Who sponsors the David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan?

David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan is reported as sponsored by David A Spott, Md Pa (EIN 52-0912565, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan is 2023.

How many participants does David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan report?

David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan reports 5 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan?

David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan reports $3,024,166 in end-of-year plan assets in its latest loaded Form 5500 filing.

David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan — Form 5500 plan (David A Spott, Md Pa)

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, David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan is a benefit plan reported by David A Spott, Md Pa under EIN 52-0912565 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,024,166 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$3,024,166

Participants5Covered participants reported

Assets / participant$604.8KComputed: assets ÷ participants$604,833 (computed)

Provider compensationNone reported

Plan sponsor: David A Spott, Md Pa
EIN: 52-0912565
Plan number: 001
Plan type: 2
Location: Clinton, MD
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
5 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3M total assets

Net assets$3MLiabilities—

Money in vs. money out

Total income / additions$521.5K

Total expenses$275.9K

Benefits paid / distributions$234.9K

Contributions

Employer$9.4K

Participant$11.6K

Full reported line items

Net assets

Total assets (EOY): $3,024,166
Net assets (EOY): $3,024,166
Net assets (BOY): $2,778,583

Income & contributions

Employer contributions: $9,415
Participant contributions: $11,575
Total income / additions: $521,459

Expenses & distributions

Benefits paid: $234,862
Administrative expenses: $41,014
Total expenses: $275,876
Net increase / (decrease): $245,583

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

45%55%

Employer 45%Participant 55%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income45%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.