Plan5500

Spothero 401(K) Plan — Form 5500 plan (Spothero, 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, Spothero 401(K) Plan is a benefit plan reported by Spothero, Inc. under EIN 45-5389124 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $11,837,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spothero, Inc.
EIN
45-5389124
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
239
End-of-year plan assets
$11,837,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015203504NAL0015380115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,837,151
Total liabilities (EOY)
$0
Net assets (EOY)
$11,837,151
Net assets (BOY)
$8,379,640

Income & contributions

Employer contributions
$597,567
Participant contributions
$1,947,997
Total contributions
$2,764,782
Total income / additions
$4,695,328

Expenses & distributions

Benefits paid
$1,195,027
Administrative expenses
$37,653
Total expenses
$1,237,817
Net increase / (decrease)
$3,457,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lockton Investment AdvisorsADVISOR$26,858not reported in the loaded dataset2023
Creative Planning LLCADVISOR$6,290not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,225not reported in the loaded dataset2023

Related Form 5500 pages