Spathe Systems LLC 401(K) Plan — Form 5500 plan (Spathe Systems, LLC)
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, Spathe Systems LLC 401(K) Plan is a benefit plan reported by Spathe Systems, LLC under EIN 47-1787825 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $3,745,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spathe Systems, LLC
- EIN
- 47-1787825
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $3,745,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241107135839NAL0022236786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,745,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,745,486
- Net assets (BOY)
- $2,586,577
Income & contributions
- Employer contributions
- $252,318
- Participant contributions
- $871,847
- Total contributions
- $1,131,335
- Total income / additions
- $1,658,948
Expenses & distributions
- Benefits paid
- $492,075
- Administrative expenses
- $7,964
- Total expenses
- $500,039
- Net increase / (decrease)
- $1,158,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $5,865 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner And S | INVESTMENT ADVISORY - PL | $2,855 | not reported in the loaded dataset | 2023 |
| Dwc-The 401(K) Experts | TPA | $935 | $29 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spathe Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Transamerica Retirement Solutions, — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Dwc-The 401(K) Experts — Schedule C compensation