2023 Form 5500 filing — Spencer Enterprises, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011073923NAL0010704035001) for Spencer Enterprises, Inc. Employee Stock Ownership Plan, reported by Spencer Enterprises, Inc. under EIN 73-1462290 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.2MReported net assets$7,172,915
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241011073923NAL0010704035001
- Plan sponsor
- Spencer Enterprises, Inc.
- EIN
- 73-1462290
- Plan number
- 001
- Location
- Midwest City, OK
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.3M total assets
Net assets$7.2MLiabilities$103.1K
Full reported line items
- Total assets (EOY)
- $7,276,040
- Total liabilities (EOY)
- $103,125
- Net assets (EOY)
- $7,172,915
- Total income / additions
- $2,625,950
- Benefits paid
- $537,416
- Total expenses
- $537,416
- Net increase / (decrease)
- $2,088,534