Spectra Metal Sales, Inc. 401(K) Plan — Form 5500 plan (Spectra Metal Sales, 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, Spectra Metal Sales, Inc. 401(K) Plan is a benefit plan reported by Spectra Metal Sales, Inc. under EIN 59-2878371 and plan number 001. The latest loaded filing year is 2023. The filing reports 888 participants and $11,996,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectra Metal Sales, Inc.
- EIN
- 59-2878371
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $11,996,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20250430131727NAL0003905922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,996,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,996,774
- Net assets (BOY)
- $9,113,490
Income & contributions
- Employer contributions
- $706,251
- Participant contributions
- $1,338,028
- Total contributions
- $2,095,030
- Total income / additions
- $3,546,372
Expenses & distributions
- Benefits paid
- $628,452
- Administrative expenses
- $34,636
- Total expenses
- $663,088
- Net increase / (decrease)
- $2,883,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors LLC | SERVICE PROVIDER | $0 | $24,651 | 2023 |
| My Benefits, LLC | TPA | $0 | $4,656 | 2023 |
| Morningstar | INV. ADVISORY (PLAN) | $0 | $1,608 | 2023 |
| Morningstar Investment Management | INVT. ADV. (PARTICIPANT) | $233 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $233 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectra Metal Sales, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Triad Advisors LLC — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins. And Annuity Co — Schedule C compensation