Civic Intelligence

Spann & Associates LLC

Plan context: Spann & Associates LLC. 401(K) Retirement Plan

EIN 20-4260760 • Germantown, WI • 18 filings • 3 plans

W175 N11086 Stonewood Drive, Ste. BGermantown, WI 53022
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,839,644

2024 Contributions

$175,524

Historical Graphs

Total Assets Over Time

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

$1,839,644$919,822$0200720162024YearValue
$1,839,644Latest year 2024

Participants Over Time

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

23120200720162024YearValue
15Latest 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
2024115$1,839,644$175,524$11,702iApproximate average salary by contribution assumption: employee only about $292,540 at 4% or $195,027 at 6%; with 50% employer match about $195,027 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,513 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-15$1,839,644$175,524$11,702iApproximate average salary by contribution assumption: employee only about $292,540 at 4% or $195,027 at 6%; with 50% employer match about $195,027 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,513 at 6%.
2023115$1,521,388$159,949$10,663iApproximate average salary by contribution assumption: employee only about $266,582 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,861 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-15$1,521,388$159,949$10,663iApproximate average salary by contribution assumption: employee only about $266,582 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,861 at 6%.
2022113$1,177,219$138,900$10,685iApproximate average salary by contribution assumption: employee only about $267,115 at 4% or $178,077 at 6%; with 50% employer match about $178,077 at 4% or $118,718 at 6%; with 100% employer match about $133,558 at 4% or $89,038 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-13$1,177,219$138,900$10,685iApproximate average salary by contribution assumption: employee only about $267,115 at 4% or $178,077 at 6%; with 50% employer match about $178,077 at 4% or $118,718 at 6%; with 100% employer match about $133,558 at 4% or $89,038 at 6%.
2021110$1,269,416$117,709$11,771iApproximate average salary by contribution assumption: employee only about $294,273 at 4% or $196,182 at 6%; with 50% employer match about $196,182 at 4% or $130,788 at 6%; with 100% employer match about $147,136 at 4% or $98,091 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-10$1,269,416$117,709$11,771iApproximate average salary by contribution assumption: employee only about $294,273 at 4% or $196,182 at 6%; with 50% employer match about $196,182 at 4% or $130,788 at 6%; with 100% employer match about $147,136 at 4% or $98,091 at 6%.
2020110$1,005,834$111,993$11,199iApproximate average salary by contribution assumption: employee only about $279,983 at 4% or $186,655 at 6%; with 50% employer match about $186,655 at 4% or $124,437 at 6%; with 100% employer match about $139,991 at 4% or $93,328 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-10$1,005,834$111,993$11,199iApproximate average salary by contribution assumption: employee only about $279,983 at 4% or $186,655 at 6%; with 50% employer match about $186,655 at 4% or $124,437 at 6%; with 100% employer match about $139,991 at 4% or $93,328 at 6%.
2019112$847,603$126,497$10,541iApproximate average salary by contribution assumption: employee only about $263,535 at 4% or $175,690 at 6%; with 50% employer match about $175,690 at 4% or $117,127 at 6%; with 100% employer match about $131,768 at 4% or $87,845 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-12$847,603$126,497$10,541iApproximate average salary by contribution assumption: employee only about $263,535 at 4% or $175,690 at 6%; with 50% employer match about $175,690 at 4% or $117,127 at 6%; with 100% employer match about $131,768 at 4% or $87,845 at 6%.
2018111$707,424$95,910$8,719iApproximate average salary by contribution assumption: employee only about $217,977 at 4% or $145,318 at 6%; with 50% employer match about $145,318 at 4% or $96,879 at 6%; with 100% employer match about $108,989 at 4% or $72,659 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-11$707,424$95,910$8,719iApproximate average salary by contribution assumption: employee only about $217,977 at 4% or $145,318 at 6%; with 50% employer match about $145,318 at 4% or $96,879 at 6%; with 100% employer match about $108,989 at 4% or $72,659 at 6%.
2017110$678,318$67,995$6,800iApproximate average salary by contribution assumption: employee only about $169,988 at 4% or $113,325 at 6%; with 50% employer match about $113,325 at 4% or $75,550 at 6%; with 100% employer match about $84,994 at 4% or $56,663 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-10$678,318$67,995$6,800iApproximate average salary by contribution assumption: employee only about $169,988 at 4% or $113,325 at 6%; with 50% employer match about $113,325 at 4% or $75,550 at 6%; with 100% employer match about $84,994 at 4% or $56,663 at 6%.
