2023 Form 5500 filing — Spiezle Group, Inc. 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 20241008151119NAL0008503715001) for Spiezle Group, Inc. Retirement Plan, reported by Spiezle Group, Inc. under EIN 23-1937152 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151119NAL0008503715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spiezle Group, Inc.
- EIN
- 23-1937152
- Plan number
- 002
- Location
- Hamilton, NJ
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,151,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,151,018
- Employer contributions
- $54,000
- Participant contributions
- $554,540
- Total income / additions
- $1,764,589
- Benefits paid
- $698,527
- Administrative expenses
- $16,358
- Total expenses
- $714,885
- Net increase / (decrease)
- $1,049,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $10,938 | $0 |
| Blue Ridge Esop Associates | CONTRACT ADMINISTRATOR | $2,175 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $315 | not reported in the loaded dataset |