2023 Form 5500 filing — Wellspring Family Services Retirement Savings 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 20250127103058NAL0007136691001) for Wellspring Family Services Retirement Savings Plan, reported by Wellspring Family Services under EIN 91-0567261 and plan number 002. It reports 201 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)$5.5MReported net assets$5,496,003
Participants201
Provider compensation$41.6K2 Schedule C row(s)$41,647
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250127103058NAL0007136691001
Plan sponsor
Wellspring Family Services
EIN
91-0567261
Plan number
002
Location
Seattle, 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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
EmployerNot reported
Participant$379K
Full reported line items
Total assets (EOY)
$5,496,003
Total liabilities (EOY)
$0
Net assets (EOY)
$5,496,003
Participant contributions
$378,978
Total income / additions
$1,235,019
Benefits paid
$2,385,449
Administrative expenses
$43,401
Total expenses
$2,428,850
Net increase / (decrease)
-$1,193,831
Schedule C

Reported service provider compensation

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

  1. 1
    Nwps$24.2K
    RECORDKEEPER · Direct $24.2K
  2. 2
    INVESTMENT ADVISORY · Direct $17.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250127103058NAL0007136691001 cover?
It is the 2023 Form 5500 filing for Wellspring Family Services Retirement Savings Plan, reported by Wellspring Family Services (EIN 91-0567261).
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