How many benefit plans does Spooner, Inc. report on Form 5500?

Spooner, Inc. (EIN 20-3968517) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Spooner, Inc.?

The Employer Identification Number (EIN) reported for Spooner, Inc. is 20-3968517.

What is the latest Form 5500 filing year for Spooner, Inc.?

The latest loaded Form 5500 filing year for Spooner, Inc. is 2023.

Spooner, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Spooner, Inc. (EIN 20-3968517) is a plan sponsor located in Scottsdale, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-3968517
Location: Scottsdale, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,381,874
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,381,874

Contributions & income

Employer contributions: $592,467
Participant contributions: $1,698,959
Total income / additions: $4,399,359

Expenses & distributions

Benefits paid / distributions: $658,968
Total expenses: $734,922
Net increase / (decrease): $3,664,437

Coverage

Total reported participants: 1,060
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Spooner, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Spooner Retirement Savings Plan	001	602	$14,381,874	2023
Spooner, Inc. Employee Benefits Program	501	458	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Spooner, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Spooner, Inc. Employee Benefits Program	458	—	20240701164315NAL0004094129001
2023	Spooner Retirement Savings Plan	602	H, C	20240809185114NAL0006744209001