Specright 401(K) Plan — Form 5500 plan (Specright, 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, Specright 401(K) Plan is a benefit plan reported by Specright, Inc under EIN 47-1571522 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $3,835,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specright, Inc
EIN
47-1571522
Plan number
001
Plan type
2
Location
Tustin, CA
Latest filing year
2023
Participants
149
End-of-year plan assets
$3,835,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20250220020137NAL0007695760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,835,708
Total liabilities (EOY)
$0
Net assets (EOY)
$3,835,708
Net assets (BOY)
$2,259,316

Income & contributions

Employer contributions
$105,597
Participant contributions
$1,078,715
Total contributions
$1,441,333
Total income / additions
$1,901,244

Expenses & distributions

Benefits paid
$310,008
Administrative expenses
$14,844
Total expenses
$324,852
Net increase / (decrease)
$1,576,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$14,844not reported in the loaded dataset2023

Related Form 5500 pages