Plan5500

Spf Mgt. Co., LLC Employees' Retirement Plan — Form 5500 plan (Spf Management Co. LLC Wheels & Tires)

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, Spf Mgt. Co., LLC Employees' Retirement Plan is a benefit plan reported by Spf Management Co. LLC Wheels & Tires under EIN 59-3607011 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $3,807,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spf Management Co. LLC Wheels & Tires
EIN
59-3607011
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
217
End-of-year plan assets
$3,807,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20250425080919NAL0008494785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,807,529
Total liabilities (EOY)
$210
Net assets (EOY)
$3,807,319
Net assets (BOY)
$2,968,849

Income & contributions

Employer contributions
$183,088
Participant contributions
$249,884
Total contributions
$432,972
Total income / additions
$918,436

Expenses & distributions

Benefits paid
$77,814
Administrative expenses
$2,152
Total expenses
$79,966
Net increase / (decrease)
$838,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bates & Companynot reported in the loaded dataset$3,375$1,5002023
Empower Advisory Group, LLCRECORDKEEPER$1,134not reported in the loaded dataset2023
Empower Advosry Group, LLCRECORD KEEPER$293not reported in the loaded dataset2023

Related Form 5500 pages