2023 Form 5500 filing — Sprenger Retirement Centers Employees' Retirement Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014072850NAL0045215008001) for Sprenger Retirement Centers Employees' Retirement Plan And Trust, reported by Sprenger Enterprises, Inc. under EIN 34-1623232 and plan number 001. It reports 1,736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072850NAL0045215008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sprenger Enterprises, Inc.
- EIN
- 34-1623232
- Plan number
- 001
- Location
- Lorain, OH
- Participants
- 1,736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,660,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,660,496
- Employer contributions
- $666,498
- Participant contributions
- $1,231,276
- Total income / additions
- $5,733,107
- Benefits paid
- $1,900,954
- Administrative expenses
- $5,010
- Total expenses
- $1,905,964
- Net increase / (decrease)
- $3,827,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |