Spencer Industries, Inc. Employee Retirement Savings Plan — Form 5500 plan (Spencer Industries, 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, Spencer Industries, Inc. Employee Retirement Savings Plan is a benefit plan reported by Spencer Industries, Inc. under EIN 35-1504846 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $18,806,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer Industries, Inc.
- EIN
- 35-1504846
- Plan number
- 002
- Plan type
- 2
- Location
- Dale, IN
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $18,806,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241010191919NAL0021667361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,806,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,806,232
- Net assets (BOY)
- $16,208,673
Income & contributions
- Employer contributions
- $540,774
- Participant contributions
- $740,014
- Total contributions
- $1,374,963
- Total income / additions
- $3,991,521
Expenses & distributions
- Benefits paid
- $1,311,988
- Administrative expenses
- $81,974
- Total expenses
- $1,393,962
- Net increase / (decrease)
- $2,597,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,263 | $0 | 2023 |
| Pnc Asset Management | ADVISOR | $24,845 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | AUDITOR | $11,865 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spencer Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Dale, IN
- Newport Group, Inc. — Schedule C compensation
- Pnc Asset Management — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Sentry Life Insurance Company — Schedule C compensation