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THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SPENCER COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARY SPENCER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MARY SPENCER COMPANY
Employer identification number (EIN):751972805
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about MARY SPENCER COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1984-03-26
Company Identification Number: 0069764300
Legal Registered Office Address: 150 TURTLE CREEK BLVD STE 205

DALLAS
United States of America (USA)
75207

More information about MARY SPENCER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ALISHA WALTON
0012017-01-01ALISHA WALTON
0012016-01-01ALISHA WALTON
0012015-01-01ALISHA WALTON
0012014-01-01ALISHA WALTON
0012013-01-01ALISHA WALTON
0012012-01-01ALISHA WALTON
0012011-01-01ALISHA WALTON ALISHA WALTON2012-06-26
0012010-01-01ALISHA WALTON ALISHA WALTON2011-07-21
0012009-01-01ALISHA WALTON

Plan Statistics for THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0145
Total number of active participants reported on line 7a of the Form 55002023-01-0140
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0145
Number of participants with account balances2023-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0150
Total number of active participants reported on line 7a of the Form 55002022-01-0140
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0145
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0153
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0150
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0158
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0153
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0160
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0158
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0164
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0160
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0167
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0164
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0156
Total number of active participants reported on line 7a of the Form 55002016-01-0164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0167
Number of participants with account balances2016-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0156
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0164
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0152
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0160
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0164
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0149
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0142
Number of participants with account balances2010-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$568,248
Expenses. Total of all expenses incurred2023-12-31$332,056
Benefits paid (including direct rollovers)2023-12-31$330,238
Total plan assets at end of year2023-12-31$3,014,509
Total plan assets at beginning of year2023-12-31$2,778,317
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$130,287
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$413,975
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$236,192
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,014,509
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,778,317
Assets. Value of participant loans2023-12-31$89,537
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$23,986
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,818
2022 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-315,765
Expenses. Total of all expenses incurred2022-12-31$159,194
Benefits paid (including direct rollovers)2022-12-31$151,471
Total plan assets at end of year2022-12-31$2,778,317
Total plan assets at beginning of year2022-12-31$3,253,276
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$136,509
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-452,274
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-474,959
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,778,317
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,253,276
Assets. Value of participant loans2022-12-31$74,941
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$5,805
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,918
2021 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$546,368
Expenses. Total of all expenses incurred2021-12-31$1,132,697
Benefits paid (including direct rollovers)2021-12-31$1,130,804
Total plan assets at end of year2021-12-31$3,253,276
Total plan assets at beginning of year2021-12-31$3,839,605
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$160,149
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$385,602
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-586,329
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,253,276
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,839,605
Assets. Value of participant loans2021-12-31$105,240
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$617
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,893
2020 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$651,370
Expenses. Total of all expenses incurred2020-12-31$590,688
Benefits paid (including direct rollovers)2020-12-31$563,138
Total plan assets at end of year2020-12-31$3,839,605
Total plan assets at beginning of year2020-12-31$3,778,923
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$202,062
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$17,509
Other income received2020-12-31$391,321
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$60,682
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,839,605
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,778,923
Assets. Value of participant loans2020-12-31$139,358
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$40,478
Value of certain deemed distributions of participant loans2020-12-31$25,457
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,093
2019 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$933,132
Expenses. Total of all expenses incurred2019-12-31$582,012
Benefits paid (including direct rollovers)2019-12-31$580,150
Total plan assets at end of year2019-12-31$3,778,923
Total plan assets at beginning of year2019-12-31$3,427,803
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$214,890
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$13,844
Other income received2019-12-31$670,888
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$351,120
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,778,923
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,427,803
Assets. Value of participant loans2019-12-31$98,744
Total contributions received or receivable from employer(s)2019-12-31$33,510
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,862
2018 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$56,797
Expenses. Total of all expenses incurred2018-12-31$67,575
Benefits paid (including direct rollovers)2018-12-31$55,169
Total plan assets at end of year2018-12-31$3,427,803
Total plan assets at beginning of year2018-12-31$3,438,581
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$201,947
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-178,135
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-10,778
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,427,803
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,438,581
Assets. Value of participant loans2018-12-31$111,818
Total contributions received or receivable from employer(s)2018-12-31$32,985
Value of certain deemed distributions of participant loans2018-12-31$10,094
