Spring Eq 401(K) Plan — Form 5500 plan (Spring Eq 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 Eq 401(K) Plan is a benefit plan reported by Spring Eq LLC under EIN 37-1801711 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $9,281,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spring Eq LLC
- EIN
- 37-1801711
- Plan number
- 001
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $9,281,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241015090701NAL0016030083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,281,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,281,767
- Net assets (BOY)
- $4,895,354
Income & contributions
- Employer contributions
- $610,895
- Participant contributions
- $1,703,879
- Total contributions
- $3,476,068
- Total income / additions
- $4,741,033
Expenses & distributions
- Benefits paid
- $308,508
- Administrative expenses
- $46,112
- Total expenses
- $354,620
- Net increase / (decrease)
- $4,386,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $30,169 | $0 | 2023 |
| Mml Investors Services | NONE | $15,943 | not reported in the loaded dataset | 2023 |