2023 Form 5500 filing — Spruce 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 20241011142626NAL0022037633001) for Spruce 401(K) Plan, reported by Spruce Environmental Technologies, Inc. under EIN 04-3064382 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142626NAL0022037633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spruce Environmental Technologies, Inc.
- EIN
- 04-3064382
- Plan number
- 001
- Location
- Ward Hill, MA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,674,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,674,480
- Employer contributions
- $220,842
- Participant contributions
- $616,581
- Total income / additions
- $2,323,763
- Benefits paid
- $673,552
- Administrative expenses
- $3,001
- Total expenses
- $678,995
- Net increase / (decrease)
- $1,644,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $14,829 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,001 | $0 |