2023 Form 5500 filing — Spec'S Family Partners 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 20251014134158NAL0001440179001) for Spec'S Family Partners Retirement Plan, reported by Specs Family Partners, Ltd. under EIN 74-1532648 and plan number 001. It reports 3,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014134158NAL0001440179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specs Family Partners, Ltd.
- EIN
- 74-1532648
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 3,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,026,990
- Total liabilities (EOY)
- $87,642
- Net assets (EOY)
- $12,939,348
- Employer contributions
- $1,653,512
- Participant contributions
- $3,849,021
- Total income / additions
- $7,374,186
- Benefits paid
- $859,999
- Administrative expenses
- $328,505
- Total expenses
- $1,196,906
- Net increase / (decrease)
- $6,177,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $308,562 | $0 |
| Merrill Lynch, Fenner And Smith | BROKER | $19,943 | $0 |