Plan5500

Spivey Rentals, Inc. 401(K) Plan — Form 5500 plan (Spivey Service Corp.)

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, Spivey Rentals, Inc. 401(K) Plan is a benefit plan reported by Spivey Service Corp. under EIN 93-1650701 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $3,262,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spivey Service Corp.
EIN
93-1650701
Plan number
001
Plan type
2
Location
Hampton, VA
Latest filing year
2023
Participants
149
End-of-year plan assets
$3,262,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241010163405NAL0041567682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,262,675
Total liabilities (EOY)
$0
Net assets (EOY)
$3,262,675
Net assets (BOY)
$2,504,550

Income & contributions

Employer contributions
$164,764
Participant contributions
$258,017
Total contributions
$541,195
Total income / additions
$892,750

Expenses & distributions

Benefits paid
$128,053
Administrative expenses
$6,572
Total expenses
$134,625
Net increase / (decrease)
$758,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee FiduciaryRECORDKEEPER$6,572not reported in the loaded dataset2023

Related Form 5500 pages