Sprenger Retirement Centers Employees' Retirement Plan And Trust — Form 5500 plan (Sprenger Enterprises, 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, Sprenger Retirement Centers Employees' Retirement Plan And Trust is a benefit plan reported by Sprenger Enterprises, Inc. under EIN 34-1623232 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,736 participants and $27,660,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sprenger Enterprises, Inc.
EIN
34-1623232
Plan number
001
Plan type
2
Location
Lorain, OH
Latest filing year
2023
Participants
1,736
End-of-year plan assets
$27,660,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,736H, C20241014072850NAL0045215008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,660,496
Total liabilities (EOY)
$0
Net assets (EOY)
$27,660,496
Net assets (BOY)
$23,833,353

Income & contributions

Employer contributions
$666,498
Participant contributions
$1,231,276
Total contributions
$2,061,611
Total income / additions
$5,733,107

Expenses & distributions

Benefits paid
$1,900,954
Administrative expenses
$5,010
Total expenses
$1,905,964
Net increase / (decrease)
$3,827,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages