Poyner Spruill Llp Savings And Retirement Plan — Form 5500 plan (Poyner Spruill Llp)
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, Poyner Spruill Llp Savings And Retirement Plan is a benefit plan reported by Poyner Spruill Llp under EIN 56-1493995 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $65,271,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poyner Spruill Llp
- EIN
- 56-1493995
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $65,271,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241011145139NAL0012629875005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,271,374
- Net assets (EOY)
- $65,271,374
- Net assets (BOY)
- $59,321,794
Income & contributions
- Employer contributions
- $817,495
- Participant contributions
- $1,780,920
- Total contributions
- $3,927,728
- Total income / additions
- $13,631,698
Expenses & distributions
- Benefits paid
- $7,572,429
- Administrative expenses
- $109,689
- Total expenses
- $7,682,118
- Net increase / (decrease)
- $5,949,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting | NONE | $66,762 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $42,927 | not reported in the loaded dataset | 2023 |