Spohn Associates, Inc.

Form 5500

SPOHN ASSOCIATES, INC.

7150 Winton Drive, Suite 100, Indianapolis, In 46268 (317) 921-0021 EIN:35-1362776 Plan Admin:Eric Spohn

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 47 Assets BOY/EOY$3,568,252 / $3,613,976	2023	SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN - Plan #001	49 / 47	$3,568,252 / $3,613,976
2022	Plan NameSPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN Plan #001 Participants BOY/EOY39 / 37 Assets BOY/EOY$3,642,698 / $3,568,252	2022	SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN - Plan #001	39 / 37	$3,642,698 / $3,568,252
2022	Plan NameSPOHN ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY24 / 22 Assets BOY/EOY$1,300,606 / $1,383,970	2022	SPOHN ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	24 / 22	$1,300,606 / $1,383,970
2021	Plan NameSPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 42 Assets BOY/EOY$3,911,243 / $3,642,698	2021	SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN - Plan #001	42 / 42	$3,911,243 / $3,642,698
2021	Plan NameSPOHN ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY27 / 24 Assets BOY/EOY$959,696 / $1,300,606	2021	SPOHN ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	27 / 24	$959,696 / $1,300,606
2020	Plan NameSPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN Plan #001 Participants BOY/EOY34 / 41 Assets BOY/EOY$3,530,616 / $3,911,243	2020	SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN - Plan #001	34 / 41	$3,530,616 / $3,911,243
2020	Plan NameSPOHN ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY25 / 24 Assets BOY/EOY$690,586 / $959,696	2020	SPOHN ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	25 / 24	$690,586 / $959,696
2019	Plan NameSPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN Plan #001 Participants BOY/EOY34 / 34 Assets BOY/EOY$3,641,731 / $3,530,616	2019	SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN - Plan #001	34 / 34	$3,641,731 / $3,530,616
2019	Plan NameSPOHN ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY29 / 23 Assets BOY/EOY$437,460 / $690,586	2019	SPOHN ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002	29 / 23	$437,460 / $690,586