How many benefit plans does Spear Education, LLC report on Form 5500?

Spear Education, LLC (EIN 20-8610060) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Spear Education, LLC?

The Employer Identification Number (EIN) reported for Spear Education, LLC is 20-8610060.

What is the latest Form 5500 filing year for Spear Education, LLC?

The latest loaded Form 5500 filing year for Spear Education, LLC is 2023.

Spear Education, LLC — 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, Spear Education, LLC (EIN 20-8610060) 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: 20-8610060
Location: Scottsdale, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,783,310
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $12,783,310

Contributions & income

Employer contributions: $595,096
Participant contributions: $1,607,070
Total income / additions: $4,643,503

Expenses & distributions

Benefits paid / distributions: $2,073,820
Total expenses: $2,131,398
Net increase / (decrease): $2,512,105

Coverage

Total reported participants: 661
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

Spear Education, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Spear Education 401(K) Plan	003	401	$12,783,310	2023
Spear Education, LLC Employee Benefits Plan	501	260	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 Spear Education, LLC
Year	Plan	Participants	Schedules	Filing
2023	Spear Education, LLC Employee Benefits Plan	260	—	20240628170152NAL0000655939001
2023	Spear Education 401(K) Plan	401	H, C	20241024172143NAL0002405426001