Spring Venture Group, LLC 401(K) Plan — Form 5500 plan (Spring Venture Group, LLC)
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, Spring Venture Group, LLC 401(K) Plan is a benefit plan reported by Spring Venture Group, LLC under EIN 27-1939808 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,119 participants and $19,647,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spring Venture Group, LLC
- EIN
- 27-1939808
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,119
- End-of-year plan assets
- $19,647,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,119 | H, C | 20240923180636NAL0015911616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,647,918
- Net assets (EOY)
- $19,647,918
- Net assets (BOY)
- $12,170,742
Income & contributions
- Employer contributions
- $2,004,043
- Participant contributions
- $3,988,710
- Total contributions
- $6,775,881
- Total income / additions
- $9,513,092
Expenses & distributions
- Benefits paid
- $1,754,170
- Administrative expenses
- $74,948
- Total expenses
- $2,035,916
- Net increase / (decrease)
- $7,477,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | THIRD PARTY ADMINISTRATOR | $48,557 | $5,101 | 2023 |
| Frontier Wealth Management LLC | SERVICE PROVIDER | $0 | $22,409 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $15,937 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,171 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spring Venture Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Ascensus — Schedule C compensation
- Frontier Wealth Management LLC — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation