401k Plan data: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN plan

NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN
Plan identification number	001

NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

NASH, SPINDLER, GRIMSTAD & MCCRACKEN has sponsored the creation of one or more 401k plans.

Company Name: NASH, SPINDLER, GRIMSTAD & MCCRACKEN

Employer identification number (EIN): 390803893

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN F MAYER
001 2017-01-01 JOHN F MAYER
001 2016-01-01 JOHN F MAYER
001 2015-01-01 JOHN F MAYER
001 2014-01-01 JOHN F MAYER
001 2013-01-01 JOHN F MAYER
001 2012-01-01 JOHN F MAYER
001 2011-01-01 JOHN F. MAYER JOHN F. MAYER 2012-07-10
001 2010-01-01 JOHN MAYER JOHN MAYER 2011-07-18
001 2009-01-01 JOHN MAYER JOHN MAYER 2010-06-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOHN F MAYER
001	2017-01-01	JOHN F MAYER
001	2016-01-01	JOHN F MAYER
001	2015-01-01	JOHN F MAYER
001	2014-01-01	JOHN F MAYER
001	2013-01-01	JOHN F MAYER
001	2012-01-01	JOHN F MAYER
001	2011-01-01	JOHN F. MAYER	JOHN F. MAYER	2012-07-10
001	2010-01-01	JOHN MAYER	JOHN MAYER	2011-07-18
001	2009-01-01	JOHN MAYER	JOHN MAYER	2010-06-11

