Plan5500

Spirax Sarco, Inc. 401(K) Plan — Form 5500 plan (Spirax Sarco, 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, Spirax Sarco, Inc. 401(K) Plan is a benefit plan reported by Spirax Sarco, Inc. under EIN 23-2239452 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $136,945,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spirax Sarco, Inc.
EIN
23-2239452
Plan number
001
Plan type
2
Location
Blythewood, SC
Latest filing year
2023
Participants
786
End-of-year plan assets
$136,945,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023786H, C20250829102048NAL0011235841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,945,482
Total liabilities (EOY)
$0
Net assets (EOY)
$136,945,482
Net assets (BOY)
$64,975,895

Income & contributions

Employer contributions
$7,194,529
Participant contributions
$7,775,090
Total contributions
$16,418,889
Total income / additions
$34,073,713

Expenses & distributions

Benefits paid
$10,790,991
Administrative expenses
$223,161
Total expenses
$11,020,473
Net increase / (decrease)
$23,053,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$113,601$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$79,560not reported in the loaded dataset2023
Cbiz Benefits & Insurance ServicesACTUARY$30,000not reported in the loaded dataset2023

Related Form 5500 pages