2023 Form 5500 filing — Spee Dee Delivery Service, Inc Retirement 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 20240930123331NAL0002614787001) for Spee Dee Delivery Service, Inc Retirement Plan, reported by Spee Dee Delivery Service, Inc. under EIN 41-1530767 and plan number 001. It reports 1,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930123331NAL0002614787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spee Dee Delivery Service, Inc.
- EIN
- 41-1530767
- Plan number
- 001
- Location
- St Cloud, MN
- Participants
- 1,536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,105,719
- Total liabilities (EOY)
- $84,803
- Net assets (EOY)
- $54,020,916
- Employer contributions
- $381,129
- Participant contributions
- $2,081,615
- Total income / additions
- $7,798,785
- Benefits paid
- $3,759,558
- Administrative expenses
- $80,544
- Total expenses
- $3,840,102
- Net increase / (decrease)
- $3,958,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Management | ADVISOR | $44,999 | not reported in the loaded dataset |
| Pentegra Services | RECORDKEEPER | $26,921 | not reported in the loaded dataset |
| Reliance Trust | TRUSTEE | $8,624 | not reported in the loaded dataset |