2023 Form 5500 filing — Spire 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621132041NAL0005392450001) for Spire 401(K) Plan, reported by Spire Credit Union under EIN 41-0585825 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.8MReported net assets$40,793,920
Participants469
Provider compensation$94.1K3 Schedule C row(s)$94,057
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240621132041NAL0005392450001
Plan sponsor
Spire Credit Union
EIN
41-0585825
Plan number
001
Location
Falcon Heights, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.8M total assets
Net assets$40.8MLiabilities$0
Money in vs. money out
Total income / additions$11.1M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$2.4M
Participant$2.1M
Full reported line items
Total assets (EOY)
$40,793,920
Total liabilities (EOY)
$0
Net assets (EOY)
$40,793,920
Employer contributions
$2,425,919
Participant contributions
$2,135,107
Total income / additions
$11,101,079
Benefits paid
$2,554,613
Administrative expenses
$94,057
Total expenses
$2,657,234
Net increase / (decrease)
$8,443,845
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $49.4K
  2. 2
    RECORDKEEPER · Direct $44.7K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240621132041NAL0005392450001 cover?
It is the 2023 Form 5500 filing for Spire 401(K) Plan, reported by Spire Credit Union (EIN 41-0585825).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages