2023 Form 5500 filing — Spruce Holdings Inc. 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 20241001140119NAL0014277122001) for Spruce Holdings Inc. 401(K) Plan, reported by Spruce Holdings Inc. under EIN 81-2916418 and plan number 001. It reports 604 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)$599.5KReported net assets$599,540
Participants604
Provider compensation$13K1 Schedule C row(s)$12,963
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001140119NAL0014277122001
Plan sponsor
Spruce Holdings Inc.
EIN
81-2916418
Plan number
001
Location
New York, NY
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)$599.5K total assets
Net assets$599.5KLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$16.5K
Participant$795.5K
Full reported line items
Total assets (EOY)
$599,540
Total liabilities (EOY)
$0
Net assets (EOY)
$599,540
Employer contributions
$16,474
Participant contributions
$795,543
Total income / additions
$1,471,768
Benefits paid
$5,442,488
Administrative expenses
$12,964
Total expenses
$5,455,452
Net increase / (decrease)
-$3,983,684
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001140119NAL0014277122001 cover?
It is the 2023 Form 5500 filing for Spruce Holdings Inc. 401(K) Plan, reported by Spruce Holdings Inc. (EIN 81-2916418).
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