401k Plan data: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN plan

SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN
Plan identification number	003

SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPIRIT AIRLINES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPIRIT AIRLINES, INC.

Employer identification number (EIN): 381747023

NAIC Classification: 481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 STEPHANIE DIAZ 2023-10-05
003 2021-01-01 CAROL HERNANDEZ 2022-10-11
003 2020-01-01 CAROL HERNANDEZ 2021-08-30
003 2019-01-01 CAROL HERNANDEZ 2020-07-31
003 2018-01-01 CAROL HERNANDEZ 2019-10-09
003 2017-01-01 CAROL HERNANDEZ
003 2016-01-01 CAROL HERNANDEZ
003 2015-01-01 CAROL HERNANDEZ
003 2014-01-01 EDNA BECHARA
003 2013-01-01 EDNA BECHARA EDNA BECHARA 2014-10-15
003 2012-05-01 JAY MOTSINGER JAY MOTSINGER 2013-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	STEPHANIE DIAZ	2023-10-05
003	2021-01-01	CAROL HERNANDEZ	2022-10-11
003	2020-01-01	CAROL HERNANDEZ	2021-08-30
003	2019-01-01	CAROL HERNANDEZ	2020-07-31
003	2018-01-01	CAROL HERNANDEZ	2019-10-09
003	2017-01-01	CAROL HERNANDEZ
003	2016-01-01	CAROL HERNANDEZ
003	2015-01-01	CAROL HERNANDEZ
003	2014-01-01	EDNA BECHARA
003	2013-01-01	EDNA BECHARA		EDNA BECHARA	2014-10-15
003	2012-05-01	JAY MOTSINGER		JAY MOTSINGER	2013-10-14

Plan Statistics for SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN

Measure Date Value
2017: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 40
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 21
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 0
Total of all active and inactive participants 2012-05-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 21
Number of participants with account balances 2012-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0

Measure	Date	Value
2017: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	40
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	21
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	0
Total of all active and inactive participants	2012-05-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	21
Number of participants with account balances	2012-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0

Financial Data on SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN

Measure	Date	Value
2017 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$3,221
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$206,732
Expenses. Total of all expenses incurred	2017-12-31	$9,367
Benefits paid (including direct rollovers)	2017-12-31	$3,184
Total plan assets at end of year	2017-12-31	$675,225
Total plan assets at beginning of year	2017-12-31	$474,639
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$64,715
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$97,779
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$197,365
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$675,225
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$474,639
Assets. Value of participant loans	2017-12-31	$58,021
Total contributions received or receivable from employer(s)	2017-12-31	$44,238
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$6,108
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-6,726
Total income from all sources	2016-12-31	$94,876
Expenses. Total of all expenses incurred	2016-12-31	$12,074
Total plan assets at end of year	2016-12-31	$474,639
Total plan assets at beginning of year	2016-12-31	$398,563
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$42,884
Other income received	2016-12-31	$21,769
Net income (gross income less expenses)	2016-12-31	$82,802
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$474,639
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$398,563
Assets. Value of participant loans	2016-12-31	$36,732
Total contributions received or receivable from employer(s)	2016-12-31	$30,223
Value of corrective distributions	2016-12-31	$11,999
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$69,515
Expenses. Total of all expenses incurred	2015-12-31	$2,585
Total plan assets at end of year	2015-12-31	$398,563
Total plan assets at beginning of year	2015-12-31	$331,633
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$38,487
Other income received	2015-12-31	$-154
Net income (gross income less expenses)	2015-12-31	$66,930
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$398,563
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$331,633
Assets. Value of participant loans	2015-12-31	$35,252
Total contributions received or receivable from employer(s)	2015-12-31	$31,182
Value of corrective distributions	2015-12-31	$2,510
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$75
2014 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$100,543
Expenses. Total of all expenses incurred	2014-12-31	$125
Total plan assets at end of year	2014-12-31	$331,633
Total plan assets at beginning of year	2014-12-31	$231,215
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$46,675
Other income received	2014-12-31	$17,253
Net income (gross income less expenses)	2014-12-31	$100,418
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$331,633
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$231,215
Assets. Value of participant loans	2014-12-31	$44,744
Total contributions received or receivable from employer(s)	2014-12-31	$36,615
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125
2013 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$99,451
Expenses. Total of all expenses incurred	2013-12-31	$100
Total plan assets at end of year	2013-12-31	$231,215
Total plan assets at beginning of year	2013-12-31	$131,864
Value of fidelity bond covering the plan	2013-12-31	$18,000
Total contributions received or receivable from participants	2013-12-31	$35,509
Expenses. Other expenses not covered elsewhere	2013-12-31	$100
Contributions received from other sources (not participants or employers)	2013-12-31	$3,770
Other income received	2013-12-31	$34,044
Net income (gross income less expenses)	2013-12-31	$99,351
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$231,215
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$131,864
Assets. Value of participant loans	2013-12-31	$16,520
Total contributions received or receivable from employer(s)	2013-12-31	$26,128
2012 : SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$131,914
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$131,864
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$18,000
Total contributions received or receivable from participants	2012-12-31	$19,593
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$3,122
Other income received	2012-12-31	$9,515
Net income (gross income less expenses)	2012-12-31	$131,864
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$131,864
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$5,593
Total contributions received or receivable from employer(s)	2012-12-31	$99,684

Form 5500 Responses for SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN

2017: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPIRIT AIRLINES, INC. PUERTO RICO RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	First time form 5500 has been submitted	Yes
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-05-01	Plan is a collectively bargained plan	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPIRIT AIRLINES, INC.
Employer identification number (EIN):	381747023
NAIC Classification:	481000
NAIC Description:	Air Transportation