Spelts Wealth Management
Plan context: Spelts Wealth Management Defined Benefit Pension Plan
EIN 47-0880815 • Chico, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$661,432
2013 Contributions
$25,000
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2012 | 1 | 1 | $661,432 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 1 | $661,432 | - | - |
| 2011 | 1 | 1 | $688,491 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 1 | $688,491 | - | - |
| 2010 | 1 | 3 | $690,934 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 3 | $690,934 | $0 | - |
| 2009 | 1 | 3 | $593,855 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 3 | $593,855 | $0 | - |
| 2008 | 1 | 3 | $666,751 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 3 | $666,751 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 1 | $685,000 | $56,094 | $56,094iApproximate average salary by contribution assumption: employee only about $1,402,350 at 4% or $934,900 at 6%; with 50% employer match about $934,900 at 4% or $623,267 at 6%; with 100% employer match about $701,175 at 4% or $467,450 at 6%. |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 1 | $685,000 | $56,094 | $56,094iApproximate average salary by contribution assumption: employee only about $1,402,350 at 4% or $934,900 at 6%; with 50% employer match about $934,900 at 4% or $623,267 at 6%; with 100% employer match about $701,175 at 4% or $467,450 at 6%. |
| 2005 | 1 | 2 | $380,773 | $126,549 | $63,275iApproximate average salary by contribution assumption: employee only about $1,581,863 at 4% or $1,054,575 at 6%; with 50% employer match about $1,054,575 at 4% or $703,050 at 6%; with 100% employer match about $790,931 at 4% or $527,288 at 6%. |
| Spelts Wealth Management Defined Benefit Pension Plan | - | 2 | $380,773 | $126,549 | $63,275iApproximate average salary by contribution assumption: employee only about $1,581,863 at 4% or $1,054,575 at 6%; with 50% employer match about $1,054,575 at 4% or $703,050 at 6%; with 100% employer match about $790,931 at 4% or $527,288 at 6%. |