Specialty Promotions, Inc. Retirement Plan — Form 5500 plan (Specialty Promotions, Inc.)

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, Specialty Promotions, Inc. Retirement Plan is a benefit plan reported by Specialty Promotions, Inc. under EIN 75-2655558 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $18,543,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialty Promotions, Inc.
EIN
75-2655558
Plan number
001
Plan type
2
Location
Niles, IL
Latest filing year
2023
Participants
366
End-of-year plan assets
$18,543,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241001120442NAL0003953411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,543,336
Total liabilities (EOY)
$0
Net assets (EOY)
$18,543,336
Net assets (BOY)
$14,918,204

Income & contributions

Employer contributions
$424,787
Participant contributions
$918,223
Total contributions
$1,343,010
Total income / additions
$4,139,022

Expenses & distributions

Benefits paid
$447,951
Administrative expenses
$65,939
Total expenses
$513,890
Net increase / (decrease)
$3,625,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rothschild Consulting GroupNONE$50,682$02023
Correll Co.RECORDKEEPER$15,257$02023

Related Form 5500 pages