Specialty Appliances LLC 401k Retirement Plan — Form 5500 plan (Specialty Appliance LLC)
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, Specialty Appliances LLC 401k Retirement Plan is a benefit plan reported by Specialty Appliance LLC under EIN 38-2368535 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $4,284,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Appliance LLC
- EIN
- 38-2368535
- Plan number
- 002
- Plan type
- 2
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $4,284,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241010103613NAL0020831681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,284,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,284,850
- Net assets (BOY)
- $3,893,572
Income & contributions
- Employer contributions
- $45,919
- Participant contributions
- $493,561
- Total contributions
- $542,786
- Total income / additions
- $1,205,438
Expenses & distributions
- Benefits paid
- $813,966
- Administrative expenses
- $194
- Total expenses
- $814,160
- Net increase / (decrease)
- $391,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $194 | $43,091 | 2023 |