Civic Intelligence

SPENCE & LAMONT TRAVEL SERVICES INC

Plan context: Kalos Tours Inc. 401(K) Plan

EIN 56-2102074 • Chapel Hill, NC • 18 filings • 5 plans

1504 E. Franklin St., Suite 200Chapel Hill, NC 27514-2820
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$930,272

2017 Contributions

$122,042

Historical Graphs

Total Assets Over Time

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

$1,109,740$554,870$0199920112017YearValue
$930,272Latest year 2017

Participants Over Time

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

1370199920112017YearValue
10Latest year 2017

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
2017110$930,272$122,042$12,204iApproximate average salary by contribution assumption: employee only about $305,105 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,553 at 4% or $101,702 at 6%.
Kalos Tours Inc. 401(K) Plan-10$930,272$122,042$12,204iApproximate average salary by contribution assumption: employee only about $305,105 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,553 at 4% or $101,702 at 6%.
201618$716,207$117,535$14,692iApproximate average salary by contribution assumption: employee only about $367,297 at 4% or $244,865 at 6%; with 50% employer match about $244,865 at 4% or $163,243 at 6%; with 100% employer match about $183,648 at 4% or $122,432 at 6%.
Kalos Tours Inc. 401(K) Plan-8$716,207$117,535$14,692iApproximate average salary by contribution assumption: employee only about $367,297 at 4% or $244,865 at 6%; with 50% employer match about $244,865 at 4% or $163,243 at 6%; with 100% employer match about $183,648 at 4% or $122,432 at 6%.
2015110$736,718$153,912$15,391iApproximate average salary by contribution assumption: employee only about $384,780 at 4% or $256,520 at 6%; with 50% employer match about $256,520 at 4% or $171,013 at 6%; with 100% employer match about $192,390 at 4% or $128,260 at 6%.
Kalos Tours Inc. 401(K) Plan-10$736,718$153,912$15,391iApproximate average salary by contribution assumption: employee only about $384,780 at 4% or $256,520 at 6%; with 50% employer match about $256,520 at 4% or $171,013 at 6%; with 100% employer match about $192,390 at 4% or $128,260 at 6%.
201418$599,550$158,444$19,806iApproximate average salary by contribution assumption: employee only about $495,138 at 4% or $330,092 at 6%; with 50% employer match about $330,092 at 4% or $220,061 at 6%; with 100% employer match about $247,569 at 4% or $165,046 at 6%.
Kalos Tours Inc. 401(K) Plan-8$599,550$158,444$19,806iApproximate average salary by contribution assumption: employee only about $495,138 at 4% or $330,092 at 6%; with 50% employer match about $330,092 at 4% or $220,061 at 6%; with 100% employer match about $247,569 at 4% or $165,046 at 6%.
201318$429,518$144,505$18,063iApproximate average salary by contribution assumption: employee only about $451,578 at 4% or $301,052 at 6%; with 50% employer match about $301,052 at 4% or $200,701 at 6%; with 100% employer match about $225,789 at 4% or $150,526 at 6%.
Kalos Tours Inc. 401(K) Plan-8$429,518$144,505$18,063iApproximate average salary by contribution assumption: employee only about $451,578 at 4% or $301,052 at 6%; with 50% employer match about $301,052 at 4% or $200,701 at 6%; with 100% employer match about $225,789 at 4% or $150,526 at 6%.
201218$248,230$128,001$16,000iApproximate average salary by contribution assumption: employee only about $400,003 at 4% or $266,669 at 6%; with 50% employer match about $266,669 at 4% or $177,779 at 6%; with 100% employer match about $200,002 at 4% or $133,334 at 6%.
Kalos Tours Inc. 401(K) Plan-8$248,230$128,001$16,000iApproximate average salary by contribution assumption: employee only about $400,003 at 4% or $266,669 at 6%; with 50% employer match about $266,669 at 4% or $177,779 at 6%; with 100% employer match about $200,002 at 4% or $133,334 at 6%.
201117$114,385$114,078$16,297iApproximate average salary by contribution assumption: employee only about $407,421 at 4% or $271,614 at 6%; with 50% employer match about $271,614 at 4% or $181,076 at 6%; with 100% employer match about $203,711 at 4% or $135,807 at 6%.
Kalos Tours Inc. 401(K) Plan-7$114,385$114,078$16,297iApproximate average salary by contribution assumption: employee only about $407,421 at 4% or $271,614 at 6%; with 50% employer match about $271,614 at 4% or $181,076 at 6%; with 100% employer match about $203,711 at 4% or $135,807 at 6%.
2005113$1,109,740$202,774$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-13$1,109,740$202,774$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
200418$809,849$162,722$20,340iApproximate average salary by contribution assumption: employee only about $508,506 at 4% or $339,004 at 6%; with 50% employer match about $339,004 at 4% or $226,003 at 6%; with 100% employer match about $254,253 at 4% or $169,502 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-8$809,849$162,722$20,340iApproximate average salary by contribution assumption: employee only about $508,506 at 4% or $339,004 at 6%; with 50% employer match about $339,004 at 4% or $226,003 at 6%; with 100% employer match about $254,253 at 4% or $169,502 at 6%.
200327$943,833$152,688$21,813iApproximate average salary by contribution assumption: employee only about $545,314 at 4% or $363,543 at 6%; with 50% employer match about $363,543 at 4% or $242,362 at 6%; with 100% employer match about $272,657 at 4% or $181,771 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-7$943,833$152,688$21,813iApproximate average salary by contribution assumption: employee only about $545,314 at 4% or $363,543 at 6%; with 50% employer match about $363,543 at 4% or $242,362 at 6%; with 100% employer match about $272,657 at 4% or $181,771 at 6%.
KALOS TOURS, INC. PENSION PLAN-0---
200229$687,668$192,836$21,426iApproximate average salary by contribution assumption: employee only about $535,656 at 4% or $357,104 at 6%; with 50% employer match about $357,104 at 4% or $238,069 at 6%; with 100% employer match about $267,828 at 4% or $178,552 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-9$453,489$99,567$11,063iApproximate average salary by contribution assumption: employee only about $276,575 at 4% or $184,383 at 6%; with 50% employer match about $184,383 at 4% or $122,922 at 6%; with 100% employer match about $138,288 at 4% or $92,192 at 6%.
SPENCE & LAMONT TRAVEL SERVICES, INC. PENSION PLAN-8$234,179$93,269$11,659iApproximate average salary by contribution assumption: employee only about $291,466 at 4% or $194,310 at 6%; with 50% employer match about $194,310 at 4% or $129,540 at 6%; with 100% employer match about $145,733 at 4% or $97,155 at 6%.
200129$0$0-
Spence & Lamont Travel Services Inc Retirement Plan-9---
SPENCE & LAMONT TRAVEL SERVICES, INC. PENSION PLAN-8---
200027$413,423$132,452$18,922iApproximate average salary by contribution assumption: employee only about $473,043 at 4% or $315,362 at 6%; with 50% employer match about $315,362 at 4% or $210,241 at 6%; with 100% employer match about $236,521 at 4% or $157,681 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-7$342,789$84,613$12,088iApproximate average salary by contribution assumption: employee only about $302,189 at 4% or $201,460 at 6%; with 50% employer match about $201,460 at 4% or $134,306 at 6%; with 100% employer match about $151,095 at 4% or $100,730 at 6%.
SPENCE & LAMONT TRAVEL SERVICES, INC. PENSION PLAN-7$70,634$47,839$6,834iApproximate average salary by contribution assumption: employee only about $170,854 at 4% or $113,902 at 6%; with 50% employer match about $113,902 at 4% or $75,935 at 6%; with 100% employer match about $85,427 at 4% or $56,951 at 6%.
199914$292,822$237,113$59,278iApproximate average salary by contribution assumption: employee only about $1,481,956 at 4% or $987,971 at 6%; with 50% employer match about $987,971 at 4% or $658,647 at 6%; with 100% employer match about $740,978 at 4% or $493,985 at 6%.
Spence & Lamont Travel Services Inc Retirement Plan-4$292,822$237,113$59,278iApproximate average salary by contribution assumption: employee only about $1,481,956 at 4% or $987,971 at 6%; with 50% employer match about $987,971 at 4% or $658,647 at 6%; with 100% employer match about $740,978 at 4% or $493,985 at 6%.