Spooner Retirement Savings Plan — Form 5500 plan (Spooner, 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, Spooner Retirement Savings Plan is a benefit plan reported by Spooner, Inc. under EIN 20-3968517 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $14,381,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spooner, Inc.
- EIN
- 20-3968517
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $14,381,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H, C | 20240809185114NAL0006744209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,381,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,381,874
- Net assets (BOY)
- $10,717,437
Income & contributions
- Employer contributions
- $592,467
- Participant contributions
- $1,698,959
- Total contributions
- $2,388,963
- Total income / additions
- $4,399,359
Expenses & distributions
- Benefits paid
- $658,968
- Administrative expenses
- $75,954
- Total expenses
- $734,922
- Net increase / (decrease)
- $3,664,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,581 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Kimberlin Company Pllc | AUDITOR | $4,375 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,998 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spooner, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Kimberlin Company Pllc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation