Spencer County Bank
Plan context: Spencer County Bank Employees' Stock Ownership Plan & Trust
EIN 35-0458660 • Santa Claus, IN • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
39
2025 Assets
$2,115,376
2025 Contributions
$93,000
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 | 39 | $2,115,376 | $93,000 | $2,385iApproximate average salary by contribution assumption: employee only about $59,615 at 4% or $39,744 at 6%; with 50% employer match about $39,744 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 39 | $2,115,376 | $93,000 | $2,385iApproximate average salary by contribution assumption: employee only about $59,615 at 4% or $39,744 at 6%; with 50% employer match about $39,744 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%. |
| 2024 | 1 | 35 | $2,077,592 | $80,000 | $2,286iApproximate average salary by contribution assumption: employee only about $57,143 at 4% or $38,095 at 6%; with 50% employer match about $38,095 at 4% or $25,397 at 6%; with 100% employer match about $28,571 at 4% or $19,048 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 35 | $2,077,592 | $80,000 | $2,286iApproximate average salary by contribution assumption: employee only about $57,143 at 4% or $38,095 at 6%; with 50% employer match about $38,095 at 4% or $25,397 at 6%; with 100% employer match about $28,571 at 4% or $19,048 at 6%. |
| 2023 | 1 | 33 | $2,089,392 | $85,000 | $2,576iApproximate average salary by contribution assumption: employee only about $64,394 at 4% or $42,929 at 6%; with 50% employer match about $42,929 at 4% or $28,620 at 6%; with 100% employer match about $32,197 at 4% or $21,465 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 33 | $2,089,392 | $85,000 | $2,576iApproximate average salary by contribution assumption: employee only about $64,394 at 4% or $42,929 at 6%; with 50% employer match about $42,929 at 4% or $28,620 at 6%; with 100% employer match about $32,197 at 4% or $21,465 at 6%. |
| 2022 | 1 | 33 | $2,157,367 | $80,000 | $2,424iApproximate average salary by contribution assumption: employee only about $60,606 at 4% or $40,404 at 6%; with 50% employer match about $40,404 at 4% or $26,936 at 6%; with 100% employer match about $30,303 at 4% or $20,202 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 33 | $2,157,367 | $80,000 | $2,424iApproximate average salary by contribution assumption: employee only about $60,606 at 4% or $40,404 at 6%; with 50% employer match about $40,404 at 4% or $26,936 at 6%; with 100% employer match about $30,303 at 4% or $20,202 at 6%. |
| 2021 | 1 | 31 | $1,991,976 | $55,000 | $1,774iApproximate average salary by contribution assumption: employee only about $44,355 at 4% or $29,570 at 6%; with 50% employer match about $29,570 at 4% or $19,713 at 6%; with 100% employer match about $22,177 at 4% or $14,785 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 31 | $1,991,976 | $55,000 | $1,774iApproximate average salary by contribution assumption: employee only about $44,355 at 4% or $29,570 at 6%; with 50% employer match about $29,570 at 4% or $19,713 at 6%; with 100% employer match about $22,177 at 4% or $14,785 at 6%. |
| 2020 | 1 | 38 | $2,022,186 | $69,442 | $1,827iApproximate average salary by contribution assumption: employee only about $45,686 at 4% or $30,457 at 6%; with 50% employer match about $30,457 at 4% or $20,305 at 6%; with 100% employer match about $22,843 at 4% or $15,229 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 38 | $2,022,186 | $69,442 | $1,827iApproximate average salary by contribution assumption: employee only about $45,686 at 4% or $30,457 at 6%; with 50% employer match about $30,457 at 4% or $20,305 at 6%; with 100% employer match about $22,843 at 4% or $15,229 at 6%. |
| 2019 | 1 | 40 | $1,985,080 | $67,500 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 40 | $1,985,080 | $67,500 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| 2018 | 1 | 38 | $1,817,842 | $65,000 | $1,711iApproximate average salary by contribution assumption: employee only about $42,763 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,254 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 38 | $1,817,842 | $65,000 | $1,711iApproximate average salary by contribution assumption: employee only about $42,763 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,254 at 6%. |
| 2017 | 1 | 56 | $1,714,455 | $65,000 | $1,161iApproximate average salary by contribution assumption: employee only about $29,018 at 4% or $19,345 at 6%; with 50% employer match about $19,345 at 4% or $12,897 at 6%; with 100% employer match about $14,509 at 4% or $9,673 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 56 | $1,714,455 | $65,000 | $1,161iApproximate average salary by contribution assumption: employee only about $29,018 at 4% or $19,345 at 6%; with 50% employer match about $19,345 at 4% or $12,897 at 6%; with 100% employer match about $14,509 at 4% or $9,673 at 6%. |
| 2016 | 1 | 51 | $1,567,173 | $60,000 | $1,176iApproximate average salary by contribution assumption: employee only about $29,412 at 4% or $19,608 at 6%; with 50% employer match about $19,608 at 4% or $13,072 at 6%; with 100% employer match about $14,706 at 4% or $9,804 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 51 | $1,567,173 | $60,000 | $1,176iApproximate average salary by contribution assumption: employee only about $29,412 at 4% or $19,608 at 6%; with 50% employer match about $19,608 at 4% or $13,072 at 6%; with 100% employer match about $14,706 at 4% or $9,804 at 6%. |
| 2015 | 1 | 52 | $1,462,851 | $60,000 | $1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 52 | $1,462,851 | $60,000 | $1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%. |
