Plan5500

Spottswood Companies, Inc. — 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, Spottswood Companies, Inc. (EIN 65-0866227) is a plan sponsor located in Key West, FL with 3 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
65-0866227
Location
Key West, FL
Loaded plans
3
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 Spottswood Companies, Inc.

  • 3 loaded plans hold $7.2M in reported assets.
  • The largest, Spottswood Companies, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 682 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.2MSummed across loaded plans$7,246,300
Total reported assets$7.2M$7,246,300
Total reported participants682
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.2M total assets
Net assets$7.2MLiabilities$0
Contributions & income
Employer contributions$206.9K
Participant contributions$495.9K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$193K
Total expenses$195.4K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Spottswood Companies, Inc. 401(K) Plan
Participants per plan227Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Spottswood Companies, Inc. 401(K) Plan$7.2M
    Plan #001 · 225 participants · 2023
  2. 2
    Spottswood Companies, Inc. Group Ancillary Benefits Plannot reported in the loaded dataset
    Plan #502 · 343 participants · 2023
  3. 3
    Spottswood Companies, Inc. Group Health Plannot reported in the loaded dataset
    Plan #501 · 114 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 Spottswood Companies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Spottswood Companies, Inc. 401(K) Plan225 participants · 2Sch I
    View filing →
  2. 2023
    Spottswood Companies, Inc. Group Ancillary Benefits Plan343 participants · 2No schedules
    View filing →
  3. 2023
    Spottswood Companies, Inc. Group Health Plan114 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Spottswood Companies, Inc. report on Form 5500?
Spottswood Companies, Inc. (EIN 65-0866227) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Spottswood Companies, Inc.?
The Employer Identification Number (EIN) reported for Spottswood Companies, Inc. is 65-0866227.
What is the latest Form 5500 filing year for Spottswood Companies, Inc.?
The latest loaded Form 5500 filing year for Spottswood Companies, Inc. is 2023.

Related Form 5500 pages