Spencer Technologies, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Spencer Technologies, Inc.)
Plain-English plan 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, Spencer Technologies, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Spencer Technologies, Inc. under EIN 05-0499679 and plan number 002. The latest loaded filing year is 2023. The filing reports 527 participants and $9,958,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer Technologies, Inc.
- EIN
- 05-0499679
- Plan number
- 002
- Plan type
- 2
- Location
- Medway, MA
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $9,958,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20250207125144NAL0023078000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,958,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,958,347
- Net assets (BOY)
- $9,043,388
Income & contributions
- Employer contributions
- $21,771
- Participant contributions
- $893,719
- Total contributions
- $1,069,040
- Total income / additions
- $2,545,001
Expenses & distributions
- Benefits paid
- $1,572,280
- Administrative expenses
- $52,053
- Total expenses
- $1,630,042
- Net increase / (decrease)
- $914,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $29,524 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | AUDITOR | $11,700 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,272 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spencer Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medway, MA
- Rockland Trust — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation