Civic Intelligence

Spencer & Spencer, P.A.

Plan context: Spencer & Spencer, P.A. Employees Pension Trust Plan

EIN 57-0555232 • Rock Hill, SC • 26 filings • 3 plans

P.O. Box 790Rock Hill, SC 29731
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$12,391,797

2024 Contributions

$435,693

Historical Graphs

Total Assets Over Time

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

$12,391,797$6,195,899$0199920132024YearValue
$12,391,797Latest year 2024

Participants Over Time

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

24120199920122024YearValue
13Latest 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
2024113$12,391,797$0-
Spencer & Spencer, P.A. Employees Pension Trust Plan-13$12,391,797$0-
2023121$11,106,435$435,693$20,747iApproximate average salary by contribution assumption: employee only about $518,682 at 4% or $345,788 at 6%; with 50% employer match about $345,788 at 4% or $230,525 at 6%; with 100% employer match about $259,341 at 4% or $172,894 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-21$11,106,435$435,693$20,747iApproximate average salary by contribution assumption: employee only about $518,682 at 4% or $345,788 at 6%; with 50% employer match about $345,788 at 4% or $230,525 at 6%; with 100% employer match about $259,341 at 4% or $172,894 at 6%.
2022120$9,342,840$396,070$19,804iApproximate average salary by contribution assumption: employee only about $495,088 at 4% or $330,058 at 6%; with 50% employer match about $330,058 at 4% or $220,039 at 6%; with 100% employer match about $247,544 at 4% or $165,029 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-20$9,342,840$396,070$19,804iApproximate average salary by contribution assumption: employee only about $495,088 at 4% or $330,058 at 6%; with 50% employer match about $330,058 at 4% or $220,039 at 6%; with 100% employer match about $247,544 at 4% or $165,029 at 6%.
2021119$10,597,868$380,058$20,003iApproximate average salary by contribution assumption: employee only about $500,076 at 4% or $333,384 at 6%; with 50% employer match about $333,384 at 4% or $222,256 at 6%; with 100% employer match about $250,038 at 4% or $166,692 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-19$10,597,868$380,058$20,003iApproximate average salary by contribution assumption: employee only about $500,076 at 4% or $333,384 at 6%; with 50% employer match about $333,384 at 4% or $222,256 at 6%; with 100% employer match about $250,038 at 4% or $166,692 at 6%.
2020120$10,143,191$371,855$18,593iApproximate average salary by contribution assumption: employee only about $464,819 at 4% or $309,879 at 6%; with 50% employer match about $309,879 at 4% or $206,586 at 6%; with 100% employer match about $232,409 at 4% or $154,940 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-20$10,143,191$371,855$18,593iApproximate average salary by contribution assumption: employee only about $464,819 at 4% or $309,879 at 6%; with 50% employer match about $309,879 at 4% or $206,586 at 6%; with 100% employer match about $232,409 at 4% or $154,940 at 6%.
2019120$8,756,310$361,897$18,095iApproximate average salary by contribution assumption: employee only about $452,371 at 4% or $301,581 at 6%; with 50% employer match about $301,581 at 4% or $201,054 at 6%; with 100% employer match about $226,186 at 4% or $150,790 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-20$8,756,310$361,897$18,095iApproximate average salary by contribution assumption: employee only about $452,371 at 4% or $301,581 at 6%; with 50% employer match about $301,581 at 4% or $201,054 at 6%; with 100% employer match about $226,186 at 4% or $150,790 at 6%.
2018118$7,027,019$337,058$18,725iApproximate average salary by contribution assumption: employee only about $468,136 at 4% or $312,091 at 6%; with 50% employer match about $312,091 at 4% or $208,060 at 6%; with 100% employer match about $234,068 at 4% or $156,045 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-18$7,027,019$337,058$18,725iApproximate average salary by contribution assumption: employee only about $468,136 at 4% or $312,091 at 6%; with 50% employer match about $312,091 at 4% or $208,060 at 6%; with 100% employer match about $234,068 at 4% or $156,045 at 6%.
2017118$7,225,509$341,431$18,968iApproximate average salary by contribution assumption: employee only about $474,210 at 4% or $316,140 at 6%; with 50% employer match about $316,140 at 4% or $210,760 at 6%; with 100% employer match about $237,105 at 4% or $158,070 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-18$7,225,509$341,431$18,968iApproximate average salary by contribution assumption: employee only about $474,210 at 4% or $316,140 at 6%; with 50% employer match about $316,140 at 4% or $210,760 at 6%; with 100% employer match about $237,105 at 4% or $158,070 at 6%.
2016117$6,078,699$670,950$39,468iApproximate average salary by contribution assumption: employee only about $986,691 at 4% or $657,794 at 6%; with 50% employer match about $657,794 at 4% or $438,529 at 6%; with 100% employer match about $493,346 at 4% or $328,897 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-17$6,078,699$670,950$39,468iApproximate average salary by contribution assumption: employee only about $986,691 at 4% or $657,794 at 6%; with 50% employer match about $657,794 at 4% or $438,529 at 6%; with 100% employer match about $493,346 at 4% or $328,897 at 6%.
2015116$5,357,527$590,934$36,933iApproximate average salary by contribution assumption: employee only about $923,334 at 4% or $615,556 at 6%; with 50% employer match about $615,556 at 4% or $410,371 at 6%; with 100% employer match about $461,667 at 4% or $307,778 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-16$5,357,527$590,934$36,933iApproximate average salary by contribution assumption: employee only about $923,334 at 4% or $615,556 at 6%; with 50% employer match about $615,556 at 4% or $410,371 at 6%; with 100% employer match about $461,667 at 4% or $307,778 at 6%.
2014116$5,437,535$575,331$35,958iApproximate average salary by contribution assumption: employee only about $898,955 at 4% or $599,303 at 6%; with 50% employer match about $599,303 at 4% or $399,535 at 6%; with 100% employer match about $449,477 at 4% or $299,652 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-16$5,437,535$575,331$35,958iApproximate average salary by contribution assumption: employee only about $898,955 at 4% or $599,303 at 6%; with 50% employer match about $599,303 at 4% or $399,535 at 6%; with 100% employer match about $449,477 at 4% or $299,652 at 6%.
2013117$4,942,813$578,504$34,030iApproximate average salary by contribution assumption: employee only about $850,741 at 4% or $567,161 at 6%; with 50% employer match about $567,161 at 4% or $378,107 at 6%; with 100% employer match about $425,371 at 4% or $283,580 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-17$4,942,813$578,504$34,030iApproximate average salary by contribution assumption: employee only about $850,741 at 4% or $567,161 at 6%; with 50% employer match about $567,161 at 4% or $378,107 at 6%; with 100% employer match about $425,371 at 4% or $283,580 at 6%.
2012117$4,011,847$276,837$16,285iApproximate average salary by contribution assumption: employee only about $407,113 at 4% or $271,409 at 6%; with 50% employer match about $271,409 at 4% or $180,939 at 6%; with 100% employer match about $203,557 at 4% or $135,704 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-17$4,011,847$276,837$16,285iApproximate average salary by contribution assumption: employee only about $407,113 at 4% or $271,409 at 6%; with 50% employer match about $271,409 at 4% or $180,939 at 6%; with 100% employer match about $203,557 at 4% or $135,704 at 6%.
2011118$3,358,120$540,850$30,047iApproximate average salary by contribution assumption: employee only about $751,181 at 4% or $500,787 at 6%; with 50% employer match about $500,787 at 4% or $333,858 at 6%; with 100% employer match about $375,590 at 4% or $250,394 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-18$3,358,120$540,850$30,047iApproximate average salary by contribution assumption: employee only about $751,181 at 4% or $500,787 at 6%; with 50% employer match about $500,787 at 4% or $333,858 at 6%; with 100% employer match about $375,590 at 4% or $250,394 at 6%.
2010119$3,220,068$513,822$27,043iApproximate average salary by contribution assumption: employee only about $676,082 at 4% or $450,721 at 6%; with 50% employer match about $450,721 at 4% or $300,481 at 6%; with 100% employer match about $338,041 at 4% or $225,361 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-19$3,220,068$513,822$27,043iApproximate average salary by contribution assumption: employee only about $676,082 at 4% or $450,721 at 6%; with 50% employer match about $450,721 at 4% or $300,481 at 6%; with 100% employer match about $338,041 at 4% or $225,361 at 6%.
2009124$2,730,409$416,684$17,362iApproximate average salary by contribution assumption: employee only about $434,046 at 4% or $289,364 at 6%; with 50% employer match about $289,364 at 4% or $192,909 at 6%; with 100% employer match about $217,023 at 4% or $144,682 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-24$2,730,409$416,684$17,362iApproximate average salary by contribution assumption: employee only about $434,046 at 4% or $289,364 at 6%; with 50% employer match about $289,364 at 4% or $192,909 at 6%; with 100% employer match about $217,023 at 4% or $144,682 at 6%.
2008112$2,018,494$173,429$14,452iApproximate average salary by contribution assumption: employee only about $361,310 at 4% or $240,874 at 6%; with 50% employer match about $240,874 at 4% or $160,582 at 6%; with 100% employer match about $180,655 at 4% or $120,437 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-12$2,018,494$173,429$14,452iApproximate average salary by contribution assumption: employee only about $361,310 at 4% or $240,874 at 6%; with 50% employer match about $240,874 at 4% or $160,582 at 6%; with 100% employer match about $180,655 at 4% or $120,437 at 6%.
2007113$0$0-
Spencer & Spencer, P.A. Employees Pension Trust Plan-13---
2006112$3,476,713$280,533$23,378iApproximate average salary by contribution assumption: employee only about $584,444 at 4% or $389,629 at 6%; with 50% employer match about $389,629 at 4% or $259,753 at 6%; with 100% employer match about $292,222 at 4% or $194,815 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-12$3,476,713$280,533$23,378iApproximate average salary by contribution assumption: employee only about $584,444 at 4% or $389,629 at 6%; with 50% employer match about $389,629 at 4% or $259,753 at 6%; with 100% employer match about $292,222 at 4% or $194,815 at 6%.
2005113$3,159,944$268,512$20,655iApproximate average salary by contribution assumption: employee only about $516,369 at 4% or $344,246 at 6%; with 50% employer match about $344,246 at 4% or $229,497 at 6%; with 100% employer match about $258,185 at 4% or $172,123 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-13$3,159,944$268,512$20,655iApproximate average salary by contribution assumption: employee only about $516,369 at 4% or $344,246 at 6%; with 50% employer match about $344,246 at 4% or $229,497 at 6%; with 100% employer match about $258,185 at 4% or $172,123 at 6%.
2004112$2,700,724$186,100$15,508iApproximate average salary by contribution assumption: employee only about $387,708 at 4% or $258,472 at 6%; with 50% employer match about $258,472 at 4% or $172,315 at 6%; with 100% employer match about $193,854 at 4% or $129,236 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-12$2,700,724$186,100$15,508iApproximate average salary by contribution assumption: employee only about $387,708 at 4% or $258,472 at 6%; with 50% employer match about $258,472 at 4% or $172,315 at 6%; with 100% employer match about $193,854 at 4% or $129,236 at 6%.
2003111$2,250,649$217,778$19,798iApproximate average salary by contribution assumption: employee only about $494,950 at 4% or $329,967 at 6%; with 50% employer match about $329,967 at 4% or $219,978 at 6%; with 100% employer match about $247,475 at 4% or $164,983 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-11$2,250,649$217,778$19,798iApproximate average salary by contribution assumption: employee only about $494,950 at 4% or $329,967 at 6%; with 50% employer match about $329,967 at 4% or $219,978 at 6%; with 100% employer match about $247,475 at 4% or $164,983 at 6%.
2002111$1,766,651$169,198$15,382iApproximate average salary by contribution assumption: employee only about $384,541 at 4% or $256,361 at 6%; with 50% employer match about $256,361 at 4% or $170,907 at 6%; with 100% employer match about $192,270 at 4% or $128,180 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-11$1,766,651$169,198$15,382iApproximate average salary by contribution assumption: employee only about $384,541 at 4% or $256,361 at 6%; with 50% employer match about $256,361 at 4% or $170,907 at 6%; with 100% employer match about $192,270 at 4% or $128,180 at 6%.
2001111$0$0-
Spencer & Spencer, P.A. Employees Pension Trust Plan-11---
200018$1,715,492$109,166$13,646iApproximate average salary by contribution assumption: employee only about $341,144 at 4% or $227,429 at 6%; with 50% employer match about $227,429 at 4% or $151,619 at 6%; with 100% employer match about $170,572 at 4% or $113,715 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-8$1,715,492$109,166$13,646iApproximate average salary by contribution assumption: employee only about $341,144 at 4% or $227,429 at 6%; with 50% employer match about $227,429 at 4% or $151,619 at 6%; with 100% employer match about $170,572 at 4% or $113,715 at 6%.
199916$1,607,617$121,232$20,205iApproximate average salary by contribution assumption: employee only about $505,133 at 4% or $336,756 at 6%; with 50% employer match about $336,756 at 4% or $224,504 at 6%; with 100% employer match about $252,567 at 4% or $168,378 at 6%.
Spencer & Spencer, P.A. Employees Pension Trust Plan-6$1,607,617$121,232$20,205iApproximate average salary by contribution assumption: employee only about $505,133 at 4% or $336,756 at 6%; with 50% employer match about $336,756 at 4% or $224,504 at 6%; with 100% employer match about $252,567 at 4% or $168,378 at 6%.