Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$661,458
2019 Contributions
$2,595
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $2,595 | - |
| Spence R Kass | - | 0 | $0 | $2,595 | - |
| 2018 | 1 | 4 | $661,458 | $24,636 | $6,159iApproximate average salary by contribution assumption: employee only about $153,975 at 4% or $102,650 at 6%; with 50% employer match about $102,650 at 4% or $68,433 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| Spence R Kass | - | 4 | $661,458 | $24,636 | $6,159iApproximate average salary by contribution assumption: employee only about $153,975 at 4% or $102,650 at 6%; with 50% employer match about $102,650 at 4% or $68,433 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| 2017 | 1 | 5 | $801,785 | $22,802 | $4,560iApproximate average salary by contribution assumption: employee only about $114,010 at 4% or $76,007 at 6%; with 50% employer match about $76,007 at 4% or $50,671 at 6%; with 100% employer match about $57,005 at 4% or $38,003 at 6%. |
| Spence R Kass | - | 5 | $801,785 | $22,802 | $4,560iApproximate average salary by contribution assumption: employee only about $114,010 at 4% or $76,007 at 6%; with 50% employer match about $76,007 at 4% or $50,671 at 6%; with 100% employer match about $57,005 at 4% or $38,003 at 6%. |
| 2016 | 1 | 5 | $774,397 | $42,231 | $8,446iApproximate average salary by contribution assumption: employee only about $211,155 at 4% or $140,770 at 6%; with 50% employer match about $140,770 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%. |
| Spence R Kass | - | 5 | $774,397 | $42,231 | $8,446iApproximate average salary by contribution assumption: employee only about $211,155 at 4% or $140,770 at 6%; with 50% employer match about $140,770 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%. |
| 2015 | 1 | 5 | $774,379 | $53,210 | $10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%. |
| Spence R Kass | - | 5 | $774,379 | $53,210 | $10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%. |
| 2014 | 1 | 5 | $737,461 | $53,129 | $10,626iApproximate average salary by contribution assumption: employee only about $265,645 at 4% or $177,097 at 6%; with 50% employer match about $177,097 at 4% or $118,064 at 6%; with 100% employer match about $132,823 at 4% or $88,548 at 6%. |
| Spence R Kass | - | 5 | $737,461 | $53,129 | $10,626iApproximate average salary by contribution assumption: employee only about $265,645 at 4% or $177,097 at 6%; with 50% employer match about $177,097 at 4% or $118,064 at 6%; with 100% employer match about $132,823 at 4% or $88,548 at 6%. |
| 2013 | 1 | 5 | $655,195 | $53,004 | $10,601iApproximate average salary by contribution assumption: employee only about $265,020 at 4% or $176,680 at 6%; with 50% employer match about $176,680 at 4% or $117,787 at 6%; with 100% employer match about $132,510 at 4% or $88,340 at 6%. |
| Spence R Kass | - | 5 | $655,195 | $53,004 | $10,601iApproximate average salary by contribution assumption: employee only about $265,020 at 4% or $176,680 at 6%; with 50% employer match about $176,680 at 4% or $117,787 at 6%; with 100% employer match about $132,510 at 4% or $88,340 at 6%. |
| 2012 | 1 | 5 | $487,073 | $48,195 | $9,639iApproximate average salary by contribution assumption: employee only about $240,975 at 4% or $160,650 at 6%; with 50% employer match about $160,650 at 4% or $107,100 at 6%; with 100% employer match about $120,488 at 4% or $80,325 at 6%. |
| Spence R Kass | - | 5 | $487,073 | $48,195 | $9,639iApproximate average salary by contribution assumption: employee only about $240,975 at 4% or $160,650 at 6%; with 50% employer match about $160,650 at 4% or $107,100 at 6%; with 100% employer match about $120,488 at 4% or $80,325 at 6%. |
| 2011 | 1 | 5 | $390,914 | $48,005 | $9,601iApproximate average salary by contribution assumption: employee only about $240,025 at 4% or $160,017 at 6%; with 50% employer match about $160,017 at 4% or $106,678 at 6%; with 100% employer match about $120,013 at 4% or $80,008 at 6%. |
| Spence R Kass | - | 5 | $390,914 | $48,005 | $9,601iApproximate average salary by contribution assumption: employee only about $240,025 at 4% or $160,017 at 6%; with 50% employer match about $160,017 at 4% or $106,678 at 6%; with 100% employer match about $120,013 at 4% or $80,008 at 6%. |
| 2010 | 1 | 5 | $352,422 | $57,069 | $11,414iApproximate average salary by contribution assumption: employee only about $285,345 at 4% or $190,230 at 6%; with 50% employer match about $190,230 at 4% or $126,820 at 6%; with 100% employer match about $142,673 at 4% or $95,115 at 6%. |
| Spence R Kass | - | 5 | $352,422 | $57,069 | $11,414iApproximate average salary by contribution assumption: employee only about $285,345 at 4% or $190,230 at 6%; with 50% employer match about $190,230 at 4% or $126,820 at 6%; with 100% employer match about $142,673 at 4% or $95,115 at 6%. |
| 2009 | 1 | 6 | $275,179 | $46,599 | $7,767iApproximate average salary by contribution assumption: employee only about $194,163 at 4% or $129,442 at 6%; with 50% employer match about $129,442 at 4% or $86,294 at 6%; with 100% employer match about $97,081 at 4% or $64,721 at 6%. |
| Spence R Kass | - | 6 | $275,179 | $46,599 | $7,767iApproximate average salary by contribution assumption: employee only about $194,163 at 4% or $129,442 at 6%; with 50% employer match about $129,442 at 4% or $86,294 at 6%; with 100% employer match about $97,081 at 4% or $64,721 at 6%. |
| 2008 | 1 | 5 | $183,156 | $48,376 | $9,675iApproximate average salary by contribution assumption: employee only about $241,880 at 4% or $161,253 at 6%; with 50% employer match about $161,253 at 4% or $107,502 at 6%; with 100% employer match about $120,940 at 4% or $80,627 at 6%. |
| Spence R Kass | - | 5 | $183,156 | $48,376 | $9,675iApproximate average salary by contribution assumption: employee only about $241,880 at 4% or $161,253 at 6%; with 50% employer match about $161,253 at 4% or $107,502 at 6%; with 100% employer match about $120,940 at 4% or $80,627 at 6%. |
| 2007 | 1 | 6 | $227,823 | $53,597 | $8,933iApproximate average salary by contribution assumption: employee only about $223,321 at 4% or $148,881 at 6%; with 50% employer match about $148,881 at 4% or $99,254 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%. |
| Spence R Kass | - | 6 | $227,823 | $53,597 | $8,933iApproximate average salary by contribution assumption: employee only about $223,321 at 4% or $148,881 at 6%; with 50% employer match about $148,881 at 4% or $99,254 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%. |
| 2006 | 1 | 7 | $173,189 | $52,909 | $7,558iApproximate average salary by contribution assumption: employee only about $188,961 at 4% or $125,974 at 6%; with 50% employer match about $125,974 at 4% or $83,983 at 6%; with 100% employer match about $94,480 at 4% or $62,987 at 6%. |
| Spence R Kass | - | 7 | $173,189 | $52,909 | $7,558iApproximate average salary by contribution assumption: employee only about $188,961 at 4% or $125,974 at 6%; with 50% employer match about $125,974 at 4% or $83,983 at 6%; with 100% employer match about $94,480 at 4% or $62,987 at 6%. |
| 2005 | 1 | 6 | $108,045 | $45,372 | $7,562iApproximate average salary by contribution assumption: employee only about $189,050 at 4% or $126,033 at 6%; with 50% employer match about $126,033 at 4% or $84,022 at 6%; with 100% employer match about $94,525 at 4% or $63,017 at 6%. |
| Spence R Kass | - | 6 | $108,045 | $45,372 | $7,562iApproximate average salary by contribution assumption: employee only about $189,050 at 4% or $126,033 at 6%; with 50% employer match about $126,033 at 4% or $84,022 at 6%; with 100% employer match about $94,525 at 4% or $63,017 at 6%. |
| 2004 | 1 | 8 | $55,265 | $46,756 | $5,845iApproximate average salary by contribution assumption: employee only about $146,113 at 4% or $97,408 at 6%; with 50% employer match about $97,408 at 4% or $64,939 at 6%; with 100% employer match about $73,056 at 4% or $48,704 at 6%. |
| Spence R Kass | - | 8 | $55,265 | $46,756 | $5,845iApproximate average salary by contribution assumption: employee only about $146,113 at 4% or $97,408 at 6%; with 50% employer match about $97,408 at 4% or $64,939 at 6%; with 100% employer match about $73,056 at 4% or $48,704 at 6%. |
| 2003 | 1 | 4 | $4,071 | $3,954 | $989iApproximate average salary by contribution assumption: employee only about $24,713 at 4% or $16,475 at 6%; with 50% employer match about $16,475 at 4% or $10,983 at 6%; with 100% employer match about $12,356 at 4% or $8,238 at 6%. |
| Spence R Kass | - | 4 | $4,071 | $3,954 | $989iApproximate average salary by contribution assumption: employee only about $24,713 at 4% or $16,475 at 6%; with 50% employer match about $16,475 at 4% or $10,983 at 6%; with 100% employer match about $12,356 at 4% or $8,238 at 6%. |