2023 Form 5500 filing — Sparrow Partners 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 20240912165059NAL0004575843001) for Sparrow Partners 401(K) Plan, reported by Sparrow Capital Partners, LLC under EIN 82-1681055 and plan number 001. It reports 282 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)$5.4MReported net assets$5,427,875
Participants282
Provider compensation$44.2K3 Schedule C row(s)$44,204
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912165059NAL0004575843001
Plan sponsor
Sparrow Capital Partners, LLC
EIN
82-1681055
Plan number
001
Location
Austin, TX
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$615.4K
Benefits paid / distributions$566.8K
Contributions
Employer$494.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$5,427,875
Total liabilities (EOY)
$0
Net assets (EOY)
$5,427,875
Employer contributions
$494,888
Participant contributions
$1,284,380
Total income / additions
$3,115,828
Benefits paid
$566,809
Administrative expenses
$44,204
Total expenses
$615,377
Net increase / (decrease)
$2,500,451
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $20.6K
  2. 2
    RECORDKEEPER · Direct $18.1K · Indirect $0
  3. 3
    AUDITOR · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912165059NAL0004575843001 cover?
It is the 2023 Form 5500 filing for Sparrow Partners 401(K) Plan, reported by Sparrow Capital Partners, LLC (EIN 82-1681055).
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