2023 Form 5500 filing — Special Programs, Inc. 401(K) Profit Sharing 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 20241003063229NAL0005513043001) for Special Programs, Inc. 401(K) Profit Sharing Plan, reported by Special Programs, Inc. under EIN 16-1532213 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003063229NAL0005513043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Special Programs, Inc.
- EIN
- 16-1532213
- Plan number
- 001
- Location
- Oswego, NY
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Total income / additions
- $28,626
- Benefits paid
- $3,577,296
- Administrative expenses
- $6,724
- Total expenses
- $3,584,020
- Net increase / (decrease)
- -$3,555,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usb Financial Services, Inc. | INVESTMENT ADVISOR | $12,478 | $0 |
| Special Programs, Inc. | OTHER VISOR (PLAN) | $3,190 | $0 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $2,312 | $0 |