2023 Form 5500 filing — Spitzer Management Inc Profit Sharing And Savings 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 20241003142957NAL0009955185001) for Spitzer Management Inc Profit Sharing And Savings Plan, reported by Spitzer Management, Inc. under EIN 34-0795747 and plan number 001. It reports 1,332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003142957NAL0009955185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spitzer Management, Inc.
- EIN
- 34-0795747
- Plan number
- 001
- Location
- Elyria, OH
- Participants
- 1,332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,191,387
- Total liabilities (EOY)
- $362,144
- Net assets (EOY)
- $88,829,243
- Employer contributions
- $2,206,662
- Participant contributions
- $3,011,535
- Total income / additions
- $19,932,981
- Benefits paid
- $7,199,688
- Administrative expenses
- $401,372
- Total expenses
- $7,601,060
- Net increase / (decrease)
- $12,331,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spira Benefits, LLC | N/A | $169,056 | not reported in the loaded dataset |
| Strategic Wealth Partners | N/A | $100,000 | not reported in the loaded dataset |
| First National Bank | N/A | $88,365 | not reported in the loaded dataset |
| Hobe & Lucas, Cpa'S | N/A | $19,000 | not reported in the loaded dataset |
| Mcdonald Hopkins | N/A | $11,305 | not reported in the loaded dataset |
| Mariotti Printing | N/A | $7,016 | not reported in the loaded dataset |
| Somers Agency | N/A | $5,350 | not reported in the loaded dataset |