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MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 401k Plan overview

Plan NameMARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)
Plan identification number 002

MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MARSH, SPAEDER, BAUR, SPAEDER has sponsored the creation of one or more 401k plans.

Company Name:MARSH, SPAEDER, BAUR, SPAEDER
Employer identification number (EIN):250640643
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELISSA L MICHAELSON2024-06-21 MELISSA L MICHAELSON2024-06-21
0022022-01-01MELISSA MICHAELSON2023-07-31 MELISSA MICHAELSON2023-07-31
0022021-01-01MELISSA MICHAELSON2022-07-28 MELISSA MICHAELSON2022-07-28
0022020-01-01LYNDA MCBRIDE2021-07-28 LYNDA MCBRIDE2021-07-28
0022019-01-01LYNDA J MCBRIDE2020-11-10 LYNDA J MCBRIDE2020-11-10
0022018-01-01LYNDA MCBRIDE2019-09-20
0022017-01-01LYNDA MCBRIDE2018-07-23
0022016-01-01WILLIAM J SCHAAF2017-09-19 WILLIAM J SCHAAF2017-09-19
0022015-01-01WILLIAM J SCHAAF
0022014-01-01WILLIAM SCHAAF LYNDA MCBRIDE2015-07-31
0022013-01-01WILLIAM J SCHAAF
0022012-01-01WILLIAM J SCHAAF WILLIAM J SCHAAF2014-02-24
0022011-01-01WILLIAM J SCHAAF
0022010-01-01WILLIAM J SCHAAF
0022009-01-012010-07-14
0022009-01-01LYNDA MCBRIDE

Plan Statistics for MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)

401k plan membership statisitcs for MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)

Measure Date Value
2015: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2010 401k membership
Total participants, beginning-of-year2010-01-0120
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)

Measure Date Value
2015 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2015 401k financial data
Total income from all sources2015-12-31$1,222
Expenses. Total of all expenses incurred2015-12-31$10,454
Benefits paid (including direct rollovers)2015-12-31$10,454
Total plan assets at end of year2015-12-31$612,382
Total plan assets at beginning of year2015-12-31$621,614
Value of fidelity bond covering the plan2015-12-31$3,000,000
Other income received2015-12-31$1,222
Net income (gross income less expenses)2015-12-31$-9,232
Net plan assets at end of year (total assets less liabilities)2015-12-31$612,382
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$621,614
Assets. Value of participant loans2015-12-31$2,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2014 401k financial data
Total income from all sources2014-12-31$43,894
Expenses. Total of all expenses incurred2014-12-31$32,318
Benefits paid (including direct rollovers)2014-12-31$32,318
Total plan assets at end of year2014-12-31$621,614
Total plan assets at beginning of year2014-12-31$610,038
Value of fidelity bond covering the plan2014-12-31$3,000,000
Total contributions received or receivable from participants2014-12-31$0
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$43,894
Net income (gross income less expenses)2014-12-31$11,576
Net plan assets at end of year (total assets less liabilities)2014-12-31$621,614
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$610,038
Assets. Value of participant loans2014-12-31$5,765
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2013 401k financial data
Total income from all sources2013-12-31$121,656
Expenses. Total of all expenses incurred2013-12-31$761
Benefits paid (including direct rollovers)2013-12-31$761
Total plan assets at end of year2013-12-31$610,038
Total plan assets at beginning of year2013-12-31$489,143
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
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$121,656
Net income (gross income less expenses)2013-12-31$120,895
Net plan assets at end of year (total assets less liabilities)2013-12-31$610,038
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$489,143
Assets. Value of participant loans2013-12-31$7,643
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2012 401k financial data
Total income from all sources2012-12-31$55,266
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$489,143
Total plan assets at beginning of year2012-12-31$433,877
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$55,266
Net income (gross income less expenses)2012-12-31$55,266
Net plan assets at end of year (total assets less liabilities)2012-12-31$489,143
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$433,877
Assets. Value of participant loans2012-12-31$5,366
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
2011 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2011 401k financial data
Total income from all sources2011-12-31$10,384
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$433,877
Total plan assets at beginning of year2011-12-31$423,493
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$10,384
Net income (gross income less expenses)2011-12-31$10,384
Net plan assets at end of year (total assets less liabilities)2011-12-31$433,877
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$423,493
Assets. Value of participant loans2011-12-31$3,805
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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
2010 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2010 401k financial data
Total income from all sources2010-12-31$52,210
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$423,493
Total plan assets at beginning of year2010-12-31$371,283
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$52,210
Net income (gross income less expenses)2010-12-31$52,210
Net plan assets at end of year (total assets less liabilities)2010-12-31$423,493
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$371,283
Assets. Value of participant loans2010-12-31$5,475
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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
2009 : MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
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 MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN)

2015: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARSH, SPAEDER, BAUR, SPAEDER & (FROZEN) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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