2023 Form 5500 filing — Spf Mgt. Co., LLC Employees' 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 20250425080919NAL0008494785001) for Spf Mgt. Co., LLC Employees' Retirement Plan, reported by Spf Management Co. LLC Wheels & Tires under EIN 59-3607011 and plan number 001. It reports 217 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)$3.8MReported net assets$3,807,319
Participants217
Provider compensation$6.3K3 Schedule C row(s)$6,302
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250425080919NAL0008494785001
- Plan sponsor
- Spf Management Co. LLC Wheels & Tires
- EIN
- 59-3607011
- Plan number
- 001
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
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)$3.8M total assets
Net assets$3.8MLiabilities$210
Full reported line items
- Total assets (EOY)
- $3,807,529
- Total liabilities (EOY)
- $210
- Net assets (EOY)
- $3,807,319
- Employer contributions
- $183,088
- Participant contributions
- $249,884
- Total income / additions
- $918,436
- Benefits paid
- $77,814
- Administrative expenses
- $2,152
- Total expenses
- $79,966
- Net increase / (decrease)
- $838,470
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bates & Company | not reported in the loaded dataset | $3,375 | $1,500 |
| Empower Advisory Group, LLC | RECORDKEEPER | $1,134 | not reported in the loaded dataset |
| Empower Advosry Group, LLC | RECORD KEEPER | $293 | not reported in the loaded dataset |