Original filing (PDF)20240314105705NAL0038116225001

SPB-USA, LLC

Name: SPB-USA, LLC — SPB-USA, LLC 401(k) Plan, Form 5500 (2023)
Creator: SPB-USA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPB-USA, LLC 401(k) Plan

401(k) retirement plan · SPB-USA, LLC's SPB-USA, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

SPB-USA, LLC's EIN is 20-0404245.

EIN 20-0404245

Plan number 002

Plan year 2023

ACK ID 20240314105705NAL0038116225001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SPB-USA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SPB-USA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPB-USA, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SPB-USA, LLC

EIN

all filings

Address

2257 SARASOTA CENTER BOULEVARD · SARASOTA, FL · 34240

Phone

(941) 371-1655

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-08

Filed

2024-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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