S.P. Agency Inc.
Plan context: S.P. Agency Inc. 401(K) Profit Sharing Plan
EIN 31-0790252 • Cincinnati, OH • 31 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$8,946,890
2025 Contributions
$238,491
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $8,946,890 | $238,491 | $34,070iApproximate average salary by contribution assumption: employee only about $851,754 at 4% or $567,836 at 6%; with 50% employer match about $567,836 at 4% or $378,557 at 6%; with 100% employer match about $425,877 at 4% or $283,918 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $8,946,890 | $238,491 | $34,070iApproximate average salary by contribution assumption: employee only about $851,754 at 4% or $567,836 at 6%; with 50% employer match about $567,836 at 4% or $378,557 at 6%; with 100% employer match about $425,877 at 4% or $283,918 at 6%. |
| 2024 | 1 | 7 | $9,214,658 | $207,275 | $29,611iApproximate average salary by contribution assumption: employee only about $740,268 at 4% or $493,512 at 6%; with 50% employer match about $493,512 at 4% or $329,008 at 6%; with 100% employer match about $370,134 at 4% or $246,756 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $9,214,658 | $207,275 | $29,611iApproximate average salary by contribution assumption: employee only about $740,268 at 4% or $493,512 at 6%; with 50% employer match about $493,512 at 4% or $329,008 at 6%; with 100% employer match about $370,134 at 4% or $246,756 at 6%. |
| 2023 | 1 | 7 | $8,422,533 | $185,586 | $26,512iApproximate average salary by contribution assumption: employee only about $662,807 at 4% or $441,871 at 6%; with 50% employer match about $441,871 at 4% or $294,581 at 6%; with 100% employer match about $331,404 at 4% or $220,936 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $8,422,533 | $185,586 | $26,512iApproximate average salary by contribution assumption: employee only about $662,807 at 4% or $441,871 at 6%; with 50% employer match about $441,871 at 4% or $294,581 at 6%; with 100% employer match about $331,404 at 4% or $220,936 at 6%. |
| 2022 | 1 | 8 | $11,452,006 | $37,582 | $4,698iApproximate average salary by contribution assumption: employee only about $117,444 at 4% or $78,296 at 6%; with 50% employer match about $78,296 at 4% or $52,197 at 6%; with 100% employer match about $58,722 at 4% or $39,148 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $11,452,006 | $37,582 | $4,698iApproximate average salary by contribution assumption: employee only about $117,444 at 4% or $78,296 at 6%; with 50% employer match about $78,296 at 4% or $52,197 at 6%; with 100% employer match about $58,722 at 4% or $39,148 at 6%. |
| 2021 | 1 | 10 | $13,880,909 | $152,711 | $15,271iApproximate average salary by contribution assumption: employee only about $381,778 at 4% or $254,518 at 6%; with 50% employer match about $254,518 at 4% or $169,679 at 6%; with 100% employer match about $190,889 at 4% or $127,259 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $13,880,909 | $152,711 | $15,271iApproximate average salary by contribution assumption: employee only about $381,778 at 4% or $254,518 at 6%; with 50% employer match about $254,518 at 4% or $169,679 at 6%; with 100% employer match about $190,889 at 4% or $127,259 at 6%. |
| 2020 | 1 | 10 | $12,147,402 | $312,542 | $31,254iApproximate average salary by contribution assumption: employee only about $781,355 at 4% or $520,903 at 6%; with 50% employer match about $520,903 at 4% or $347,269 at 6%; with 100% employer match about $390,678 at 4% or $260,452 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $12,147,402 | $312,542 | $31,254iApproximate average salary by contribution assumption: employee only about $781,355 at 4% or $520,903 at 6%; with 50% employer match about $520,903 at 4% or $347,269 at 6%; with 100% employer match about $390,678 at 4% or $260,452 at 6%. |
| 2019 | 1 | 10 | $11,333,144 | $309,551 | $30,955iApproximate average salary by contribution assumption: employee only about $773,878 at 4% or $515,918 at 6%; with 50% employer match about $515,918 at 4% or $343,946 at 6%; with 100% employer match about $386,939 at 4% or $257,959 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $11,333,144 | $309,551 | $30,955iApproximate average salary by contribution assumption: employee only about $773,878 at 4% or $515,918 at 6%; with 50% employer match about $515,918 at 4% or $343,946 at 6%; with 100% employer match about $386,939 at 4% or $257,959 at 6%. |
| 2018 | 1 | 10 | $9,499,939 | $28,675 | $2,868iApproximate average salary by contribution assumption: employee only about $71,688 at 4% or $47,792 at 6%; with 50% employer match about $47,792 at 4% or $31,861 at 6%; with 100% employer match about $35,844 at 4% or $23,896 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $9,499,939 | $28,675 | $2,868iApproximate average salary by contribution assumption: employee only about $71,688 at 4% or $47,792 at 6%; with 50% employer match about $47,792 at 4% or $31,861 at 6%; with 100% employer match about $35,844 at 4% or $23,896 at 6%. |
| 2017 | 1 | 9 | $10,498,059 | $286,709 | $31,857iApproximate average salary by contribution assumption: employee only about $796,414 at 4% or $530,943 at 6%; with 50% employer match about $530,943 at 4% or $353,962 at 6%; with 100% employer match about $398,207 at 4% or $265,471 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $10,498,059 | $286,709 | $31,857iApproximate average salary by contribution assumption: employee only about $796,414 at 4% or $530,943 at 6%; with 50% employer match about $530,943 at 4% or $353,962 at 6%; with 100% employer match about $398,207 at 4% or $265,471 at 6%. |
| 2016 | 1 | 9 | $10,463,826 | $273,165 | $30,352iApproximate average salary by contribution assumption: employee only about $758,792 at 4% or $505,861 at 6%; with 50% employer match about $505,861 at 4% or $337,241 at 6%; with 100% employer match about $379,396 at 4% or $252,931 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $10,463,826 | $273,165 | $30,352iApproximate average salary by contribution assumption: employee only about $758,792 at 4% or $505,861 at 6%; with 50% employer match about $505,861 at 4% or $337,241 at 6%; with 100% employer match about $379,396 at 4% or $252,931 at 6%. |
| 2015 | 1 | 9 | $9,849,444 | $274,700 | $30,522iApproximate average salary by contribution assumption: employee only about $763,056 at 4% or $508,704 at 6%; with 50% employer match about $508,704 at 4% or $339,136 at 6%; with 100% employer match about $381,528 at 4% or $254,352 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $9,849,444 | $274,700 | $30,522iApproximate average salary by contribution assumption: employee only about $763,056 at 4% or $508,704 at 6%; with 50% employer match about $508,704 at 4% or $339,136 at 6%; with 100% employer match about $381,528 at 4% or $254,352 at 6%. |
| 2014 | 1 | 9 | $9,519,556 | $252,337 | $28,037iApproximate average salary by contribution assumption: employee only about $700,936 at 4% or $467,291 at 6%; with 50% employer match about $467,291 at 4% or $311,527 at 6%; with 100% employer match about $350,468 at 4% or $233,645 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $9,519,556 | $252,337 | $28,037iApproximate average salary by contribution assumption: employee only about $700,936 at 4% or $467,291 at 6%; with 50% employer match about $467,291 at 4% or $311,527 at 6%; with 100% employer match about $350,468 at 4% or $233,645 at 6%. |
| 2013 | 1 | 9 | $9,320,546 | $253,913 | $28,213iApproximate average salary by contribution assumption: employee only about $705,314 at 4% or $470,209 at 6%; with 50% employer match about $470,209 at 4% or $313,473 at 6%; with 100% employer match about $352,657 at 4% or $235,105 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $9,320,546 | $253,913 | $28,213iApproximate average salary by contribution assumption: employee only about $705,314 at 4% or $470,209 at 6%; with 50% employer match about $470,209 at 4% or $313,473 at 6%; with 100% employer match about $352,657 at 4% or $235,105 at 6%. |
| 2012 | 1 | 8 | $8,820,112 | $236,255 | $29,532iApproximate average salary by contribution assumption: employee only about $738,297 at 4% or $492,198 at 6%; with 50% employer match about $492,198 at 4% or $328,132 at 6%; with 100% employer match about $369,148 at 4% or $246,099 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $8,820,112 | $236,255 | $29,532iApproximate average salary by contribution assumption: employee only about $738,297 at 4% or $492,198 at 6%; with 50% employer match about $492,198 at 4% or $328,132 at 6%; with 100% employer match about $369,148 at 4% or $246,099 at 6%. |
| 2011 | 1 | 8 | $7,931,617 | $229,232 | $28,654iApproximate average salary by contribution assumption: employee only about $716,350 at 4% or $477,567 at 6%; with 50% employer match about $477,567 at 4% or $318,378 at 6%; with 100% employer match about $358,175 at 4% or $238,783 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $7,931,617 | $229,232 | $28,654iApproximate average salary by contribution assumption: employee only about $716,350 at 4% or $477,567 at 6%; with 50% employer match about $477,567 at 4% or $318,378 at 6%; with 100% employer match about $358,175 at 4% or $238,783 at 6%. |
