2023 Form 5500 filing — Sp Holding Enterprises Corp 401(K) 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 20240913123113NAL0011658993001) for Sp Holding Enterprises Corp 401(K) Retirement Savings Plan, reported by Sp Holding Enterprises Corp under EIN 87-0559538 and plan number 001. It reports 1,831 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913123113NAL0011658993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sp Holding Enterprises Corp
- EIN
- 87-0559538
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 1,831
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,542,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,542,459
- Employer contributions
- $1,667,216
- Participant contributions
- $4,702,708
- Total income / additions
- $18,140,011
- Benefits paid
- $9,525,179
- Administrative expenses
- $182,183
- Total expenses
- $9,734,747
- Net increase / (decrease)
- $8,405,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $152,183 | $0 |
| Mercer Investment Management Inc | ADVISOR | $30,000 | not reported in the loaded dataset |