Springbrook Software 401(K) Plan — Form 5500 plan (Springbrook Holding Company, LLC)

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, Springbrook Software 401(K) Plan is a benefit plan reported by Springbrook Holding Company, LLC under EIN 47-3479552 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $11,284,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Springbrook Holding Company, LLC
EIN
47-3479552
Plan number
001
Plan type
2
Location
Sherwood, OR
Latest filing year
2023
Participants
178
End-of-year plan assets
$11,284,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241014145302NAL0027620641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,284,459
Total liabilities (EOY)
$0
Net assets (EOY)
$11,284,459
Net assets (BOY)
$7,993,547

Income & contributions

Employer contributions
$485,765
Participant contributions
$1,612,912
Total contributions
$2,937,481
Total income / additions
$4,448,020

Expenses & distributions

Benefits paid
$1,126,709
Administrative expenses
$30,399
Total expenses
$1,157,108
Net increase / (decrease)
$3,290,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,399$02023

Related Form 5500 pages