2023 Form 5500 filing — Sprague 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 20241015172342NAL0050664160001) for Sprague Retirement Plan, reported by W. B. Sprague Company, Inc. under EIN 91-0420340 and plan number 003. It reports 317 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)$20.8MReported net assets$20,802,431
Participants317
Provider compensation$61.6K2 Schedule C row(s)$61,551
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172342NAL0050664160001
Plan sponsor
W. B. Sprague Company, Inc.
EIN
91-0420340
Plan number
003
Location
Tacoma, WA
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)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$1.1M
Participant$1.3M
Full reported line items
Total assets (EOY)
$20,802,431
Total liabilities (EOY)
$0
Net assets (EOY)
$20,802,431
Employer contributions
$1,082,909
Participant contributions
$1,307,870
Total income / additions
$5,418,440
Benefits paid
$3,962,136
Administrative expenses
$61,530
Total expenses
$4,023,795
Net increase / (decrease)
$1,394,645
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $33.8K · Indirect $21
  2. 2
    CONTRACT ADMINISTRATOR · Direct $27.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172342NAL0050664160001 cover?
It is the 2023 Form 5500 filing for Sprague Retirement Plan, reported by W. B. Sprague Company, Inc. (EIN 91-0420340).
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