401k Plan data: SPANN WILDER LAW, LLC 401(K) plan

SPANN WILDER LAW, LLC 401(K) 401k Plan overview

Plan Name	SPANN WILDER LAW, LLC 401(K)
Plan identification number	001

SPANN WILDER LAW, LLC 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

SPANN WILDER LAW, LLC has sponsored the creation of one or more 401k plans.

Company Name: SPANN WILDER LAW, LLC

Employer identification number (EIN): 593834724

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPANN WILDER LAW, LLC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TIFFANY SPANN-WILDER 2024-10-15 TIFFANY SPANN-WILDER 2024-10-15
001 2022-01-01 TIFFANY R. SPANN-WILDER 2023-10-28 TIFFANY R. SPANN-WILDER 2023-10-28
001 2021-01-01 TIFFANY SPANN-WILDER 2022-07-25 TIFFANY SPANN-WILDER 2022-07-25
001 2020-01-01 TIFFANY R SPANN-WILDER 2021-07-27 TIFFANY R SPANN-WILDER 2021-07-27
001 2019-01-01 TIFFANY SPANN-WILDER 2021-02-23 TIFFAN SPANN-WILDER 2021-02-23
001 2019-01-01 TIFFANY SPANN-WILDER 2021-04-23 TIFFAN SPANN-WILDER 2021-04-23
001 2018-01-01 TIFFANY SPANN-WILDER 2019-10-07 TIFFANY SPANN-WILDER 2019-10-07
001 2017-01-01 TIFFANY R SPANN-WILDER 2018-08-01 TIFFANY R SPANN-WILDER 2018-08-01
001 2016-01-01 TIFFANY SPANN-WILDER 2017-11-13 TIFFANY SPANN-WILDER 2017-11-13
001 2016-01-01 TIFFANY SPANN-WILDER 2017-12-14 TIFFANY SPANN-WILDER 2017-12-14
001 2015-01-01 TIFFANY R. SPANN-WILDER TIFFANY R. SPANN-WILDER 2016-09-01
001 2014-01-01 TIFFANY R. SPANN-WILDER TIFFANY R. SPANN-WILDER 2015-10-15
001 2013-01-01 TIFFANY R SPANN-WILDER TIFFANY R SPANN-WILDER 2014-09-15
001 2012-01-01 TIFFANY R SPANN-WILDER TIFFANY R. SPANN-WILDER 2013-08-09
001 2011-01-01 TIFFANY SPANN-WILDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TIFFANY SPANN-WILDER	2024-10-15	TIFFANY SPANN-WILDER	2024-10-15
001	2022-01-01	TIFFANY R. SPANN-WILDER	2023-10-28	TIFFANY R. SPANN-WILDER	2023-10-28
001	2021-01-01	TIFFANY SPANN-WILDER	2022-07-25	TIFFANY SPANN-WILDER	2022-07-25
001	2020-01-01	TIFFANY R SPANN-WILDER	2021-07-27	TIFFANY R SPANN-WILDER	2021-07-27
001	2019-01-01	TIFFANY SPANN-WILDER	2021-02-23	TIFFAN SPANN-WILDER	2021-02-23
001	2019-01-01	TIFFANY SPANN-WILDER	2021-04-23	TIFFAN SPANN-WILDER	2021-04-23
001	2018-01-01	TIFFANY SPANN-WILDER	2019-10-07	TIFFANY SPANN-WILDER	2019-10-07
001	2017-01-01	TIFFANY R SPANN-WILDER	2018-08-01	TIFFANY R SPANN-WILDER	2018-08-01
001	2016-01-01	TIFFANY SPANN-WILDER	2017-11-13	TIFFANY SPANN-WILDER	2017-11-13
001	2016-01-01	TIFFANY SPANN-WILDER	2017-12-14	TIFFANY SPANN-WILDER	2017-12-14
001	2015-01-01	TIFFANY R. SPANN-WILDER		TIFFANY R. SPANN-WILDER	2016-09-01
001	2014-01-01	TIFFANY R. SPANN-WILDER		TIFFANY R. SPANN-WILDER	2015-10-15
001	2013-01-01	TIFFANY R SPANN-WILDER		TIFFANY R SPANN-WILDER	2014-09-15
001	2012-01-01	TIFFANY R SPANN-WILDER		TIFFANY R. SPANN-WILDER	2013-08-09
001	2011-01-01	TIFFANY SPANN-WILDER

Plan Statistics for SPANN WILDER LAW, LLC 401(K)

401k plan membership statisitcs for SPANN WILDER LAW, LLC 401(K)

Measure Date Value
2025: SPANN WILDER LAW, LLC 401(K) 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 4
Total number of particpants at end of year 2025-10-15 3
Number of Participants With Account Balances 2025-10-15 3
2024: SPANN WILDER LAW, LLC 401(K) 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 4
Total number of particpants at end of year 2024-10-15 4
Number of Participants With Account Balances 2024-10-15 4
2022: SPANN WILDER LAW, LLC 401(K) 2022 401k membership
Total number of particpants at beginning of year 2022-07-25 4
Total number of particpants at end of year 2022-07-25 4
Number of Participants With Account Balances 2022-07-25 4
2015: SPANN WILDER LAW, LLC 401(K) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SPANN WILDER LAW, LLC 401(K) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SPANN WILDER LAW, LLC 401(K) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SPANN WILDER LAW, LLC 401(K) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SPANN WILDER LAW, LLC 401(K) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
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: SPANN WILDER LAW, LLC 401(K) 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	4
Total number of particpants at end of year	2025-10-15	3
Number of Participants With Account Balances	2025-10-15	3
2024: SPANN WILDER LAW, LLC 401(K) 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	4
Total number of particpants at end of year	2024-10-15	4
Number of Participants With Account Balances	2024-10-15	4
2022: SPANN WILDER LAW, LLC 401(K) 2022 401k membership
Total number of particpants at beginning of year	2022-07-25	4
Total number of particpants at end of year	2022-07-25	4
Number of Participants With Account Balances	2022-07-25	4
2015: SPANN WILDER LAW, LLC 401(K) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SPANN WILDER LAW, LLC 401(K) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SPANN WILDER LAW, LLC 401(K) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SPANN WILDER LAW, LLC 401(K) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SPANN WILDER LAW, LLC 401(K) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SPANN WILDER LAW, LLC 401(K)

