Plan5500

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(K) Features — Form 5500 plan (Spend Life Wisely Company, 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, Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(K) Features is a benefit plan reported by Spend Life Wisely Company, Inc. under EIN 73-0936842 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,646 participants and $326,075,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spend Life Wisely Company, Inc.
EIN
73-0936842
Plan number
002
Plan type
2
Location
Durant, OK
Latest filing year
2023
Participants
2,646
End-of-year plan assets
$326,075,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,646H, C20241015120536NAL0047767248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$326,075,088
Total liabilities (EOY)
$774,492
Net assets (EOY)
$325,300,596
Net assets (BOY)
$317,133,382

Income & contributions

Employer contributions
$9,225,231
Participant contributions
$15,291,919
Total contributions
$26,144,821
Total income / additions
$35,994,526

Expenses & distributions

Benefits paid
$27,432,086
Administrative expenses
$391,867
Total expenses
$27,827,312
Net increase / (decrease)
$8,167,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$377,922$215,8882023
Southard Financial LLCAPPRAISER$6,200not reported in the loaded dataset2023

Related Form 5500 pages