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| Plan Name | SPENCER FANE ASSOCIATE RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SPENCER FANE LLP |
| Employer identification number (EIN): | 440561981 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | ALLEN VOOR VART | |||
| 002 | 2023-01-01 | ALLEN VOOR VART | 2024-10-15 | ||
| 002 | 2022-01-01 | PATRICK WHALEN | 2023-10-15 | ||
| 002 | 2021-01-01 | PATRICK WHALEN | 2022-10-13 | ||
| 002 | 2020-01-01 | PATRICK WHALEN | 2021-10-15 | ||
| 002 | 2019-01-01 | PATRICK WHALEN | 2020-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : SPENCER FANE ASSOCIATE RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | -778989 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 178614 |
| Net assets as of the end of the plan year | 2024-10-15 | 4891204 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3505367 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 3000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 1348018 |
| Value of participant loans at end of plan year | 2024-10-15 | 5945 |
| Other contributions to plan in this plan year | 2024-10-15 | 237221 |
| Other income to plan in this plan year | 2024-10-15 | 758201 |
| Plan net income in this plan year | 2024-10-15 | 2164826 |
| Net assets as of the end of the plan year | 2024-10-15 | 4891204 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3505367 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 75 |
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