Plan5500

Springwell Retirement Plan — Form 5500 plan (Springwell, Inc.)

Plain-English plan 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, Springwell Retirement Plan is a benefit plan reported by Springwell, Inc. under EIN 04-2616064 and plan number 004. The latest loaded filing year is 2023. The filing reports 325 participants and $11,767,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Springwell, Inc.
EIN
04-2616064
Plan number
004
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
325
End-of-year plan assets
$11,767,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20250306121618NAL0010276465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,767,410
Net assets (EOY)
$11,767,410
Net assets (BOY)
$9,697,628

Income & contributions

Employer contributions
$806,079
Participant contributions
$839,116
Total contributions
$1,854,557
Total income / additions
$3,200,568

Expenses & distributions

Benefits paid
$1,052,279
Administrative expenses
$57,066
Total expenses
$1,130,786
Net increase / (decrease)
$2,069,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCINVESTMENT ADVISOR$29,381not reported in the loaded dataset2023
Empower Annuity InsuranceRECORDKEEPER$25,905not reported in the loaded dataset2023

Related Form 5500 pages