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, Spilman Thomas & Battle 401(K) Plan is a benefit plan reported by Spilman Thomas & Battle, Pllc under EIN 55-0282458 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $61,820,926 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,820,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,820,926
- Net assets (BOY)
- $56,549,698
Income & contributions
- Employer contributions
- $1,379,778
- Participant contributions
- $1,523,790
- Total contributions
- $2,970,371
- Total income / additions
- $12,019,359
Expenses & distributions
- Benefits paid
- $6,736,595
- Administrative expenses
- $11,536
- Total expenses
- $6,748,131
- Net increase / (decrease)
- $5,271,228