Spitzer Industries, Inc. Ee'S Savings & Profit Sharing Plan — Form 5500 plan (Spitzer Industries, 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, Spitzer Industries, Inc. Ee'S Savings & Profit Sharing Plan is a benefit plan reported by Spitzer Industries, Inc. under EIN 76-0495186 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $13,369,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spitzer Industries, Inc.
EIN
76-0495186
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
564
End-of-year plan assets
$13,369,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023564H, C20241010104011NAL0009918787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,369,690
Total liabilities (EOY)
$0
Net assets (EOY)
$13,369,690
Net assets (BOY)
$11,434,730

Income & contributions

Participant contributions
$936,304
Total contributions
$1,035,445
Total income / additions
$3,101,551

Expenses & distributions

Benefits paid
$1,088,491
Administrative expenses
$72,886
Total expenses
$1,166,591
Net increase / (decrease)
$1,934,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stephens Group Asset ManagementRETAINED BY EMPLOYER$36,071not reported in the loaded dataset2023
John Hancock Retirment Plan SvrcsRETAINED BY EMPLOYER$34,410$02023

Related Form 5500 pages