Civic Intelligence

Spencer Ogden Inc.

Plan context: Spencer Ogden 401(K) Profit Sharing Plan and Trust

EIN 45-2263819 • Houston, TX • 23 filings • 5 plans

811 Main Street Ste 2150Houston, TX 77002
Current Snapshot

Latest Year

2024

2024 Participants

325

2024 Assets

$6,676,285

2024 Contributions

$2,739,647

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,676,285$3,338,143$0201320192024YearValue
$6,676,285Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4482240201320192024YearValue
325Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242325$6,676,285$2,739,647$8,430iApproximate average salary by contribution assumption: employee only about $210,742 at 4% or $140,495 at 6%; with 50% employer match about $140,495 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,247 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-325$6,676,285$2,739,647$8,430iApproximate average salary by contribution assumption: employee only about $210,742 at 4% or $140,495 at 6%; with 50% employer match about $140,495 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,247 at 6%.
Spencer Ogden Health and Welfare Plan-262---
20232448$4,593,838$2,072,896$4,627iApproximate average salary by contribution assumption: employee only about $115,675 at 4% or $77,117 at 6%; with 50% employer match about $77,117 at 4% or $51,411 at 6%; with 100% employer match about $57,838 at 4% or $38,558 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-448$4,593,838$2,072,896$4,627iApproximate average salary by contribution assumption: employee only about $115,675 at 4% or $77,117 at 6%; with 50% employer match about $77,117 at 4% or $51,411 at 6%; with 100% employer match about $57,838 at 4% or $38,558 at 6%.
Spencer Ogden Health and Welfare Plan-310---
20222400$2,936,080$1,284,942$3,212iApproximate average salary by contribution assumption: employee only about $80,309 at 4% or $53,539 at 6%; with 50% employer match about $53,539 at 4% or $35,693 at 6%; with 100% employer match about $40,154 at 4% or $26,770 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-400$2,936,080$1,284,942$3,212iApproximate average salary by contribution assumption: employee only about $80,309 at 4% or $53,539 at 6%; with 50% employer match about $53,539 at 4% or $35,693 at 6%; with 100% employer match about $40,154 at 4% or $26,770 at 6%.
Spencer Ogden Health and Welfare Plan-291---
20212365$2,734,750$962,663$2,637iApproximate average salary by contribution assumption: employee only about $65,936 at 4% or $43,957 at 6%; with 50% employer match about $43,957 at 4% or $29,305 at 6%; with 100% employer match about $32,968 at 4% or $21,979 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-365$2,734,750$962,663$2,637iApproximate average salary by contribution assumption: employee only about $65,936 at 4% or $43,957 at 6%; with 50% employer match about $43,957 at 4% or $29,305 at 6%; with 100% employer match about $32,968 at 4% or $21,979 at 6%.
Spencer Ogden Health and Welfare Plan-249---
20202407$1,983,264$910,202$2,236iApproximate average salary by contribution assumption: employee only about $55,909 at 4% or $37,273 at 6%; with 50% employer match about $37,273 at 4% or $24,849 at 6%; with 100% employer match about $27,955 at 4% or $18,636 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-302$1,983,264$910,202$3,014iApproximate average salary by contribution assumption: employee only about $75,348 at 4% or $50,232 at 6%; with 50% employer match about $50,232 at 4% or $33,488 at 6%; with 100% employer match about $37,674 at 4% or $25,116 at 6%.
Spencer Ogden Health and Welfare Plan-407---
20192359$1,028,056$474,147$1,321iApproximate average salary by contribution assumption: employee only about $33,019 at 4% or $22,012 at 6%; with 50% employer match about $22,012 at 4% or $14,675 at 6%; with 100% employer match about $16,509 at 4% or $11,006 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-359$1,028,056$474,147$1,321iApproximate average salary by contribution assumption: employee only about $33,019 at 4% or $22,012 at 6%; with 50% employer match about $22,012 at 4% or $14,675 at 6%; with 100% employer match about $16,509 at 4% or $11,006 at 6%.
Spencer Ogden Health and Welfare Plan-250---
20182282$626,015$422,464$1,498iApproximate average salary by contribution assumption: employee only about $37,452 at 4% or $24,968 at 6%; with 50% employer match about $24,968 at 4% or $16,646 at 6%; with 100% employer match about $18,726 at 4% or $12,484 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-282$626,015$422,464$1,498iApproximate average salary by contribution assumption: employee only about $37,452 at 4% or $24,968 at 6%; with 50% employer match about $24,968 at 4% or $16,646 at 6%; with 100% employer match about $18,726 at 4% or $12,484 at 6%.
Spencer Ogden Health and Welfare Plan-168---
20172344$597,680$281,644$819iApproximate average salary by contribution assumption: employee only about $20,468 at 4% or $13,646 at 6%; with 50% employer match about $13,646 at 4% or $9,097 at 6%; with 100% employer match about $10,234 at 4% or $6,823 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-344$597,680$281,644$819iApproximate average salary by contribution assumption: employee only about $20,468 at 4% or $13,646 at 6%; with 50% employer match about $13,646 at 4% or $9,097 at 6%; with 100% employer match about $10,234 at 4% or $6,823 at 6%.
Spencer Ogden Health and Welfare Plan-195---
20162341$601,162$478,370$1,403iApproximate average salary by contribution assumption: employee only about $35,071 at 4% or $23,381 at 6%; with 50% employer match about $23,381 at 4% or $15,587 at 6%; with 100% employer match about $17,536 at 4% or $11,690 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-341$601,162$478,370$1,403iApproximate average salary by contribution assumption: employee only about $35,071 at 4% or $23,381 at 6%; with 50% employer match about $23,381 at 4% or $15,587 at 6%; with 100% employer match about $17,536 at 4% or $11,690 at 6%.
Spencer Ogden Health and Welfare Plan-246---
20152246$247,788$285,353$1,160iApproximate average salary by contribution assumption: employee only about $28,999 at 4% or $19,333 at 6%; with 50% employer match about $19,333 at 4% or $12,889 at 6%; with 100% employer match about $14,500 at 4% or $9,666 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-213$247,788$285,353$1,340iApproximate average salary by contribution assumption: employee only about $33,492 at 4% or $22,328 at 6%; with 50% employer match about $22,328 at 4% or $14,885 at 6%; with 100% employer match about $16,746 at 4% or $11,164 at 6%.
Spencer Ogden Health and Welfare Plan-246---
20142231$10,989$9,546$41iApproximate average salary by contribution assumption: employee only about $1,033 at 4% or $689 at 6%; with 50% employer match about $689 at 4% or $459 at 6%; with 100% employer match about $517 at 4% or $344 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-5$10,989$9,546$1,909iApproximate average salary by contribution assumption: employee only about $47,730 at 4% or $31,820 at 6%; with 50% employer match about $31,820 at 4% or $21,213 at 6%; with 100% employer match about $23,865 at 4% or $15,910 at 6%.
Spencer Ogden Health and Welfare Plan-231---
201313$2,469$2,384$795iApproximate average salary by contribution assumption: employee only about $19,867 at 4% or $13,244 at 6%; with 50% employer match about $13,244 at 4% or $8,830 at 6%; with 100% employer match about $9,933 at 4% or $6,622 at 6%.
Spencer Ogden 401(K) Profit Sharing Plan and Trust-3$2,469$2,384$795iApproximate average salary by contribution assumption: employee only about $19,867 at 4% or $13,244 at 6%; with 50% employer match about $13,244 at 4% or $8,830 at 6%; with 100% employer match about $9,933 at 4% or $6,622 at 6%.