Sierra Pacific Engineering & Products Employee Stock Ownership Plan — Form 5500 plan (S.P.E.P. Acquisition Corp.)
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, Sierra Pacific Engineering & Products Employee Stock Ownership Plan is a benefit plan reported by S.P.E.P. Acquisition Corp. under EIN 33-0596868 and plan number 003. The latest loaded filing year is 2023. The filing reports 104 participants and $106,463,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.P.E.P. Acquisition Corp.
- EIN
- 33-0596868
- Plan number
- 003
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $106,463,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | I | 20240524190007NAL0003473187001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $106,463,959
- Total liabilities (EOY)
- $3,307,839
- Net assets (EOY)
- $103,156,120
- Net assets (BOY)
- $82,129,570
Income & contributions
- Employer contributions
- $1,170,940
- Total income / additions
- $25,107,425
Expenses & distributions
- Benefits paid
- $3,871,572
- Administrative expenses
- $115,812
- Total expenses
- $4,080,875
- Net increase / (decrease)
- $21,026,550
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.