Spmb LLC 401k Plan — Form 5500 plan (Spmb LLC)

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, Spmb LLC 401k Plan is a benefit plan reported by Spmb LLC under EIN 83-2297738 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $13,462,908 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.5MPlan net assets, end of year$13,462,908
Participants169Covered participants reported
Assets / participant$79.7KComputed: assets ÷ participants$79,662 (computed)
Provider compensationNone reported
Plan sponsor
Spmb LLC
EIN
83-2297738
Plan number
001
Plan type
2
Location
Larkspur, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H20241015211026NAL0029681681001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$913.5K
Benefits paid / distributions$846.2K
Contributions
Employer$272.7K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$13,462,908
Total liabilities (EOY)
$0
Net assets (EOY)
$13,462,908
Net assets (BOY)
$10,789,478

Income & contributions

Employer contributions
$272,721
Participant contributions
$1,146,048
Total contributions
$1,450,080
Total income / additions
$3,586,927

Expenses & distributions

Benefits paid
$846,232
Administrative expenses
$67,265
Total expenses
$913,497
Net increase / (decrease)
$2,673,430
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages