2023 Form 5500 filing — Spirit Bankcorp, Inc. 401(K) Plan And Trust

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 20241015160404NAL0058610178001) for Spirit Bankcorp, Inc. 401(K) Plan And Trust, reported by Spirit Bankcorp, Inc. under EIN 73-1131847 and plan number 002. It reports 271 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)$12.8MReported net assets$12,813,107
Participants271
Provider compensation$10.6K1 Schedule C row(s)$10,553
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015160404NAL0058610178001
Plan sponsor
Spirit Bankcorp, Inc.
EIN
73-1131847
Plan number
002
Location
Tulsa, OK
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$319.7K
Participant$657.7K
Full reported line items
Total assets (EOY)
$12,813,107
Total liabilities (EOY)
$0
Net assets (EOY)
$12,813,107
Employer contributions
$319,708
Participant contributions
$657,730
Total income / additions
$2,832,040
Benefits paid
$2,289,535
Administrative expenses
$10,553
Total expenses
$2,300,088
Net increase / (decrease)
$531,952
Schedule C

Reported service provider compensation

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

  1. 1
    TRUST RECORDKEEPER · Direct $10.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160404NAL0058610178001 cover?
It is the 2023 Form 5500 filing for Spirit Bankcorp, Inc. 401(K) Plan And Trust, reported by Spirit Bankcorp, Inc. (EIN 73-1131847).
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