Civic Intelligence

Spencerhill Associates Inc.

Plan context: Spencerhill Associates Inc Retirement Plan

EIN 14-1836759 • Bradenton, FL • 20 filings • 3 plans

1767 Lakewood Ranch Blvd. #268Bradenton, FL 34211
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,219,939

2024 Contributions

$33,082

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,219,939$609,970$0200320152024YearValue
$1,219,939Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200320152024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,219,939$33,082$11,027iApproximate average salary by contribution assumption: employee only about $275,683 at 4% or $183,789 at 6%; with 50% employer match about $183,789 at 4% or $122,526 at 6%; with 100% employer match about $137,842 at 4% or $91,894 at 6%.
Spencerhill Associates Inc Retirement Plan-3$1,219,939$33,082$11,027iApproximate average salary by contribution assumption: employee only about $275,683 at 4% or $183,789 at 6%; with 50% employer match about $183,789 at 4% or $122,526 at 6%; with 100% employer match about $137,842 at 4% or $91,894 at 6%.
202313$1,047,356$13,059$4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%.
Spencerhill Associates Inc Retirement Plan-3$1,047,356$13,059$4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%.
202213$829,182$40,356$13,452iApproximate average salary by contribution assumption: employee only about $336,300 at 4% or $224,200 at 6%; with 50% employer match about $224,200 at 4% or $149,467 at 6%; with 100% employer match about $168,150 at 4% or $112,100 at 6%.
Spencerhill Associates Inc Retirement Plan-3$829,182$40,356$13,452iApproximate average salary by contribution assumption: employee only about $336,300 at 4% or $224,200 at 6%; with 50% employer match about $224,200 at 4% or $149,467 at 6%; with 100% employer match about $168,150 at 4% or $112,100 at 6%.
202113$1,047,939$74,257$24,752iApproximate average salary by contribution assumption: employee only about $618,808 at 4% or $412,539 at 6%; with 50% employer match about $412,539 at 4% or $275,026 at 6%; with 100% employer match about $309,404 at 4% or $206,269 at 6%.
Spencerhill Associates Inc Retirement Plan-3$1,047,939$74,257$24,752iApproximate average salary by contribution assumption: employee only about $618,808 at 4% or $412,539 at 6%; with 50% employer match about $412,539 at 4% or $275,026 at 6%; with 100% employer match about $309,404 at 4% or $206,269 at 6%.
202013$857,978$80,806$26,935iApproximate average salary by contribution assumption: employee only about $673,383 at 4% or $448,922 at 6%; with 50% employer match about $448,922 at 4% or $299,281 at 6%; with 100% employer match about $336,692 at 4% or $224,461 at 6%.
Spencerhill Associates Inc Retirement Plan-3$857,978$80,806$26,935iApproximate average salary by contribution assumption: employee only about $673,383 at 4% or $448,922 at 6%; with 50% employer match about $448,922 at 4% or $299,281 at 6%; with 100% employer match about $336,692 at 4% or $224,461 at 6%.
201913$623,121$72,133$24,044iApproximate average salary by contribution assumption: employee only about $601,108 at 4% or $400,739 at 6%; with 50% employer match about $400,739 at 4% or $267,159 at 6%; with 100% employer match about $300,554 at 4% or $200,369 at 6%.
Spencerhill Associates Inc Retirement Plan-3$623,121$72,133$24,044iApproximate average salary by contribution assumption: employee only about $601,108 at 4% or $400,739 at 6%; with 50% employer match about $400,739 at 4% or $267,159 at 6%; with 100% employer match about $300,554 at 4% or $200,369 at 6%.
201813$444,264$72,269$24,090iApproximate average salary by contribution assumption: employee only about $602,242 at 4% or $401,494 at 6%; with 50% employer match about $401,494 at 4% or $267,663 at 6%; with 100% employer match about $301,121 at 4% or $200,747 at 6%.
Spencerhill Associates Inc Retirement Plan-3$444,264$72,269$24,090iApproximate average salary by contribution assumption: employee only about $602,242 at 4% or $401,494 at 6%; with 50% employer match about $401,494 at 4% or $267,663 at 6%; with 100% employer match about $301,121 at 4% or $200,747 at 6%.
201713$401,485$75,556$25,185iApproximate average salary by contribution assumption: employee only about $629,633 at 4% or $419,756 at 6%; with 50% employer match about $419,756 at 4% or $279,837 at 6%; with 100% employer match about $314,817 at 4% or $209,878 at 6%.
Spencerhill Associates Inc Retirement Plan-3$401,485$75,556$25,185iApproximate average salary by contribution assumption: employee only about $629,633 at 4% or $419,756 at 6%; with 50% employer match about $419,756 at 4% or $279,837 at 6%; with 100% employer match about $314,817 at 4% or $209,878 at 6%.
201612$309,695$69,152$34,576iApproximate average salary by contribution assumption: employee only about $864,400 at 4% or $576,267 at 6%; with 50% employer match about $576,267 at 4% or $384,178 at 6%; with 100% employer match about $432,200 at 4% or $288,133 at 6%.
