2023 Form 5500 filing — Spencer Medical Solutions Safe Harbor 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528082954NAL0010616769001) for Spencer Medical Solutions Safe Harbor 401(K) Plan, reported by Spencer Medical Solutions LLC under EIN 46-3534436 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240528082954NAL0010616769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spencer Medical Solutions LLC
- EIN
- 46-3534436
- Plan number
- 001
- Location
- Sumter, SC
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,168
- Net assets (EOY)
- $197,168
- Employer contributions
- $5,196
- Participant contributions
- $37,100
- Total income / additions
- $63,469
- Administrative expenses
- $3,240
- Total expenses
- $3,240
- Net increase / (decrease)
- $60,229
- Schedule source
- Schedule I