Plan5500

Spiezle Group, Inc. Retirement Plan — Form 5500 plan (Spiezle Group, 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, Spiezle Group, Inc. Retirement Plan is a benefit plan reported by Spiezle Group, Inc. under EIN 23-1937152 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $6,151,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spiezle Group, Inc.
EIN
23-1937152
Plan number
002
Plan type
2
Location
Hamilton, NJ
Latest filing year
2023
Participants
134
End-of-year plan assets
$6,151,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241008151119NAL0008503715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,151,018
Total liabilities (EOY)
$0
Net assets (EOY)
$6,151,018
Net assets (BOY)
$5,101,314

Income & contributions

Employer contributions
$54,000
Participant contributions
$554,540
Total contributions
$881,123
Total income / additions
$1,764,589

Expenses & distributions

Benefits paid
$698,527
Administrative expenses
$16,358
Total expenses
$714,885
Net increase / (decrease)
$1,049,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan SvcsRECORDKEEPER$10,938$02023
Blue Ridge Esop AssociatesCONTRACT ADMINISTRATOR$2,175not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$315not reported in the loaded dataset2023

Related Form 5500 pages