Wellspring Financial Partners — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wellspring Financial Partners is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $447,763 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $447,763
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $447,763
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Arizona Community Physicians, P.C. | AZ | 1 | $97,648 |
| Vaisala Inc. | CO | 1 | $68,656 |
| The Inside Source, Inc. | CA | 1 | $66,398 |
| Roth Capital Partners, LLC | CA | 1 | $52,185 |
| Royal Speedway, Inc. | AZ | 1 | $38,582 |
| Sun Mechanical Contracting, Inc. | AZ | 1 | $32,016 |
| Ross Innovative Employment Solutions | MI | 1 | $31,062 |
| Ke&G Construction Inc | AZ | 1 | $27,264 |
| The Country Club At Dc Ranch | AZ | 1 | $23,176 |
| The Gregory School | AZ | 1 | $10,776 |
State footprint
Plans reporting Wellspring Financial Partners are sponsored in AZ (6), CA (2), CO (1), MI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Arizona Community Physicians, P.C. | Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust | 2023 | $97,648 | not reported in the loaded dataset |
| Vaisala Inc. | Vaisala Inc. 401(K) Plan | 2023 | $68,656 | not reported in the loaded dataset |
| The Inside Source, Inc. | The Inside Source, Inc. 401(K) Profit Sharing Plan | 2023 | $66,398 | not reported in the loaded dataset |
| Roth Capital Partners, LLC | Roth Capital Partners, LLC 401(K) Plan | 2023 | $52,185 | not reported in the loaded dataset |
| Royal Speedway, Inc. | Royal Speedway, Inc. 401(K) Profit Sharing Plan | 2023 | $38,582 | not reported in the loaded dataset |
| Sun Mechanical Contracting, Inc. | Sun Mechanical Contracting, Inc. 401(K) Retirement Plan | 2023 | $32,016 | not reported in the loaded dataset |
| Ross Innovative Employment Solutions | Ross Innovative Employment Solutions 401(K) Plan | 2023 | $31,062 | not reported in the loaded dataset |
| Ke&G Construction Inc | Ke&G Construction Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $27,264 | not reported in the loaded dataset |
| The Country Club At Dc Ranch | The Country Club At Dc Ranch Employees Savings Trust | 2023 | $23,176 | not reported in the loaded dataset |
| The Gregory School | The Gregory School 403(B) Retirement Plan | 2023 | $10,776 | not reported in the loaded dataset |
Related Form 5500 pages
- Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust (plan 001)
- Arizona Community Physicians, P.C. — all reported plans
- Vaisala Inc. 401(K) Plan (plan 001)
- Vaisala Inc. — all reported plans
- The Inside Source, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Inside Source, Inc. — all reported plans
- Roth Capital Partners, LLC 401(K) Plan (plan 001)
- Roth Capital Partners, LLC — all reported plans
- Royal Speedway, Inc. 401(K) Profit Sharing Plan (plan 002)
- Royal Speedway, Inc. — all reported plans
- Sun Mechanical Contracting, Inc. 401(K) Retirement Plan (plan 001)
- Sun Mechanical Contracting, Inc. — all reported plans
- Ross Innovative Employment Solutions 401(K) Plan (plan 001)
- Ross Innovative Employment Solutions — all reported plans
- Ke&G Construction Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ke&G Construction Inc — all reported plans
- The Country Club At Dc Ranch Employees Savings Trust (plan 001)
- The Country Club At Dc Ranch — all reported plans
- The Gregory School 403(B) Retirement Plan (plan 001)
- The Gregory School — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources