Spec'S Family Partners, Ltd. — 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, Spec'S Family Partners, Ltd. (EIN 74-1532648) is a plan sponsor located in Houston, TX with 2 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
74-1532648
Location
Houston, TX
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,026,990
Total reported liabilities (EOY)
$87,642
Total reported net assets (EOY)
$12,939,348

Contributions & income

Employer contributions
$1,653,512
Participant contributions
$3,849,021
Total income / additions
$7,374,186

Expenses & distributions

Benefits paid / distributions
$859,999
Total expenses
$1,196,906
Net increase / (decrease)
$6,177,280

Coverage

Total reported participants
4,790
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Spec'S Family Partners, Ltd. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Spec'S Family Partners Retirement Plan0013,909$13,026,9902023
Spec'S Family Partners, Ltd. Medical Benefit Plan501525not reported in the loaded dataset2023
Spec'S Family Partners, Ltd. Supplemental Benefits502356not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Spec'S Family Partners, Ltd.
YearPlanParticipantsSchedulesFiling
2023Spec'S Family Partners, Ltd. Medical Benefit Plan52520250909120638NAL0034065632001
2023Spec'S Family Partners, Ltd. Supplemental Benefits35620250909120713NAL0034066000001
2023Spec'S Family Partners Retirement Plan3,909H, C20251014134158NAL0001440179001

Related Form 5500 pages