Specialty Interiors, Inc. 401(K) Plan — Form 5500 plan (Specialty Interiors, 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, Specialty Interiors, Inc. 401(K) Plan is a benefit plan reported by Specialty Interiors, Inc. under EIN 26-2252319 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $3,881,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialty Interiors, Inc.
EIN
26-2252319
Plan number
001
Plan type
2
Location
Erlanger, KY
Latest filing year
2023
Participants
198
End-of-year plan assets
$3,881,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241010070317NAL0035154800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,881,010
Total liabilities (EOY)
$0
Net assets (EOY)
$3,881,010
Net assets (BOY)
$3,824,536

Income & contributions

Employer contributions
$105,909
Participant contributions
$249,778
Total contributions
$355,687
Total income / additions
$822,625

Expenses & distributions

Benefits paid
$718,693
Administrative expenses
$47,458
Total expenses
$766,151
Net increase / (decrease)
$56,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$36,758$02023
Blue & Co., LLCAUDITOR$9,900not reported in the loaded dataset2023
Benefits Administrators, LLCTPA$800not reported in the loaded dataset2023

Related Form 5500 pages