2023 Form 5500 filing — Spellman 401(K) 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 20241014091528NAL0043953712001) for Spellman 401(K) Savings Plan, reported by Spellman High Voltage Electronics Corporation under EIN 13-2607577 and plan number 002. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091528NAL0043953712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spellman High Voltage Electronics Corporation
- EIN
- 13-2607577
- Plan number
- 002
- Location
- Hauppauge, NY
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,911,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,911,730
- Employer contributions
- $473,952
- Participant contributions
- $3,307,899
- Total income / additions
- $14,545,600
- Benefits paid
- $5,128,445
- Administrative expenses
- $4,363
- Total expenses
- $5,125,165
- Net increase / (decrease)
- $9,420,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $0 | $137,019 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,363 | $0 |