$12,827,565

Income & contributions

Employer contributions
$537,799
Participant contributions
$1,463,041
Total contributions
$2,320,391
Total income / additions
$4,527,297

Expenses & distributions

Benefits paid
$1,519,145
Administrative expenses
$86,281
Total expenses
$1,605,426
Net increase / (decrease)
$2,921,871

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$86,281$02023

Related Form 5500 pages