2023 Form 5500 filing — Spencer Fane Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015160008NAL0030264225003) for Spencer Fane Retirement Plan, reported by Spencer Fane Llp under EIN 44-0561981 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160008NAL0030264225003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spencer Fane Llp
- EIN
- 44-0561981
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,997,653
- Net assets (EOY)
- $210,997,653
- Employer contributions
- $10,310,016
- Participant contributions
- $7,087,286
- Total income / additions
- $52,926,172
- Benefits paid
- $4,406,055
- Administrative expenses
- $121,179
- Total expenses
- $4,527,661
- Net increase / (decrease)
- $48,398,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | NONE | $37,999 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $34,365 | not reported in the loaded dataset |
| Meritage Portfolio Management | NONE | $18,278 | not reported in the loaded dataset |
| Krilogy Financial LLC | NONE | $13,843 | not reported in the loaded dataset |
| Canvas Wealth Advisors LLC | NONE | $7,853 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,601 | $11 |