Spencerhill Associates Inc Retirement Plan-2$309,695$69,152$34,576iApproximate average salary by contribution assumption: employee only about $864,400 at 4% or $576,267 at 6%; with 50% employer match about $576,267 at 4% or $384,178 at 6%; with 100% employer match about $432,200 at 4% or $288,133 at 6%.
201512$235,019$64,823$32,412iApproximate average salary by contribution assumption: employee only about $810,288 at 4% or $540,192 at 6%; with 50% employer match about $540,192 at 4% or $360,128 at 6%; with 100% employer match about $405,144 at 4% or $270,096 at 6%.
Spencerhill Associates Inc Retirement Plan-2$235,019$64,823$32,412iApproximate average salary by contribution assumption: employee only about $810,288 at 4% or $540,192 at 6%; with 50% employer match about $540,192 at 4% or $360,128 at 6%; with 100% employer match about $405,144 at 4% or $270,096 at 6%.
201411$174,612$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
Spencerhill Associates Inc Retirement Plan-1$174,612$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201311$113,346$58,889$58,889iApproximate average salary by contribution assumption: employee only about $1,472,225 at 4% or $981,483 at 6%; with 50% employer match about $981,483 at 4% or $654,322 at 6%; with 100% employer match about $736,113 at 4% or $490,742 at 6%.
Spencerhill Associates Inc Retirement Plan-1$113,346$58,889$58,889iApproximate average salary by contribution assumption: employee only about $1,472,225 at 4% or $981,483 at 6%; with 50% employer match about $981,483 at 4% or $654,322 at 6%; with 100% employer match about $736,113 at 4% or $490,742 at 6%.
201213$63,536$63,536$21,179iApproximate average salary by contribution assumption: employee only about $529,467 at 4% or $352,978 at 6%; with 50% employer match about $352,978 at 4% or $235,319 at 6%; with 100% employer match about $264,733 at 4% or $176,489 at 6%.
Spencerhill Associates Inc Retirement Plan-3$63,536$63,536$21,179iApproximate average salary by contribution assumption: employee only about $529,467 at 4% or $352,978 at 6%; with 50% employer match about $352,978 at 4% or $235,319 at 6%; with 100% employer match about $264,733 at 4% or $176,489 at 6%.
200911$18,568$57,185$57,185iApproximate average salary by contribution assumption: employee only about $1,429,625 at 4% or $953,083 at 6%; with 50% employer match about $953,083 at 4% or $635,389 at 6%; with 100% employer match about $714,813 at 4% or $476,542 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-1$18,568$57,185$57,185iApproximate average salary by contribution assumption: employee only about $1,429,625 at 4% or $953,083 at 6%; with 50% employer match about $953,083 at 4% or $635,389 at 6%; with 100% employer match about $714,813 at 4% or $476,542 at 6%.
200812$319,191$53,695$26,848iApproximate average salary by contribution assumption: employee only about $671,188 at 4% or $447,458 at 6%; with 50% employer match about $447,458 at 4% or $298,306 at 6%; with 100% employer match about $335,594 at 4% or $223,729 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-2$319,191$53,695$26,848iApproximate average salary by contribution assumption: employee only about $671,188 at 4% or $447,458 at 6%; with 50% employer match about $447,458 at 4% or $298,306 at 6%; with 100% employer match about $335,594 at 4% or $223,729 at 6%.
200711$0$0-
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-1---
200611$280,682$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-1$280,682$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$201,086$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-1$201,086$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$153,086$48,125$24,063iApproximate average salary by contribution assumption: employee only about $601,563 at 4% or $401,042 at 6%; with 50% employer match about $401,042 at 4% or $267,361 at 6%; with 100% employer match about $300,781 at 4% or $200,521 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-2$153,086$48,125$24,063iApproximate average salary by contribution assumption: employee only about $601,563 at 4% or $401,042 at 6%; with 50% employer match about $401,042 at 4% or $267,361 at 6%; with 100% employer match about $300,781 at 4% or $200,521 at 6%.
200312$90,076$45,987$22,994iApproximate average salary by contribution assumption: employee only about $574,838 at 4% or $383,225 at 6%; with 50% employer match about $383,225 at 4% or $255,483 at 6%; with 100% employer match about $287,419 at 4% or $191,613 at 6%.
SPENCERHILL ASSOCIATES, LTD PROFIT SHARING PLAN-2$90,076$45,987$22,994iApproximate average salary by contribution assumption: employee only about $574,838 at 4% or $383,225 at 6%; with 50% employer match about $383,225 at 4% or $255,483 at 6%; with 100% employer match about $287,419 at 4% or $191,613 at 6%.