2023 Form 5500 filing — Specialized Products, Ltd 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 20241004115657NAL0011392225001) for Specialized Products, Ltd 401(K) Plan, reported by Specialized Products, Ltd under EIN 39-1793295 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115657NAL0011392225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialized Products, Ltd
- EIN
- 39-1793295
- Plan number
- 001
- Location
- Clintonville, WI
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,686,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,686,473
- Employer contributions
- $133,828
- Participant contributions
- $177,927
- Total income / additions
- $1,079,272
- Benefits paid
- $448,326
- Administrative expenses
- $1,503
- Total expenses
- $449,829
- Net increase / (decrease)
- $629,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $2,801 | not reported in the loaded dataset |
| Retirement Plan Partners, LLC | CONTRACT ADMINISTRATOR | $600 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $208 | $0 |