Spencer Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Spencer Enterprises, Inc.)
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, Spencer Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Spencer Enterprises, Inc. under EIN 73-1462290 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $7,276,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer Enterprises, Inc.
- EIN
- 73-1462290
- Plan number
- 001
- Plan type
- 2
- Location
- Midwest City, OK
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $7,276,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241011073923NAL0010704035001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,276,040
- Total liabilities (EOY)
- $103,125
- Net assets (EOY)
- $7,172,915
- Net assets (BOY)
- $5,084,381
Income & contributions
- Total income / additions
- $2,625,950
Expenses & distributions
- Benefits paid
- $537,416
- Total expenses
- $537,416
- Net increase / (decrease)
- $2,088,534
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.