2023 Form 5500 filing — Spectrum Brands 401(K) Retirement 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 20241014105519NAL0045702896001) for Spectrum Brands 401(K) Retirement Savings Plan, reported by Spectrum Brands, Inc. under EIN 22-2423556 and plan number 054. It reports 4,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105519NAL0045702896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Brands, Inc.
- EIN
- 22-2423556
- Plan number
- 054
- Location
- Middleton, WI
- Participants
- 4,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $327,770,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $327,770,570
- Employer contributions
- $7,291,829
- Participant contributions
- $17,835,089
- Total income / additions
- $78,368,309
- Benefits paid
- $99,769,270
- Administrative expenses
- $504,446
- Total expenses
- $100,614,960
- Net increase / (decrease)
- -$22,246,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $536,445 | $0 |
| Ubs Financial Services, Inc. | NONE | $82,280 | not reported in the loaded dataset |
| Baker Tilly Us Llp | CONTRACT ADMIN | $48,300 | not reported in the loaded dataset |