401k Plan data: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN plan

SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
Plan identification number	003

SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SPOONER HR SOLUTIONS 2, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPOONER HR SOLUTIONS 2, INC.

Employer identification number (EIN): 453532420

NAIC Classification: 541600

Additional information about SPOONER HR SOLUTIONS 2, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2011-09-22

Company Identification Number: 2050084

Legal Registered Office Address: 1301 EAST 9TH ST.
STE. 1900
CLEVELAND
United States of America (USA)
44114

More information about SPOONER HR SOLUTIONS 2, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 PAUL MCEWAN
003 2016-01-01

Plan Statistics for SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 112
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 13
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 123
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2017: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	112
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	13
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	123
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,855,967
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$881,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$828,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$918,863
Value of total assets at end of year	2017-12-31	$7,758,268
Value of total assets at beginning of year	2017-12-31	$6,784,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,003
Total interest from all sources	2017-12-31	$10,419
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$169,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$169,967
Administrative expenses professional fees incurred	2017-12-31	$5,780
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$429,944
Participant contributions at end of year	2017-12-31	$208,375
Participant contributions at beginning of year	2017-12-31	$121,665
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$154,016
Total non interest bearing cash at end of year	2017-12-31	$28,927
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$974,178
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,758,268
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,784,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$24,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,076,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,220,833
Interest on participant loans	2017-12-31	$7,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$326,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$324,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$324,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$756,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$334,903
Employer contributions (assets) at end of year	2017-12-31	$117,300
Employer contributions (assets) at beginning of year	2017-12-31	$117,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$828,786
Contract administrator fees	2017-12-31	$23,118
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2017-12-31	371574855
2016 : SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,388,259
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$287,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$242,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$827,577
Value of total assets at end of year	2016-12-31	$6,784,090
Value of total assets at beginning of year	2016-12-31	$5,683,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$45,209
Total interest from all sources	2016-12-31	$7,108
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$142,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$142,794
Administrative expenses professional fees incurred	2016-12-31	$5,415
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$426,076
Participant contributions at end of year	2016-12-31	$121,665
Participant contributions at beginning of year	2016-12-31	$130,762
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$75,898
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$18,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,100,271
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,784,090
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,683,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$20,556
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,220,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,202,818
Interest on participant loans	2016-12-31	$5,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$324,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$319,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$319,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$410,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$325,603
Employer contributions (assets) at end of year	2016-12-31	$117,300
Employer contributions (assets) at beginning of year	2016-12-31	$12,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$242,779
Contract administrator fees	2016-12-31	$19,238
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CORRIGAN KRAUSE
Accountancy firm EIN	2016-12-31	371574855

Form 5500 Responses for SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN

2017: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPOONER HR SOLUTIONS 2, INC.
Employer identification number (EIN):	453532420
NAIC Classification:	541600

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2011-09-22
Company Identification Number:	2050084
Legal Registered Office Address:	1301 EAST 9TH ST. STE. 1900 CLEVELAND United States of America (USA) 44114