Spearfish Investments, Inc. Retirement Plan — Form 5500 plan (Spearfish Investments, 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, Spearfish Investments, Inc. Retirement Plan is a benefit plan reported by Spearfish Investments, Inc. under EIN 84-2769420 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $352,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spearfish Investments, Inc.
- EIN
- 84-2769420
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Park, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $352,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240711180846NAL0016758369001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $352,952
- Net assets (EOY)
- $352,952
- Net assets (BOY)
- $286,610
Income & contributions
- Employer contributions
- $250
- Total income / additions
- $66,342
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $66,342
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.