2023 Form 5500 filing — Spathe Systems LLC 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 20241107135839NAL0022236786001) for Spathe Systems LLC 401(K) Plan, reported by Spathe Systems, LLC under EIN 47-1787825 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107135839NAL0022236786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spathe Systems, LLC
- EIN
- 47-1787825
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,745,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,745,486
- Employer contributions
- $252,318
- Participant contributions
- $871,847
- Total income / additions
- $1,658,948
- Benefits paid
- $492,075
- Administrative expenses
- $7,964
- Total expenses
- $500,039
- Net increase / (decrease)
- $1,158,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $5,865 | $0 |
| Merrill Lynch, Pierce, Fenner And S | INVESTMENT ADVISORY - PL | $2,855 | not reported in the loaded dataset |
| Dwc-The 401(K) Experts | TPA | $935 | $29 |