| 2010 | 1 | 8 | $7,356,740 | $232,275 | $29,034iApproximate average salary by contribution assumption: employee only about $725,859 at 4% or $483,906 at 6%; with 50% employer match about $483,906 at 4% or $322,604 at 6%; with 100% employer match about $362,930 at 4% or $241,953 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $7,356,740 | $232,275 | $29,034iApproximate average salary by contribution assumption: employee only about $725,859 at 4% or $483,906 at 6%; with 50% employer match about $483,906 at 4% or $322,604 at 6%; with 100% employer match about $362,930 at 4% or $241,953 at 6%. |
| 2009 | 1 | 9 | $7,173,136 | $242,224 | $26,914iApproximate average salary by contribution assumption: employee only about $672,844 at 4% or $448,563 at 6%; with 50% employer match about $448,563 at 4% or $299,042 at 6%; with 100% employer match about $336,422 at 4% or $224,281 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $7,173,136 | $242,224 | $26,914iApproximate average salary by contribution assumption: employee only about $672,844 at 4% or $448,563 at 6%; with 50% employer match about $448,563 at 4% or $299,042 at 6%; with 100% employer match about $336,422 at 4% or $224,281 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $6,986,181 | $254,869 | $28,319iApproximate average salary by contribution assumption: employee only about $707,969 at 4% or $471,980 at 6%; with 50% employer match about $471,980 at 4% or $314,653 at 6%; with 100% employer match about $353,985 at 4% or $235,990 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $6,986,181 | $254,869 | $28,319iApproximate average salary by contribution assumption: employee only about $707,969 at 4% or $471,980 at 6%; with 50% employer match about $471,980 at 4% or $314,653 at 6%; with 100% employer match about $353,985 at 4% or $235,990 at 6%. |
| 2005 | 1 | 9 | $6,310,464 | $247,680 | $27,520iApproximate average salary by contribution assumption: employee only about $688,000 at 4% or $458,667 at 6%; with 50% employer match about $458,667 at 4% or $305,778 at 6%; with 100% employer match about $344,000 at 4% or $229,333 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $6,310,464 | $247,680 | $27,520iApproximate average salary by contribution assumption: employee only about $688,000 at 4% or $458,667 at 6%; with 50% employer match about $458,667 at 4% or $305,778 at 6%; with 100% employer match about $344,000 at 4% or $229,333 at 6%. |
| 2004 | 1 | 8 | $5,662,290 | $224,558 | $28,070iApproximate average salary by contribution assumption: employee only about $701,744 at 4% or $467,829 at 6%; with 50% employer match about $467,829 at 4% or $311,886 at 6%; with 100% employer match about $350,872 at 4% or $233,915 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $5,662,290 | $224,558 | $28,070iApproximate average salary by contribution assumption: employee only about $701,744 at 4% or $467,829 at 6%; with 50% employer match about $467,829 at 4% or $311,886 at 6%; with 100% employer match about $350,872 at 4% or $233,915 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2002 | 2 | 9 | $0 | $0 | - |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| S.P. Agency Inc. Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| S.P. Agency Inc. Pension Plan | - | 9 | - | - | - |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 2 | 9 | $1,757,482 | $90,046 | $10,005iApproximate average salary by contribution assumption: employee only about $250,128 at 4% or $166,752 at 6%; with 50% employer match about $166,752 at 4% or $111,168 at 6%; with 100% employer match about $125,064 at 4% or $83,376 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $1,757,482 | $90,046 | $10,005iApproximate average salary by contribution assumption: employee only about $250,128 at 4% or $166,752 at 6%; with 50% employer match about $166,752 at 4% or $111,168 at 6%; with 100% employer match about $125,064 at 4% or $83,376 at 6%. |
| S.P. Agency Inc. Pension Plan | - | 9 | - | - | - |
| 1999 | 2 | 9 | $4,243,012 | $162,086 | $18,010iApproximate average salary by contribution assumption: employee only about $450,239 at 4% or $300,159 at 6%; with 50% employer match about $300,159 at 4% or $200,106 at 6%; with 100% employer match about $225,119 at 4% or $150,080 at 6%. |
| S.P. Agency Inc. Pension Plan | - | 9 | $2,480,224 | $66,837 | $7,426iApproximate average salary by contribution assumption: employee only about $185,658 at 4% or $123,772 at 6%; with 50% employer match about $123,772 at 4% or $82,515 at 6%; with 100% employer match about $92,829 at 4% or $61,886 at 6%. |
| S.P. Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $1,762,788 | $95,249 | $10,583iApproximate average salary by contribution assumption: employee only about $264,581 at 4% or $176,387 at 6%; with 50% employer match about $176,387 at 4% or $117,591 at 6%; with 100% employer match about $132,290 at 4% or $88,194 at 6%. |