2023 Form 5500 filing — Spartan Management, 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 20241007105619NAL0015957233001) for Spartan Management, LLC 401(K) Plan, reported by Spartan Management LLC under EIN 27-4384090 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105619NAL0015957233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spartan Management LLC
- EIN
- 27-4384090
- Plan number
- 001
- Location
- Ashland, OR
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,865,993
- Total liabilities (EOY)
- $34,159
- Net assets (EOY)
- $3,831,834
- Participant contributions
- $607,860
- Total income / additions
- $1,355,201
- Benefits paid
- $1,100,962
- Administrative expenses
- $34,885
- Total expenses
- $1,171,343
- Net increase / (decrease)
- $183,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,398 | $0 |
| D A Davidson & Co Inc | OTHER SERVICES | $0 | $17,410 |
| Professional Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $4,036 | $1,328 |