2023 Form 5500 filing — Spectrum Industries, 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 20241003132802NAL0017765152001) for Spectrum Industries, Inc. 401(K) Profit Sharing Plan, reported by Spectrum Industries, Inc. under EIN 39-1094074 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003132802NAL0017765152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Industries, Inc.
- EIN
- 39-1094074
- Plan number
- 001
- Location
- Chippewa Falls, WI
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,555,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,555,662
- Employer contributions
- $94,834
- Participant contributions
- $801,691
- Total income / additions
- $2,912,399
- Benefits paid
- $1,231,858
- Administrative expenses
- $8,803
- Total expenses
- $1,240,661
- Net increase / (decrease)
- $1,671,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,807 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $3,996 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |