Spencer'S Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan — Form 5500 plan (Spencer'S Air Conditioning & Appliance, 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'S Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan is a benefit plan reported by Spencer'S Air Conditioning & Appliance, Inc. under EIN 86-0292380 and plan number 003. The latest loaded filing year is 2023. The filing reports 298 participants and $313,228,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer'S Air Conditioning & Appliance, Inc.
- EIN
- 86-0292380
- Plan number
- 003
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $313,228,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H | 20241015171249NAL0029217089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $313,228,026
- Total liabilities (EOY)
- $41,243,744
- Net assets (EOY)
- $271,984,282
- Net assets (BOY)
- $280,358,192
Income & contributions
- Employer contributions
- $2,769,951
- Total contributions
- $2,769,951
- Total income / additions
- $7,897,058
Expenses & distributions
- Benefits paid
- $15,129,373
- Administrative expenses
- $225
- Total expenses
- $16,270,968
- Net increase / (decrease)
- -$8,373,910
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.