2023 Form 5500 filing — Spooner Risk Control Services, Inc. Multiple Employer 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 20241007085924NAL0008737779001) for Spooner Risk Control Services, Inc. Multiple Employer 401(K) Profit Sharing Plan, reported by Surety Hr, Inc. under EIN 82-1825780 and plan number 003. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007085924NAL0008737779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surety Hr, Inc.
- EIN
- 82-1825780
- Plan number
- 003
- Location
- Westlake, OH
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,114,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,114,952
- Employer contributions
- $298,514
- Participant contributions
- $648,813
- Total income / additions
- $2,755,655
- Benefits paid
- $655,443
- Administrative expenses
- $61,142
- Total expenses
- $716,585
- Net increase / (decrease)
- $2,039,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. | RECORDKEEPER | $61,142 | $0 |
| Rea & Associates Inc | TRUSTEE | $1,160 | not reported in the loaded dataset |