Civic Intelligence

THE DIANA DAVIS SPENCER FOUNDATION

Plan context: THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN

EIN 20-3672969 • Bethesda, MD • 17 filings • 3 plans

3 Bethesda Metro Center, Ste. 118Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,018,500

2024 Contributions

$527,642

Historical Graphs

Total Assets Over Time

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

$6,018,500$3,009,250$0200820162024YearValue
$6,018,500Latest year 2024

Participants Over Time

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

1470200820162024YearValue
13Latest 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
2024113$6,018,500$527,642$40,588iApproximate average salary by contribution assumption: employee only about $1,014,696 at 4% or $676,464 at 6%; with 50% employer match about $676,464 at 4% or $450,976 at 6%; with 100% employer match about $507,348 at 4% or $338,232 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-13$6,018,500$527,642$40,588iApproximate average salary by contribution assumption: employee only about $1,014,696 at 4% or $676,464 at 6%; with 50% employer match about $676,464 at 4% or $450,976 at 6%; with 100% employer match about $507,348 at 4% or $338,232 at 6%.
2023114$4,855,489$533,705$38,122iApproximate average salary by contribution assumption: employee only about $953,045 at 4% or $635,363 at 6%; with 50% employer match about $635,363 at 4% or $423,575 at 6%; with 100% employer match about $476,522 at 4% or $317,682 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-14$4,855,489$533,705$38,122iApproximate average salary by contribution assumption: employee only about $953,045 at 4% or $635,363 at 6%; with 50% employer match about $635,363 at 4% or $423,575 at 6%; with 100% employer match about $476,522 at 4% or $317,682 at 6%.
2022112$3,720,450$387,122$32,260iApproximate average salary by contribution assumption: employee only about $806,504 at 4% or $537,669 at 6%; with 50% employer match about $537,669 at 4% or $358,446 at 6%; with 100% employer match about $403,252 at 4% or $268,835 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-12$3,720,450$387,122$32,260iApproximate average salary by contribution assumption: employee only about $806,504 at 4% or $537,669 at 6%; with 50% employer match about $537,669 at 4% or $358,446 at 6%; with 100% employer match about $403,252 at 4% or $268,835 at 6%.
2021111$3,828,038$307,578$27,962iApproximate average salary by contribution assumption: employee only about $699,041 at 4% or $466,027 at 6%; with 50% employer match about $466,027 at 4% or $310,685 at 6%; with 100% employer match about $349,520 at 4% or $233,014 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-11$3,828,038$307,578$27,962iApproximate average salary by contribution assumption: employee only about $699,041 at 4% or $466,027 at 6%; with 50% employer match about $466,027 at 4% or $310,685 at 6%; with 100% employer match about $349,520 at 4% or $233,014 at 6%.
2020112$3,270,722$301,376$25,115iApproximate average salary by contribution assumption: employee only about $627,867 at 4% or $418,578 at 6%; with 50% employer match about $418,578 at 4% or $279,052 at 6%; with 100% employer match about $313,933 at 4% or $209,289 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-12$3,270,722$301,376$25,115iApproximate average salary by contribution assumption: employee only about $627,867 at 4% or $418,578 at 6%; with 50% employer match about $418,578 at 4% or $279,052 at 6%; with 100% employer match about $313,933 at 4% or $209,289 at 6%.
2019112$2,580,371$296,555$24,713iApproximate average salary by contribution assumption: employee only about $617,823 at 4% or $411,882 at 6%; with 50% employer match about $411,882 at 4% or $274,588 at 6%; with 100% employer match about $308,911 at 4% or $205,941 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-12$2,580,371$296,555$24,713iApproximate average salary by contribution assumption: employee only about $617,823 at 4% or $411,882 at 6%; with 50% employer match about $411,882 at 4% or $274,588 at 6%; with 100% employer match about $308,911 at 4% or $205,941 at 6%.
2018111$1,808,392$255,394$23,218iApproximate average salary by contribution assumption: employee only about $580,441 at 4% or $386,961 at 6%; with 50% employer match about $386,961 at 4% or $257,974 at 6%; with 100% employer match about $290,220 at 4% or $193,480 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-11$1,808,392$255,394$23,218iApproximate average salary by contribution assumption: employee only about $580,441 at 4% or $386,961 at 6%; with 50% employer match about $386,961 at 4% or $257,974 at 6%; with 100% employer match about $290,220 at 4% or $193,480 at 6%.
2017110$1,741,738$197,203$19,720iApproximate average salary by contribution assumption: employee only about $493,008 at 4% or $328,672 at 6%; with 50% employer match about $328,672 at 4% or $219,114 at 6%; with 100% employer match about $246,504 at 4% or $164,336 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-10$1,741,738$197,203$19,720iApproximate average salary by contribution assumption: employee only about $493,008 at 4% or $328,672 at 6%; with 50% employer match about $328,672 at 4% or $219,114 at 6%; with 100% employer match about $246,504 at 4% or $164,336 at 6%.
