Spudnik Equipment Company LLC 401(K) Profit Sharing Plan — Form 5500 plan (Spudnik Equipment Company LLC)
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, Spudnik Equipment Company LLC 401(K) Profit Sharing Plan is a benefit plan reported by Spudnik Equipment Company LLC under EIN 82-0537789 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $17,392,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spudnik Equipment Company LLC
- EIN
- 82-0537789
- Plan number
- 001
- Plan type
- 2
- Location
- Blackfoot, ID
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $17,392,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240918194031NAL0001905171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,392,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,392,658
- Net assets (BOY)
- $15,698,360
Income & contributions
- Employer contributions
- $886,106
- Participant contributions
- $1,376,429
- Total contributions
- $2,276,064
- Total income / additions
- $4,819,453
Expenses & distributions
- Benefits paid
- $3,038,524
- Administrative expenses
- $86,631
- Total expenses
- $3,125,155
- Net increase / (decrease)
- $1,694,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $46,629 | $2,888 | 2023 |
| Arbor Point Advisors LLC | NONE | $39,999 | not reported in the loaded dataset | 2023 |