Spellman 401(K) Savings Plan — Form 5500 plan (Spellman High Voltage Electronics Corporation)
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, Spellman 401(K) Savings Plan is a benefit plan reported by Spellman High Voltage Electronics Corporation under EIN 13-2607577 and plan number 002. The latest loaded filing year is 2023. The filing reports 502 participants and $60,911,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spellman High Voltage Electronics Corporation
- EIN
- 13-2607577
- Plan number
- 002
- Plan type
- 2
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $60,911,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20241014091528NAL0043953712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,911,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,911,730
- Net assets (BOY)
- $51,491,295
Income & contributions
- Employer contributions
- $473,952
- Participant contributions
- $3,307,899
- Total contributions
- $4,431,659
- Total income / additions
- $14,545,600
Expenses & distributions
- Benefits paid
- $5,128,445
- Administrative expenses
- $4,363
- Total expenses
- $5,125,165
- Net increase / (decrease)
- $9,420,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $0 | $137,019 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,363 | $0 | 2023 |