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,312
2017 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$740,561
Expenses. Total of all expenses incurred2017-12-31$1,132,500
Benefits paid (including direct rollovers)2017-12-31$1,129,901
Total plan assets at end of year2017-12-31$3,438,581
Total plan assets at beginning of year2017-12-31$3,830,520
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$212,267
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$491,206
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-391,939
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,438,581
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,830,520
Assets. Value of participant loans2017-12-31$78,406
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$37,088
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,599
2016 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$508,795
Expenses. Total of all expenses incurred2016-12-31$28,258
Benefits paid (including direct rollovers)2016-12-31$26,003
Total plan assets at end of year2016-12-31$3,830,520
Total plan assets at beginning of year2016-12-31$3,349,983
Value of fidelity bond covering the plan2016-12-31$128,895
Total contributions received or receivable from participants2016-12-31$227,088
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$246,786
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$480,537
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,830,520
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,349,983
Assets. Value of participant loans2016-12-31$145,325
Total contributions received or receivable from employer(s)2016-12-31$34,921
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,255
2015 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$240,847
Expenses. Total of all expenses incurred2015-12-31$76,598
Benefits paid (including direct rollovers)2015-12-31$67,831
Total plan assets at end of year2015-12-31$3,349,983
Total plan assets at beginning of year2015-12-31$3,185,734
Value of fidelity bond covering the plan2015-12-31$128,895
Total contributions received or receivable from participants2015-12-31$231,920
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-25,930
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$164,249
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,349,983
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,185,734
Assets. Value of participant loans2015-12-31$145,287
Total contributions received or receivable from employer(s)2015-12-31$34,857
Value of certain deemed distributions of participant loans2015-12-31$6,662
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,105
2014 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$386,319
Expenses. Total of all expenses incurred2014-12-31$129,096
Benefits paid (including direct rollovers)2014-12-31$127,021
Total plan assets at end of year2014-12-31$3,185,734
Total plan assets at beginning of year2014-12-31$2,928,511
Value of fidelity bond covering the plan2014-12-31$128,895
Total contributions received or receivable from participants2014-12-31$183,496
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$170,208
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$257,223
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,185,734
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,928,511
Assets. Value of participant loans2014-12-31$109,028
Total contributions received or receivable from employer(s)2014-12-31$32,615
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,075
2013 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$529,110
Expenses. Total of all expenses incurred2013-12-31$90,408
Benefits paid (including direct rollovers)2013-12-31$89,169
Total plan assets at end of year2013-12-31$2,928,511
Total plan assets at beginning of year2013-12-31$2,489,809
Value of fidelity bond covering the plan2013-12-31$128,895
Total contributions received or receivable from participants2013-12-31$182,996
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$311,164
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$438,702
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,928,511
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,489,809
Assets. Value of participant loans2013-12-31$121,284
Total contributions received or receivable from employer(s)2013-12-31$34,950
Value of certain deemed distributions of participant loans2013-12-31$-1,216
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,455
2012 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$489,924
Expenses. Total of all expenses incurred2012-12-31$453,851
Benefits paid (including direct rollovers)2012-12-31$451,812
Total plan assets at end of year2012-12-31$2,489,809
Total plan assets at beginning of year2012-12-31$2,453,736
Value of fidelity bond covering the plan2012-12-31$128,895
Total contributions received or receivable from participants2012-12-31$85,407
Contributions received from other sources (not participants or employers)2012-12-31$18,971
Other income received2012-12-31$259,525
Net income (gross income less expenses)2012-12-31$36,073
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,489,809
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,453,736
Assets. Value of participant loans2012-12-31$93,892
Total contributions received or receivable from employer(s)2012-12-31$126,021
Value of certain deemed distributions of participant loans2012-12-31$1,208
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$831
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,954
Expenses. Total of all expenses incurred2011-12-31$21,412
Benefits paid (including direct rollovers)2011-12-31$5,000
Total plan assets at end of year2011-12-31$2,453,736
Total plan assets at beginning of year2011-12-31$2,368,194
Value of fidelity bond covering the plan2011-12-31$128,895
Total contributions received or receivable from participants2011-12-31$179,133
Expenses. Other expenses not covered elsewhere2011-12-31$452
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-105,749
Net income (gross income less expenses)2011-12-31$85,542
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,453,736
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,368,194
Assets. Value of participant loans2011-12-31$27,512
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$22,555
Total contributions received or receivable from employer(s)2011-12-31$33,570
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$15,960
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$476,782
Expenses. Total of all expenses incurred2010-12-31$65,780
Benefits paid (including direct rollovers)2010-12-31$29,667
Total plan assets at end of year2010-12-31$2,368,194
Total plan assets at beginning of year2010-12-31$1,957,192
Value of fidelity bond covering the plan2010-12-31$128,895
Total contributions received or receivable from participants2010-12-31$218,882
Expenses. Other expenses not covered elsewhere2010-12-31$453
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$223,216
Net income (gross income less expenses)2010-12-31$411,002
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,368,194
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,957,192
Assets. Value of participant loans2010-12-31$35,932
Total contributions received or receivable from employer(s)2010-12-31$34,684
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$35,660
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN

2023: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE SPENCER COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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