Spanish Cove 401(K) Plan — Form 5500 plan (Spanish Cove Housing Authority)
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, Spanish Cove 401(K) Plan is a benefit plan reported by Spanish Cove Housing Authority under EIN 73-1536662 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $5,249,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spanish Cove Housing Authority
- EIN
- 73-1536662
- Plan number
- 001
- Plan type
- 2
- Location
- Yukon, OK
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,249,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241011120523NAL0021810945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,249,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,249,887
- Net assets (BOY)
- $4,140,084
Income & contributions
- Employer contributions
- $153,766
- Participant contributions
- $406,002
- Total contributions
- $559,768
- Total income / additions
- $1,296,095
Expenses & distributions
- Benefits paid
- $171,884
- Administrative expenses
- $14,408
- Total expenses
- $186,292
- Net increase / (decrease)
- $1,109,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $46,713 | not reported in the loaded dataset | 2023 |