2023 Form 5500 filing — Spirit Realty Capital, Inc. 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 20241218115157NAL0003642545001) for Spirit Realty Capital, Inc. 401(K) Plan, reported by Spirit Realty Capital, Inc. under EIN 20-1676382 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218115157NAL0003642545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spirit Realty Capital, Inc.
- EIN
- 20-1676382
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,451,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,451,517
- Employer contributions
- $542,116
- Participant contributions
- $1,184,694
- Total income / additions
- $3,846,384
- Benefits paid
- $1,853,308
- Administrative expenses
- $81,163
- Total expenses
- $1,934,519
- Net increase / (decrease)
- $1,911,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $59,527 | $0 |
| Adp, Inc. | RECORD KEEPER | $21,635 | $0 |
| Adp, Inc. | RECORD KEEPER | $16,835 | $0 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $15,667 | $0 |