Spri Ltd. 401(K) Plan — Form 5500 plan (Spri Ltd.)
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, Spri Ltd. 401(K) Plan is a benefit plan reported by Spri Ltd. under EIN 36-4478949 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $30,741,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spri Ltd.
- EIN
- 36-4478949
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $30,741,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240830090552NAL0031715602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,741,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,741,104
- Net assets (BOY)
- $25,417,483
Income & contributions
- Employer contributions
- $373,278
- Participant contributions
- $2,137,036
- Total contributions
- $2,606,955
- Total income / additions
- $7,846,170
Expenses & distributions
- Benefits paid
- $2,429,059
- Administrative expenses
- $93,490
- Total expenses
- $2,522,549
- Net increase / (decrease)
- $5,323,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $57,420 | not reported in the loaded dataset | 2023 |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $24,336 | $0 | 2023 |
| Mueller & Co, Llp | ACCOUNTANT/AUDITOR | $13,150 | not reported in the loaded dataset | 2023 |