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 401(K) Plan is a benefit plan reported by Spencer Gifts LLC under EIN 71-0878043 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,076 participants and $54,201,198 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,201,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,201,198
- Net assets (BOY)
- $38,040,133
Income & contributions
- Employer contributions
- $3,898,310
- Participant contributions
- $7,596,067
- Total contributions
- $12,966,159
- Total income / additions
- $20,514,241
Expenses & distributions
- Benefits paid
- $4,215,012
- Administrative expenses
- $137,905
- Total expenses
- $4,353,176
- Net increase / (decrease)
- $16,161,065