SPENCER3WAYS, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: PENSION TRANSFER TRUST PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-15 | 7 |
| Total number of particpants at end of year | 2025-10-15 | 7 |
| Number of Participants With Account Balances | 2025-10-15 | 4 |
| 2024: PENSION TRANSFER TRUST PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 7 |
| Total number of particpants at end of year | 2024-07-09 | 7 |
| Number of Participants With Account Balances | 2024-07-09 | 4 |
| 2011: PENSION TRANSFER TRUST PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| 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 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PENSION TRANSFER TRUST PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 460 |
| Net assets as of the end of the plan year | 2025-10-15 | 109538 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 77127 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 0 |
| Participant contributions to plan in this plan year | 2025-10-15 | 20701 |
| Value of participant loans at end of plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 12170 |
| Plan net income in this plan year | 2025-10-15 | 32411 |
| Net assets as of the end of the plan year | 2025-10-15 | 109538 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 77127 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 460 |
| 2024 : PENSION TRANSFER TRUST PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-09 | 709 |
| Net assets as of the end of the plan year | 2024-07-09 | 77127 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 46512 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 0 |
| Participant contributions to plan in this plan year | 2024-07-09 | 20100 |
| Value of participant loans at end of plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 11224 |
| Plan net income in this plan year | 2024-07-09 | 30615 |
| Net assets as of the end of the plan year | 2024-07-09 | 77127 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 46512 |
| Employer contributions to plan in this plan year | 2024-07-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 709 |
| 2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $225,902 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,137 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,015 |
| Total plan assets at end of year | 2011-12-31 | $685,625 |
| Total plan assets at beginning of year | 2011-12-31 | $469,860 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $2,550 |
| Other income received | 2011-12-31 | $220,802 |
| Net income (gross income less expenses) | 2011-12-31 | $215,765 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $685,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $469,860 |
| Assets. Value of employer securities | 2011-12-31 | $672,681 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,550 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $122 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | Yes |
| 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 |
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