Wellspring Financial Partners, LLC — 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, LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $129,343 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$129,343
Reported indirect compensation
$0
Total reported compensation
$129,343
Filings
2
Plan sponsors
2
Plans
2
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

Plan sponsors reporting the most compensation to Wellspring Financial Partners, LLC
SponsorStatePlansReported compensation
Exyte Americas Holding, Inc.TX1$93,060
Salpointe Catholic High SchoolAZ1$36,283

State footprint

Plans reporting Wellspring Financial Partners, LLC are sponsored in AZ (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Exyte Americas Holding, Inc.Exyte Americas 401(K) Retirement Savings Plan2023$93,060not reported in the loaded dataset
Salpointe Catholic High SchoolSalpointe Catholic High School Cash Or Deferred Profit Sharing2023$36,283$0

Related Form 5500 pages