Plan5500

Spiral Technology Retirement Plan — Form 5500 plan (Spiral Technology, 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, Spiral Technology Retirement Plan is a benefit plan reported by Spiral Technology, Inc. under EIN 95-4829596 and plan number 001. The latest loaded filing year is 2023. The filing reports 66 participants and $5,147,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spiral Technology, Inc.
EIN
95-4829596
Plan number
001
Plan type
2
Location
Lancaster, CA
Latest filing year
2023
Participants
66
End-of-year plan assets
$5,147,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I, C20241014155221NAL0026632785001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,147,750
Net assets (EOY)
$5,147,750
Net assets (BOY)
$4,789,923

Income & contributions

Employer contributions
$77,562
Participant contributions
$278,456
Total income / additions
$1,049,002

Expenses & distributions

Benefits paid
$674,957
Administrative expenses
$16,218
Total expenses
$691,175
Net increase / (decrease)
$357,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCSERVICE PROVIDER$6,230not reported in the loaded dataset2023
Futureplan By AscensusSERVICE PROVIDER$3,767not reported in the loaded dataset2023

Related Form 5500 pages