Who sponsors the Speer Financial, Inc. Employee Stock Ownership Plan And Trust?

Speer Financial, Inc. Employee Stock Ownership Plan And Trust is reported as sponsored by Speer Financial, Inc. (EIN 36-2515109, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Speer Financial, Inc. Employee Stock Ownership Plan And Trust?

The latest Form 5500 filing year loaded for Speer Financial, Inc. Employee Stock Ownership Plan And Trust is 2023.

How many participants does Speer Financial, Inc. Employee Stock Ownership Plan And Trust report?

Speer Financial, Inc. Employee Stock Ownership Plan And Trust reports 15 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Speer Financial, Inc. Employee Stock Ownership Plan And Trust?

Speer Financial, Inc. Employee Stock Ownership Plan And Trust reports $1,793,545 in end-of-year plan assets in its latest loaded Form 5500 filing.

Speer Financial, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Speer Financial, 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, Speer Financial, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Speer Financial, Inc. under EIN 36-2515109 and plan number 003. The latest loaded filing year is 2023. The filing reports 15 participants and $1,793,545 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,793,545

Participants15Covered participants reported

Assets / participant$119.6KComputed: assets ÷ participants$119,570 (computed)

Provider compensationNone reported

Plan sponsor: Speer Financial, Inc.
EIN: 36-2515109
Plan number: 003
Plan type: 2
Location: Chicago, IL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
15 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets

Net assets$1.8MLiabilities$0

Money in vs. money out

Total income / additions$20.8K

Total expenses$108.1K

Benefits paid / distributions$108.1K

Full reported line items

Net assets

Total assets (EOY): $1,793,545
Total liabilities (EOY): $0
Net assets (EOY): $1,793,545
Net assets (BOY): $1,880,895

Income & contributions

Total income / additions: $20,782

Expenses & distributions

Benefits paid: $108,132
Total expenses: $108,132
Net increase / (decrease): -$87,350

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income520%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Speer Financial, Inc. Employee Stock Ownership Plan And Trust?: Speer Financial, Inc. Employee Stock Ownership Plan And Trust is reported as sponsored by Speer Financial, Inc. (EIN 36-2515109, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Speer Financial, Inc. Employee Stock Ownership Plan And Trust?: The latest Form 5500 filing year loaded for Speer Financial, Inc. Employee Stock Ownership Plan And Trust is 2023.
How many participants does Speer Financial, Inc. Employee Stock Ownership Plan And Trust report?: Speer Financial, Inc. Employee Stock Ownership Plan And Trust reports 15 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Speer Financial, Inc. Employee Stock Ownership Plan And Trust?: Speer Financial, Inc. Employee Stock Ownership Plan And Trust reports $1,793,545 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.