Special Products & Manufacturing Inc. 401(K) Plan — Form 5500 plan (Special Products & Manufacturing)
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, Special Products & Manufacturing Inc. 401(K) Plan is a benefit plan reported by Special Products & Manufacturing under EIN 75-1154889 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $5,272,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Special Products & Manufacturing
- EIN
- 75-1154889
- Plan number
- 002
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $5,272,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241011091513NAL0010761651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,272,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,272,860
- Net assets (BOY)
- $4,467,065
Income & contributions
- Employer contributions
- $69,484
- Participant contributions
- $282,075
- Total contributions
- $384,004
- Total income / additions
- $1,236,734
Expenses & distributions
- Benefits paid
- $404,816
- Administrative expenses
- $23,602
- Total expenses
- $430,939
- Net increase / (decrease)
- $805,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $13,717 | $0 | 2023 |
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $5,388 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,496 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Special Products & Manufacturing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Rockwall, TX
- Mma Securities, LLC — Schedule C compensation
- Edward Jones — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation