Civic Intelligence

Spensa Management LLC

Plan context: Spensa Retirement Plan

EIN 27-0061338 • Victoria, MN • 20 filings • 2 plans

PO Box 440Victoria, MN 55386
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$2,571,722

2022 Contributions

$65,790

Historical Graphs

Total Assets Over Time

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

$3,451,699$1,725,850$0200320132021YearValue
$2,571,722Latest year 2021

Participants Over Time

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

59300200320122021YearValue
13Latest year 2021

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
202210$0$65,790-
Spensa Retirement Plan-0$0$65,790-
2021113$2,571,722$143,030$11,002iApproximate average salary by contribution assumption: employee only about $275,058 at 4% or $183,372 at 6%; with 50% employer match about $183,372 at 4% or $122,248 at 6%; with 100% employer match about $137,529 at 4% or $91,686 at 6%.
Spensa Retirement Plan-13$2,571,722$143,030$11,002iApproximate average salary by contribution assumption: employee only about $275,058 at 4% or $183,372 at 6%; with 50% employer match about $183,372 at 4% or $122,248 at 6%; with 100% employer match about $137,529 at 4% or $91,686 at 6%.
202019$2,244,537$91,307$10,145iApproximate average salary by contribution assumption: employee only about $253,631 at 4% or $169,087 at 6%; with 50% employer match about $169,087 at 4% or $112,725 at 6%; with 100% employer match about $126,815 at 4% or $84,544 at 6%.
Spensa Retirement Plan-9$2,244,537$91,307$10,145iApproximate average salary by contribution assumption: employee only about $253,631 at 4% or $169,087 at 6%; with 50% employer match about $169,087 at 4% or $112,725 at 6%; with 100% employer match about $126,815 at 4% or $84,544 at 6%.
201914$3,148,495$87,900$21,975iApproximate average salary by contribution assumption: employee only about $549,375 at 4% or $366,250 at 6%; with 50% employer match about $366,250 at 4% or $244,167 at 6%; with 100% employer match about $274,688 at 4% or $183,125 at 6%.
Spensa Retirement Plan-4$3,148,495$87,900$21,975iApproximate average salary by contribution assumption: employee only about $549,375 at 4% or $366,250 at 6%; with 50% employer match about $366,250 at 4% or $244,167 at 6%; with 100% employer match about $274,688 at 4% or $183,125 at 6%.
201813$2,809,424$112,394$37,465iApproximate average salary by contribution assumption: employee only about $936,617 at 4% or $624,411 at 6%; with 50% employer match about $624,411 at 4% or $416,274 at 6%; with 100% employer match about $468,308 at 4% or $312,206 at 6%.
Spensa Retirement Plan-3$2,809,424$112,394$37,465iApproximate average salary by contribution assumption: employee only about $936,617 at 4% or $624,411 at 6%; with 50% employer match about $624,411 at 4% or $416,274 at 6%; with 100% employer match about $468,308 at 4% or $312,206 at 6%.
201714$3,451,699$334,736$83,684iApproximate average salary by contribution assumption: employee only about $2,092,100 at 4% or $1,394,733 at 6%; with 50% employer match about $1,394,733 at 4% or $929,822 at 6%; with 100% employer match about $1,046,050 at 4% or $697,367 at 6%.
Spensa Retirement Plan-4$3,451,699$334,736$83,684iApproximate average salary by contribution assumption: employee only about $2,092,100 at 4% or $1,394,733 at 6%; with 50% employer match about $1,394,733 at 4% or $929,822 at 6%; with 100% employer match about $1,046,050 at 4% or $697,367 at 6%.
2016156$3,451,089$318,190$5,682iApproximate average salary by contribution assumption: employee only about $142,049 at 4% or $94,699 at 6%; with 50% employer match about $94,699 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%.
Spensa Retirement Plan-56$3,451,089$318,190$5,682iApproximate average salary by contribution assumption: employee only about $142,049 at 4% or $94,699 at 6%; with 50% employer match about $94,699 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%.
2015159$3,090,017$654,790$11,098iApproximate average salary by contribution assumption: employee only about $277,453 at 4% or $184,969 at 6%; with 50% employer match about $184,969 at 4% or $123,313 at 6%; with 100% employer match about $138,727 at 4% or $92,484 at 6%.
Spensa Retirement Plan-59$3,090,017$654,790$11,098iApproximate average salary by contribution assumption: employee only about $277,453 at 4% or $184,969 at 6%; with 50% employer match about $184,969 at 4% or $123,313 at 6%; with 100% employer match about $138,727 at 4% or $92,484 at 6%.
2014159$2,625,105$253,573$4,298iApproximate average salary by contribution assumption: employee only about $107,446 at 4% or $71,631 at 6%; with 50% employer match about $71,631 at 4% or $47,754 at 6%; with 100% employer match about $53,723 at 4% or $35,815 at 6%.
