2023 Form 5500 filing — Spiva Law Group, P. C. 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 20240926152503NAL0000540387003) for Spiva Law Group, P. C. Retirement Plan, reported by Spiva Law Group, P.C. under EIN 45-4184841 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926152503NAL0000540387003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spiva Law Group, P.C.
- EIN
- 45-4184841
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 14
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,727,212
- Net assets (EOY)
- $1,727,212
- Employer contributions
- $12,554
- Participant contributions
- $68,213
- Total income / additions
- $145,808
- Benefits paid
- $8,471
- Administrative expenses
- $5,736
- Total expenses
- $14,207
- Net increase / (decrease)
- $131,601
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $5,486 | $0 |
| Nwrpc LLC | CONTRACT ADMIN | $250 | $97 |
| Ascensus, Inc. | TPA | $0 | $94 |