2023 Form 5500 filing — Spectra Logic 401(K) Profit Sharing 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 20241015131955NAL0028550225001) for Spectra Logic 401(K) Profit Sharing Plan, reported by Spectra Logic under EIN 84-0922076 and plan number 001. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131955NAL0028550225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectra Logic
- EIN
- 84-0922076
- Plan number
- 001
- Location
- Boulder, CO
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,522,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,522,741
- Employer contributions
- $665,070
- Participant contributions
- $3,045,074
- Total income / additions
- $11,907,977
- Benefits paid
- $4,450,590
- Administrative expenses
- $167,656
- Total expenses
- $4,633,869
- Net increase / (decrease)
- $7,274,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $54,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $52,914 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,242 | $0 |
| Plante And Moran | AUDITOR | $18,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $0 | $0 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 |