2023 Form 5500 filing — Spry Methods 401(K) Plan
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 20241015063944NAL0015913203001) for Spry Methods 401(K) Plan, reported by Spry Methods, Inc under EIN 54-2037959 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015063944NAL0015913203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spry Methods, Inc
- EIN
- 54-2037959
- Plan number
- 001
- Location
- Mclean, VA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,823,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,823,023
- Employer contributions
- $322,870
- Participant contributions
- $873,440
- Total income / additions
- $3,957,479
- Benefits paid
- $1,425,725
- Administrative expenses
- $84,879
- Total expenses
- $1,510,604
- Net increase / (decrease)
- $2,446,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avenue Wealth | INVESTMENT ADVISOR | $36,124 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $25,661 | not reported in the loaded dataset |
| Brinker Capital Holdings, Inc. | INVESTMENT MANAGER | $23,094 | not reported in the loaded dataset |