Sps North America Inc. 401k Plan — Form 5500 plan (Sps North America 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, Sps North America Inc. 401k Plan is a benefit plan reported by Sps North America Inc. under EIN 13-3670421 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,768 participants and $36,832,617 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36.8MPlan net assets, end of year$36,832,617
Participants2.8KCovered participants reported2,768
Assets / participant$13.3KComputed: assets ÷ participants$13,307 (computed)
Provider compensation$469.4K3 Schedule C provider row(s)$469,445
- Plan sponsor
- Sps North America Inc.
- EIN
- 13-3670421
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,768 | H, C | 20241015125003NAL0047984816001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$36.8M total assets
Net assets$36.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $36,832,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,832,617
- Net assets (BOY)
- $28,182,970
Income & contributions
- Employer contributions
- $2,198,149
- Participant contributions
- $4,756,630
- Total contributions
- $7,741,476
- Total income / additions
- $12,989,011
Expenses & distributions
- Benefits paid
- $3,908,349
- Administrative expenses
- $431,015
- Total expenses
- $4,339,364
- Net increase / (decrease)
- $8,649,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $184,633 | $38,322 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $185,143 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $61,239 | $108 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sps North America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Orenda Retirement, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation