2023 Form 5500 filing — Specialized Bicycle Components, Inc. 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 20241004135454NAL0011493169001) for Specialized Bicycle Components, Inc. Profit Sharing Plan, reported by Specialized Bicycle Components, Inc. under EIN 88-1246434 and plan number 003. It reports 1,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004135454NAL0011493169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialized Bicycle Components, Inc.
- EIN
- 88-1246434
- Plan number
- 003
- Location
- Morgan Hill, CA
- Participants
- 1,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,762,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,762,313
- Employer contributions
- $3,278,283
- Participant contributions
- $8,417,633
- Total income / additions
- $32,766,972
- Benefits paid
- $9,417,446
- Administrative expenses
- $51,327
- Total expenses
- $9,472,254
- Net increase / (decrease)
- $23,294,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,327 | $0 |