2023 Form 5500 filing — Spencer Enterprises, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011073923NAL0010704035001) for Spencer Enterprises, Inc. Employee Stock Ownership Plan, reported by Spencer Enterprises, Inc. under EIN 73-1462290 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011073923NAL0010704035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spencer Enterprises, Inc.
- EIN
- 73-1462290
- Plan number
- 001
- Location
- Midwest City, OK
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,276,040
- Total liabilities (EOY)
- $103,125
- Net assets (EOY)
- $7,172,915
- Total income / additions
- $2,625,950
- Benefits paid
- $537,416
- Total expenses
- $537,416
- Net increase / (decrease)
- $2,088,534
- Schedule source
- Schedule I