| 2014 | 1 | 45 | $1,406,448 | $65,000 | $1,444iApproximate average salary by contribution assumption: employee only about $36,111 at 4% or $24,074 at 6%; with 50% employer match about $24,074 at 4% or $16,049 at 6%; with 100% employer match about $18,056 at 4% or $12,037 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 45 | $1,406,448 | $65,000 | $1,444iApproximate average salary by contribution assumption: employee only about $36,111 at 4% or $24,074 at 6%; with 50% employer match about $24,074 at 4% or $16,049 at 6%; with 100% employer match about $18,056 at 4% or $12,037 at 6%. |
| 2013 | 1 | 44 | $1,378,292 | $70,000 | $1,591iApproximate average salary by contribution assumption: employee only about $39,773 at 4% or $26,515 at 6%; with 50% employer match about $26,515 at 4% or $17,677 at 6%; with 100% employer match about $19,886 at 4% or $13,258 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 44 | $1,378,292 | $70,000 | $1,591iApproximate average salary by contribution assumption: employee only about $39,773 at 4% or $26,515 at 6%; with 50% employer match about $26,515 at 4% or $17,677 at 6%; with 100% employer match about $19,886 at 4% or $13,258 at 6%. |
| 2012 | 1 | 48 | $1,309,953 | $65,000 | $1,354iApproximate average salary by contribution assumption: employee only about $33,854 at 4% or $22,569 at 6%; with 50% employer match about $22,569 at 4% or $15,046 at 6%; with 100% employer match about $16,927 at 4% or $11,285 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 48 | $1,309,953 | $65,000 | $1,354iApproximate average salary by contribution assumption: employee only about $33,854 at 4% or $22,569 at 6%; with 50% employer match about $22,569 at 4% or $15,046 at 6%; with 100% employer match about $16,927 at 4% or $11,285 at 6%. |
| 2011 | 1 | 39 | $1,140,098 | $60,000 | $1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 39 | $1,140,098 | $60,000 | $1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%. |
| 2010 | 1 | 33 | $951,290 | $45,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 33 | $951,290 | $45,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| 2009 | 1 | 39 | $885,902 | $12,000 | $308iApproximate average salary by contribution assumption: employee only about $7,692 at 4% or $5,128 at 6%; with 50% employer match about $5,128 at 4% or $3,419 at 6%; with 100% employer match about $3,846 at 4% or $2,564 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 39 | $885,902 | $12,000 | $308iApproximate average salary by contribution assumption: employee only about $7,692 at 4% or $5,128 at 6%; with 50% employer match about $5,128 at 4% or $3,419 at 6%; with 100% employer match about $3,846 at 4% or $2,564 at 6%. |
| 2008 | 1 | 31 | $1,152,966 | $61,200 | $1,974iApproximate average salary by contribution assumption: employee only about $49,355 at 4% or $32,903 at 6%; with 50% employer match about $32,903 at 4% or $21,935 at 6%; with 100% employer match about $24,677 at 4% or $16,452 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 31 | $1,152,966 | $61,200 | $1,974iApproximate average salary by contribution assumption: employee only about $49,355 at 4% or $32,903 at 6%; with 50% employer match about $32,903 at 4% or $21,935 at 6%; with 100% employer match about $24,677 at 4% or $16,452 at 6%. |
| 2007 | 1 | 34 | $1,202,941 | $52,500 | $1,544iApproximate average salary by contribution assumption: employee only about $38,603 at 4% or $25,735 at 6%; with 50% employer match about $25,735 at 4% or $17,157 at 6%; with 100% employer match about $19,301 at 4% or $12,868 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 34 | $1,202,941 | $52,500 | $1,544iApproximate average salary by contribution assumption: employee only about $38,603 at 4% or $25,735 at 6%; with 50% employer match about $25,735 at 4% or $17,157 at 6%; with 100% employer match about $19,301 at 4% or $12,868 at 6%. |
| 2006 | 1 | 34 | $1,271,334 | $45,000 | $1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 34 | $1,271,334 | $45,000 | $1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%. |
| 2005 | 1 | 34 | $1,307,425 | $45,000 | $1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 34 | $1,307,425 | $45,000 | $1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%. |
| 2004 | 1 | 35 | $1,252,088 | $45,000 | $1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 35 | $1,252,088 | $45,000 | $1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%. |
| 2003 | 1 | 31 | $1,129,952 | $40,000 | $1,290iApproximate average salary by contribution assumption: employee only about $32,258 at 4% or $21,505 at 6%; with 50% employer match about $21,505 at 4% or $14,337 at 6%; with 100% employer match about $16,129 at 4% or $10,753 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 31 | $1,129,952 | $40,000 | $1,290iApproximate average salary by contribution assumption: employee only about $32,258 at 4% or $21,505 at 6%; with 50% employer match about $21,505 at 4% or $14,337 at 6%; with 100% employer match about $16,129 at 4% or $10,753 at 6%. |
| 2002 | 1 | 28 | $939,076 | $40,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 28 | $939,076 | $40,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2001 | 1 | 19 | $866,308 | $45,000 | $2,368iApproximate average salary by contribution assumption: employee only about $59,211 at 4% or $39,474 at 6%; with 50% employer match about $39,474 at 4% or $26,316 at 6%; with 100% employer match about $29,605 at 4% or $19,737 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 19 | $866,308 | $45,000 | $2,368iApproximate average salary by contribution assumption: employee only about $59,211 at 4% or $39,474 at 6%; with 50% employer match about $39,474 at 4% or $26,316 at 6%; with 100% employer match about $29,605 at 4% or $19,737 at 6%. |
| 2000 | 1 | 2 | $765,794 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Spencer County Bank Employees' Stock Ownership Plan & Trust | - | 2 | $765,794 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |