Plan5500

2023 Form 5500 filing — Ernest Spencer Metals, Inc. Salary Savings 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 20241013194241NAL0050101314001) for Ernest Spencer Metals, Inc. Salary Savings Plan, reported by Ernest Spencer Metals, Inc. under EIN 48-1134102 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241013194241NAL0050101314001
Filing year
2023
Form type
2
Plan sponsor
Ernest Spencer Metals, Inc.
EIN
48-1134102
Plan number
001
Location
Meriden, KS
Participants
185
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,713,925
Total liabilities (EOY)
$3,775
Net assets (EOY)
$3,710,150
Employer contributions
$71,785
Participant contributions
$395,306
Total income / additions
$982,875
Benefits paid
$230,523
Administrative expenses
$50,636
Total expenses
$281,159
Net increase / (decrease)
$701,716
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Change Path LLCINVESTMENT ADVISOR$16,073not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$14,345$0
Summers Spencer & Company, PaAUDITOR$12,250not reported in the loaded dataset
Compensation Benefit Planning, Inc.CONTRACT ADMINISTRATOR$5,424$1,821
Creative Planning LLCINVESTMENT ADVISOR$3,215not reported in the loaded dataset
Erp National LLCCONTRACT ADMIN$590$1,394
Empower Advisory Group, LLCINVESTMENT MGMT$1,204not reported in the loaded dataset

Related Form 5500 pages