2023 Form 5500 filing — Spiegel & Spiegel Pa Money Purchase Pension Plan & 401(K) Profit Sharing 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 20241002112323NAL0008198561001) for Spiegel & Spiegel Pa Money Purchase Pension Plan & 401(K) Profit Sharing Plan, reported by Samco Properties Inc under EIN 59-2396906 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241002112323NAL0008198561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samco Properties Inc
- EIN
- 59-2396906
- Plan number
- 001
- Location
- Deerfield Beach, FL
- Participants
- 17
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,973,019
- Total liabilities (EOY)
- $33,695,039
- Net assets (EOY)
- $121,277,980
- Employer contributions
- $217,491
- Participant contributions
- $92,028
- Total income / additions
- $11,323,946
- Benefits paid
- $7,751
- Administrative expenses
- $0
- Total expenses
- $31,742
- Net increase / (decrease)
- $11,292,204
- Schedule source
- Schedule I