Spencer Ogden 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Spencer Ogden)
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, Spencer Ogden 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Spencer Ogden under EIN 45-2263819 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $4,593,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer Ogden
- EIN
- 45-2263819
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $4,593,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241008060652NAL0016223233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,593,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,593,838
- Net assets (BOY)
- $2,936,080
Income & contributions
- Employer contributions
- $161,876
- Participant contributions
- $1,762,503
- Total contributions
- $2,072,896
- Total income / additions
- $2,723,941
Expenses & distributions
- Benefits paid
- $1,046,906
- Administrative expenses
- $10,279
- Total expenses
- $1,066,183
- Net increase / (decrease)
- $1,657,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $10,278 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Fsc Securities Corp | ADVISOR | $0 | $0 | 2023 |