Civic Intelligence

S&P Financial Inc.

Plan context: S&P Financial Inc. 401(K) Plan

EIN 46-4953378 • Ashland, OR • 10 filings • 1 plans

241 Maple St. Ste 101Ashland, OR 97520-2070
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,700,827

2023 Contributions

$82,428

Historical Graphs

Total Assets Over Time

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

$1,700,827$850,414$0201420192023YearValue
$1,700,827Latest year 2023

Participants Over Time

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

740201420192023YearValue
6Latest year 2023

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
202316$1,700,827$82,428$13,738iApproximate average salary by contribution assumption: employee only about $343,450 at 4% or $228,967 at 6%; with 50% employer match about $228,967 at 4% or $152,644 at 6%; with 100% employer match about $171,725 at 4% or $114,483 at 6%.
S&P Financial Inc. 401(K) Plan-6$1,700,827$82,428$13,738iApproximate average salary by contribution assumption: employee only about $343,450 at 4% or $228,967 at 6%; with 50% employer match about $228,967 at 4% or $152,644 at 6%; with 100% employer match about $171,725 at 4% or $114,483 at 6%.
202216$1,311,425$76,879$12,813iApproximate average salary by contribution assumption: employee only about $320,329 at 4% or $213,553 at 6%; with 50% employer match about $213,553 at 4% or $142,369 at 6%; with 100% employer match about $160,165 at 4% or $106,776 at 6%.
S&P Financial Inc. 401(K) Plan-6$1,311,425$76,879$12,813iApproximate average salary by contribution assumption: employee only about $320,329 at 4% or $213,553 at 6%; with 50% employer match about $213,553 at 4% or $142,369 at 6%; with 100% employer match about $160,165 at 4% or $106,776 at 6%.
202116$1,596,471$74,601$12,434iApproximate average salary by contribution assumption: employee only about $310,838 at 4% or $207,225 at 6%; with 50% employer match about $207,225 at 4% or $138,150 at 6%; with 100% employer match about $155,419 at 4% or $103,613 at 6%.
S&P Financial Inc. 401(K) Plan-6$1,596,471$74,601$12,434iApproximate average salary by contribution assumption: employee only about $310,838 at 4% or $207,225 at 6%; with 50% employer match about $207,225 at 4% or $138,150 at 6%; with 100% employer match about $155,419 at 4% or $103,613 at 6%.
202016$1,296,490$81,519$13,587iApproximate average salary by contribution assumption: employee only about $339,663 at 4% or $226,442 at 6%; with 50% employer match about $226,442 at 4% or $150,961 at 6%; with 100% employer match about $169,831 at 4% or $113,221 at 6%.
S&P Financial Inc. 401(K) Plan-6$1,296,490$81,519$13,587iApproximate average salary by contribution assumption: employee only about $339,663 at 4% or $226,442 at 6%; with 50% employer match about $226,442 at 4% or $150,961 at 6%; with 100% employer match about $169,831 at 4% or $113,221 at 6%.
201916$1,043,435$82,211$13,702iApproximate average salary by contribution assumption: employee only about $342,546 at 4% or $228,364 at 6%; with 50% employer match about $228,364 at 4% or $152,243 at 6%; with 100% employer match about $171,273 at 4% or $114,182 at 6%.
S&P Financial Inc. 401(K) Plan-6$1,043,435$82,211$13,702iApproximate average salary by contribution assumption: employee only about $342,546 at 4% or $228,364 at 6%; with 50% employer match about $228,364 at 4% or $152,243 at 6%; with 100% employer match about $171,273 at 4% or $114,182 at 6%.
201816$772,678$99,615$16,603iApproximate average salary by contribution assumption: employee only about $415,063 at 4% or $276,708 at 6%; with 50% employer match about $276,708 at 4% or $184,472 at 6%; with 100% employer match about $207,531 at 4% or $138,354 at 6%.
S&P Financial Inc. 401(K) Plan-6$772,678$99,615$16,603iApproximate average salary by contribution assumption: employee only about $415,063 at 4% or $276,708 at 6%; with 50% employer match about $276,708 at 4% or $184,472 at 6%; with 100% employer match about $207,531 at 4% or $138,354 at 6%.
201716$735,140$216,844$36,141iApproximate average salary by contribution assumption: employee only about $903,517 at 4% or $602,344 at 6%; with 50% employer match about $602,344 at 4% or $401,563 at 6%; with 100% employer match about $451,758 at 4% or $301,172 at 6%.
S&P Financial Inc. 401(K) Plan-6$735,140$216,844$36,141iApproximate average salary by contribution assumption: employee only about $903,517 at 4% or $602,344 at 6%; with 50% employer match about $602,344 at 4% or $401,563 at 6%; with 100% employer match about $451,758 at 4% or $301,172 at 6%.
201616$523,216$98,356$16,393iApproximate average salary by contribution assumption: employee only about $409,817 at 4% or $273,211 at 6%; with 50% employer match about $273,211 at 4% or $182,141 at 6%; with 100% employer match about $204,908 at 4% or $136,606 at 6%.
S&P Financial Inc. 401(K) Plan-6$523,216$98,356$16,393iApproximate average salary by contribution assumption: employee only about $409,817 at 4% or $273,211 at 6%; with 50% employer match about $273,211 at 4% or $182,141 at 6%; with 100% employer match about $204,908 at 4% or $136,606 at 6%.
201517$415,273$99,555$14,222iApproximate average salary by contribution assumption: employee only about $355,554 at 4% or $237,036 at 6%; with 50% employer match about $237,036 at 4% or $158,024 at 6%; with 100% employer match about $177,777 at 4% or $118,518 at 6%.
S&P Financial Inc. 401(K) Plan-7$415,273$99,555$14,222iApproximate average salary by contribution assumption: employee only about $355,554 at 4% or $237,036 at 6%; with 50% employer match about $237,036 at 4% or $158,024 at 6%; with 100% employer match about $177,777 at 4% or $118,518 at 6%.
201417$316,917$94,513$13,502iApproximate average salary by contribution assumption: employee only about $337,546 at 4% or $225,031 at 6%; with 50% employer match about $225,031 at 4% or $150,021 at 6%; with 100% employer match about $168,773 at 4% or $112,515 at 6%.
S&P Financial Inc. 401(K) Plan-7$316,917$94,513$13,502iApproximate average salary by contribution assumption: employee only about $337,546 at 4% or $225,031 at 6%; with 50% employer match about $225,031 at 4% or $150,021 at 6%; with 100% employer match about $168,773 at 4% or $112,515 at 6%.