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401k Sponsoring company profile

CHARLES D. SPENCER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES D. SPENCER & ASSOCIATES, INC.
Employer identification number (EIN):362054894
NAIC Classification:511120
NAIC Description:Periodical Publishers

The following addresses have been detected on the 401k submissions:

USA Location Address
250 S WACKER DR
SUITE 600
CHICAGO
IL
606065837
Date first seen: 2012-09-12
Date last seen: 2015-09-10
USA Location Address
2700 LAKE COOK ROAD
RIVERWOODS
IL
60015
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
250 SO. WACKER DR., SUITE 600
CHICAGO
IL
606065834
Date first seen: 2010-12-17
Date last seen: 2010-12-17

CHARLES D. SPENCER & ASSOCIATES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CHARLES D. SPENCER & ASSOCIATES, INC. RETIREMENT TRUST2011-12-01 1959-12-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2022-09-28Employer Contributions $ 9,225
2022-09-28Employee Contributions $ 9,225
2022-09-16Employer Contributions $ 19,000
2022-09-16Employee Contributions $ 19,000
2022-08-31Employer Contributions $ 37,775
2022-08-31Employee Contributions $ 37,775
2015-12-30Employer Contributions $ 22,423
2015-12-30Employee Contributions $ 22,423
2015-09-18Employer Contributions $ 22,423
2015-09-18Employee Contributions $ 22,423
2015-06-16Employer Contributions $ 22,423
2015-06-16Employee Contributions $ 22,423
2015-03-18Employer Contributions $ 22,423
2015-03-18Employee Contributions $ 22,423
2015-01-08Employer Contributions $ 5,889
2015-01-08Employee Contributions $ 5,889
2014-09-10Employer Contributions $ 24,945
2014-09-10Employee Contributions $ 24,945
2014-06-03Employer Contributions $ 24,945
2014-06-03Employee Contributions $ 24,945
2014-03-17Employer Contributions $ 24,945
2014-03-17Employee Contributions $ 24,945
2013-12-19Employer Contributions $ 37,573
2013-12-19Employee Contributions $ 37,573
2013-09-19Employer Contributions $ 37,573
2013-09-19Employee Contributions $ 37,573
2013-08-22Employer Contributions $ 47,750
2013-08-22Employee Contributions $ 47,750
2013-06-21Employer Contributions $ 9,209
2013-06-21Employee Contributions $ 9,209
2013-03-04Employer Contributions $ 37,573
2013-03-04Employee Contributions $ 37,573
2013-01-18Employer Contributions $ 27,687
2013-01-18Employee Contributions $ 27,687
2012-10-09Employer Contributions $ 27,687
2012-10-09Employee Contributions $ 27,687
2012-08-06Employer Contributions $ 65,277
2012-08-06Employee Contributions $ 65,277
2012-06-14Employer Contributions $ 27,687
2012-06-14Employee Contributions $ 27,687
2012-03-15Employer Contributions $ 27,687
2012-03-15Employee Contributions $ 27,687
2012-01-05Employer Contributions $ 13,606
2012-01-05Employee Contributions $ 13,606
2011-09-29Employer Contributions $ 13,606
2011-09-29Employee Contributions $ 13,606
2011-08-18Employer Contributions $ 16,225
2011-08-18Employee Contributions $ 16,225
2011-06-24Employer Contributions $ 13,606
2011-06-24Employee Contributions $ 13,606
2011-03-16Employer Contributions $ 13,606
2011-03-16Employee Contributions $ 13,606

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