Spencer Fane Retirement Plan — Form 5500 plan (Spencer Fane Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Spencer Fane Retirement Plan is a benefit plan reported by Spencer Fane Llp under EIN 44-0561981 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $210,997,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer Fane Llp
- EIN
- 44-0561981
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $210,997,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20241015160008NAL0030264225003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,997,653
- Net assets (EOY)
- $210,997,653
- Net assets (BOY)
- $161,820,153
Income & contributions
- Employer contributions
- $10,310,016
- Participant contributions
- $7,087,286
- Total contributions
- $24,829,534
- Total income / additions
- $52,926,172
Expenses & distributions
- Benefits paid
- $4,406,055
- Administrative expenses
- $121,179
- Total expenses
- $4,527,661
- Net increase / (decrease)
- $48,398,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | NONE | $37,999 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $34,365 | not reported in the loaded dataset | 2023 |
| Meritage Portfolio Management | NONE | $18,278 | not reported in the loaded dataset | 2023 |
| Krilogy Financial LLC | NONE | $13,843 | not reported in the loaded dataset | 2023 |
| Canvas Wealth Advisors LLC | NONE | $7,853 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,601 | $11 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spencer Fane Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Creative Planning LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Meritage Portfolio Management — Schedule C compensation
- Krilogy Financial LLC — Schedule C compensation
- Canvas Wealth Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation