Spears, Carlson, Lindsey & Anderson
Plan context: Spears, Carlson & Lindsey Retirement Plan
EIN 39-1335357 • 4 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
4
2002 Assets
$468,744
2002 Contributions
$28,828
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 4 | $468,744 | $28,828 | $7,207iApproximate average salary by contribution assumption: employee only about $180,175 at 4% or $120,117 at 6%; with 50% employer match about $120,117 at 4% or $80,078 at 6%; with 100% employer match about $90,088 at 4% or $60,058 at 6%. |
| Spears, Carlson & Lindsey Retirement Plan | - | 4 | $468,744 | $28,828 | $7,207iApproximate average salary by contribution assumption: employee only about $180,175 at 4% or $120,117 at 6%; with 50% employer match about $120,117 at 4% or $80,078 at 6%; with 100% employer match about $90,088 at 4% or $60,058 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Spears, Carlson & Lindsey Retirement Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $738,100 | $43,880 | $8,776iApproximate average salary by contribution assumption: employee only about $219,400 at 4% or $146,267 at 6%; with 50% employer match about $146,267 at 4% or $97,511 at 6%; with 100% employer match about $109,700 at 4% or $73,133 at 6%. |
| Spears, Carlson & Lindsey Retirement Plan | - | 5 | $738,100 | $43,880 | $8,776iApproximate average salary by contribution assumption: employee only about $219,400 at 4% or $146,267 at 6%; with 50% employer match about $146,267 at 4% or $97,511 at 6%; with 100% employer match about $109,700 at 4% or $73,133 at 6%. |
| 1999 | 1 | 5 | $813,665 | $34,082 | $6,816iApproximate average salary by contribution assumption: employee only about $170,410 at 4% or $113,607 at 6%; with 50% employer match about $113,607 at 4% or $75,738 at 6%; with 100% employer match about $85,205 at 4% or $56,803 at 6%. |
| Spears, Carlson & Lindsey Retirement Plan | - | 5 | $813,665 | $34,082 | $6,816iApproximate average salary by contribution assumption: employee only about $170,410 at 4% or $113,607 at 6%; with 50% employer match about $113,607 at 4% or $75,738 at 6%; with 100% employer match about $85,205 at 4% or $56,803 at 6%. |