2023 Form 5500 filing — Spartan Education Group, LLC Retirement Savings 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 20240823093252NAL0003584371001) for Spartan Education Group, LLC Retirement Savings Plan, reported by Spartan Education Group, LLC under EIN 27-0802184 and plan number 001. It reports 326 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)$4.9MReported net assets$4,932,714
Participants326
Provider compensation$42.1K1 Schedule C row(s)$42,057
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823093252NAL0003584371001
Plan sponsor
Spartan Education Group, LLC
EIN
27-0802184
Plan number
001
Location
Chicago, IL
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$804.8K
Benefits paid / distributions$752.5K
Contributions
Employer$205K
Participant$599.5K
Full reported line items
Total assets (EOY)
$4,932,714
Total liabilities (EOY)
$0
Net assets (EOY)
$4,932,714
Employer contributions
$205,000
Participant contributions
$599,469
Total income / additions
$1,685,595
Benefits paid
$752,468
Administrative expenses
$42,057
Total expenses
$804,779
Net increase / (decrease)
$880,816
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$42.1K
    RECORD KEEPER · Direct $42.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823093252NAL0003584371001 cover?
It is the 2023 Form 5500 filing for Spartan Education Group, LLC Retirement Savings Plan, reported by Spartan Education Group, LLC (EIN 27-0802184).
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