Spotco, Inc. 401(K) Plan — Form 5500 plan (Spot & Company Of Manhattan, Inc. D/B/A Spotco)

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, Spotco, Inc. 401(K) Plan is a benefit plan reported by Spot & Company Of Manhattan, Inc. D/B/A Spotco under EIN 13-3941857 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,577,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spot & Company Of Manhattan, Inc. D/B/A Spotco
EIN
13-3941857
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
147
End-of-year plan assets
$6,577,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241015150456NAL0014916963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,577,231
Total liabilities (EOY)
$598
Net assets (EOY)
$6,576,633
Net assets (BOY)
$6,524,289

Income & contributions

Employer contributions
$127,173
Participant contributions
$400,344
Total contributions
$557,960
Total income / additions
$1,597,368

Expenses & distributions

Benefits paid
$1,544,219
Administrative expenses
$805
Total expenses
$1,545,024
Net increase / (decrease)
$52,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing ServicesINVESTMENT ADVISOR$22,709not reported in the loaded dataset2023

Related Form 5500 pages