Civic Intelligence

Spence Martin Partners

Plan context: Spence Martin Partners 401 K Profit Sharing Plan Trust

EIN 20-4799282 • Flemington, NJ • 13 filings • 3 plans

146 Route 31NSuite 203Flemington, NJ 08822
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,850,697

2024 Contributions

$118,319

Historical Graphs

Total Assets Over Time

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

$1,850,697$925,349$0201120172024YearValue
$1,850,697Latest year 2024

Participants Over Time

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

740201120172024YearValue
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$1,850,697$118,319$39,440iApproximate average salary by contribution assumption: employee only about $985,992 at 4% or $657,328 at 6%; with 50% employer match about $657,328 at 4% or $438,219 at 6%; with 100% employer match about $492,996 at 4% or $328,664 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$1,850,697$118,319$39,440iApproximate average salary by contribution assumption: employee only about $985,992 at 4% or $657,328 at 6%; with 50% employer match about $657,328 at 4% or $438,219 at 6%; with 100% employer match about $492,996 at 4% or $328,664 at 6%.
202312$1,470,582$114,448$57,224iApproximate average salary by contribution assumption: employee only about $1,430,600 at 4% or $953,733 at 6%; with 50% employer match about $953,733 at 4% or $635,822 at 6%; with 100% employer match about $715,300 at 4% or $476,867 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-2$1,470,582$114,448$57,224iApproximate average salary by contribution assumption: employee only about $1,430,600 at 4% or $953,733 at 6%; with 50% employer match about $953,733 at 4% or $635,822 at 6%; with 100% employer match about $715,300 at 4% or $476,867 at 6%.
202213$1,104,844$133,840$44,613iApproximate average salary by contribution assumption: employee only about $1,115,333 at 4% or $743,556 at 6%; with 50% employer match about $743,556 at 4% or $495,704 at 6%; with 100% employer match about $557,667 at 4% or $371,778 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$1,104,844$133,840$44,613iApproximate average salary by contribution assumption: employee only about $1,115,333 at 4% or $743,556 at 6%; with 50% employer match about $743,556 at 4% or $495,704 at 6%; with 100% employer match about $557,667 at 4% or $371,778 at 6%.
202116$1,259,922$102,428$17,071iApproximate average salary by contribution assumption: employee only about $426,783 at 4% or $284,522 at 6%; with 50% employer match about $284,522 at 4% or $189,681 at 6%; with 100% employer match about $213,392 at 4% or $142,261 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-6$1,259,922$102,428$17,071iApproximate average salary by contribution assumption: employee only about $426,783 at 4% or $284,522 at 6%; with 50% employer match about $284,522 at 4% or $189,681 at 6%; with 100% employer match about $213,392 at 4% or $142,261 at 6%.
202017$975,016$88,602$12,657iApproximate average salary by contribution assumption: employee only about $316,436 at 4% or $210,957 at 6%; with 50% employer match about $210,957 at 4% or $140,638 at 6%; with 100% employer match about $158,218 at 4% or $105,479 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-7$975,016$88,602$12,657iApproximate average salary by contribution assumption: employee only about $316,436 at 4% or $210,957 at 6%; with 50% employer match about $210,957 at 4% or $140,638 at 6%; with 100% employer match about $158,218 at 4% or $105,479 at 6%.
201817$669,669$135,451$19,350iApproximate average salary by contribution assumption: employee only about $483,754 at 4% or $322,502 at 6%; with 50% employer match about $322,502 at 4% or $215,002 at 6%; with 100% employer match about $241,877 at 4% or $161,251 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-7$669,669$135,451$19,350iApproximate average salary by contribution assumption: employee only about $483,754 at 4% or $322,502 at 6%; with 50% employer match about $322,502 at 4% or $215,002 at 6%; with 100% employer match about $241,877 at 4% or $161,251 at 6%.
201714$579,276$80,520$20,130iApproximate average salary by contribution assumption: employee only about $503,250 at 4% or $335,500 at 6%; with 50% employer match about $335,500 at 4% or $223,667 at 6%; with 100% employer match about $251,625 at 4% or $167,750 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-4$579,276$80,520$20,130iApproximate average salary by contribution assumption: employee only about $503,250 at 4% or $335,500 at 6%; with 50% employer match about $335,500 at 4% or $223,667 at 6%; with 100% employer match about $251,625 at 4% or $167,750 at 6%.
201613$419,497$58,487$19,496iApproximate average salary by contribution assumption: employee only about $487,392 at 4% or $324,928 at 6%; with 50% employer match about $324,928 at 4% or $216,619 at 6%; with 100% employer match about $243,696 at 4% or $162,464 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$419,497$58,487$19,496iApproximate average salary by contribution assumption: employee only about $487,392 at 4% or $324,928 at 6%; with 50% employer match about $324,928 at 4% or $216,619 at 6%; with 100% employer match about $243,696 at 4% or $162,464 at 6%.
201513$334,367$66,720$22,240iApproximate average salary by contribution assumption: employee only about $556,000 at 4% or $370,667 at 6%; with 50% employer match about $370,667 at 4% or $247,111 at 6%; with 100% employer match about $278,000 at 4% or $185,333 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$334,367$66,720$22,240iApproximate average salary by contribution assumption: employee only about $556,000 at 4% or $370,667 at 6%; with 50% employer match about $370,667 at 4% or $247,111 at 6%; with 100% employer match about $278,000 at 4% or $185,333 at 6%.
201414$272,085$52,784$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-4$272,085$52,784$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
201313$203,042$73,257$24,419iApproximate average salary by contribution assumption: employee only about $610,475 at 4% or $406,983 at 6%; with 50% employer match about $406,983 at 4% or $271,322 at 6%; with 100% employer match about $305,238 at 4% or $203,492 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$203,042$73,257$24,419iApproximate average salary by contribution assumption: employee only about $610,475 at 4% or $406,983 at 6%; with 50% employer match about $406,983 at 4% or $271,322 at 6%; with 100% employer match about $305,238 at 4% or $203,492 at 6%.
201213$96,842$66,620$22,207iApproximate average salary by contribution assumption: employee only about $555,167 at 4% or $370,111 at 6%; with 50% employer match about $370,111 at 4% or $246,741 at 6%; with 100% employer match about $277,583 at 4% or $185,056 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$96,842$66,620$22,207iApproximate average salary by contribution assumption: employee only about $555,167 at 4% or $370,111 at 6%; with 50% employer match about $370,111 at 4% or $246,741 at 6%; with 100% employer match about $277,583 at 4% or $185,056 at 6%.
201113$23,795$23,541$7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%.
Spence Martin Partners 401 K Profit Sharing Plan Trust-3$23,795$23,541$7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%.