Plan Statistics for NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN

Measure Date Value
2023: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 10
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 7
Total of all active and inactive participants 2023-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 18
Number of participants with account balances 2023-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26
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 9
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 25
Number of participants with account balances 2019-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 24
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 25
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 23
2011: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	10
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	7
Total of all active and inactive participants	2023-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	18
Number of participants with account balances	2023-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26
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	9
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	25
Number of participants with account balances	2019-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	24
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	25
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	23
2011: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,036,783
Expenses. Total of all expenses incurred	2023-12-31	$132,054
Benefits paid (including direct rollovers)	2023-12-31	$71,792
Total plan assets at end of year	2023-12-31	$4,857,753
Total plan assets at beginning of year	2023-12-31	$3,953,024
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$105,768
Other income received	2023-12-31	$895,090
Net income (gross income less expenses)	2023-12-31	$904,729
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,857,753
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,953,024
Total contributions received or receivable from employer(s)	2023-12-31	$35,925
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$60,262
2022 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-785,961
Expenses. Total of all expenses incurred	2022-12-31	$115,122
Benefits paid (including direct rollovers)	2022-12-31	$90,154
Total plan assets at end of year	2022-12-31	$3,953,024
Total plan assets at beginning of year	2022-12-31	$4,854,107
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$102,373
Contributions received from other sources (not participants or employers)	2022-12-31	$90
Other income received	2022-12-31	$-921,052
Net income (gross income less expenses)	2022-12-31	$-901,083
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,953,024
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,854,107
Total contributions received or receivable from employer(s)	2022-12-31	$32,628
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$24,968
2021 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-6,956
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$730,923
Expenses. Total of all expenses incurred	2021-12-31	$361,333
Benefits paid (including direct rollovers)	2021-12-31	$335,093
Total plan assets at end of year	2021-12-31	$4,854,107
Total plan assets at beginning of year	2021-12-31	$4,491,473
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$92,624
Contributions received from other sources (not participants or employers)	2021-12-31	$23,843
Other income received	2021-12-31	$576,278
Net income (gross income less expenses)	2021-12-31	$369,590
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,854,107
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,491,473
Total contributions received or receivable from employer(s)	2021-12-31	$38,178
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-1,540,906
Total income from all sources	2020-12-31	$732,102
Expenses. Total of all expenses incurred	2020-12-31	$81,404
Benefits paid (including direct rollovers)	2020-12-31	$59,625
Total plan assets at end of year	2020-12-31	$4,491,473
Total plan assets at beginning of year	2020-12-31	$5,381,681
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$124,262
Contributions received from other sources (not participants or employers)	2020-12-31	$57,952
Other income received	2020-12-31	$488,749
Net income (gross income less expenses)	2020-12-31	$650,698
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,491,473
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,381,681
Total contributions received or receivable from employer(s)	2020-12-31	$61,139
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,779
2019 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,534,030
Expenses. Total of all expenses incurred	2019-12-31	$372,135
Benefits paid (including direct rollovers)	2019-12-31	$348,723
Total plan assets at end of year	2019-12-31	$5,381,681
Total plan assets at beginning of year	2019-12-31	$4,219,786
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$151,223
Other income received	2019-12-31	$1,312,921
Net income (gross income less expenses)	2019-12-31	$1,161,895
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,381,681
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,219,786
Total contributions received or receivable from employer(s)	2019-12-31	$69,886
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$23,412
2018 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-83,881
Expenses. Total of all expenses incurred	2018-12-31	$211,653
Benefits paid (including direct rollovers)	2018-12-31	$187,116
Total plan assets at end of year	2018-12-31	$4,219,786
Total plan assets at beginning of year	2018-12-31	$4,515,320
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$159,847
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-302,713
Net income (gross income less expenses)	2018-12-31	$-295,534
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,219,786
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,515,320
Total contributions received or receivable from employer(s)	2018-12-31	$58,985
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$24,537
2017 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$936,442
Expenses. Total of all expenses incurred	2017-12-31	$174,883
Benefits paid (including direct rollovers)	2017-12-31	$152,660
Total plan assets at end of year	2017-12-31	$4,515,320
Total plan assets at beginning of year	2017-12-31	$3,753,761
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$155,177
Other income received	2017-12-31	$717,553
Net income (gross income less expenses)	2017-12-31	$761,559
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,515,320
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,753,761
Total contributions received or receivable from employer(s)	2017-12-31	$63,712
Value of corrective distributions	2017-12-31	$163
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,060
2016 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$698,899
Expenses. Total of all expenses incurred	2016-12-31	$152,989
Benefits paid (including direct rollovers)	2016-12-31	$134,287
Total plan assets at end of year	2016-12-31	$3,753,761
Total plan assets at beginning of year	2016-12-31	$3,207,851
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$188,646
Other income received	2016-12-31	$448,456
Net income (gross income less expenses)	2016-12-31	$545,910
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,753,761
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,207,851
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$61,797
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,702
2015 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$249,470
Expenses. Total of all expenses incurred	2015-12-31	$118,867
Benefits paid (including direct rollovers)	2015-12-31	$100,500
Total plan assets at end of year	2015-12-31	$3,207,851
Total plan assets at beginning of year	2015-12-31	$3,077,248
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$172,190
Other income received	2015-12-31	$20,256
Net income (gross income less expenses)	2015-12-31	$130,603
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,207,851
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,077,248
Assets. Value of participant loans	2015-12-31	$1,307
Total contributions received or receivable from employer(s)	2015-12-31	$57,024
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,367
2014 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$375,663
Expenses. Total of all expenses incurred	2014-12-31	$24,829
Benefits paid (including direct rollovers)	2014-12-31	$8,639
Total plan assets at end of year	2014-12-31	$3,077,248
Total plan assets at beginning of year	2014-12-31	$2,726,414
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$150,283
Other income received	2014-12-31	$162,538
Net income (gross income less expenses)	2014-12-31	$350,834
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,077,248
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,726,414
Assets. Value of participant loans	2014-12-31	$3,347
Total contributions received or receivable from employer(s)	2014-12-31	$62,842
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,190
2013 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$572,717
Expenses. Total of all expenses incurred	2013-12-31	$89,067
Benefits paid (including direct rollovers)	2013-12-31	$75,250
Total plan assets at end of year	2013-12-31	$2,726,414
Total plan assets at beginning of year	2013-12-31	$2,242,764
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$137,142
Other income received	2013-12-31	$380,627
Net income (gross income less expenses)	2013-12-31	$483,650
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,726,414
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,242,764
Assets. Value of participant loans	2013-12-31	$5,319
Total contributions received or receivable from employer(s)	2013-12-31	$54,948
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,817
2012 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$403,793
Expenses. Total of all expenses incurred	2012-12-31	$64,273
Benefits paid (including direct rollovers)	2012-12-31	$52,493
Total plan assets at end of year	2012-12-31	$2,242,764
Total plan assets at beginning of year	2012-12-31	$1,903,244
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$150,326
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,780
Other income received	2012-12-31	$196,994
Net income (gross income less expenses)	2012-12-31	$339,520
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,242,764
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,903,244
Total contributions received or receivable from employer(s)	2012-12-31	$56,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-23,938
Expenses. Total of all expenses incurred	2011-12-31	$10,659
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,903,244
Total plan assets at beginning of year	2011-12-31	$1,937,841
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$140,367
Contributions received from other sources (not participants or employers)	2011-12-31	$14,574
Other income received	2011-12-31	$-229,896
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-34,597
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,903,244
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,937,841
Total contributions received or receivable from employer(s)	2011-12-31	$51,017
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,659
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$611,253
Expenses. Total of all expenses incurred	2010-12-31	$14,665
Benefits paid (including direct rollovers)	2010-12-31	$5,162
Total plan assets at end of year	2010-12-31	$1,937,841
Total plan assets at beginning of year	2010-12-31	$1,341,253
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$138,190
Other income received	2010-12-31	$421,182
Net income (gross income less expenses)	2010-12-31	$596,588
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,937,841
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,341,253
Total contributions received or receivable from employer(s)	2010-12-31	$51,881
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN

2023: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NASH, SPINDLER, GRIMSTAD & MCCRACKEN RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NASH, SPINDLER, GRIMSTAD & MCCRACKEN
Employer identification number (EIN):	390803893
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers