Spinoso Real Estate Group, LLC 401(K) Plan — Form 5500 plan (Spinoso Real Estate Group Dls, 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, Spinoso Real Estate Group, LLC 401(K) Plan is a benefit plan reported by Spinoso Real Estate Group Dls, LLC under EIN 27-2032228 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $4,524,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spinoso Real Estate Group Dls, LLC
EIN
27-2032228
Plan number
001
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
330
End-of-year plan assets
$4,524,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20241008094245NAL0008229555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,524,915
Total liabilities (EOY)
$8,622
Net assets (EOY)
$4,516,293
Net assets (BOY)
$3,448,009

Income & contributions

Employer contributions
$359,346
Participant contributions
$699,797
Total contributions
$1,086,291
Total income / additions
$1,671,254

Expenses & distributions

Benefits paid
$596,690
Administrative expenses
$5,350
Total expenses
$602,970
Net increase / (decrease)
$1,068,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialSERVICE PROVIDER$0$17,5182023

Related Form 5500 pages