2023 Form 5500 filing — Spi Pharma 401(K) 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 20241011125351NAL0036963472001) for Spi Pharma 401(K) Plan, reported by Spi Pharma under EIN 51-0108237 and plan number 002. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125351NAL0036963472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spi Pharma
- EIN
- 51-0108237
- Plan number
- 002
- Location
- Wilmington, DE
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,223,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,223,019
- Employer contributions
- $1,921,521
- Participant contributions
- $1,869,238
- Total income / additions
- $11,519,570
- Benefits paid
- $4,141,591
- Administrative expenses
- $116,475
- Total expenses
- $4,266,521
- Net increase / (decrease)
- $7,253,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $60,764 | $0 |
| Snowden Capital Advisors LLC | RETAINED BY CLIENT | $40,000 | not reported in the loaded dataset |
| Gelman, Rosenberg And Freedman, Pc | RETAINED BY CLIENT | $15,711 | not reported in the loaded dataset |