2023 Form 5500 filing — Spatco Energy Solutions 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 20241014104553NAL0044206080001) for Spatco Energy Solutions 401(K) Plan, reported by Spatco Energy Solutions, LLC under EIN 84-3846075 and plan number 001. It reports 687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104553NAL0044206080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spatco Energy Solutions, LLC
- EIN
- 84-3846075
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,715,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,715,059
- Employer contributions
- $588,683
- Participant contributions
- $2,757,286
- Total income / additions
- $11,818,650
- Benefits paid
- $2,089,675
- Administrative expenses
- $112,357
- Total expenses
- $2,202,647
- Net increase / (decrease)
- $9,616,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,195 | $0 |
| Creative Planning LLC | ADVISOR | $39,587 | not reported in the loaded dataset |
| Lockton Financial Advisors LLC | ADVISOR | $6,575 | not reported in the loaded dataset |