2023 Form 5500 filing — Spm Marketing & Communications 401(K) Profit Sharing 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 20250203031530NAL0006269553001) for Spm Marketing & Communications 401(K) Profit Sharing Plan, reported by Spm Marketing & Communications, LLC under EIN 82-4877385 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203031530NAL0006269553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spm Marketing & Communications, LLC
- EIN
- 82-4877385
- Plan number
- 001
- Location
- La Grange, IL
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,012,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,012,844
- Employer contributions
- $325,831
- Participant contributions
- $1,361,838
- Total income / additions
- $3,527,639
- Benefits paid
- $2,332,103
- Administrative expenses
- $2,229
- Total expenses
- $2,334,772
- Net increase / (decrease)
- $1,192,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $28,445 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,229 | $0 |