Spectra Logic 401(K) Profit Sharing Plan — Form 5500 plan (Spectra Logic)
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, Spectra Logic 401(K) Profit Sharing Plan is a benefit plan reported by Spectra Logic under EIN 84-0922076 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $51,522,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectra Logic
- EIN
- 84-0922076
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $51,522,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20241015131955NAL0028550225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,522,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,522,741
- Net assets (BOY)
- $44,248,633
Income & contributions
- Employer contributions
- $665,070
- Participant contributions
- $3,045,074
- Total contributions
- $3,736,066
- Total income / additions
- $11,907,977
Expenses & distributions
- Benefits paid
- $4,450,590
- Administrative expenses
- $167,656
- Total expenses
- $4,633,869
- Net increase / (decrease)
- $7,274,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $54,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $52,914 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,242 | $0 | 2023 |
| Plante And Moran | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectra Logic
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Plante And Moran — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation