Ernest Spencer Metals, Inc. Salary Savings Plan — Form 5500 plan (Ernest Spencer Metals, 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, Ernest Spencer Metals, Inc. Salary Savings Plan is a benefit plan reported by Ernest Spencer Metals, Inc. under EIN 48-1134102 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $3,713,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ernest Spencer Metals, Inc.
- EIN
- 48-1134102
- Plan number
- 001
- Plan type
- 2
- Location
- Meriden, KS
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $3,713,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241013194241NAL0050101314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,713,925
- Total liabilities (EOY)
- $3,775
- Net assets (EOY)
- $3,710,150
- Net assets (BOY)
- $3,008,434
Income & contributions
- Employer contributions
- $71,785
- Participant contributions
- $395,306
- Total contributions
- $479,825
- Total income / additions
- $982,875
Expenses & distributions
- Benefits paid
- $230,523
- Administrative expenses
- $50,636
- Total expenses
- $281,159
- Net increase / (decrease)
- $701,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Change Path LLC | INVESTMENT ADVISOR | $16,073 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,345 | $0 | 2023 |
| Summers Spencer & Company, Pa | AUDITOR | $12,250 | not reported in the loaded dataset | 2023 |
| Compensation Benefit Planning, Inc. | CONTRACT ADMINISTRATOR | $5,424 | $1,821 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $3,215 | not reported in the loaded dataset | 2023 |
| Erp National LLC | CONTRACT ADMIN | $590 | $1,394 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,204 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ernest Spencer Metals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Meriden, KS
- Change Path LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Summers Spencer & Company, Pa — Schedule C compensation
- Compensation Benefit Planning, Inc. — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Erp National LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation