Plain-English plan 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 401(K) Plan is a benefit plan reported by Spear Education, LLC under EIN 20-8610060 and plan number 003. The latest loaded filing year is 2023. The filing reports 401 participants and $12,783,310 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,783,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,783,310
- Net assets (BOY)
- $10,271,205
Income & contributions
- Employer contributions
- $595,096
- Participant contributions
- $1,607,070
- Total contributions
- $2,798,685
- Total income / additions
- $4,643,503
Expenses & distributions
- Benefits paid
- $2,073,820
- Administrative expenses
- $57,578
- Total expenses
- $2,131,398
- Net increase / (decrease)
- $2,512,105