Plan5500

Spicer Rudstrom Pllc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Spicer Rudstrom Pllc (EIN 62-0671474) is a plan sponsor located in Memphis, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0671474
Location
Memphis, TN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Spicer Rudstrom Pllc

  • 1 loaded plans hold $9.6M in reported assets.
  • The largest, Spicer Rudstrom Pllc 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 74 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,583,459
Total reported assets$9.6M$9,583,459
Total reported participants74
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities—
Contributions & income
Employer contributions$179.3K
Participant contributions$333.7K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$490.3K
Total expenses$528.8K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Spicer Rudstrom Pllc 401k Plan
Participants per plan74Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Spicer Rudstrom Pllc 401k Plan$9.6M
    Plan #001 · 74 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Spicer Rudstrom Pllc. Open one for its full reported snapshot.

  1. 2023
    Spicer Rudstrom Pllc 401k Plan74 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Spicer Rudstrom Pllc report on Form 5500?
Spicer Rudstrom Pllc (EIN 62-0671474) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Spicer Rudstrom Pllc?
The Employer Identification Number (EIN) reported for Spicer Rudstrom Pllc is 62-0671474.
What is the latest Form 5500 filing year for Spicer Rudstrom Pllc?
The latest loaded Form 5500 filing year for Spicer Rudstrom Pllc is 2023.

Related Form 5500 pages