Spie Retirement Plan — Form 5500 plan (Society Of Photo Optical Instrumentation Engineers)
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, Spie Retirement Plan is a benefit plan reported by Society Of Photo Optical Instrumentation Engineers under EIN 95-2142678 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $58,291,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Society Of Photo Optical Instrumentation Engineers
- EIN
- 95-2142678
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $58,291,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240703133312NAL0006495793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,291,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,291,992
- Net assets (BOY)
- $49,589,483
Income & contributions
- Employer contributions
- $1,656,952
- Participant contributions
- $1,700,462
- Total contributions
- $4,419,429
- Total income / additions
- $12,484,651
Expenses & distributions
- Benefits paid
- $3,780,564
- Administrative expenses
- $1,578
- Total expenses
- $3,782,142
- Net increase / (decrease)
- $8,702,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $1,578 | $0 | 2023 |