Spitzer Management Inc Profit Sharing And Savings Plan — Form 5500 plan (Spitzer Management, 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, Spitzer Management Inc Profit Sharing And Savings Plan is a benefit plan reported by Spitzer Management, Inc. under EIN 34-0795747 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,332 participants and $89,191,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spitzer Management, Inc.
- EIN
- 34-0795747
- Plan number
- 001
- Plan type
- 2
- Location
- Elyria, OH
- Latest filing year
- 2023
- Participants
- 1,332
- End-of-year plan assets
- $89,191,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,332 | H, C | 20241003142957NAL0009955185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,191,387
- Total liabilities (EOY)
- $362,144
- Net assets (EOY)
- $88,829,243
- Net assets (BOY)
- $76,497,322
Income & contributions
- Employer contributions
- $2,206,662
- Participant contributions
- $3,011,535
- Total contributions
- $5,452,808
- Total income / additions
- $19,932,981
Expenses & distributions
- Benefits paid
- $7,199,688
- Administrative expenses
- $401,372
- Total expenses
- $7,601,060
- Net increase / (decrease)
- $12,331,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spira Benefits, LLC | N/A | $169,056 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Partners | N/A | $100,000 | not reported in the loaded dataset | 2023 |
| First National Bank | N/A | $88,365 | not reported in the loaded dataset | 2023 |
| Hobe & Lucas, Cpa'S | N/A | $19,000 | not reported in the loaded dataset | 2023 |
| Mcdonald Hopkins | N/A | $11,305 | not reported in the loaded dataset | 2023 |
| Mariotti Printing | N/A | $7,016 | not reported in the loaded dataset | 2023 |
| Somers Agency | N/A | $5,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spitzer Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Elyria, OH
- Spira Benefits, LLC — Schedule C compensation
- Strategic Wealth Partners — Schedule C compensation
- First National Bank — Schedule C compensation
- Hobe & Lucas, Cpa'S — Schedule C compensation
- Mcdonald Hopkins — Schedule C compensation
- Mariotti Printing — Schedule C compensation
- Somers Agency — Schedule C compensation