Spiva Law Group, P. C. Retirement Plan — Form 5500 plan (Spiva Law Group, P.C.)

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, Spiva Law Group, P. C. Retirement Plan is a benefit plan reported by Spiva Law Group, P.C. under EIN 45-4184841 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,727,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spiva Law Group, P.C.
EIN
45-4184841
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
14
End-of-year plan assets
$1,727,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I, C20240926152503NAL0000540387003

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,727,212
Net assets (EOY)
$1,727,212
Net assets (BOY)
$1,595,611

Income & contributions

Employer contributions
$12,554
Participant contributions
$68,213
Total income / additions
$145,808

Expenses & distributions

Benefits paid
$8,471
Administrative expenses
$5,736
Total expenses
$14,207
Net increase / (decrease)
$131,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmRECORDKEEPER$5,486$02023
Nwrpc LLCCONTRACT ADMIN$250$972023
Ascensus, Inc.TPA$0$942023

Related Form 5500 pages