SPIVEY AND MORTON CPA PA
Plan context: SPIVEY & MORTON 401(K) PLAN
EIN 47-1120970 • Wilson, NC • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$61,534
2025 Contributions
$58,855
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $61,534 | $58,855 | $14,714iApproximate average salary by contribution assumption: employee only about $367,844 at 4% or $245,229 at 6%; with 50% employer match about $245,229 at 4% or $163,486 at 6%; with 100% employer match about $183,922 at 4% or $122,615 at 6%. |
| SPIVEY & MORTON 401(K) PLAN | - | 4 | $61,534 | $58,855 | $14,714iApproximate average salary by contribution assumption: employee only about $367,844 at 4% or $245,229 at 6%; with 50% employer match about $245,229 at 4% or $163,486 at 6%; with 100% employer match about $183,922 at 4% or $122,615 at 6%. |