Spi Pharma 401(K) Plan — Form 5500 plan (Spi Pharma)
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, Spi Pharma 401(K) Plan is a benefit plan reported by Spi Pharma under EIN 51-0108237 and plan number 002. The latest loaded filing year is 2023. The filing reports 364 participants and $50,223,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spi Pharma
- EIN
- 51-0108237
- Plan number
- 002
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $50,223,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241011125351NAL0036963472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,223,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,223,019
- Net assets (BOY)
- $42,969,970
Income & contributions
- Employer contributions
- $1,921,521
- Participant contributions
- $1,869,238
- Total contributions
- $3,848,883
- Total income / additions
- $11,519,570
Expenses & distributions
- Benefits paid
- $4,141,591
- Administrative expenses
- $116,475
- Total expenses
- $4,266,521
- Net increase / (decrease)
- $7,253,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $60,764 | $0 | 2023 |
| Snowden Capital Advisors LLC | RETAINED BY CLIENT | $40,000 | not reported in the loaded dataset | 2023 |
| Gelman, Rosenberg And Freedman, Pc | RETAINED BY CLIENT | $15,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spi Pharma
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- Snowden Capital Advisors LLC — Schedule C compensation
- Gelman, Rosenberg And Freedman, Pc — Schedule C compensation