Spencer-Patterson Agency Inc.
Plan context: Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust
EIN 34-4460969 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
21
2004 Assets
$4,016,979
2004 Contributions
$7,049
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $7,049 | - |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 0 | - | $7,049 | - |
| 2003 | 1 | 21 | $4,016,979 | $140,227 | $6,677iApproximate average salary by contribution assumption: employee only about $166,937 at 4% or $111,291 at 6%; with 50% employer match about $111,291 at 4% or $74,194 at 6%; with 100% employer match about $83,468 at 4% or $55,646 at 6%. |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 21 | $4,016,979 | $140,227 | $6,677iApproximate average salary by contribution assumption: employee only about $166,937 at 4% or $111,291 at 6%; with 50% employer match about $111,291 at 4% or $74,194 at 6%; with 100% employer match about $83,468 at 4% or $55,646 at 6%. |
| 2002 | 1 | 22 | $2,931,223 | $158,512 | $7,205iApproximate average salary by contribution assumption: employee only about $180,127 at 4% or $120,085 at 6%; with 50% employer match about $120,085 at 4% or $80,057 at 6%; with 100% employer match about $90,064 at 4% or $60,042 at 6%. |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 22 | $2,931,223 | $158,512 | $7,205iApproximate average salary by contribution assumption: employee only about $180,127 at 4% or $120,085 at 6%; with 50% employer match about $120,085 at 4% or $80,057 at 6%; with 100% employer match about $90,064 at 4% or $60,042 at 6%. |
| 2001 | 1 | 25 | $3,319,554 | $168,194 | $6,728iApproximate average salary by contribution assumption: employee only about $168,194 at 4% or $112,129 at 6%; with 50% employer match about $112,129 at 4% or $74,753 at 6%; with 100% employer match about $84,097 at 4% or $56,065 at 6%. |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 25 | $3,319,554 | $168,194 | $6,728iApproximate average salary by contribution assumption: employee only about $168,194 at 4% or $112,129 at 6%; with 50% employer match about $112,129 at 4% or $74,753 at 6%; with 100% employer match about $84,097 at 4% or $56,065 at 6%. |
| 2000 | 1 | 22 | $0 | $0 | - |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 22 | - | - | - |
| 1999 | 1 | 23 | $2,977,268 | $0 | - |
| Spencer-Patterson Agency Inc. Profit Sharing Retirement Trust | - | 23 | $2,977,268 | - | - |