Spec'S Family Partners Retirement Plan — Form 5500 plan (Specs Family Partners, Ltd.)

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, Spec'S Family Partners Retirement Plan is a benefit plan reported by Specs Family Partners, Ltd. under EIN 74-1532648 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,909 participants and $13,026,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specs Family Partners, Ltd.
EIN
74-1532648
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,909
End-of-year plan assets
$13,026,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,909H, C20251014134158NAL0001440179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,026,990
Total liabilities (EOY)
$87,642
Net assets (EOY)
$12,939,348
Net assets (BOY)
$6,762,068

Income & contributions

Employer contributions
$1,653,512
Participant contributions
$3,849,021
Total contributions
$5,829,574
Total income / additions
$7,374,186

Expenses & distributions

Benefits paid
$859,999
Administrative expenses
$328,505
Total expenses
$1,196,906
Net increase / (decrease)
$6,177,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$308,562$02023
Merrill Lynch, Fenner And SmithBROKER$19,943$02023

Related Form 5500 pages