2023 Form 5500 filing — Spectra Metal Sales, Inc. 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 20250430131727NAL0003905922001) for Spectra Metal Sales, Inc. 401(K) Plan, reported by Spectra Metal Sales, Inc. under EIN 59-2878371 and plan number 001. It reports 888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430131727NAL0003905922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectra Metal Sales, Inc.
- EIN
- 59-2878371
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,996,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,996,774
- Employer contributions
- $706,251
- Participant contributions
- $1,338,028
- Total income / additions
- $3,546,372
- Benefits paid
- $628,452
- Administrative expenses
- $34,636
- Total expenses
- $663,088
- Net increase / (decrease)
- $2,883,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | SERVICE PROVIDER | $0 | $24,651 |
| My Benefits, LLC | TPA | $0 | $4,656 |
| Morningstar | INV. ADVISORY (PLAN) | $0 | $1,608 |
| Morningstar Investment Management | INVT. ADV. (PARTICIPANT) | $233 | not reported in the loaded dataset |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $233 | $0 |