2023 Form 5500 filing — Spitzer Industries, Inc. Ee'S Savings & 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 20241010104011NAL0009918787001) for Spitzer Industries, Inc. Ee'S Savings & Profit Sharing Plan, reported by Spitzer Industries, Inc. under EIN 76-0495186 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104011NAL0009918787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spitzer Industries, Inc.
- EIN
- 76-0495186
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,369,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,369,690
- Participant contributions
- $936,304
- Total income / additions
- $3,101,551
- Benefits paid
- $1,088,491
- Administrative expenses
- $72,886
- Total expenses
- $1,166,591
- Net increase / (decrease)
- $1,934,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Group Asset Management | RETAINED BY EMPLOYER | $36,071 | not reported in the loaded dataset |
| John Hancock Retirment Plan Svrcs | RETAINED BY EMPLOYER | $34,410 | $0 |