Plan5500

Sperry & Associates, Inc. — 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, Sperry & Associates, Inc. (EIN 59-1481055) is a plan sponsor located in Tallahassee, FL 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
59-1481055
Location
Tallahassee, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sperry & Associates, Inc.

  • 2 loaded plans hold $4M in reported assets.
  • The largest, Sperry & Associates, Inc. Employee Stock Ownership Plan, holds 71% of this company's reported plan assets.
  • Plans cover 95 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$4,042,557
Total reported assets$4M$4,044,090
Total reported participants95
Total reported liabilities$1.5K$1,533

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$1.5K
Contributions & income
Employer contributions$379K
Participant contributionsNot reported
Total income / additions$943.8K
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)-$99.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%Sperry & Associates, Inc. Employee Stock Ownership Plan
Participants per plan48Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sperry & Associates, Inc. Employee Stock Ownership Plan$2.9M
    Plan #002 · 50 participants · 2023
  2. 2
    Sperry & Associates, Inc. Profit Sharing Plan$1.2M
    Plan #001 · 45 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sperry & Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Sperry & Associates, Inc. Employee Stock Ownership Plan50 participants · 2Sch I
    View filing →
  2. 2023
    Sperry & Associates, Inc. Profit Sharing Plan45 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sperry & Associates, Inc. report on Form 5500?
Sperry & Associates, Inc. (EIN 59-1481055) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sperry & Associates, Inc.?
The Employer Identification Number (EIN) reported for Sperry & Associates, Inc. is 59-1481055.
What is the latest Form 5500 filing year for Sperry & Associates, Inc.?
The latest loaded Form 5500 filing year for Sperry & Associates, Inc. is 2023.

Related Form 5500 pages