2023 Form 5500 filing — Spooner Retirement Savings 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 20240809185114NAL0006744209001) for Spooner Retirement Savings Plan, reported by Spooner, Inc. under EIN 20-3968517 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809185114NAL0006744209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spooner, Inc.
- EIN
- 20-3968517
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,381,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,381,874
- Employer contributions
- $592,467
- Participant contributions
- $1,698,959
- Total income / additions
- $4,399,359
- Benefits paid
- $658,968
- Administrative expenses
- $75,954
- Total expenses
- $734,922
- Net increase / (decrease)
- $3,664,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,581 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Kimberlin Company Pllc | AUDITOR | $4,375 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,998 | not reported in the loaded dataset |