Spatco Energy Solutions 401(K) Plan — Form 5500 plan (Spatco Energy Solutions, 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, Spatco Energy Solutions 401(K) Plan is a benefit plan reported by Spatco Energy Solutions, LLC under EIN 84-3846075 and plan number 001. The latest loaded filing year is 2023. The filing reports 687 participants and $29,715,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spatco Energy Solutions, LLC
- EIN
- 84-3846075
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $29,715,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20241014104553NAL0044206080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,715,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,715,059
- Net assets (BOY)
- $16,638,238
Income & contributions
- Employer contributions
- $588,683
- Participant contributions
- $2,757,286
- Total contributions
- $7,882,001
- Total income / additions
- $11,818,650
Expenses & distributions
- Benefits paid
- $2,089,675
- Administrative expenses
- $112,357
- Total expenses
- $2,202,647
- Net increase / (decrease)
- $9,616,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,195 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $39,587 | not reported in the loaded dataset | 2023 |
| Lockton Financial Advisors LLC | ADVISOR | $6,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spatco Energy Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Financial Advisors LLC — Schedule C compensation