Spalding Consulting, Inc. 401k Plan — Form 5500 plan (Spalding Consulting, 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, Spalding Consulting, Inc. 401k Plan is a benefit plan reported by Spalding Consulting, Inc. under EIN 52-2291300 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $28,251,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spalding Consulting, Inc.
- EIN
- 52-2291300
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington Park, MD
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $28,251,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241014155327NAL0045196528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,251,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,251,954
- Net assets (BOY)
- $22,018,586
Income & contributions
- Employer contributions
- $556,420
- Participant contributions
- $2,853,472
- Total contributions
- $4,177,909
- Total income / additions
- $8,401,243
Expenses & distributions
- Benefits paid
- $2,076,804
- Administrative expenses
- $91,071
- Total expenses
- $2,167,875
- Net increase / (decrease)
- $6,233,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $44,278 | $0 | 2023 |
| Global Retirement Partners | NONE | $39,722 | $0 | 2023 |
| Duncan Financial Group, LLC | TPA | $10,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spalding Consulting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lexington Park, MD
- John Hancock Life Insurance Company — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Duncan Financial Group, LLC — Schedule C compensation