401k Plan data: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN plan

SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN
Plan identification number	001

SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
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

SPENCER, HAGER AND MOSDELL, PC has sponsored the creation of one or more 401k plans.

Company Name: SPENCER, HAGER AND MOSDELL, PC

Employer identification number (EIN): 541467814

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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
001 2017-01-01 MARK MOSDELL
001 2016-01-01 MARK MOSDELL
001 2015-01-01 MARK MOSDELL
001 2014-01-01 MARK MOSDELL
001 2013-01-01 MARK MOSDELL
001 2012-01-01 TIM HAGER
001 2011-01-01 TIM HAGER
001 2009-01-01 TIM HAGER

Plan Statistics for SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$157,279
Expenses. Total of all expenses incurred	2023-12-31	$360
Total plan assets at end of year	2023-12-31	$764,456
Total plan assets at beginning of year	2023-12-31	$607,537
Expenses. Other expenses not covered elsewhere	2023-12-31	$360
Other income received	2023-12-31	$117,279
Net income (gross income less expenses)	2023-12-31	$156,919
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$764,456
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$607,537
Total contributions received or receivable from employer(s)	2023-12-31	$40,000
2022 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-111,333
Expenses. Total of all expenses incurred	2022-12-31	$310
Total plan assets at end of year	2022-12-31	$607,537
Total plan assets at beginning of year	2022-12-31	$719,180
Expenses. Other expenses not covered elsewhere	2022-12-31	$310
Other income received	2022-12-31	$-111,333
Net income (gross income less expenses)	2022-12-31	$-111,643
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$607,537
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$719,180
2021 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$94,934
Expenses. Total of all expenses incurred	2021-12-31	$8,294
Benefits paid (including direct rollovers)	2021-12-31	$8,074
Total plan assets at end of year	2021-12-31	$719,180
Total plan assets at beginning of year	2021-12-31	$632,540
Expenses. Other expenses not covered elsewhere	2021-12-31	$220
Other income received	2021-12-31	$94,934
Net income (gross income less expenses)	2021-12-31	$86,640
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$719,180
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$632,540
2020 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$86,893
Expenses. Total of all expenses incurred	2020-12-31	$3,235
Benefits paid (including direct rollovers)	2020-12-31	$2,925
Total plan assets at end of year	2020-12-31	$632,540
Total plan assets at beginning of year	2020-12-31	$548,882
Expenses. Other expenses not covered elsewhere	2020-12-31	$310
Other income received	2020-12-31	$76,893
Net income (gross income less expenses)	2020-12-31	$83,658
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$632,540
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$548,882
Total contributions received or receivable from employer(s)	2020-12-31	$10,000
2019 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$103,344
Expenses. Total of all expenses incurred	2019-12-31	$330
Total plan assets at end of year	2019-12-31	$548,882
Total plan assets at beginning of year	2019-12-31	$445,868
Expenses. Other expenses not covered elsewhere	2019-12-31	$330
Other income received	2019-12-31	$83,344
Net income (gross income less expenses)	2019-12-31	$103,014
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$548,882
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$445,868
Total contributions received or receivable from employer(s)	2019-12-31	$20,000
2018 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$21,655
Expenses. Total of all expenses incurred	2018-12-31	$330
Total plan assets at end of year	2018-12-31	$445,868
Total plan assets at beginning of year	2018-12-31	$424,543
Expenses. Other expenses not covered elsewhere	2018-12-31	$330
Other income received	2018-12-31	$-13,483
Net income (gross income less expenses)	2018-12-31	$21,325
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$445,868
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$424,543
Total contributions received or receivable from employer(s)	2018-12-31	$35,138
2017 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$100,444
Expenses. Total of all expenses incurred	2017-12-31	$1,972
Benefits paid (including direct rollovers)	2017-12-31	$1,722
Total plan assets at end of year	2017-12-31	$424,543
Total plan assets at beginning of year	2017-12-31	$326,071
Expenses. Other expenses not covered elsewhere	2017-12-31	$250
Other income received	2017-12-31	$60,444
Net income (gross income less expenses)	2017-12-31	$98,472
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$424,543
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$326,071
Total contributions received or receivable from employer(s)	2017-12-31	$40,000
2016 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$70,867
Expenses. Total of all expenses incurred	2016-12-31	$339,798
Benefits paid (including direct rollovers)	2016-12-31	$339,518
Total plan assets at end of year	2016-12-31	$326,071
Total plan assets at beginning of year	2016-12-31	$595,002
Expenses. Other expenses not covered elsewhere	2016-12-31	$280
Other income received	2016-12-31	$40,867
Net income (gross income less expenses)	2016-12-31	$-268,931
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$326,071
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$595,002
Total contributions received or receivable from employer(s)	2016-12-31	$30,000
2015 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$52,488
Expenses. Total of all expenses incurred	2015-12-31	$340
Total plan assets at end of year	2015-12-31	$595,002
Total plan assets at beginning of year	2015-12-31	$542,854
Expenses. Other expenses not covered elsewhere	2015-12-31	$340
Other income received	2015-12-31	$2,488
Net income (gross income less expenses)	2015-12-31	$52,148
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$595,002
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$542,854
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
2014 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$35,130
Expenses. Total of all expenses incurred	2014-12-31	$304,679
Benefits paid (including direct rollovers)	2014-12-31	$304,399
Total plan assets at end of year	2014-12-31	$542,854
Total plan assets at beginning of year	2014-12-31	$812,403
Expenses. Other expenses not covered elsewhere	2014-12-31	$280
Other income received	2014-12-31	$35,130
Net income (gross income less expenses)	2014-12-31	$-269,549
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$542,854
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$812,403
2013 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$144,525
Expenses. Total of all expenses incurred	2013-12-31	$350
Total plan assets at end of year	2013-12-31	$812,403
Total plan assets at beginning of year	2013-12-31	$668,228
Expenses. Other expenses not covered elsewhere	2013-12-31	$350
Other income received	2013-12-31	$144,525
Net income (gross income less expenses)	2013-12-31	$144,175
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$812,403
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$668,228
2012 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$77,633
Expenses. Total of all expenses incurred	2012-12-31	$350
Total plan assets at end of year	2012-12-31	$668,228
Total plan assets at beginning of year	2012-12-31	$590,945
Expenses. Other expenses not covered elsewhere	2012-12-31	$350
Other income received	2012-12-31	$77,633
Net income (gross income less expenses)	2012-12-31	$77,283
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$668,228
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$590,945
2011 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$42,769
Expenses. Total of all expenses incurred	2011-12-31	$370
Total plan assets at end of year	2011-12-31	$590,945
Total plan assets at beginning of year	2011-12-31	$548,546
Expenses. Other expenses not covered elsewhere	2011-12-31	$370
Other income received	2011-12-31	$-6,530
Net income (gross income less expenses)	2011-12-31	$42,399
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$590,945
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$548,546
Total contributions received or receivable from employer(s)	2011-12-31	$49,299
2010 : SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$96,679
Expenses. Total of all expenses incurred	2010-12-31	$290
Total plan assets at end of year	2010-12-31	$548,546
Total plan assets at beginning of year	2010-12-31	$452,157
Expenses. Other expenses not covered elsewhere	2010-12-31	$290
Other income received	2010-12-31	$49,557
Net income (gross income less expenses)	2010-12-31	$96,389
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$548,546
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$452,157
Total contributions received or receivable from employer(s)	2010-12-31	$47,122

Form 5500 Responses for SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN

2023: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION 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: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SPENCER, HAGER & MOSDELL DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPENCER, HAGER AND MOSDELL, PC
Employer identification number (EIN):	541467814
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants