2023 Form 5500 filing — Specialty Construction, Inc. 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 20240731133456NAL0036646656001) for Specialty Construction, Inc. Retirement Plan, reported by Specialty Construction, Inc. under EIN 77-0443569 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731133456NAL0036646656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Construction, Inc.
- EIN
- 77-0443569
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,510,737
- Net assets (EOY)
- $23,510,737
- Employer contributions
- $1,356,631
- Participant contributions
- $909,682
- Total income / additions
- $5,753,241
- Benefits paid
- $1,989,707
- Administrative expenses
- $65,468
- Total expenses
- $2,055,175
- Net increase / (decrease)
- $3,698,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $66,448 | not reported in the loaded dataset |
| Commonwealth Equity Services | ADVISOR | $42,984 | not reported in the loaded dataset |
| Nexus Administrators, Inc. | CONTRACT ADM | $4,425 | $10,000 |
| Empower Advisory Group | INVEST MNGT | $2,207 | not reported in the loaded dataset |