Copperweld Bimetallics LLC Savings Plan — Form 5500 plan (Copperweld Bimetallics 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, Copperweld Bimetallics LLC Savings Plan is a benefit plan reported by Copperweld Bimetallics LLC under EIN 98-0467972 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $13,171,263 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,171,263
Participants312Covered participants reported
Assets / participant$42.2KComputed: assets ÷ participants$42,216 (computed)
Provider compensation$4.6K1 Schedule C provider row(s)$4,587
Plan sponsor
Copperweld Bimetallics LLC
EIN
98-0467972
Plan number
001
Plan type
2
Location
Fayetteville, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241015161316NAL0015054739001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$783.9K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$13,171,263
Total liabilities (EOY)
$0
Net assets (EOY)
$13,171,263
Net assets (BOY)
$9,042,262

Income & contributions

Employer contributions
$783,865
Participant contributions
$1,333,734
Total contributions
$3,105,312
Total income / additions
$4,981,520

Expenses & distributions

Benefits paid
$2,469,448
Administrative expenses
$4,587
Total expenses
$2,489,003
Net increase / (decrease)
$2,492,517
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,587$02023

Related Form 5500 pages