Spruce 401(K) Plan — Form 5500 plan (Spruce Environmental Technologies, Inc.)

Plain-English plan 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, Spruce 401(K) Plan is a benefit plan reported by Spruce Environmental Technologies, Inc. under EIN 04-3064382 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $9,674,480 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spruce Environmental Technologies, Inc.
EIN
04-3064382
Plan number
001
Plan type
2
Location
Ward Hill, MA
Latest filing year
2023
Participants
173
End-of-year plan assets
$9,674,480

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241011142626NAL0022037633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,674,480
Total liabilities (EOY)
$0
Net assets (EOY)
$9,674,480
Net assets (BOY)
$8,029,712

Income & contributions

Employer contributions
$220,842
Participant contributions
$616,581
Total contributions
$853,376
Total income / additions
$2,323,763

Expenses & distributions

Benefits paid
$673,552
Administrative expenses
$3,001
Total expenses
$678,995
Net increase / (decrease)
$1,644,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors LLCADVISOR$0$14,8292023
Fidelity Investments InstitutionalRECORDKEEPER$3,001$02023

Related Form 5500 pages