Specialty Construction, Inc. Retirement Plan — Form 5500 plan (Specialty Construction, 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, Specialty Construction, Inc. Retirement Plan is a benefit plan reported by Specialty Construction, Inc. under EIN 77-0443569 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $23,510,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Construction, Inc.
- EIN
- 77-0443569
- Plan number
- 001
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $23,510,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240731133456NAL0036646656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,510,737
- Net assets (EOY)
- $23,510,737
- Net assets (BOY)
- $19,812,671
Income & contributions
- Employer contributions
- $1,356,631
- Participant contributions
- $909,682
- Total contributions
- $2,268,612
- Total income / additions
- $5,753,241
Expenses & distributions
- Benefits paid
- $1,989,707
- Administrative expenses
- $65,468
- Total expenses
- $2,055,175
- Net increase / (decrease)
- $3,698,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $66,448 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services | ADVISOR | $42,984 | not reported in the loaded dataset | 2023 |
| Nexus Administrators, Inc. | CONTRACT ADM | $4,425 | $10,000 | 2023 |
| Empower Advisory Group | INVEST MNGT | $2,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialty Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Luis Obispo, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- Nexus Administrators, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation