Spuntech 401(K) Plan — Form 5500 plan (Spuntech Industries, 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, Spuntech 401(K) Plan is a benefit plan reported by Spuntech Industries, Inc. under EIN 65-1175760 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $10,454,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spuntech Industries, Inc.
EIN
65-1175760
Plan number
001
Plan type
2
Location
Roxboro, NC
Latest filing year
2023
Participants
214
End-of-year plan assets
$10,454,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241009141527NAL0009300515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,454,545
Total liabilities (EOY)
$0
Net assets (EOY)
$10,454,545
Net assets (BOY)
$8,666,100

Income & contributions

Employer contributions
$437,170
Participant contributions
$940,828
Total contributions
$1,377,998
Total income / additions
$2,744,654

Expenses & distributions

Benefits paid
$948,090
Administrative expenses
$8,119
Total expenses
$956,209
Net increase / (decrease)
$1,788,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$21,9612023
Fidelity Investments InstitutionalRECORDKEEPER$8,119$02023

Related Form 5500 pages