Special-Lite, Inc. Retirement And Savings Plan And Trust — Form 5500 plan (Special-Lite, 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, Special-Lite, Inc. Retirement And Savings Plan And Trust is a benefit plan reported by Special-Lite, Inc. under EIN 38-1951068 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $37,589,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Special-Lite, Inc.
EIN
38-1951068
Plan number
001
Plan type
2
Location
Decatur, MI
Latest filing year
2023
Participants
419
End-of-year plan assets
$37,589,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20241011095310NAL0012341971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,589,769
Total liabilities (EOY)
$0
Net assets (EOY)
$37,589,769
Net assets (BOY)
$32,454,922

Income & contributions

Employer contributions
$1,326,578
Participant contributions
$987,406
Total contributions
$2,318,492
Total income / additions
$8,028,964

Expenses & distributions

Benefits paid
$2,839,895
Administrative expenses
$54,222
Total expenses
$2,894,117
Net increase / (decrease)
$5,134,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$54,221not reported in the loaded dataset2023

Related Form 5500 pages