How many benefit plans does Spartan Management LLC report on Form 5500?

Spartan Management LLC (EIN 27-4384090) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Spartan Management LLC?

The Employer Identification Number (EIN) reported for Spartan Management LLC is 27-4384090.

What is the latest Form 5500 filing year for Spartan Management LLC?

The latest loaded Form 5500 filing year for Spartan Management LLC is 2023.

Spartan Management LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Spartan Management LLC (EIN 27-4384090) is a plan sponsor located in Ashland, OR with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-4384090
Location: Ashland, OR
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,865,993
Total reported liabilities (EOY): $34,159
Total reported net assets (EOY): $3,831,834

Contributions & income

Participant contributions: $607,860
Total income / additions: $1,355,201

Expenses & distributions

Benefits paid / distributions: $1,100,962
Total expenses: $1,171,343
Net increase / (decrease): $183,858

Coverage

Total reported participants: 678
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Spartan Management LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Spartan Management, LLC 401(K) Plan	001	389	$3,865,993	2023
Spartan Management, LLC. Medical Plan	501	289	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Spartan Management LLC
Year	Plan	Participants	Schedules	Filing
2023	Spartan Management, LLC 401(K) Plan	389	H, C	20241007105619NAL0015957233001
2023	Spartan Management, LLC. Medical Plan	289	—	20241119091906NAL0001564883001