Spencer'S Tv & Appliance 401k Profit Sharing Plan — Form 5500 plan (Spencer'S Tv And Appliance)
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, Spencer'S Tv & Appliance 401k Profit Sharing Plan is a benefit plan reported by Spencer'S Tv And Appliance under EIN 86-0292380 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $21,248,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer'S Tv And Appliance
- EIN
- 86-0292380
- Plan number
- 002
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $21,248,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241015165158NAL0016914163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,248,109
- Total liabilities (EOY)
- $7
- Net assets (EOY)
- $21,248,102
- Net assets (BOY)
- $17,756,709
Income & contributions
- Employer contributions
- $294,991
- Participant contributions
- $1,664,361
- Total contributions
- $1,995,335
- Total income / additions
- $5,083,480
Expenses & distributions
- Benefits paid
- $1,554,910
- Administrative expenses
- $17,121
- Total expenses
- $1,592,087
- Net increase / (decrease)
- $3,491,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,656 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,471 | not reported in the loaded dataset | 2023 |