Plan5500

Spee Dee Delivery Service, Inc Retirement Plan — Form 5500 plan (Spee Dee Delivery Service, 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, Spee Dee Delivery Service, Inc Retirement Plan is a benefit plan reported by Spee Dee Delivery Service, Inc. under EIN 41-1530767 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,536 participants and $54,105,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spee Dee Delivery Service, Inc.
EIN
41-1530767
Plan number
001
Plan type
2
Location
St Cloud, MN
Latest filing year
2023
Participants
1,536
End-of-year plan assets
$54,105,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,536H, C20240930123331NAL0002614787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,105,719
Total liabilities (EOY)
$84,803
Net assets (EOY)
$54,020,916
Net assets (BOY)
$50,062,233

Income & contributions

Employer contributions
$381,129
Participant contributions
$2,081,615
Total contributions
$2,487,843
Total income / additions
$7,798,785

Expenses & distributions

Benefits paid
$3,759,558
Administrative expenses
$80,544
Total expenses
$3,840,102
Net increase / (decrease)
$3,958,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth ManagementADVISOR$44,999not reported in the loaded dataset2023
Pentegra ServicesRECORDKEEPER$26,921not reported in the loaded dataset2023
Reliance TrustTRUSTEE$8,624not reported in the loaded dataset2023

Related Form 5500 pages