2023 Form 5500 filing — Specialty Appliances LLC 401k 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 20241010103613NAL0020831681001) for Specialty Appliances LLC 401k Retirement Plan, reported by Specialty Appliance LLC under EIN 38-2368535 and plan number 002. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103613NAL0020831681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Appliance LLC
- EIN
- 38-2368535
- Plan number
- 002
- Location
- Cumming, GA
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,284,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,284,850
- Employer contributions
- $45,919
- Participant contributions
- $493,561
- Total income / additions
- $1,205,438
- Benefits paid
- $813,966
- Administrative expenses
- $194
- Total expenses
- $814,160
- Net increase / (decrease)
- $391,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $194 | $43,091 |