2023 Form 5500 filing — Spring Venture Group, LLC 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 20240923180636NAL0015911616001) for Spring Venture Group, LLC 401(K) Plan, reported by Spring Venture Group, LLC under EIN 27-1939808 and plan number 001. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923180636NAL0015911616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spring Venture Group, LLC
- EIN
- 27-1939808
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,647,918
- Net assets (EOY)
- $19,647,918
- Employer contributions
- $2,004,043
- Participant contributions
- $3,988,710
- Total income / additions
- $9,513,092
- Benefits paid
- $1,754,170
- Administrative expenses
- $74,948
- Total expenses
- $2,035,916
- Net increase / (decrease)
- $7,477,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | THIRD PARTY ADMINISTRATOR | $48,557 | $5,101 |
| Frontier Wealth Management LLC | SERVICE PROVIDER | $0 | $22,409 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $15,937 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,171 | $0 |