Specialized Bicycle Components, Inc. Profit Sharing Plan — Form 5500 plan (Specialized Bicycle Components, 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, Specialized Bicycle Components, Inc. Profit Sharing Plan is a benefit plan reported by Specialized Bicycle Components, Inc. under EIN 88-1246434 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,298 participants and $137,762,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Specialized Bicycle Components, Inc.
EIN
88-1246434
Plan number
003
Plan type
2
Location
Morgan Hill, CA
Latest filing year
2023
Participants
1,298
End-of-year plan assets
$137,762,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,298H, C20241004135454NAL0011493169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,762,313
Total liabilities (EOY)
$0
Net assets (EOY)
$137,762,313
Net assets (BOY)
$114,467,595

Income & contributions

Employer contributions
$3,278,283
Participant contributions
$8,417,633
Total contributions
$12,692,324
Total income / additions
$32,766,972

Expenses & distributions

Benefits paid
$9,417,446
Administrative expenses
$51,327
Total expenses
$9,472,254
Net increase / (decrease)
$23,294,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$51,327$02023

Related Form 5500 pages