Plan5500

On The Spot Management 401(K) Plan — Form 5500 plan (On The Spot Management, 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, On The Spot Management 401(K) Plan is a benefit plan reported by On The Spot Management, LLC under EIN 47-4690446 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
On The Spot Management, LLC
EIN
47-4690446
Plan number
001
Plan type
3
Location
San Antonio, TX
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240418150952NAL0005972384001
20230H, C20240514120121NAL0080196738001
20234,041H, C20260325154232NAL0003852657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,154,859
Total liabilities (EOY)
$13,892
Net assets (EOY)
$25,140,967
Net assets (BOY)
$18,405,458

Income & contributions

Employer contributions
$1,258,476
Participant contributions
$3,096,753
Total contributions
$5,022,257
Total income / additions
$8,563,493

Expenses & distributions

Benefits paid
$1,547,868
Administrative expenses
$58,090
Total expenses
$1,634,475
Net increase / (decrease)
$6,929,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER$55,405$02023
Frost BankINVESTMENT ADVISOR$50,120not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$595not reported in the loaded dataset2023

Related Form 5500 pages