2016112$684,786$100,577$8,381iApproximate average salary by contribution assumption: employee only about $209,535 at 4% or $139,690 at 6%; with 50% employer match about $139,690 at 4% or $93,127 at 6%; with 100% employer match about $104,768 at 4% or $69,845 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-12$684,786$100,577$8,381iApproximate average salary by contribution assumption: employee only about $209,535 at 4% or $139,690 at 6%; with 50% employer match about $139,690 at 4% or $93,127 at 6%; with 100% employer match about $104,768 at 4% or $69,845 at 6%.
2015114$809,249$130,343$9,310iApproximate average salary by contribution assumption: employee only about $232,755 at 4% or $155,170 at 6%; with 50% employer match about $155,170 at 4% or $103,447 at 6%; with 100% employer match about $116,378 at 4% or $77,585 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-14$809,249$130,343$9,310iApproximate average salary by contribution assumption: employee only about $232,755 at 4% or $155,170 at 6%; with 50% employer match about $155,170 at 4% or $103,447 at 6%; with 100% employer match about $116,378 at 4% or $77,585 at 6%.
2014118$796,614$99,246$5,514iApproximate average salary by contribution assumption: employee only about $137,842 at 4% or $91,894 at 6%; with 50% employer match about $91,894 at 4% or $61,263 at 6%; with 100% employer match about $68,921 at 4% or $45,947 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-18$796,614$99,246$5,514iApproximate average salary by contribution assumption: employee only about $137,842 at 4% or $91,894 at 6%; with 50% employer match about $91,894 at 4% or $61,263 at 6%; with 100% employer match about $68,921 at 4% or $45,947 at 6%.
2013118$814,627$151,738$8,430iApproximate average salary by contribution assumption: employee only about $210,747 at 4% or $140,498 at 6%; with 50% employer match about $140,498 at 4% or $93,665 at 6%; with 100% employer match about $105,374 at 4% or $70,249 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-18$814,627$151,738$8,430iApproximate average salary by contribution assumption: employee only about $210,747 at 4% or $140,498 at 6%; with 50% employer match about $140,498 at 4% or $93,665 at 6%; with 100% employer match about $105,374 at 4% or $70,249 at 6%.
2012123$600,119$155,663$6,768iApproximate average salary by contribution assumption: employee only about $169,199 at 4% or $112,799 at 6%; with 50% employer match about $112,799 at 4% or $75,200 at 6%; with 100% employer match about $84,599 at 4% or $56,400 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-23$600,119$155,663$6,768iApproximate average salary by contribution assumption: employee only about $169,199 at 4% or $112,799 at 6%; with 50% employer match about $112,799 at 4% or $75,200 at 6%; with 100% employer match about $84,599 at 4% or $56,400 at 6%.
2011122$386,002$186,486$8,477iApproximate average salary by contribution assumption: employee only about $211,916 at 4% or $141,277 at 6%; with 50% employer match about $141,277 at 4% or $94,185 at 6%; with 100% employer match about $105,958 at 4% or $70,639 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-22$386,002$186,486$8,477iApproximate average salary by contribution assumption: employee only about $211,916 at 4% or $141,277 at 6%; with 50% employer match about $141,277 at 4% or $94,185 at 6%; with 100% employer match about $105,958 at 4% or $70,639 at 6%.
2010115$237,645$93,025$6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,907 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-15$237,645$93,025$6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,907 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%.
2009110$121,160$67,564$6,756iApproximate average salary by contribution assumption: employee only about $168,910 at 4% or $112,607 at 6%; with 50% employer match about $112,607 at 4% or $75,071 at 6%; with 100% employer match about $84,455 at 4% or $56,303 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-10$121,160$67,564$6,756iApproximate average salary by contribution assumption: employee only about $168,910 at 4% or $112,607 at 6%; with 50% employer match about $112,607 at 4% or $75,071 at 6%; with 100% employer match about $84,455 at 4% or $56,303 at 6%.
200817$35,008$35,550$5,079iApproximate average salary by contribution assumption: employee only about $126,964 at 4% or $84,643 at 6%; with 50% employer match about $84,643 at 4% or $56,429 at 6%; with 100% employer match about $63,482 at 4% or $42,321 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-7$35,008$35,550$5,079iApproximate average salary by contribution assumption: employee only about $126,964 at 4% or $84,643 at 6%; with 50% employer match about $84,643 at 4% or $56,429 at 6%; with 100% employer match about $63,482 at 4% or $42,321 at 6%.
200715$10,151$10,238$2,048iApproximate average salary by contribution assumption: employee only about $51,190 at 4% or $34,127 at 6%; with 50% employer match about $34,127 at 4% or $22,751 at 6%; with 100% employer match about $25,595 at 4% or $17,063 at 6%.
Spann & Associates LLC. 401(K) Retirement Plan-5$10,151$10,238$2,048iApproximate average salary by contribution assumption: employee only about $51,190 at 4% or $34,127 at 6%; with 50% employer match about $34,127 at 4% or $22,751 at 6%; with 100% employer match about $25,595 at 4% or $17,063 at 6%.