Spensa Retirement Plan-59$2,625,105$253,573$4,298iApproximate average salary by contribution assumption: employee only about $107,446 at 4% or $71,631 at 6%; with 50% employer match about $71,631 at 4% or $47,754 at 6%; with 100% employer match about $53,723 at 4% or $35,815 at 6%.
2013154$2,195,898$93,894$1,739iApproximate average salary by contribution assumption: employee only about $43,469 at 4% or $28,980 at 6%; with 50% employer match about $28,980 at 4% or $19,320 at 6%; with 100% employer match about $21,735 at 4% or $14,490 at 6%.
Spensa Retirement Plan-54$2,195,898$93,894$1,739iApproximate average salary by contribution assumption: employee only about $43,469 at 4% or $28,980 at 6%; with 50% employer match about $28,980 at 4% or $19,320 at 6%; with 100% employer match about $21,735 at 4% or $14,490 at 6%.
2012137$1,750,448$105,775$2,859iApproximate average salary by contribution assumption: employee only about $71,470 at 4% or $47,646 at 6%; with 50% employer match about $47,646 at 4% or $31,764 at 6%; with 100% employer match about $35,735 at 4% or $23,823 at 6%.
Spensa Retirement Plan-37$1,750,448$105,775$2,859iApproximate average salary by contribution assumption: employee only about $71,470 at 4% or $47,646 at 6%; with 50% employer match about $47,646 at 4% or $31,764 at 6%; with 100% employer match about $35,735 at 4% or $23,823 at 6%.
2011135$1,530,835$101,465$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
Spensa Retirement Plan-35$1,530,835$101,465$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
2010147$1,487,045$156,109$3,321iApproximate average salary by contribution assumption: employee only about $83,037 at 4% or $55,358 at 6%; with 50% employer match about $55,358 at 4% or $36,905 at 6%; with 100% employer match about $41,518 at 4% or $27,679 at 6%.
Spensa Retirement Plan-47$1,487,045$156,109$3,321iApproximate average salary by contribution assumption: employee only about $83,037 at 4% or $55,358 at 6%; with 50% employer match about $55,358 at 4% or $36,905 at 6%; with 100% employer match about $41,518 at 4% or $27,679 at 6%.
2009151$1,231,770$239,531$4,697iApproximate average salary by contribution assumption: employee only about $117,417 at 4% or $78,278 at 6%; with 50% employer match about $78,278 at 4% or $52,185 at 6%; with 100% employer match about $58,709 at 4% or $39,139 at 6%.
Spensa Retirement Plan-51$1,231,770$239,531$4,697iApproximate average salary by contribution assumption: employee only about $117,417 at 4% or $78,278 at 6%; with 50% employer match about $78,278 at 4% or $52,185 at 6%; with 100% employer match about $58,709 at 4% or $39,139 at 6%.
2008149$712,185$269,280$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
Spensa Retirement Plan-49$712,185$269,280$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
2007157$0$0-
Spensa Retirement Plan-57---
2006158$715,409$204,542$3,527iApproximate average salary by contribution assumption: employee only about $88,165 at 4% or $58,776 at 6%; with 50% employer match about $58,776 at 4% or $39,184 at 6%; with 100% employer match about $44,082 at 4% or $29,388 at 6%.
Spensa Retirement Plan-58$715,409$204,542$3,527iApproximate average salary by contribution assumption: employee only about $88,165 at 4% or $58,776 at 6%; with 50% employer match about $58,776 at 4% or $39,184 at 6%; with 100% employer match about $44,082 at 4% or $29,388 at 6%.
2005142$509,336$163,452$3,892iApproximate average salary by contribution assumption: employee only about $97,293 at 4% or $64,862 at 6%; with 50% employer match about $64,862 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%.
Spensa Retirement Plan-42$509,336$163,452$3,892iApproximate average salary by contribution assumption: employee only about $97,293 at 4% or $64,862 at 6%; with 50% employer match about $64,862 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%.
2004137$300,620$229,578$6,205iApproximate average salary by contribution assumption: employee only about $155,120 at 4% or $103,414 at 6%; with 50% employer match about $103,414 at 4% or $68,942 at 6%; with 100% employer match about $77,560 at 4% or $51,707 at 6%.
Spensa Retirement Plan-37$300,620$229,578$6,205iApproximate average salary by contribution assumption: employee only about $155,120 at 4% or $103,414 at 6%; with 50% employer match about $103,414 at 4% or $68,942 at 6%; with 100% employer match about $77,560 at 4% or $51,707 at 6%.
2003137$63,936$61,426$1,660iApproximate average salary by contribution assumption: employee only about $41,504 at 4% or $27,669 at 6%; with 50% employer match about $27,669 at 4% or $18,446 at 6%; with 100% employer match about $20,752 at 4% or $13,835 at 6%.
Spensa Retirement Plan-37$63,936$61,426$1,660iApproximate average salary by contribution assumption: employee only about $41,504 at 4% or $27,669 at 6%; with 50% employer match about $27,669 at 4% or $18,446 at 6%; with 100% employer match about $20,752 at 4% or $13,835 at 6%.