Spencer Financial Services Inc.
Plan context: Spencer Financial Services Inc. 401(K) Profit Sharing Plan
EIN 43-1905267 • Liberty, MO • 5 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$441,891
2019 Contributions
$19,633
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 4 | $441,891 | $19,633 | $4,908iApproximate average salary by contribution assumption: employee only about $122,706 at 4% or $81,804 at 6%; with 50% employer match about $81,804 at 4% or $54,536 at 6%; with 100% employer match about $61,353 at 4% or $40,902 at 6%. |
| Spencer Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $441,891 | $10,672 | $2,668iApproximate average salary by contribution assumption: employee only about $66,700 at 4% or $44,467 at 6%; with 50% employer match about $44,467 at 4% or $29,644 at 6%; with 100% employer match about $33,350 at 4% or $22,233 at 6%. |
| Spencer Financial Services Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $8,961 | - |
| 2018 | 1 | 4 | $386,864 | $10,171 | $2,543iApproximate average salary by contribution assumption: employee only about $63,569 at 4% or $42,379 at 6%; with 50% employer match about $42,379 at 4% or $28,253 at 6%; with 100% employer match about $31,784 at 4% or $21,190 at 6%. |
| Spencer Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $386,864 | $10,171 | $2,543iApproximate average salary by contribution assumption: employee only about $63,569 at 4% or $42,379 at 6%; with 50% employer match about $42,379 at 4% or $28,253 at 6%; with 100% employer match about $31,784 at 4% or $21,190 at 6%. |
| 2017 | 1 | 5 | $419,273 | $7,052 | $1,410iApproximate average salary by contribution assumption: employee only about $35,260 at 4% or $23,507 at 6%; with 50% employer match about $23,507 at 4% or $15,671 at 6%; with 100% employer match about $17,630 at 4% or $11,753 at 6%. |
| Spencer Financial Services Inc. 401(K) Profit Sharing Plan | - | 5 | $419,273 | $7,052 | $1,410iApproximate average salary by contribution assumption: employee only about $35,260 at 4% or $23,507 at 6%; with 50% employer match about $23,507 at 4% or $15,671 at 6%; with 100% employer match about $17,630 at 4% or $11,753 at 6%. |
| 2016 | 1 | 4 | $357,441 | $23,984 | $5,996iApproximate average salary by contribution assumption: employee only about $149,900 at 4% or $99,933 at 6%; with 50% employer match about $99,933 at 4% or $66,622 at 6%; with 100% employer match about $74,950 at 4% or $49,967 at 6%. |
| Spencer Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $357,441 | $23,984 | $5,996iApproximate average salary by contribution assumption: employee only about $149,900 at 4% or $99,933 at 6%; with 50% employer match about $99,933 at 4% or $66,622 at 6%; with 100% employer match about $74,950 at 4% or $49,967 at 6%. |