Engel, Powell & Spivey PC.
Plan context: Engel Spivey Lemonik PC. 401(K) Pension Plan
EIN 06-1052184 • Manchester Center, VT • 33 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,269,062
2024 Contributions
$201,959
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $3,269,062 | $201,959 | $25,245iApproximate average salary by contribution assumption: employee only about $631,122 at 4% or $420,748 at 6%; with 50% employer match about $420,748 at 4% or $280,499 at 6%; with 100% employer match about $315,561 at 4% or $210,374 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $3,269,062 | $201,959 | $25,245iApproximate average salary by contribution assumption: employee only about $631,122 at 4% or $420,748 at 6%; with 50% employer match about $420,748 at 4% or $280,499 at 6%; with 100% employer match about $315,561 at 4% or $210,374 at 6%. |
| 2023 | 1 | 8 | $2,653,286 | $178,452 | $22,307iApproximate average salary by contribution assumption: employee only about $557,663 at 4% or $371,775 at 6%; with 50% employer match about $371,775 at 4% or $247,850 at 6%; with 100% employer match about $278,831 at 4% or $185,888 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $2,653,286 | $178,452 | $22,307iApproximate average salary by contribution assumption: employee only about $557,663 at 4% or $371,775 at 6%; with 50% employer match about $371,775 at 4% or $247,850 at 6%; with 100% employer match about $278,831 at 4% or $185,888 at 6%. |
| 2022 | 1 | 8 | $2,106,536 | $112,884 | $14,111iApproximate average salary by contribution assumption: employee only about $352,763 at 4% or $235,175 at 6%; with 50% employer match about $235,175 at 4% or $156,783 at 6%; with 100% employer match about $176,381 at 4% or $117,588 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $2,106,536 | $112,884 | $14,111iApproximate average salary by contribution assumption: employee only about $352,763 at 4% or $235,175 at 6%; with 50% employer match about $235,175 at 4% or $156,783 at 6%; with 100% employer match about $176,381 at 4% or $117,588 at 6%. |
| 2021 | 1 | 8 | $2,446,718 | $152,381 | $19,048iApproximate average salary by contribution assumption: employee only about $476,191 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $2,446,718 | $152,381 | $19,048iApproximate average salary by contribution assumption: employee only about $476,191 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%. |
| 2020 | 1 | 8 | $1,990,808 | $151,266 | $18,908iApproximate average salary by contribution assumption: employee only about $472,706 at 4% or $315,138 at 6%; with 50% employer match about $315,138 at 4% or $210,092 at 6%; with 100% employer match about $236,353 at 4% or $157,569 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $1,990,808 | $151,266 | $18,908iApproximate average salary by contribution assumption: employee only about $472,706 at 4% or $315,138 at 6%; with 50% employer match about $315,138 at 4% or $210,092 at 6%; with 100% employer match about $236,353 at 4% or $157,569 at 6%. |
| 2019 | 1 | 6 | $1,563,396 | $131,491 | $21,915iApproximate average salary by contribution assumption: employee only about $547,879 at 4% or $365,253 at 6%; with 50% employer match about $365,253 at 4% or $243,502 at 6%; with 100% employer match about $273,940 at 4% or $182,626 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 6 | $1,563,396 | $131,491 | $21,915iApproximate average salary by contribution assumption: employee only about $547,879 at 4% or $365,253 at 6%; with 50% employer match about $365,253 at 4% or $243,502 at 6%; with 100% employer match about $273,940 at 4% or $182,626 at 6%. |
| 2018 | 1 | 8 | $1,236,285 | $102,615 | $12,827iApproximate average salary by contribution assumption: employee only about $320,672 at 4% or $213,781 at 6%; with 50% employer match about $213,781 at 4% or $142,521 at 6%; with 100% employer match about $160,336 at 4% or $106,891 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $1,236,285 | $102,615 | $12,827iApproximate average salary by contribution assumption: employee only about $320,672 at 4% or $213,781 at 6%; with 50% employer match about $213,781 at 4% or $142,521 at 6%; with 100% employer match about $160,336 at 4% or $106,891 at 6%. |
| 2017 | 1 | 8 | $1,293,280 | $115,087 | $14,386iApproximate average salary by contribution assumption: employee only about $359,647 at 4% or $239,765 at 6%; with 50% employer match about $239,765 at 4% or $159,843 at 6%; with 100% employer match about $179,823 at 4% or $119,882 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 8 | $1,293,280 | $115,087 | $14,386iApproximate average salary by contribution assumption: employee only about $359,647 at 4% or $239,765 at 6%; with 50% employer match about $239,765 at 4% or $159,843 at 6%; with 100% employer match about $179,823 at 4% or $119,882 at 6%. |
| 2016 | 1 | 9 | $1,664,034 | $129,159 | $14,351iApproximate average salary by contribution assumption: employee only about $358,775 at 4% or $239,183 at 6%; with 50% employer match about $239,183 at 4% or $159,456 at 6%; with 100% employer match about $179,388 at 4% or $119,592 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $1,664,034 | $129,159 | $14,351iApproximate average salary by contribution assumption: employee only about $358,775 at 4% or $239,183 at 6%; with 50% employer match about $239,183 at 4% or $159,456 at 6%; with 100% employer match about $179,388 at 4% or $119,592 at 6%. |
| 2015 | 1 | 9 | $1,415,317 | $126,047 | $14,005iApproximate average salary by contribution assumption: employee only about $350,131 at 4% or $233,420 at 6%; with 50% employer match about $233,420 at 4% or $155,614 at 6%; with 100% employer match about $175,065 at 4% or $116,710 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $1,415,317 | $126,047 | $14,005iApproximate average salary by contribution assumption: employee only about $350,131 at 4% or $233,420 at 6%; with 50% employer match about $233,420 at 4% or $155,614 at 6%; with 100% employer match about $175,065 at 4% or $116,710 at 6%. |
| 2014 | 1 | 9 | $1,299,006 | $122,111 | $13,568iApproximate average salary by contribution assumption: employee only about $339,197 at 4% or $226,131 at 6%; with 50% employer match about $226,131 at 4% or $150,754 at 6%; with 100% employer match about $169,599 at 4% or $113,066 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $1,299,006 | $122,111 | $13,568iApproximate average salary by contribution assumption: employee only about $339,197 at 4% or $226,131 at 6%; with 50% employer match about $226,131 at 4% or $150,754 at 6%; with 100% employer match about $169,599 at 4% or $113,066 at 6%. |
| 2013 | 1 | 9 | $1,092,240 | $93,262 | $10,362iApproximate average salary by contribution assumption: employee only about $259,061 at 4% or $172,707 at 6%; with 50% employer match about $172,707 at 4% or $115,138 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $1,092,240 | $93,262 | $10,362iApproximate average salary by contribution assumption: employee only about $259,061 at 4% or $172,707 at 6%; with 50% employer match about $172,707 at 4% or $115,138 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%. |
| 2012 | 1 | 9 | $833,175 | $276,370 | $30,708iApproximate average salary by contribution assumption: employee only about $767,694 at 4% or $511,796 at 6%; with 50% employer match about $511,796 at 4% or $341,198 at 6%; with 100% employer match about $383,847 at 4% or $255,898 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $833,175 | $276,370 | $30,708iApproximate average salary by contribution assumption: employee only about $767,694 at 4% or $511,796 at 6%; with 50% employer match about $511,796 at 4% or $341,198 at 6%; with 100% employer match about $383,847 at 4% or $255,898 at 6%. |
| 2011 | 1 | 9 | $682,803 | $67,337 | $7,482iApproximate average salary by contribution assumption: employee only about $187,047 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,524 at 4% or $62,349 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $682,803 | $67,337 | $7,482iApproximate average salary by contribution assumption: employee only about $187,047 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,524 at 4% or $62,349 at 6%. |
| 2010 | 1 | 10 | $766,779 | $89,566 | $8,957iApproximate average salary by contribution assumption: employee only about $223,915 at 4% or $149,277 at 6%; with 50% employer match about $149,277 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,638 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 10 | $766,779 | $89,566 | $8,957iApproximate average salary by contribution assumption: employee only about $223,915 at 4% or $149,277 at 6%; with 50% employer match about $149,277 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,638 at 6%. |
| 2009 | 1 | 9 | $588,266 | $93,163 | $10,351iApproximate average salary by contribution assumption: employee only about $258,786 at 4% or $172,524 at 6%; with 50% employer match about $172,524 at 4% or $115,016 at 6%; with 100% employer match about $129,393 at 4% or $86,262 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $588,266 | $93,163 | $10,351iApproximate average salary by contribution assumption: employee only about $258,786 at 4% or $172,524 at 6%; with 50% employer match about $172,524 at 4% or $115,016 at 6%; with 100% employer match about $129,393 at 4% or $86,262 at 6%. |
| 2008 | 2 | 9 | $380,382 | $136,256 | $15,140iApproximate average salary by contribution assumption: employee only about $378,489 at 4% or $252,326 at 6%; with 50% employer match about $252,326 at 4% or $168,217 at 6%; with 100% employer match about $189,244 at 4% or $126,163 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $380,382 | $136,256 | $15,140iApproximate average salary by contribution assumption: employee only about $378,489 at 4% or $252,326 at 6%; with 50% employer match about $252,326 at 4% or $168,217 at 6%; with 100% employer match about $189,244 at 4% or $126,163 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 0 | - | - | - |
| 2007 | 2 | 7 | $390,298 | $63,595 | $9,085iApproximate average salary by contribution assumption: employee only about $227,125 at 4% or $151,417 at 6%; with 50% employer match about $151,417 at 4% or $100,944 at 6%; with 100% employer match about $113,563 at 4% or $75,708 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 7 | $390,298 | $63,595 | $9,085iApproximate average salary by contribution assumption: employee only about $227,125 at 4% or $151,417 at 6%; with 50% employer match about $151,417 at 4% or $100,944 at 6%; with 100% employer match about $113,563 at 4% or $75,708 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 7 | - | - | - |
| 2006 | 2 | 9 | $907,818 | $86,032 | $9,559iApproximate average salary by contribution assumption: employee only about $238,978 at 4% or $159,319 at 6%; with 50% employer match about $159,319 at 4% or $106,212 at 6%; with 100% employer match about $119,489 at 4% or $79,659 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 8 | $580,156 | $21,926 | $2,741iApproximate average salary by contribution assumption: employee only about $68,519 at 4% or $45,679 at 6%; with 50% employer match about $45,679 at 4% or $30,453 at 6%; with 100% employer match about $34,259 at 4% or $22,840 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | $327,662 | $64,106 | $7,123iApproximate average salary by contribution assumption: employee only about $178,072 at 4% or $118,715 at 6%; with 50% employer match about $118,715 at 4% or $79,143 at 6%; with 100% employer match about $89,036 at 4% or $59,357 at 6%. |
| 2005 | 3 | 9 | $752,875 | $99,893 | $11,099iApproximate average salary by contribution assumption: employee only about $277,481 at 4% or $184,987 at 6%; with 50% employer match about $184,987 at 4% or $123,325 at 6%; with 100% employer match about $138,740 at 4% or $92,494 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 8 | $522,072 | $37,495 | $4,687iApproximate average salary by contribution assumption: employee only about $117,172 at 4% or $78,115 at 6%; with 50% employer match about $78,115 at 4% or $52,076 at 6%; with 100% employer match about $58,586 at 4% or $39,057 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 9 | $230,803 | $62,398 | $6,933iApproximate average salary by contribution assumption: employee only about $173,328 at 4% or $115,552 at 6%; with 50% employer match about $115,552 at 4% or $77,035 at 6%; with 100% employer match about $86,664 at 4% or $57,776 at 6%. |
| Engel Spivey Lemonik PC. 401(K) Pension Plan | - | 9 | - | - | - |
| 2004 | 2 | 9 | $647,716 | $131,663 | $14,629iApproximate average salary by contribution assumption: employee only about $365,731 at 4% or $243,820 at 6%; with 50% employer match about $243,820 at 4% or $162,547 at 6%; with 100% employer match about $182,865 at 4% or $121,910 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 8 | $483,170 | $36,764 | $4,596iApproximate average salary by contribution assumption: employee only about $114,888 at 4% or $76,592 at 6%; with 50% employer match about $76,592 at 4% or $51,061 at 6%; with 100% employer match about $57,444 at 4% or $38,296 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 9 | $164,546 | $94,899 | $10,544iApproximate average salary by contribution assumption: employee only about $263,608 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,869 at 6%. |
| 2003 | 2 | 8 | $466,878 | $79,986 | $9,998iApproximate average salary by contribution assumption: employee only about $249,956 at 4% or $166,638 at 6%; with 50% employer match about $166,638 at 4% or $111,092 at 6%; with 100% employer match about $124,978 at 4% or $83,319 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 7 | $409,643 | $44,812 | $6,402iApproximate average salary by contribution assumption: employee only about $160,043 at 4% or $106,695 at 6%; with 50% employer match about $106,695 at 4% or $71,130 at 6%; with 100% employer match about $80,021 at 4% or $53,348 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 8 | $57,235 | $35,174 | $4,397iApproximate average salary by contribution assumption: employee only about $109,919 at 4% or $73,279 at 6%; with 50% employer match about $73,279 at 4% or $48,853 at 6%; with 100% employer match about $54,959 at 4% or $36,640 at 6%. |
| 2002 | 1 | 8 | $17,009 | $17,063 | $2,133iApproximate average salary by contribution assumption: employee only about $53,322 at 4% or $35,548 at 6%; with 50% employer match about $35,548 at 4% or $23,699 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 8 | $17,009 | $17,063 | $2,133iApproximate average salary by contribution assumption: employee only about $53,322 at 4% or $35,548 at 6%; with 50% employer match about $35,548 at 4% or $23,699 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 6 | $427,136 | $0 | - |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 6 | $427,136 | - | - |
| 1999 | 1 | 7 | $445,579 | $0 | - |
| Engel, Powell & Spivey PC. Pension Plan and Trust | - | 7 | $445,579 | - | - |