2023 Form 5500 filing — Wellspring Philanthropic Fund Retirement 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 20241015083600NAL0014254675001) for Wellspring Philanthropic Fund Retirement Plan, reported by Wellspring Philanthropic Fund under EIN 22-3692921 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083600NAL0014254675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellspring Philanthropic Fund
- EIN
- 22-3692921
- Plan number
- 001
- Location
- New York, NY
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,165,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,165,552
- Employer contributions
- $3,659,301
- Participant contributions
- $1,949,728
- Total income / additions
- $10,565,710
- Benefits paid
- $1,984,441
- Administrative expenses
- $21,695
- Total expenses
- $2,006,136
- Net increase / (decrease)
- $8,559,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Pension Services LLC | THIRD PARTY ADMINISTRATO | $0 | $15,054 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,982 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $5,183 |