Spectrix Analytical Services 401(K) Plan — Form 5500 plan (Spectrix Analytical Services, LLC)

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, Spectrix Analytical Services 401(K) Plan is a benefit plan reported by Spectrix Analytical Services, LLC under EIN 06-1546173 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $13,265,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spectrix Analytical Services, LLC
EIN
06-1546173
Plan number
001
Plan type
2
Location
North Haven, CT
Latest filing year
2023
Participants
279
End-of-year plan assets
$13,265,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20240930133922NAL0009478576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,265,389
Total liabilities (EOY)
$0
Net assets (EOY)
$13,265,389
Net assets (BOY)
$9,694,707

Income & contributions

Employer contributions
$603,176
Participant contributions
$1,429,548
Total contributions
$2,067,436
Total income / additions
$4,193,574

Expenses & distributions

Benefits paid
$604,849
Administrative expenses
$18,043
Total expenses
$622,892
Net increase / (decrease)
$3,570,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient AdvisorsADVISOR$12,548not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$5,495$02023

Related Form 5500 pages