2023 Form 5500 filing — Spear Education 401(K) 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 20241024172143NAL0002405426001) for Spear Education 401(K) Plan, reported by Spear Education, LLC under EIN 20-8610060 and plan number 003. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024172143NAL0002405426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spear Education, LLC
- EIN
- 20-8610060
- Plan number
- 003
- Location
- Scottsdale, AZ
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,783,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,783,310
- Employer contributions
- $595,096
- Participant contributions
- $1,607,070
- Total income / additions
- $4,643,503
- Benefits paid
- $2,073,820
- Administrative expenses
- $57,578
- Total expenses
- $2,131,398
- Net increase / (decrease)
- $2,512,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $30,955 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $26,623 | not reported in the loaded dataset |