Spm Marketing & Communications 401(K) Profit Sharing Plan — Form 5500 plan (Spm Marketing & Communications, 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, Spm Marketing & Communications 401(K) Profit Sharing Plan is a benefit plan reported by Spm Marketing & Communications, LLC under EIN 82-4877385 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $13,012,844 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spm Marketing & Communications, LLC
EIN
82-4877385
Plan number
001
Plan type
2
Location
La Grange, IL
Latest filing year
2023
Participants
146
End-of-year plan assets
$13,012,844

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20250203031530NAL0006269553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,012,844
Total liabilities (EOY)
$0
Net assets (EOY)
$13,012,844
Net assets (BOY)
$7,427,955

Income & contributions

Employer contributions
$325,831
Participant contributions
$1,361,838
Total contributions
$1,844,874
Total income / additions
$3,527,639

Expenses & distributions

Benefits paid
$2,332,103
Administrative expenses
$2,229
Total expenses
$2,334,772
Net increase / (decrease)
$1,192,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$28,4452023
Fidelity Investments InstitutionalRECORDKEEPER$2,229$02023

Related Form 5500 pages