2023 Form 5500 filing — Spencer'S Tv & Appliance 401k 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 20241015165158NAL0016914163001) for Spencer'S Tv & Appliance 401k Profit Sharing Plan, reported by Spencer'S Tv And Appliance under EIN 86-0292380 and plan number 002. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.2MReported net assets$21,248,102
Participants285
Provider compensation$17.1K2 Schedule C row(s)$17,127
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165158NAL0016914163001
- Plan sponsor
- Spencer'S Tv And Appliance
- EIN
- 86-0292380
- Plan number
- 002
- Location
- Chandler, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.2M total assets
Net assets$21.2MLiabilities$7
Full reported line items
- Total assets (EOY)
- $21,248,109
- Total liabilities (EOY)
- $7
- Net assets (EOY)
- $21,248,102
- Employer contributions
- $294,991
- Participant contributions
- $1,664,361
- Total income / additions
- $5,083,480
- Benefits paid
- $1,554,910
- Administrative expenses
- $17,121
- Total expenses
- $1,592,087
- Net increase / (decrease)
- $3,491,393
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,656 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,471 | not reported in the loaded dataset |