2023 Form 5500 filing — Spalding Dedecker Associates, Inc. 401(K) 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 20241002094113NAL0016242226001) for Spalding Dedecker Associates, Inc. 401(K) Retirement Plan, reported by Spalding Dedecker Associates, Inc. under EIN 38-1598901 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094113NAL0016242226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spalding Dedecker Associates, Inc.
- EIN
- 38-1598901
- Plan number
- 001
- Location
- Rochester Hills, MI
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,186,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,186,433
- Participant contributions
- $751,605
- Total income / additions
- $2,578,715
- Benefits paid
- $484,373
- Administrative expenses
- $20,402
- Total expenses
- $504,775
- Net increase / (decrease)
- $2,073,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acec Retirement Trust | OTHER | $16,015 | not reported in the loaded dataset |
| Coastal Pension Services LLC | CONTRACT ADMINISTRATOR | $0 | $6,250 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,510 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,578 | $0 |
| Crowe Llp | CONTRACT ADMINISTRATOR | -$2,500 | $1,250 |