2023 Form 5500 filing — Spartan Light Metal Products 401(K) Profit Sharing 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 20240729144253NAL0012617171001) for Spartan Light Metal Products 401(K) Profit Sharing Plan, reported by Spartan Light Metal Products, Inc. under EIN 37-0805188 and plan number 002. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729144253NAL0012617171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spartan Light Metal Products, Inc.
- EIN
- 37-0805188
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 1,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,697,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,697,286
- Employer contributions
- $1,556,931
- Participant contributions
- $4,790,326
- Total income / additions
- $17,539,419
- Benefits paid
- $6,919,321
- Administrative expenses
- $161,591
- Total expenses
- $7,080,912
- Net increase / (decrease)
- $10,458,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $83,627 | $0 |
| Creative Planning | INVESTMENT ADVISOR | $51,125 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $13,964 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $12,875 | not reported in the loaded dataset |