Sp Holdings, Inc. 401(K) Plan — Form 5500 plan (Sp Holdings, 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, Sp Holdings, Inc. 401(K) Plan is a benefit plan reported by Sp Holdings, Inc. under EIN 91-0818516 and plan number 004. The latest loaded filing year is 2023. The filing reports 634 participants and $87,734,400 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sp Holdings, Inc.
EIN
91-0818516
Plan number
004
Plan type
2
Location
Renton, WA
Latest filing year
2023
Participants
634
End-of-year plan assets
$87,734,400

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023634H, C20240815143040NAL0022642032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,734,400
Total liabilities (EOY)
$0
Net assets (EOY)
$87,734,400
Net assets (BOY)
$76,791,603

Income & contributions

Employer contributions
$1,965,284
Participant contributions
$2,585,307
Total contributions
$5,155,895
Total income / additions
$17,186,174

Expenses & distributions

Benefits paid
$6,110,146
Administrative expenses
$133,231
Total expenses
$6,243,377
Net increase / (decrease)
$10,942,797

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$133,231$02023
B Riley Wealth Management IncBROKER/ADVISER$0$63,4302023

Related Form 5500 pages