Spi 401(K) Plan — Form 5500 plan (Sales Partnerships, Inc.)
Plain-English plan 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, Spi 401(K) Plan is a benefit plan reported by Sales Partnerships, Inc. under EIN 03-0515190 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $1,228,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sales Partnerships, Inc.
- EIN
- 03-0515190
- Plan number
- 002
- Plan type
- 2
- Location
- Broomfield, CO
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $1,228,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240808091235NAL0002736195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,228,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,228,183
- Net assets (BOY)
- $1,249,921
Income & contributions
- Employer contributions
- $36,233
- Participant contributions
- $224,356
- Total contributions
- $284,417
- Total income / additions
- $501,840
Expenses & distributions
- Benefits paid
- $472,138
- Administrative expenses
- $26,507
- Total expenses
- $523,578
- Net increase / (decrease)
- -$21,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,702 | not reported in the loaded dataset | 2023 |
| Tpa Services, Inc. | CONTRACT ADMIN | $8,337 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,245 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $36 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Comp Of Amer | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sales Partnerships, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Broomfield, CO
- Cetera Advisor Networks LLC — Schedule C compensation
- Tpa Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Ins Comp Of Amer — Schedule C compensation