2023 Form 5500 filing — Spectrum Intermediate 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 20240925161009NAL0015019505001) for Spectrum Intermediate 401(K) Plan, reported by Spectrum Intermediate, LLC under EIN 83-4688659 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925161009NAL0015019505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Intermediate, LLC
- EIN
- 83-4688659
- Plan number
- 001
- Location
- Draper, UT
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $829,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $829,700
- Employer contributions
- $7,203
- Participant contributions
- $218,207
- Total income / additions
- $356,832
- Benefits paid
- $26,609
- Administrative expenses
- $10,666
- Total expenses
- $37,275
- Net increase / (decrease)
- $319,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,281 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $2,843 | not reported in the loaded dataset |
| Wc Administrators LLC | CONTRACT ADMIN. | $682 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $509 | not reported in the loaded dataset |