2023 Form 5500 filing — Spencer Gifts LLC Pension 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 20241010134927NAL0010050611001) for Spencer Gifts LLC Pension Plan, reported by Spencer Gifts LLC under EIN 71-0878043 and plan number 001. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134927NAL0010050611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spencer Gifts LLC
- EIN
- 71-0878043
- Plan number
- 001
- Location
- Egg Harbor Township, NJ
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,677,230
- Total liabilities (EOY)
- $57,950
- Net assets (EOY)
- $22,619,280
- Total income / additions
- $2,706,898
- Benefits paid
- $1,569,507
- Administrative expenses
- $333,036
- Total expenses
- $1,902,543
- Net increase / (decrease)
- $804,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $99,049 | not reported in the loaded dataset |
| Axa Advisors LLC | NONE | $96,443 | not reported in the loaded dataset |
| State Street Retiree Services | NONE | $18,489 | $0 |
| Geltrude & Company | NONE | $15,500 | not reported in the loaded dataset |