2023 Form 5500 filing — Span Construction & Engineering, Inc. 401(K) Retirement 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 20241011114629NAL0022689889001) for Span Construction & Engineering, Inc. 401(K) Retirement Plan, reported by Span Construction & Engineering, Inc. under EIN 94-2686159 and plan number 002. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011114629NAL0022689889001
Filing year
2023
Form type
2
Plan sponsor
Span Construction & Engineering, Inc.
EIN
94-2686159
Plan number
002
Location
Madera, CA
Participants
305
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,562,749
Total liabilities (EOY)
$1,806
Net assets (EOY)
$11,560,943
Employer contributions
$159,873
Participant contributions
$1,199,717
Total income / additions
$3,099,999
Benefits paid
$1,872,888
Administrative expenses
$27,651
Total expenses
$1,945,797
Net increase / (decrease)
$1,154,202
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of OmahaINVESTMENT COMPANY$20,531not reported in the loaded dataset
United Of OmahaINVESTMENT COMPANY$7,120not reported in the loaded dataset

Related Form 5500 pages