Plan5500

Spates Fabricators, Inc. Profit Sharing Plan — Form 5500 plan (Spates Fabricators, 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, Spates Fabricators, Inc. Profit Sharing Plan is a benefit plan reported by Spates Fabricators, Inc. under EIN 33-0121502 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $9,992,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spates Fabricators, Inc.
EIN
33-0121502
Plan number
001
Plan type
2
Location
Thermal, CA
Latest filing year
2023
Participants
234
End-of-year plan assets
$9,992,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20250714201034NAL0000914515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,992,955
Net assets (EOY)
$9,992,955
Net assets (BOY)
$8,339,891

Income & contributions

Employer contributions
$902,628
Participant contributions
$0
Total contributions
$902,628
Total income / additions
$2,328,802

Expenses & distributions

Benefits paid
$628,719
Administrative expenses
$47,019
Total expenses
$675,738
Net increase / (decrease)
$1,653,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Investment ServINVESTMENT ADVISOR$47,019not reported in the loaded dataset2023

Related Form 5500 pages