Spiegel & Spiegel Pa Money Purchase Pension Plan & 401(K) Profit Sharing Plan — Form 5500 plan (Samco Properties 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, Spiegel & Spiegel Pa Money Purchase Pension Plan & 401(K) Profit Sharing Plan is a benefit plan reported by Samco Properties Inc under EIN 59-2396906 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $154,973,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samco Properties Inc
- EIN
- 59-2396906
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield Beach, FL
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $154,973,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20241002112323NAL0008198561001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $154,973,019
- Total liabilities (EOY)
- $33,695,039
- Net assets (EOY)
- $121,277,980
- Net assets (BOY)
- $109,985,776
Income & contributions
- Employer contributions
- $217,491
- Participant contributions
- $92,028
- Total income / additions
- $11,323,946
Expenses & distributions
- Benefits paid
- $7,751
- Administrative expenses
- $0
- Total expenses
- $31,742
- Net increase / (decrease)
- $11,292,204
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.