S.P. Company, Inc. 401(K) Plan — Form 5500 plan (S.P. Company, 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, S.P. Company, Inc. 401(K) Plan is a benefit plan reported by S.P. Company, Inc. under EIN 34-0661511 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $12,919,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.P. Company, Inc.
EIN
34-0661511
Plan number
002
Plan type
2
Location
Columbiana, OH
Latest filing year
2023
Participants
271
End-of-year plan assets
$12,919,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20240925110005NAL0014213217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,919,236
Total liabilities (EOY)
$0
Net assets (EOY)
$12,919,236
Net assets (BOY)
$10,553,981

Income & contributions

Employer contributions
$226,778
Participant contributions
$873,093
Total contributions
$1,276,828
Total income / additions
$2,824,705

Expenses & distributions

Benefits paid
$453,009
Administrative expenses
$6,441
Total expenses
$459,450
Net increase / (decrease)
$2,365,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$6,441not reported in the loaded dataset2023

Related Form 5500 pages