2023 Form 5500 filing — Spirax Sarco, Inc. 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 20250829102048NAL0011235841001) for Spirax Sarco, Inc. 401(K) Plan, reported by Spirax Sarco, Inc. under EIN 23-2239452 and plan number 001. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250829102048NAL0011235841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spirax Sarco, Inc.
- EIN
- 23-2239452
- Plan number
- 001
- Location
- Blythewood, SC
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,945,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,945,482
- Employer contributions
- $7,194,529
- Participant contributions
- $7,775,090
- Total income / additions
- $34,073,713
- Benefits paid
- $10,790,991
- Administrative expenses
- $223,161
- Total expenses
- $11,020,473
- Net increase / (decrease)
- $23,053,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $113,601 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $79,560 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | ACTUARY | $30,000 | not reported in the loaded dataset |