SPIEGEL & SPIEGEL PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $45,197,563 |
| Total plan liabilities at beginning of year | 2017-12-31 | $52,672,468 |
| Total income from all sources | 2017-12-31 | $5,747,905 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,746 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,240 |
| Total plan assets at end of year | 2017-12-31 | $112,971,942 |
| Total plan assets at beginning of year | 2017-12-31 | $114,705,688 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $96,770 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $5,492,979 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $5,741,159 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $67,774,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $62,033,220 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $110,240,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $158,156 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,506 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $52,672,468 |
| Total plan liabilities at beginning of year | 2016-12-31 | $60,078,533 |
| Total income from all sources | 2016-12-31 | $4,830,731 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $62,247 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $58,804 |
| Total plan assets at end of year | 2016-12-31 | $114,705,688 |
| Total plan assets at beginning of year | 2016-12-31 | $117,343,269 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $90,571 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $4,598,108 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $4,768,484 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $62,033,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $57,264,736 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $111,858,870 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $142,052 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $1,880 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,563 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $60,078,533 |
| Total plan liabilities at beginning of year | 2015-12-31 | $64,125,138 |
| Total income from all sources | 2015-12-31 | $13,222,857 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,987 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,145 |
| Total plan assets at end of year | 2015-12-31 | $117,343,269 |
| Total plan assets at beginning of year | 2015-12-31 | $108,173,004 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $85,670 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $12,999,075 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $13,216,870 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $57,264,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $44,047,866 |
| Assets. Value of participant loans | 2015-12-31 | $2,498 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $113,900,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $138,112 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,842 |
| 2014 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $64,125,138 |
| Total plan liabilities at beginning of year | 2014-12-31 | $67,838,050 |
| Total income from all sources | 2014-12-31 | $4,965,347 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $124,583 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $79,060 |
| Total plan assets at end of year | 2014-12-31 | $108,173,004 |
| Total plan assets at beginning of year | 2014-12-31 | $107,045,152 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $80,559 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,607 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $4,758,082 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $4,840,764 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $44,047,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,207,102 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $101,480,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $126,706 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $39,916 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $67,838,050 |
| Total plan liabilities at beginning of year | 2013-12-31 | $71,681,427 |
| Total income from all sources | 2013-12-31 | $3,131,038 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,095 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $773 |
| Total plan assets at end of year | 2013-12-31 | $107,045,152 |
| Total plan assets at beginning of year | 2013-12-31 | $107,760,586 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $74,488 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $2,935,321 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $3,127,943 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $39,207,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $36,079,159 |
| Assets. Value of participant loans | 2013-12-31 | $162 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $102,680,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $121,229 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,322 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $71,681,427 |
| Total plan liabilities at beginning of year | 2012-12-31 | $53,457,413 |
| Total income from all sources | 2012-12-31 | $3,135,574 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,857 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $107,760,586 |
| Total plan assets at beginning of year | 2012-12-31 | $86,403,855 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $65,629 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $2,943,523 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $3,132,717 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $36,079,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $32,946,442 |
| Assets. Value of participant loans | 2012-12-31 | $4,400 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $104,955,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $126,422 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,857 |
| 2011 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $53,457,413 |
| Total plan liabilities at beginning of year | 2011-12-31 | $39,160,581 |
| Total income from all sources | 2011-12-31 | $15,452,564 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $77,083 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $64,288 |
| Total plan assets at end of year | 2011-12-31 | $86,403,855 |
| Total plan assets at beginning of year | 2011-12-31 | $56,731,542 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $64,113 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,817 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $15,276,496 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $15,375,481 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $32,946,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,570,961 |
| Assets. Value of participant loans | 2011-12-31 | $8,468 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $82,400,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $111,955 |
| 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 | $7,978 |
| 2010 : SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $39,160,581 |
| Total plan liabilities at beginning of year | 2010-12-31 | $32,362,797 |
| Total income from all sources | 2010-12-31 | $4,000,975 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,988 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,914 |
| Total plan assets at end of year | 2010-12-31 | $56,731,542 |
| Total plan assets at beginning of year | 2010-12-31 | $45,935,771 |
| Value of fidelity bond covering the plan | 2010-12-31 | $51,422,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,220 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $3,847,111 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $3,997,987 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $17,570,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,572,974 |
| Assets. Value of participant loans | 2010-12-31 | $12,377 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $50,800,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $102,644 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $74 |
| 2017: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SPIEGEL & SPIEGEL PA MONEY PURCHASE PENSION PLAN & 401K PROFIT SHARING 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |