Spears Manufacturing 401(K) Plan — Form 5500 plan (Spears Manufacturing Co.)

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, Spears Manufacturing 401(K) Plan is a benefit plan reported by Spears Manufacturing Co. under EIN 95-2647135 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,914 participants and $61,923,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spears Manufacturing Co.
EIN
95-2647135
Plan number
002
Plan type
2
Location
Sylmar, CA
Latest filing year
2023
Participants
1,914
End-of-year plan assets
$61,923,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,914H, C20241014093346NAL0026918945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,923,693
Total liabilities (EOY)
$0
Net assets (EOY)
$61,923,693
Net assets (BOY)
$55,788,445

Income & contributions

Employer contributions
$1,185,512
Participant contributions
$2,436,371
Total contributions
$3,659,485
Total income / additions
$12,953,812

Expenses & distributions

Benefits paid
$6,738,170
Administrative expenses
$33,683
Total expenses
$6,818,564
Net increase / (decrease)
$6,135,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,563$02023
Strategic Advisors, Inc.ADVISOR$14,120not reported in the loaded dataset2023

Related Form 5500 pages