Spuncast Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Spuncast 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, Spuncast Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Spuncast Inc. under EIN 39-1246768 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $6,947,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spuncast Inc.
- EIN
- 39-1246768
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, WI
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,947,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250430094131NAL0001726433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,947,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,947,812
- Net assets (BOY)
- $5,534,661
Income & contributions
- Participant contributions
- $448,268
- Total contributions
- $533,739
- Total income / additions
- $1,934,055
Expenses & distributions
- Benefits paid
- $506,448
- Administrative expenses
- $25,044
- Total expenses
- $545,198
- Net increase / (decrease)
- $1,388,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,044 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $3,675 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spuncast Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Watertown, WI
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation