2023 Form 5500 filing — Spilman Thomas & Battle 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 20240726135700NAL0015559153001) for Spilman Thomas & Battle 401(K) Plan, reported by Spilman Thomas & Battle, Pllc under EIN 55-0282458 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726135700NAL0015559153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spilman Thomas & Battle, Pllc
- EIN
- 55-0282458
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,820,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,820,926
- Employer contributions
- $1,379,778
- Participant contributions
- $1,523,790
- Total income / additions
- $12,019,359
- Benefits paid
- $6,736,595
- Administrative expenses
- $11,536
- Total expenses
- $6,748,131
- Net increase / (decrease)
- $5,271,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $12,236 | $0 |