2023 Form 5500 filing — Spates Fabricators, Inc. 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 20250714201034NAL0000914515001) for Spates Fabricators, Inc. Profit Sharing Plan, reported by Spates Fabricators, Inc. under EIN 33-0121502 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714201034NAL0000914515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spates Fabricators, Inc.
- EIN
- 33-0121502
- Plan number
- 001
- Location
- Thermal, CA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,992,955
- Net assets (EOY)
- $9,992,955
- Employer contributions
- $902,628
- Participant contributions
- $0
- Total income / additions
- $2,328,802
- Benefits paid
- $628,719
- Administrative expenses
- $47,019
- Total expenses
- $675,738
- Net increase / (decrease)
- $1,653,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | INVESTMENT ADVISOR | $47,019 | not reported in the loaded dataset |