Spartan Management, LLC 401(K) Plan — Form 5500 plan (Spartan Management 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, Spartan Management, LLC 401(K) Plan is a benefit plan reported by Spartan Management LLC under EIN 27-4384090 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $3,865,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spartan Management LLC
- EIN
- 27-4384090
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $3,865,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20241007105619NAL0015957233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,865,993
- Total liabilities (EOY)
- $34,159
- Net assets (EOY)
- $3,831,834
- Net assets (BOY)
- $3,647,976
Income & contributions
- Participant contributions
- $607,860
- Total contributions
- $837,599
- Total income / additions
- $1,355,201
Expenses & distributions
- Benefits paid
- $1,100,962
- Administrative expenses
- $34,885
- Total expenses
- $1,171,343
- Net increase / (decrease)
- $183,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,398 | $0 | 2023 |
| D A Davidson & Co Inc | OTHER SERVICES | $0 | $17,410 | 2023 |
| Professional Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $4,036 | $1,328 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spartan Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Ashland, OR
- Principal Life Insurance Company — Schedule C compensation
- D A Davidson & Co Inc — Schedule C compensation
- Professional Benefit Services, Inc. — Schedule C compensation