2023 Form 5500 filing — Spears Manufacturing 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 20241014093346NAL0026918945001) for Spears Manufacturing 401(K) Plan, reported by Spears Manufacturing Co. under EIN 95-2647135 and plan number 002. It reports 1,914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$61.9MReported net assets$61,923,693
Participants1.9K1,914
Provider compensation$33.7K2 Schedule C row(s)$33,683
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014093346NAL0026918945001
Plan sponsor
Spears Manufacturing Co.
EIN
95-2647135
Plan number
002
Location
Sylmar, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61.9M total assets
Net assets$61.9MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$6.8M
Benefits paid / distributions$6.7M
Contributions
Employer$1.2M
Participant$2.4M
Full reported line items
Total assets (EOY)
$61,923,693
Total liabilities (EOY)
$0
Net assets (EOY)
$61,923,693
Employer contributions
$1,185,512
Participant contributions
$2,436,371
Total income / additions
$12,953,812
Benefits paid
$6,738,170
Administrative expenses
$33,683
Total expenses
$6,818,564
Net increase / (decrease)
$6,135,248
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $19.6K · Indirect $0
  2. 2
    ADVISOR · Direct $14.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093346NAL0026918945001 cover?
It is the 2023 Form 5500 filing for Spears Manufacturing 401(K) Plan, reported by Spears Manufacturing Co. (EIN 95-2647135).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages