Spalding Dedecker Associates, Inc. 401(K) Retirement Plan — Form 5500 plan (Spalding Dedecker Associates, 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, Spalding Dedecker Associates, Inc. 401(K) Retirement Plan is a benefit plan reported by Spalding Dedecker Associates, Inc. under EIN 38-1598901 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $12,186,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spalding Dedecker Associates, Inc.
- EIN
- 38-1598901
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester Hills, MI
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $12,186,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241002094113NAL0016242226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,186,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,186,433
- Net assets (BOY)
- $10,112,493
Income & contributions
- Participant contributions
- $751,605
- Total contributions
- $751,605
- Total income / additions
- $2,578,715
Expenses & distributions
- Benefits paid
- $484,373
- Administrative expenses
- $20,402
- Total expenses
- $504,775
- Net increase / (decrease)
- $2,073,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $16,015 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services LLC | CONTRACT ADMINISTRATOR | $0 | $6,250 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,510 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,578 | $0 | 2023 |
| Crowe Llp | CONTRACT ADMINISTRATOR | -$2,500 | $1,250 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spalding Dedecker Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Rochester Hills, MI
- Acec Retirement Trust — Schedule C compensation
- Coastal Pension Services LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Crowe Llp — Schedule C compensation