2023 Form 5500 filing — Spalding Consulting, Inc. 401k 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 20241014155327NAL0045196528001) for Spalding Consulting, Inc. 401k Plan, reported by Spalding Consulting, Inc. under EIN 52-2291300 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155327NAL0045196528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spalding Consulting, Inc.
- EIN
- 52-2291300
- Plan number
- 001
- Location
- Lexington Park, MD
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,251,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,251,954
- Employer contributions
- $556,420
- Participant contributions
- $2,853,472
- Total income / additions
- $8,401,243
- Benefits paid
- $2,076,804
- Administrative expenses
- $91,071
- Total expenses
- $2,167,875
- Net increase / (decrease)
- $6,233,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $44,278 | $0 |
| Global Retirement Partners | NONE | $39,722 | $0 |
| Duncan Financial Group, LLC | TPA | $10,000 | $0 |