Specialized Products, Ltd 401(K) Plan — Form 5500 plan (Specialized Products, Ltd)

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, Specialized Products, Ltd 401(K) Plan is a benefit plan reported by Specialized Products, Ltd under EIN 39-1793295 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,686,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialized Products, Ltd
EIN
39-1793295
Plan number
001
Plan type
2
Location
Clintonville, WI
Latest filing year
2023
Participants
130
End-of-year plan assets
$4,686,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241004115657NAL0011392225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,686,473
Total liabilities (EOY)
$0
Net assets (EOY)
$4,686,473
Net assets (BOY)
$4,057,030

Income & contributions

Employer contributions
$133,828
Participant contributions
$177,927
Total contributions
$322,707
Total income / additions
$1,079,272

Expenses & distributions

Benefits paid
$448,326
Administrative expenses
$1,503
Total expenses
$449,829
Net increase / (decrease)
$629,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$2,801not reported in the loaded dataset2023
Retirement Plan Partners, LLCCONTRACT ADMINISTRATOR$600not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$208$02023

Related Form 5500 pages