SPOONER & ROTENBERGER, INC. has sponsored the creation of one or more 401k plans.
Additional information about SPOONER & ROTENBERGER, INC.
Submission information for form 5500 for 401k plan SPOONER & ROTENBERGER, INC. PSP
401k plan membership statisitcs for SPOONER & ROTENBERGER, INC. PSP
| Measure | Date | Value |
|---|
| 2023: SPOONER & ROTENBERGER, INC. PSP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 14 |
| Number of participants with account balances | 2023-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: SPOONER & ROTENBERGER, INC. PSP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SPOONER & ROTENBERGER, INC. PSP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 9 |
| Number of participants with account balances | 2021-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SPOONER & ROTENBERGER, INC. PSP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 10 |
| Number of participants with account balances | 2020-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SPOONER & ROTENBERGER, INC. PSP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 1 |
| Total of all active and inactive participants | 2019-09-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 0 |
| Total participants | 2019-09-01 | 7 |
| Number of participants with account balances | 2019-09-01 | 4 |
| 2018: SPOONER & ROTENBERGER, INC. PSP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
| Total participants | 2018-09-01 | 7 |
| Number of participants with account balances | 2018-09-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
| 2017: SPOONER & ROTENBERGER, INC. PSP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
| Total of all active and inactive participants | 2017-09-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 0 |
| Total participants | 2017-09-01 | 5 |
| Number of participants with account balances | 2017-09-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 1 |
| 2016: SPOONER & ROTENBERGER, INC. PSP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
| Total of all active and inactive participants | 2016-09-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 0 |
| Total participants | 2016-09-01 | 5 |
| Number of participants with account balances | 2016-09-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 0 |
| 2015: SPOONER & ROTENBERGER, INC. PSP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
| Total of all active and inactive participants | 2015-09-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 0 |
| Total participants | 2015-09-01 | 5 |
| Number of participants with account balances | 2015-09-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
| 2014: SPOONER & ROTENBERGER, INC. PSP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
| Total of all active and inactive participants | 2014-09-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 0 |
| Total participants | 2014-09-01 | 4 |
| Number of participants with account balances | 2014-09-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 0 |
| 2012: SPOONER & ROTENBERGER, INC. PSP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 5 |
| Total of all active and inactive participants | 2012-09-01 | 5 |
| Total participants | 2012-09-01 | 5 |
| Number of participants with account balances | 2012-09-01 | 5 |
| 2011: SPOONER & ROTENBERGER, INC. PSP 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
| Total of all active and inactive participants | 2011-09-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
| Total participants | 2011-09-01 | 4 |
| Number of participants with account balances | 2011-09-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
| 2009: SPOONER & ROTENBERGER, INC. PSP 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 3 |
| Total of all active and inactive participants | 2009-09-01 | 3 |
| Total participants | 2009-09-01 | 3 |
| Number of participants with account balances | 2009-09-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : SPOONER & ROTENBERGER, INC. PSP 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $182,830 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $11,652 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $11,307 |
| Total plan assets at end of year | 2023-12-31 | $1,223,800 |
| Total plan assets at beginning of year | 2023-12-31 | $1,052,622 |
| Value of fidelity bond covering the plan | 2023-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $59,572 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $345 |
| Other income received | 2023-12-31 | $95,562 |
| Net income (gross income less expenses) | 2023-12-31 | $171,178 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,223,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,052,622 |
| Assets. Value of employer securities | 2023-12-31 | $1,087,825 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $27,696 |
| 2022 : SPOONER & ROTENBERGER, INC. PSP 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-5,046 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,066 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,019 |
| Total plan assets at end of year | 2022-12-31 | $1,052,622 |
| Total plan assets at beginning of year | 2022-12-31 | $1,061,734 |
| Value of fidelity bond covering the plan | 2022-12-31 | $70,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,047 |
| Other income received | 2022-12-31 | $-5,046 |
| Net income (gross income less expenses) | 2022-12-31 | $-9,112 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,052,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,061,734 |
| Assets. Value of employer securities | 2022-12-31 | $1,007,253 |
| 2021 : SPOONER & ROTENBERGER, INC. PSP 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $155,180 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,212 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $565 |
| Total plan assets at end of year | 2021-12-31 | $1,061,734 |
| Total plan assets at beginning of year | 2021-12-31 | $907,766 |
| Value of fidelity bond covering the plan | 2021-12-31 | $70,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $647 |
| Other income received | 2021-12-31 | $143,566 |
| Net income (gross income less expenses) | 2021-12-31 | $153,968 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,061,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $907,766 |
| Assets. Value of employer securities | 2021-12-31 | $1,007,253 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,614 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SPOONER & ROTENBERGER, INC. PSP 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $349,021 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $509 |
| Total plan assets at end of year | 2020-12-31 | $907,766 |
| Total plan assets at beginning of year | 2020-12-31 | $559,254 |
| Value of fidelity bond covering the plan | 2020-12-31 | $70,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $509 |
| Other income received | 2020-12-31 | $343,234 |
| Net income (gross income less expenses) | 2020-12-31 | $348,512 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $907,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $559,254 |
| Assets. Value of employer securities | 2020-12-31 | $870,634 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,787 |
| 2019 : SPOONER & ROTENBERGER, INC. PSP 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $9,371 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $559,254 |
| Total plan assets at beginning of year | 2019-12-31 | $549,883 |
| Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
| Other income received | 2019-12-31 | $1,192 |
