Dufresne Spencer Group Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dufresne Spencer Group Holdings, LLC (EIN 06-1668247) is a plan sponsor located in Memphis, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1668247
Location
Memphis, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,234,615
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,234,615

Contributions & income

Employer contributions
$1,731,606
Participant contributions
$3,703,340
Total income / additions
$9,390,916

Expenses & distributions

Benefits paid / distributions
$3,362,964
Total expenses
$3,723,107
Net increase / (decrease)
$5,667,809

Coverage

Total reported participants
4,239
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Dufresne Spencer Group Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ashley Furniture Homestore 401(K) Plan0014,239$23,234,6152023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dufresne Spencer Group Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Ashley Furniture Homestore 401(K) Plan4,239H, C20241008103717NAL0009553891001

Related Form 5500 pages