Sphero Retirement Savings Plan — Form 5500 plan (Sphero, 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, Sphero Retirement Savings Plan is a benefit plan reported by Sphero, Inc. under EIN 27-1947501 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $4,996,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sphero, Inc.
EIN
27-1947501
Plan number
001
Plan type
2
Location
Greenville, TX
Latest filing year
2023
Participants
116
End-of-year plan assets
$4,996,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241014125636NAL0013310019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,996,665
Total liabilities (EOY)
$0
Net assets (EOY)
$4,996,665
Net assets (BOY)
$3,339,538

Income & contributions

Employer contributions
$0
Participant contributions
$846,461
Total contributions
$925,289
Total income / additions
$1,731,857

Expenses & distributions

Benefits paid
$60,305
Administrative expenses
$14,425
Total expenses
$74,730
Net increase / (decrease)
$1,657,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,088$02023

Related Form 5500 pages