2023 Form 5500 filing — Spie Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703133312NAL0006495793001) for Spie Retirement Plan, reported by Society Of Photo Optical Instrumentation Engineers under EIN 95-2142678 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703133312NAL0006495793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society Of Photo Optical Instrumentation Engineers
- EIN
- 95-2142678
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,291,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,291,992
- Employer contributions
- $1,656,952
- Participant contributions
- $1,700,462
- Total income / additions
- $12,484,651
- Benefits paid
- $3,780,564
- Administrative expenses
- $1,578
- Total expenses
- $3,782,142
- Net increase / (decrease)
- $8,702,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $1,578 | $0 |