Sp Holding Enterprises Corp 401(K) Retirement Savings Plan — Form 5500 plan (Sp Holding Enterprises Corp)

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, Sp Holding Enterprises Corp 401(K) Retirement Savings Plan is a benefit plan reported by Sp Holding Enterprises Corp under EIN 87-0559538 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,831 participants and $69,542,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sp Holding Enterprises Corp
EIN
87-0559538
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
1,831
End-of-year plan assets
$69,542,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,831H, C20240913123113NAL0011658993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,542,459
Total liabilities (EOY)
$0
Net assets (EOY)
$69,542,459
Net assets (BOY)
$61,137,195

Income & contributions

Employer contributions
$1,667,216
Participant contributions
$4,702,708
Total contributions
$6,617,317
Total income / additions
$18,140,011

Expenses & distributions

Benefits paid
$9,525,179
Administrative expenses
$182,183
Total expenses
$9,734,747
Net increase / (decrease)
$8,405,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$152,183$02023
Mercer Investment Management IncADVISOR$30,000not reported in the loaded dataset2023

Related Form 5500 pages