2023 Form 5500 filing — Spp Capital Partners, LLC 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 20240808112836NAL0002690675001) for Spp Capital Partners, LLC 401(K) Plan, reported by Spp Capital Partners, LLC under EIN 13-4018625 and plan number 002. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.6MReported net assets$10,567,877
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240808112836NAL0002690675001
Plan sponsor
Spp Capital Partners, LLC
EIN
13-4018625
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$836.7K
Benefits paid / distributions$836.4K
Contributions
Employer$251K
Participant$192.6K
Full reported line items
Total assets (EOY)
$10,567,877
Total liabilities (EOY)
$0
Net assets (EOY)
$10,567,877
Employer contributions
$250,954
Participant contributions
$192,550
Total income / additions
$2,243,247
Benefits paid
$836,444
Administrative expenses
$295
Total expenses
$836,739
Net increase / (decrease)
$1,406,508

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808112836NAL0002690675001 cover?
It is the 2023 Form 5500 filing for Spp Capital Partners, LLC 401(K) Plan, reported by Spp Capital Partners, LLC (EIN 13-4018625).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages