Spicer Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Spicer Group, 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, Spicer Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Spicer Group, Inc. under EIN 38-1612017 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $44,646,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spicer Group, Inc.
EIN
38-1612017
Plan number
001
Plan type
2
Location
Saginaw, MI
Latest filing year
2023
Participants
304
End-of-year plan assets
$44,646,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241010094139NAL0020772881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,646,703
Total liabilities (EOY)
$0
Net assets (EOY)
$44,646,703
Net assets (BOY)
$34,379,247

Income & contributions

Employer contributions
$3,447,430
Participant contributions
$2,439,247
Total contributions
$5,979,927
Total income / additions
$12,837,493

Expenses & distributions

Benefits paid
$2,438,002
Administrative expenses
$132,035
Total expenses
$2,570,037
Net increase / (decrease)
$10,267,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri Star Trust BankADVISOR$91,481not reported in the loaded dataset2023
Newport Group, Inc.RECORD-KEEPER$22,342$02023
Newport Trust CompanyTRUSTEE$18,212$02023

Related Form 5500 pages