Measure	Date	Value
2025 : SPANN WILDER LAW, LLC 401(K) 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-15	0
Total expenses incurred by plan in this plan year	2025-10-15	18174
Net assets as of the end of the plan year	2025-10-15	294118
Total assets as of the beginning of the plan year	2025-10-15	286991
Value of plan covered by a fidelity bond	2025-10-15	15000
Participant contributions to plan in this plan year	2025-10-15	15625
Other income to plan in this plan year	2025-10-15	9676
Plan net income in this plan year	2025-10-15	7127
Net assets as of the end of the plan year	2025-10-15	294118
Net assets as of the beginning of the plan year	2025-10-15	286991
Value of employer contributions paid	2025-10-15	0
2024 : SPANN WILDER LAW, LLC 401(K) 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-15	0
Total expenses incurred by plan in this plan year	2024-10-15	0
Net assets as of the end of the plan year	2024-10-15	286991
Total assets as of the beginning of the plan year	2024-10-15	252805
Value of plan covered by a fidelity bond	2024-10-15	15000
Participant contributions to plan in this plan year	2024-10-15	22998
Value of participant loans at end of plan year	2024-10-15	3064
Other income to plan in this plan year	2024-10-15	11188
Plan net income in this plan year	2024-10-15	34186
Net assets as of the end of the plan year	2024-10-15	286991
Net assets as of the beginning of the plan year	2024-10-15	252805
Value of employer contributions paid	2024-10-15	0
2022 : SPANN WILDER LAW, LLC 401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-25	0
Net assets as of the end of the plan year	2022-07-25	230942
Total assets as of the beginning of the plan year	2022-07-25	211567
Value of plan covered by a fidelity bond	2022-07-25	15000
Participant contributions to plan in this plan year	2022-07-25	13167
Value of participant loans at end of plan year	2022-07-25	10412
Other expenses paid from plan in this plan year	2022-07-25	0
Other income to plan in this plan year	2022-07-25	6208
Plan net income in this plan year	2022-07-25	19375
Net assets as of the end of the plan year	2022-07-25	230942
Net assets as of the beginning of the plan year	2022-07-25	211567
Value of employer contributions paid	2022-07-25	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-25	0
2015 : SPANN WILDER LAW, LLC 401(K) 2015 401k financial data
Total income from all sources	2015-12-31	$18,768
Expenses. Total of all expenses incurred	2015-12-31	$696
Benefits paid (including direct rollovers)	2015-12-31	$696
Total plan assets at end of year	2015-12-31	$126,766
Total plan assets at beginning of year	2015-12-31	$108,694
Value of fidelity bond covering the plan	2015-12-31	$15,000
Total contributions received or receivable from participants	2015-12-31	$13,229
Other income received	2015-12-31	$539
Net income (gross income less expenses)	2015-12-31	$18,072
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$126,766
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$108,694
Assets. Value of participant loans	2015-12-31	$3,419
Total contributions received or receivable from employer(s)	2015-12-31	$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SPANN WILDER LAW, LLC 401(K) 2014 401k financial data
Total income from all sources	2014-12-31	$16,620
Expenses. Total of all expenses incurred	2014-12-31	$5,496
Benefits paid (including direct rollovers)	2014-12-31	$5,496
Total plan assets at end of year	2014-12-31	$108,694
Total plan assets at beginning of year	2014-12-31	$97,570
Total contributions received or receivable from participants	2014-12-31	$15,852
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$768
Net income (gross income less expenses)	2014-12-31	$11,124
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$108,694
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$97,570
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : SPANN WILDER LAW, LLC 401(K) 2013 401k financial data
Total income from all sources	2013-12-31	$19,987
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$92,570
Total plan assets at beginning of year	2013-12-31	$72,583
Total contributions received or receivable from participants	2013-12-31	$19,310
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	$677
Net income (gross income less expenses)	2013-12-31	$19,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$92,570
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$72,583
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : SPANN WILDER LAW, LLC 401(K) 2012 401k financial data
Total income from all sources	2012-12-31	$29,246
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$72,583
Total plan assets at beginning of year	2012-12-31	$43,337
Total contributions received or receivable from participants	2012-12-31	$18,639
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	$607
Net income (gross income less expenses)	2012-12-31	$29,246
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$72,583
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$43,337
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : SPANN WILDER LAW, LLC 401(K) 2011 401k financial data
Total income from all sources	2011-12-31	$8,728
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$43,337
Total plan assets at beginning of year	2011-12-31	$34,609
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$8,276
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$452
Net income (gross income less expenses)	2011-12-31	$8,728
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$43,337
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$34,609
Total contributions received or receivable from employer(s)	2011-12-31	$0
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	$0

Form 5500 Responses for SPANN WILDER LAW, LLC 401(K)

2015: SPANN WILDER LAW, LLC 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPANN WILDER LAW, LLC 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPANN WILDER LAW, LLC 401(K) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPANN WILDER LAW, LLC 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SPANN WILDER LAW, LLC 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPANN WILDER LAW, LLC
Employer identification number (EIN):	593834724
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers