2023 Form 5500 filing — Special Products & Manufacturing Inc. 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 20241011091513NAL0010761651001) for Special Products & Manufacturing Inc. 401(K) Plan, reported by Special Products & Manufacturing under EIN 75-1154889 and plan number 002. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091513NAL0010761651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Special Products & Manufacturing
- EIN
- 75-1154889
- Plan number
- 002
- Location
- Rockwall, TX
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,272,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,272,860
- Employer contributions
- $69,484
- Participant contributions
- $282,075
- Total income / additions
- $1,236,734
- Benefits paid
- $404,816
- Administrative expenses
- $23,602
- Total expenses
- $430,939
- Net increase / (decrease)
- $805,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $13,717 | $0 |
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $5,388 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,496 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |