J. Spargo & Associates, Inc.
Plan context: J. Spargo & Associates Inc. 401(K) Profit Sharing Plan
EIN 59-1894179 • 60 filings • 15 plans
Current Snapshot
Latest Year
2024
2024 Participants
131
2024 Assets
$13,654,757
2024 Contributions
$1,006,810
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 131 | $13,654,757 | $1,006,810 | $7,686iApproximate average salary by contribution assumption: employee only about $192,139 at 4% or $128,093 at 6%; with 50% employer match about $128,093 at 4% or $85,395 at 6%; with 100% employer match about $96,070 at 4% or $64,046 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 113 | $13,654,757 | $1,006,810 | $8,910iApproximate average salary by contribution assumption: employee only about $222,746 at 4% or $148,497 at 6%; with 50% employer match about $148,497 at 4% or $98,998 at 6%; with 100% employer match about $111,373 at 4% or $74,249 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 131 | - | - | - |
| 2023 | 2 | 122 | $11,243,073 | $1,049,218 | $8,600iApproximate average salary by contribution assumption: employee only about $215,004 at 4% or $143,336 at 6%; with 50% employer match about $143,336 at 4% or $95,557 at 6%; with 100% employer match about $107,502 at 4% or $71,668 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 107 | $11,243,073 | $1,049,218 | $9,806iApproximate average salary by contribution assumption: employee only about $245,144 at 4% or $163,430 at 6%; with 50% employer match about $163,430 at 4% or $108,953 at 6%; with 100% employer match about $122,572 at 4% or $81,715 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 122 | - | - | - |
| 2022 | 2 | 113 | $9,161,846 | $738,844 | $6,538iApproximate average salary by contribution assumption: employee only about $163,461 at 4% or $108,974 at 6%; with 50% employer match about $108,974 at 4% or $72,649 at 6%; with 100% employer match about $81,731 at 4% or $54,487 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 103 | $9,161,846 | $738,844 | $7,173iApproximate average salary by contribution assumption: employee only about $179,331 at 4% or $119,554 at 6%; with 50% employer match about $119,554 at 4% or $79,703 at 6%; with 100% employer match about $89,666 at 4% or $59,777 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 113 | - | - | - |
| 2021 | 2 | 116 | $11,099,574 | $659,114 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,134 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 116 | $11,099,574 | $659,114 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,134 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 105 | - | - | - |
| 2020 | 2 | 103 | $9,501,917 | $664,805 | $6,454iApproximate average salary by contribution assumption: employee only about $161,360 at 4% or $107,574 at 6%; with 50% employer match about $107,574 at 4% or $71,716 at 6%; with 100% employer match about $80,680 at 4% or $53,787 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 103 | $9,501,917 | $664,805 | $6,454iApproximate average salary by contribution assumption: employee only about $161,360 at 4% or $107,574 at 6%; with 50% employer match about $107,574 at 4% or $71,716 at 6%; with 100% employer match about $80,680 at 4% or $53,787 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 94 | - | - | - |
| 2019 | 2 | 185 | $8,444,456 | $826,817 | $4,469iApproximate average salary by contribution assumption: employee only about $111,732 at 4% or $74,488 at 6%; with 50% employer match about $74,488 at 4% or $49,659 at 6%; with 100% employer match about $55,866 at 4% or $37,244 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 185 | $8,444,456 | $826,817 | $4,469iApproximate average salary by contribution assumption: employee only about $111,732 at 4% or $74,488 at 6%; with 50% employer match about $74,488 at 4% or $49,659 at 6%; with 100% employer match about $55,866 at 4% or $37,244 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 176 | - | - | - |
| 2018 | 5 | 191 | $7,074,491 | $800,096 | $4,189iApproximate average salary by contribution assumption: employee only about $104,725 at 4% or $69,816 at 6%; with 50% employer match about $69,816 at 4% or $46,544 at 6%; with 100% employer match about $52,362 at 4% or $34,908 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 191 | $7,074,491 | $800,096 | $4,189iApproximate average salary by contribution assumption: employee only about $104,725 at 4% or $69,816 at 6%; with 50% employer match about $69,816 at 4% or $46,544 at 6%; with 100% employer match about $52,362 at 4% or $34,908 at 6%. |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 59 | - | - | - |
| Group Dental Benefits | - | 0 | - | - | - |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 0 | - | - | - |
| Group Life/Ad & D Benefits | - | 0 | - | - | - |
| 2017 | 7 | 271 | $7,149,339 | $770,645 | $2,844iApproximate average salary by contribution assumption: employee only about $71,093 at 4% or $47,395 at 6%; with 50% employer match about $47,395 at 4% or $31,597 at 6%; with 100% employer match about $35,546 at 4% or $23,698 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 189 | $7,149,339 | $770,645 | $4,077iApproximate average salary by contribution assumption: employee only about $101,937 at 4% or $67,958 at 6%; with 50% employer match about $67,958 at 4% or $45,305 at 6%; with 100% employer match about $50,969 at 4% or $33,979 at 6%. |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 109 | - | - | - |
| Group Life/Ad & D Benefits | - | 138 | - | - | - |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 271 | - | - | - |
| J Spargo & Associates Health and Welfare Plan, DBA Spargo Inc. | - | 100 | - | - | - |
| Group Dental Benefits | - | 156 | - | - | - |
| Group Life/Ad & D Benefits | - | 174 | - | - | - |
| 2016 | 4 | 181 | $5,862,922 | $661,928 | $3,657iApproximate average salary by contribution assumption: employee only about $91,427 at 4% or $60,951 at 6%; with 50% employer match about $60,951 at 4% or $40,634 at 6%; with 100% employer match about $45,713 at 4% or $30,476 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 180 | $5,862,922 | $661,928 | $3,677iApproximate average salary by contribution assumption: employee only about $91,934 at 4% or $61,290 at 6%; with 50% employer match about $61,290 at 4% or $40,860 at 6%; with 100% employer match about $45,967 at 4% or $30,645 at 6%. |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 181 | - | - | - |
| Group Dental Benefits | - | 152 | - | - | - |
| Group Life/Ad & D Benefits | - | 155 | - | - | - |
| 2015 | 4 | 166 | $5,184,384 | $531,334 | $3,201iApproximate average salary by contribution assumption: employee only about $80,020 at 4% or $53,347 at 6%; with 50% employer match about $53,347 at 4% or $35,565 at 6%; with 100% employer match about $40,010 at 4% or $26,673 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 153 | $5,184,384 | $531,334 | $3,473iApproximate average salary by contribution assumption: employee only about $86,819 at 4% or $57,880 at 6%; with 50% employer match about $57,880 at 4% or $38,586 at 6%; with 100% employer match about $43,410 at 4% or $28,940 at 6%. |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 166 | - | - | - |
| Group Dental Benefits | - | 130 | - | - | - |
| Group Life/Ad & D Benefits | - | 152 | - | - | - |
| 2014 | 4 | 161 | $4,877,479 | $490,444 | $3,046iApproximate average salary by contribution assumption: employee only about $76,156 at 4% or $50,771 at 6%; with 50% employer match about $50,771 at 4% or $33,847 at 6%; with 100% employer match about $38,078 at 4% or $25,385 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 161 | $4,877,479 | $490,444 | $3,046iApproximate average salary by contribution assumption: employee only about $76,156 at 4% or $50,771 at 6%; with 50% employer match about $50,771 at 4% or $33,847 at 6%; with 100% employer match about $38,078 at 4% or $25,385 at 6%. |
| Group Dental Benefits | - | 127 | - | - | - |
| Group Life/Ad & D Benefits | - | 141 | - | - | - |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 120 | - | - | - |
| 2013 | 1 | 151 | $4,700,776 | $501,693 | $3,322iApproximate average salary by contribution assumption: employee only about $83,062 at 4% or $55,375 at 6%; with 50% employer match about $55,375 at 4% or $36,916 at 6%; with 100% employer match about $41,531 at 4% or $27,687 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 151 | $4,700,776 | $501,693 | $3,322iApproximate average salary by contribution assumption: employee only about $83,062 at 4% or $55,375 at 6%; with 50% employer match about $55,375 at 4% or $36,916 at 6%; with 100% employer match about $41,531 at 4% or $27,687 at 6%. |
| 2012 | 1 | 146 | $4,477,177 | $545,917 | $3,739iApproximate average salary by contribution assumption: employee only about $93,479 at 4% or $62,319 at 6%; with 50% employer match about $62,319 at 4% or $41,546 at 6%; with 100% employer match about $46,739 at 4% or $31,160 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 146 | $4,477,177 | $545,917 | $3,739iApproximate average salary by contribution assumption: employee only about $93,479 at 4% or $62,319 at 6%; with 50% employer match about $62,319 at 4% or $41,546 at 6%; with 100% employer match about $46,739 at 4% or $31,160 at 6%. |
| 2011 | 4 | 143 | $3,730,234 | $536,761 | $3,754iApproximate average salary by contribution assumption: employee only about $93,839 at 4% or $62,560 at 6%; with 50% employer match about $62,560 at 4% or $41,706 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 143 | $3,730,234 | $536,761 | $3,754iApproximate average salary by contribution assumption: employee only about $93,839 at 4% or $62,560 at 6%; with 50% employer match about $62,560 at 4% or $41,706 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%. |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 122 | - | - | - |
| Group Dental Benefits | - | 128 | - | - | - |
| Group Life/Ad & D Benefits | - | 140 | - | - | - |
| 2010 | 4 | 133 | $3,596,912 | $566,998 | $4,263iApproximate average salary by contribution assumption: employee only about $106,579 at 4% or $71,052 at 6%; with 50% employer match about $71,052 at 4% or $47,368 at 6%; with 100% employer match about $53,289 at 4% or $35,526 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 133 | $3,596,912 | $566,998 | $4,263iApproximate average salary by contribution assumption: employee only about $106,579 at 4% or $71,052 at 6%; with 50% employer match about $71,052 at 4% or $47,368 at 6%; with 100% employer match about $53,289 at 4% or $35,526 at 6%. |
| Group Dental Benefits | - | 126 | - | - | - |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 121 | - | - | - |
| Group Life/Ad & D Benefits | - | 133 | - | - | - |
| 2009 | 4 | 129 | $2,703,455 | $476,777 | $3,696iApproximate average salary by contribution assumption: employee only about $92,399 at 4% or $61,599 at 6%; with 50% employer match about $61,599 at 4% or $41,066 at 6%; with 100% employer match about $46,199 at 4% or $30,800 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 129 | $2,703,455 | $476,777 | $3,696iApproximate average salary by contribution assumption: employee only about $92,399 at 4% or $61,599 at 6%; with 50% employer match about $61,599 at 4% or $41,066 at 6%; with 100% employer match about $46,199 at 4% or $30,800 at 6%. |
| Group Dental Benefits | - | 117 | - | - | - |
| J Spargo & Associates Inc Welfare Benefit Plan | - | 111 | - | - | - |
| Group Life/Ad & D Benefits | - | 126 | - | - | - |
| 2008 | 2 | 124 | $1,861,371 | $409,434 | $3,302iApproximate average salary by contribution assumption: employee only about $82,547 at 4% or $55,031 at 6%; with 50% employer match about $55,031 at 4% or $36,688 at 6%; with 100% employer match about $41,274 at 4% or $27,516 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 121 | $1,861,371 | $409,434 | $3,384iApproximate average salary by contribution assumption: employee only about $84,594 at 4% or $56,396 at 6%; with 50% employer match about $56,396 at 4% or $37,597 at 6%; with 100% employer match about $42,297 at 4% or $28,198 at 6%. |
| Group Life/Ad & D Benefits | - | 124 | - | - | - |
| 2007 | 1 | 99 | $2,126,850 | $343,121 | $3,466iApproximate average salary by contribution assumption: employee only about $86,647 at 4% or $57,764 at 6%; with 50% employer match about $57,764 at 4% or $38,510 at 6%; with 100% employer match about $43,323 at 4% or $28,882 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 99 | $2,126,850 | $343,121 | $3,466iApproximate average salary by contribution assumption: employee only about $86,647 at 4% or $57,764 at 6%; with 50% employer match about $57,764 at 4% or $38,510 at 6%; with 100% employer match about $43,323 at 4% or $28,882 at 6%. |
| 2006 | 1 | 94 | $1,719,906 | $341,713 | $3,635iApproximate average salary by contribution assumption: employee only about $90,881 at 4% or $60,587 at 6%; with 50% employer match about $60,587 at 4% or $40,392 at 6%; with 100% employer match about $45,441 at 4% or $30,294 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 94 | $1,719,906 | $341,713 | $3,635iApproximate average salary by contribution assumption: employee only about $90,881 at 4% or $60,587 at 6%; with 50% employer match about $60,587 at 4% or $40,392 at 6%; with 100% employer match about $45,441 at 4% or $30,294 at 6%. |
| 2005 | 1 | 94 | $1,301,947 | $303,708 | $3,231iApproximate average salary by contribution assumption: employee only about $80,773 at 4% or $53,849 at 6%; with 50% employer match about $53,849 at 4% or $35,899 at 6%; with 100% employer match about $40,387 at 4% or $26,924 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 94 | $1,301,947 | $303,708 | $3,231iApproximate average salary by contribution assumption: employee only about $80,773 at 4% or $53,849 at 6%; with 50% employer match about $53,849 at 4% or $35,899 at 6%; with 100% employer match about $40,387 at 4% or $26,924 at 6%. |
| 2004 | 1 | 83 | $1,023,552 | $240,473 | $2,897iApproximate average salary by contribution assumption: employee only about $72,432 at 4% or $48,288 at 6%; with 50% employer match about $48,288 at 4% or $32,192 at 6%; with 100% employer match about $36,216 at 4% or $24,144 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 83 | $1,023,552 | $240,473 | $2,897iApproximate average salary by contribution assumption: employee only about $72,432 at 4% or $48,288 at 6%; with 50% employer match about $48,288 at 4% or $32,192 at 6%; with 100% employer match about $36,216 at 4% or $24,144 at 6%. |
| 2003 | 1 | 70 | $735,232 | $187,296 | $2,676iApproximate average salary by contribution assumption: employee only about $66,891 at 4% or $44,594 at 6%; with 50% employer match about $44,594 at 4% or $29,730 at 6%; with 100% employer match about $33,446 at 4% or $22,297 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 70 | $735,232 | $187,296 | $2,676iApproximate average salary by contribution assumption: employee only about $66,891 at 4% or $44,594 at 6%; with 50% employer match about $44,594 at 4% or $29,730 at 6%; with 100% employer match about $33,446 at 4% or $22,297 at 6%. |
| 2002 | 1 | 59 | $514,228 | $129,003 | $2,186iApproximate average salary by contribution assumption: employee only about $54,662 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,294 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 59 | $514,228 | $129,003 | $2,186iApproximate average salary by contribution assumption: employee only about $54,662 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,294 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%. |
| 2001 | 1 | 59 | $489,685 | $100,908 | $1,710iApproximate average salary by contribution assumption: employee only about $42,758 at 4% or $28,505 at 6%; with 50% employer match about $28,505 at 4% or $19,003 at 6%; with 100% employer match about $21,379 at 4% or $14,253 at 6%. |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 59 | $489,685 | $100,908 | $1,710iApproximate average salary by contribution assumption: employee only about $42,758 at 4% or $28,505 at 6%; with 50% employer match about $28,505 at 4% or $19,003 at 6%; with 100% employer match about $21,379 at 4% or $14,253 at 6%. |
| 2000 | 1 | 31 | $0 | $0 | - |
| J. Spargo & Associates Inc. 401(K) Profit Sharing Plan | - | 31 | - | - | - |