| Net income (gross income less expenses) | 2019-12-31 | $9,371 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $559,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $549,883 |
| Assets. Value of employer securities | 2019-12-31 | $531,992 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,179 |
| Total income from all sources | 2019-08-31 | $-89,901 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $302 |
| Total plan assets at end of year | 2019-08-31 | $549,883 |
| Total plan assets at beginning of year | 2019-08-31 | $640,086 |
| Value of fidelity bond covering the plan | 2019-08-31 | $70,000 |
| Other income received | 2019-08-31 | $-89,901 |
| Net income (gross income less expenses) | 2019-08-31 | $-90,203 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $549,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $640,086 |
| Assets. Value of employer securities | 2019-08-31 | $531,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $302 |
| 2018 : SPOONER & ROTENBERGER, INC. PSP 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-31 | $0 |
| 2017 : SPOONER & ROTENBERGER, INC. PSP 2017 401k financial data |
|---|
| Total income from all sources | 2017-08-31 | $72,483 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $0 |
| Total plan assets at end of year | 2017-08-31 | $468,255 |
| Total plan assets at beginning of year | 2017-08-31 | $395,772 |
| Value of fidelity bond covering the plan | 2017-08-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-08-31 | $0 |
| Other income received | 2017-08-31 | $67,940 |
| Net income (gross income less expenses) | 2017-08-31 | $72,483 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $468,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $395,772 |
| Assets. Value of employer securities | 2017-08-31 | $455,334 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $4,543 |
| Value of certain deemed distributions of participant loans | 2017-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $0 |
| 2016 : SPOONER & ROTENBERGER, INC. PSP 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $-258,619 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $0 |
| Total plan assets at end of year | 2016-08-31 | $395,772 |
| Total plan assets at beginning of year | 2016-08-31 | $654,391 |
| Value of fidelity bond covering the plan | 2016-08-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-08-31 | $0 |
| Other income received | 2016-08-31 | $-262,013 |
| Net income (gross income less expenses) | 2016-08-31 | $-258,619 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $395,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $654,391 |
| Assets. Value of employer securities | 2016-08-31 | $387,394 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $3,394 |
| Value of certain deemed distributions of participant loans | 2016-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $0 |
| 2015 : SPOONER & ROTENBERGER, INC. PSP 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $-671,343 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $0 |
| Total plan assets at end of year | 2015-08-31 | $654,391 |
| Total plan assets at beginning of year | 2015-08-31 | $1,325,734 |
| Value of fidelity bond covering the plan | 2015-08-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-08-31 | $0 |
| Other income received | 2015-08-31 | $-673,172 |
| Net income (gross income less expenses) | 2015-08-31 | $-671,343 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $654,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $1,325,734 |
| Assets. Value of employer securities | 2015-08-31 | $649,408 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $1,829 |
| Value of certain deemed distributions of participant loans | 2015-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $0 |
| 2013 : SPOONER & ROTENBERGER, INC. PSP 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $82,124 |
| Total plan assets at end of year | 2013-08-31 | $760,822 |
| Total plan assets at beginning of year | 2013-08-31 | $678,698 |
| Value of fidelity bond covering the plan | 2013-08-31 | $40,000 |
| Other income received | 2013-08-31 | $80,789 |
| Net income (gross income less expenses) | 2013-08-31 | $82,124 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $760,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $678,698 |
| Assets. Value of employer securities | 2013-08-31 | $757,809 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $1,335 |
| 2012 : SPOONER & ROTENBERGER, INC. PSP 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $172,991 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $0 |
| Total plan assets at end of year | 2012-08-31 | $678,698 |
| Total plan assets at beginning of year | 2012-08-31 | $505,707 |
| Value of fidelity bond covering the plan | 2012-08-31 | $40,000 |
| Total contributions received or receivable from participants | 2012-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-08-31 | $0 |
| Other income received | 2012-08-31 | $171,314 |
| Net income (gross income less expenses) | 2012-08-31 | $172,991 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $678,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $505,707 |
| Assets. Value of employer securities | 2012-08-31 | $677,020 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $1,677 |
| Value of certain deemed distributions of participant loans | 2012-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-08-31 | $0 |
| 2011 : SPOONER & ROTENBERGER, INC. PSP 2011 401k financial data |
|---|
| Total income from all sources | 2011-08-31 | $82,828 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $0 |
| Total plan assets at end of year | 2011-08-31 | $505,707 |
| Total plan assets at beginning of year | 2011-08-31 | $422,879 |
| Value of fidelity bond covering the plan | 2011-08-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-08-31 | $0 |
| Other income received | 2011-08-31 | $82,828 |
| Net income (gross income less expenses) | 2011-08-31 | $82,828 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $505,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $422,879 |
| Assets. Value of employer securities | 2011-08-31 | $505,707 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $0 |
| 2023: SPOONER & ROTENBERGER, INC. PSP 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SPOONER & ROTENBERGER, INC. PSP 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SPOONER & ROTENBERGER, INC. PSP 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SPOONER & ROTENBERGER, INC. PSP 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SPOONER & ROTENBERGER, INC. PSP 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Submission has been amended | No |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SPOONER & ROTENBERGER, INC. PSP 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Submission has been amended | No |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SPOONER & ROTENBERGER, INC. PSP 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SPOONER & ROTENBERGER, INC. PSP 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SPOONER & ROTENBERGER, INC. PSP 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SPOONER & ROTENBERGER, INC. PSP 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SPOONER & ROTENBERGER, INC. PSP 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Submission has been amended | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SPOONER & ROTENBERGER, INC. PSP 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SPOONER & ROTENBERGER, INC. PSP 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
