Spartan Light Metal Products 401(K) Profit Sharing Plan — Form 5500 plan (Spartan Light Metal Products, 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, Spartan Light Metal Products 401(K) Profit Sharing Plan is a benefit plan reported by Spartan Light Metal Products, Inc. under EIN 37-0805188 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,001 participants and $65,697,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spartan Light Metal Products, Inc.
- EIN
- 37-0805188
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $65,697,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20240729144253NAL0012617171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,697,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,697,286
- Net assets (BOY)
- $55,238,779
Income & contributions
- Employer contributions
- $1,556,931
- Participant contributions
- $4,790,326
- Total contributions
- $6,394,302
- Total income / additions
- $17,539,419
Expenses & distributions
- Benefits paid
- $6,919,321
- Administrative expenses
- $161,591
- Total expenses
- $7,080,912
- Net increase / (decrease)
- $10,458,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $83,627 | $0 | 2023 |
| Creative Planning | INVESTMENT ADVISOR | $51,125 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,964 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $12,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spartan Light Metal Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation