2023 Form 5500 filing — Spiral Technology 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 20241014155221NAL0026632785001) for Spiral Technology Retirement Plan, reported by Spiral Technology, Inc. under EIN 95-4829596 and plan number 001. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155221NAL0026632785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spiral Technology, Inc.
- EIN
- 95-4829596
- Plan number
- 001
- Location
- Lancaster, CA
- Participants
- 66
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,147,750
- Net assets (EOY)
- $5,147,750
- Employer contributions
- $77,562
- Participant contributions
- $278,456
- Total income / additions
- $1,049,002
- Benefits paid
- $674,957
- Administrative expenses
- $16,218
- Total expenses
- $691,175
- Net increase / (decrease)
- $357,827
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $6,230 | not reported in the loaded dataset |
| Futureplan By Ascensus | SERVICE PROVIDER | $3,767 | not reported in the loaded dataset |