Plan5500

Special Programs, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Special Programs, 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, Special Programs, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Special Programs, Inc. under EIN 16-1532213 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $3,555,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Special Programs, Inc.
EIN
16-1532213
Plan number
001
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
373
End-of-year plan assets
$3,555,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241003063229NAL0005513043001
2023143H, C20241216150202NAL0002357904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,555,394

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$28,626

Expenses & distributions

Benefits paid
$3,577,296
Administrative expenses
$6,724
Total expenses
$3,584,020
Net increase / (decrease)
-$3,555,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usb Financial Services, Inc.INVESTMENT ADVISOR$12,478$02023
Special Programs, Inc.OTHER VISOR (PLAN)$3,190$02023
Capital Group Retirement Plan ServRECORDKEEPER$2,312$02023

Related Form 5500 pages