Plan5500

Spencer Gifts LLC Pension Plan — Form 5500 plan (Spencer Gifts 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, Spencer Gifts LLC Pension Plan is a benefit plan reported by Spencer Gifts LLC under EIN 71-0878043 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $22,677,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spencer Gifts LLC
EIN
71-0878043
Plan number
001
Plan type
2
Location
Egg Harbor Township, NJ
Latest filing year
2023
Participants
573
End-of-year plan assets
$22,677,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023573H, C20241010134927NAL0010050611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,677,230
Total liabilities (EOY)
$57,950
Net assets (EOY)
$22,619,280
Net assets (BOY)
$21,814,925

Income & contributions

Total contributions
$0
Total income / additions
$2,706,898

Expenses & distributions

Benefits paid
$1,569,507
Administrative expenses
$333,036
Total expenses
$1,902,543
Net increase / (decrease)
$804,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CbizNONE$99,049not reported in the loaded dataset2023
Axa Advisors LLCNONE$96,443not reported in the loaded dataset2023
State Street Retiree ServicesNONE$18,489$02023
Geltrude & CompanyNONE$15,500not reported in the loaded dataset2023

Related Form 5500 pages