Spectro Alloys 401(K) Plan — Form 5500 plan (Spectro Alloys Corporation)

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, Spectro Alloys 401(K) Plan is a benefit plan reported by Spectro Alloys Corporation under EIN 41-0943329 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $13,722,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spectro Alloys Corporation
EIN
41-0943329
Plan number
001
Plan type
2
Location
Rosemount, MN
Latest filing year
2023
Participants
212
End-of-year plan assets
$13,722,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20240716111845NAL0001698163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,722,925
Total liabilities (EOY)
$9,768
Net assets (EOY)
$13,713,157
Net assets (BOY)
$11,645,729

Income & contributions

Employer contributions
$262,235
Participant contributions
$672,519
Total contributions
$1,060,184
Total income / additions
$2,942,487

Expenses & distributions

Benefits paid
$832,484
Administrative expenses
$40,275
Total expenses
$875,059
Net increase / (decrease)
$2,067,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Christensen Group FinancialNONE$20,436not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$19,839$02023

Related Form 5500 pages