Spartan Electric Profit Sharing Plan & Trust — Form 5500 plan (Spartan Electric Co., 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, Spartan Electric Profit Sharing Plan & Trust is a benefit plan reported by Spartan Electric Co., Inc. under EIN 52-1056251 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $7,273,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spartan Electric Co., Inc.
EIN
52-1056251
Plan number
001
Plan type
2
Location
Ijamsville, MD
Latest filing year
2023
Participants
127
End-of-year plan assets
$7,273,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241014221121NAL0015602243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,273,901
Total liabilities (EOY)
$0
Net assets (EOY)
$7,273,901
Net assets (BOY)
$5,998,058

Income & contributions

Employer contributions
$409,593
Participant contributions
$79,937
Total contributions
$489,530
Total income / additions
$1,417,921

Expenses & distributions

Benefits paid
$128,359
Administrative expenses
$13,602
Total expenses
$142,078
Net increase / (decrease)
$1,275,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arkadios CapitalINVESTMENT ADVISOR$0$20,7942023
Fidelity Investments InstitutionalRECORDKEEPER$13,602not reported in the loaded dataset2023

Related Form 5500 pages