Spirit Realty Capital, Inc. 401(K) Plan — Form 5500 plan (Spirit Realty Capital, 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, Spirit Realty Capital, Inc. 401(K) Plan is a benefit plan reported by Spirit Realty Capital, Inc. under EIN 20-1676382 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spirit Realty Capital, Inc.
- EIN
- 20-1676382
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241218115157NAL0003642545001 |
| 2023 | 139 | H, C | 20241013093046NAL0013967763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,451,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,451,517
- Net assets (BOY)
- $11,539,652
Income & contributions
- Employer contributions
- $542,116
- Participant contributions
- $1,184,694
- Total contributions
- $1,752,227
- Total income / additions
- $3,846,384
Expenses & distributions
- Benefits paid
- $1,853,308
- Administrative expenses
- $81,163
- Total expenses
- $1,934,519
- Net increase / (decrease)
- $1,911,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $59,527 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $21,635 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $16,835 | $0 | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $15,667 | $0 | 2023 |