Spectrum Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Spectrum Industries, 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, Spectrum Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Spectrum Industries, Inc. under EIN 39-1094074 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $14,555,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrum Industries, Inc.
- EIN
- 39-1094074
- Plan number
- 001
- Plan type
- 2
- Location
- Chippewa Falls, WI
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $14,555,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241003132802NAL0017765152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,555,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,555,662
- Net assets (BOY)
- $12,883,924
Income & contributions
- Employer contributions
- $94,834
- Participant contributions
- $801,691
- Total contributions
- $898,049
- Total income / additions
- $2,912,399
Expenses & distributions
- Benefits paid
- $1,231,858
- Administrative expenses
- $8,803
- Total expenses
- $1,240,661
- Net increase / (decrease)
- $1,671,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,807 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $3,996 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectrum Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Chippewa Falls, WI
- Empower Advisory Group, LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation