Spectrum Lighting 401(K) Profit Sharing Plan — Form 5500 plan (Spectrum Lighting, 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, Spectrum Lighting 401(K) Profit Sharing Plan is a benefit plan reported by Spectrum Lighting, Inc. under EIN 04-3370527 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $4,467,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spectrum Lighting, Inc.
EIN
04-3370527
Plan number
001
Plan type
2
Location
Fall River, MA
Latest filing year
2023
Participants
215
End-of-year plan assets
$4,467,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241015114429NAL0028233153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,467,766
Total liabilities (EOY)
$0
Net assets (EOY)
$4,467,766
Net assets (BOY)
$3,448,941

Income & contributions

Employer contributions
$79,382
Participant contributions
$557,084
Total contributions
$711,773
Total income / additions
$1,301,081

Expenses & distributions

Benefits paid
$218,304
Administrative expenses
$35,303
Total expenses
$282,256
Net increase / (decrease)
$1,018,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,212$02023
Rockland TrustINVESTMENT ADVISORY$0$16,0492023

Related Form 5500 pages