2023 Form 5500 filing — Spi 401(K) 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 20240808091235NAL0002736195001) for Spi 401(K) Plan, reported by Sales Partnerships, Inc. under EIN 03-0515190 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808091235NAL0002736195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sales Partnerships, Inc.
- EIN
- 03-0515190
- Plan number
- 002
- Location
- Broomfield, CO
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,228,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,228,183
- Employer contributions
- $36,233
- Participant contributions
- $224,356
- Total income / additions
- $501,840
- Benefits paid
- $472,138
- Administrative expenses
- $26,507
- Total expenses
- $523,578
- Net increase / (decrease)
- -$21,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,702 | not reported in the loaded dataset |
| Tpa Services, Inc. | CONTRACT ADMIN | $8,337 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,245 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $36 | not reported in the loaded dataset |
| Empower Annuity Ins Comp Of Amer | RECORDKEEPER | $0 | $0 |