201616$1,279,689$146,430$24,405iApproximate average salary by contribution assumption: employee only about $610,125 at 4% or $406,750 at 6%; with 50% employer match about $406,750 at 4% or $271,167 at 6%; with 100% employer match about $305,063 at 4% or $203,375 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-6$1,279,689$146,430$24,405iApproximate average salary by contribution assumption: employee only about $610,125 at 4% or $406,750 at 6%; with 50% employer match about $406,750 at 4% or $271,167 at 6%; with 100% employer match about $305,063 at 4% or $203,375 at 6%.
201516$1,017,792$101,431$16,905iApproximate average salary by contribution assumption: employee only about $422,629 at 4% or $281,753 at 6%; with 50% employer match about $281,753 at 4% or $187,835 at 6%; with 100% employer match about $211,315 at 4% or $140,876 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-6$1,017,792$101,431$16,905iApproximate average salary by contribution assumption: employee only about $422,629 at 4% or $281,753 at 6%; with 50% employer match about $281,753 at 4% or $187,835 at 6%; with 100% employer match about $211,315 at 4% or $140,876 at 6%.
201414$944,130$46,233$11,558iApproximate average salary by contribution assumption: employee only about $288,956 at 4% or $192,638 at 6%; with 50% employer match about $192,638 at 4% or $128,425 at 6%; with 100% employer match about $144,478 at 4% or $96,319 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-4$944,130$46,233$11,558iApproximate average salary by contribution assumption: employee only about $288,956 at 4% or $192,638 at 6%; with 50% employer match about $192,638 at 4% or $128,425 at 6%; with 100% employer match about $144,478 at 4% or $96,319 at 6%.
201314$860,690$51,144$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-4$860,690$51,144$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
201214$621,871$51,115$12,779iApproximate average salary by contribution assumption: employee only about $319,469 at 4% or $212,979 at 6%; with 50% employer match about $212,979 at 4% or $141,986 at 6%; with 100% employer match about $159,734 at 4% or $106,490 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-4$621,871$51,115$12,779iApproximate average salary by contribution assumption: employee only about $319,469 at 4% or $212,979 at 6%; with 50% employer match about $212,979 at 4% or $141,986 at 6%; with 100% employer match about $159,734 at 4% or $106,490 at 6%.
201114$479,475$50,275$12,569iApproximate average salary by contribution assumption: employee only about $314,219 at 4% or $209,479 at 6%; with 50% employer match about $209,479 at 4% or $139,653 at 6%; with 100% employer match about $157,109 at 4% or $104,740 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-4$479,475$50,275$12,569iApproximate average salary by contribution assumption: employee only about $314,219 at 4% or $209,479 at 6%; with 50% employer match about $209,479 at 4% or $139,653 at 6%; with 100% employer match about $157,109 at 4% or $104,740 at 6%.
201014$465,383$49,593$12,398iApproximate average salary by contribution assumption: employee only about $309,956 at 4% or $206,638 at 6%; with 50% employer match about $206,638 at 4% or $137,758 at 6%; with 100% employer match about $154,978 at 4% or $103,319 at 6%.
THE DIANA DAVIS SPENCER FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-4$465,383$49,593$12,398iApproximate average salary by contribution assumption: employee only about $309,956 at 4% or $206,638 at 6%; with 50% employer match about $206,638 at 4% or $137,758 at 6%; with 100% employer match about $154,978 at 4% or $103,319 at 6%.
200913$341,258$42,869$14,290iApproximate average salary by contribution assumption: employee only about $357,242 at 4% or $238,161 at 6%; with 50% employer match about $238,161 at 4% or $158,774 at 6%; with 100% employer match about $178,621 at 4% or $119,081 at 6%.
KATHRYN W. DAVIS FOUNDATION 401(K) EMPLOYEE SAVINGS PLAN-3$341,258$42,869$14,290iApproximate average salary by contribution assumption: employee only about $357,242 at 4% or $238,161 at 6%; with 50% employer match about $238,161 at 4% or $158,774 at 6%; with 100% employer match about $178,621 at 4% or $119,081 at 6%.
200814$218,954$58,339$14,585iApproximate average salary by contribution assumption: employee only about $364,619 at 4% or $243,079 at 6%; with 50% employer match about $243,079 at 4% or $162,053 at 6%; with 100% employer match about $182,309 at 4% or $121,540 at 6%.
KATHRYN W. DAVIS FOUNDATION 401K EMPLOYEE SAVINGS PLAN-4$218,954$58,339$14,585iApproximate average salary by contribution assumption: employee only about $364,619 at 4% or $243,079 at 6%; with 50% employer match about $243,079 at 4% or $162,053 at 6%; with 100% employer match about $182,309 at 4% or $121,540 at 6%.