2023 Form 5500 filing — Spectrix Analytical Services 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 20240930133922NAL0009478576001) for Spectrix Analytical Services 401(K) Plan, reported by Spectrix Analytical Services, LLC under EIN 06-1546173 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930133922NAL0009478576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrix Analytical Services, LLC
- EIN
- 06-1546173
- Plan number
- 001
- Location
- North Haven, CT
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,265,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,265,389
- Employer contributions
- $603,176
- Participant contributions
- $1,429,548
- Total income / additions
- $4,193,574
- Benefits paid
- $604,849
- Administrative expenses
- $18,043
- Total expenses
- $622,892
- Net increase / (decrease)
- $3,570,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | ADVISOR | $12,548 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $5,495 | $0 |