2023 Form 5500 filing — Springwell 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 20250306121618NAL0010276465001) for Springwell Retirement Plan, reported by Springwell, Inc. under EIN 04-2616064 and plan number 004. It reports 325 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)$11.8MReported net assets$11,767,410
Participants325
Provider compensation$55.3K2 Schedule C row(s)$55,286
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250306121618NAL0010276465001
- Plan sponsor
- Springwell, Inc.
- EIN
- 04-2616064
- Plan number
- 004
- Location
- Waltham, MA
- Received date
- not reported in the loaded dataset
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)$11.8M total assets
Net assets$11.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $11,767,410
- Net assets (EOY)
- $11,767,410
- Employer contributions
- $806,079
- Participant contributions
- $839,116
- Total income / additions
- $3,200,568
- Benefits paid
- $1,052,279
- Administrative expenses
- $57,066
- Total expenses
- $1,130,786
- Net increase / (decrease)
- $2,069,782
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $29,381 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $25,905 | not reported in the loaded dataset |