2023 Form 5500 filing — Spothero 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 20241015203504NAL0015380115001) for Spothero 401(K) Plan, reported by Spothero, Inc. under EIN 45-5389124 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203504NAL0015380115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spothero, Inc.
- EIN
- 45-5389124
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,837,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,837,151
- Employer contributions
- $597,567
- Participant contributions
- $1,947,997
- Total income / additions
- $4,695,328
- Benefits paid
- $1,195,027
- Administrative expenses
- $37,653
- Total expenses
- $1,237,817
- Net increase / (decrease)
- $3,457,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lockton Investment Advisors | ADVISOR | $26,858 | not reported in the loaded dataset |
| Creative Planning LLC | ADVISOR | $6,290 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,225 | not reported in the loaded dataset |