Civic Intelligence

Spence, Marston, Bunch, Morris & Co

Plan context: Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92

EIN 59-3039234 • Clearwater, FL • 19 filings • 5 plans

250 North Belcher Road, Suite 100Clearwater, FL 33765
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$487,290

2017 Contributions

$235,473

Historical Graphs

Total Assets Over Time

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

$4,952,381$2,476,191$0199920092016YearValue
$487,290Latest year 2016

Participants Over Time

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

28140199920082016YearValue
3Latest year 2016

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
201710$0$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-0$0--
201613$487,290$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-3$487,290--
2015126$4,952,381$235,473$9,057iApproximate average salary by contribution assumption: employee only about $226,416 at 4% or $150,944 at 6%; with 50% employer match about $150,944 at 4% or $100,629 at 6%; with 100% employer match about $113,208 at 4% or $75,472 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-26$4,952,381$235,473$9,057iApproximate average salary by contribution assumption: employee only about $226,416 at 4% or $150,944 at 6%; with 50% employer match about $150,944 at 4% or $100,629 at 6%; with 100% employer match about $113,208 at 4% or $75,472 at 6%.
2014128$4,844,722$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-28$4,844,722--
2013127$4,469,557$218,968$8,110iApproximate average salary by contribution assumption: employee only about $202,748 at 4% or $135,165 at 6%; with 50% employer match about $135,165 at 4% or $90,110 at 6%; with 100% employer match about $101,374 at 4% or $67,583 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-27$4,469,557$218,968$8,110iApproximate average salary by contribution assumption: employee only about $202,748 at 4% or $135,165 at 6%; with 50% employer match about $135,165 at 4% or $90,110 at 6%; with 100% employer match about $101,374 at 4% or $67,583 at 6%.
2012126$3,314,702$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-26$3,314,702--
2011127$2,683,483$186,101$6,893iApproximate average salary by contribution assumption: employee only about $172,316 at 4% or $114,877 at 6%; with 50% employer match about $114,877 at 4% or $76,585 at 6%; with 100% employer match about $86,158 at 4% or $57,439 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-27$2,683,483$186,101$6,893iApproximate average salary by contribution assumption: employee only about $172,316 at 4% or $114,877 at 6%; with 50% employer match about $114,877 at 4% or $76,585 at 6%; with 100% employer match about $86,158 at 4% or $57,439 at 6%.
2010126$2,581,537$188,231$7,240iApproximate average salary by contribution assumption: employee only about $180,991 at 4% or $120,661 at 6%; with 50% employer match about $120,661 at 4% or $80,441 at 6%; with 100% employer match about $90,496 at 4% or $60,330 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-26$2,581,537$188,231$7,240iApproximate average salary by contribution assumption: employee only about $180,991 at 4% or $120,661 at 6%; with 50% employer match about $120,661 at 4% or $80,441 at 6%; with 100% employer match about $90,496 at 4% or $60,330 at 6%.
2009126$2,208,151$192,686$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-26$2,208,151$192,686$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.
2008123$1,578,358$182,901$7,952iApproximate average salary by contribution assumption: employee only about $198,805 at 4% or $132,537 at 6%; with 50% employer match about $132,537 at 4% or $88,358 at 6%; with 100% employer match about $99,403 at 4% or $66,268 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-23$1,578,358$182,901$7,952iApproximate average salary by contribution assumption: employee only about $198,805 at 4% or $132,537 at 6%; with 50% employer match about $132,537 at 4% or $88,358 at 6%; with 100% employer match about $99,403 at 4% or $66,268 at 6%.
2007122$0$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-22---
2006123$1,937,182$148,206$6,444iApproximate average salary by contribution assumption: employee only about $161,093 at 4% or $107,396 at 6%; with 50% employer match about $107,396 at 4% or $71,597 at 6%; with 100% employer match about $80,547 at 4% or $53,698 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-23$1,937,182$148,206$6,444iApproximate average salary by contribution assumption: employee only about $161,093 at 4% or $107,396 at 6%; with 50% employer match about $107,396 at 4% or $71,597 at 6%; with 100% employer match about $80,547 at 4% or $53,698 at 6%.
2005120$1,505,210$134,059$6,703iApproximate average salary by contribution assumption: employee only about $167,574 at 4% or $111,716 at 6%; with 50% employer match about $111,716 at 4% or $74,477 at 6%; with 100% employer match about $83,787 at 4% or $55,858 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-20$1,505,210$134,059$6,703iApproximate average salary by contribution assumption: employee only about $167,574 at 4% or $111,716 at 6%; with 50% employer match about $111,716 at 4% or $74,477 at 6%; with 100% employer match about $83,787 at 4% or $55,858 at 6%.
2004123$1,287,086$128,677$5,595iApproximate average salary by contribution assumption: employee only about $139,866 at 4% or $93,244 at 6%; with 50% employer match about $93,244 at 4% or $62,163 at 6%; with 100% employer match about $69,933 at 4% or $46,622 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-23$1,287,086$128,677$5,595iApproximate average salary by contribution assumption: employee only about $139,866 at 4% or $93,244 at 6%; with 50% employer match about $93,244 at 4% or $62,163 at 6%; with 100% employer match about $69,933 at 4% or $46,622 at 6%.
2003123$1,027,745$116,468$5,064iApproximate average salary by contribution assumption: employee only about $126,596 at 4% or $84,397 at 6%; with 50% employer match about $84,397 at 4% or $56,265 at 6%; with 100% employer match about $63,298 at 4% or $42,199 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-23$1,027,745$116,468$5,064iApproximate average salary by contribution assumption: employee only about $126,596 at 4% or $84,397 at 6%; with 50% employer match about $84,397 at 4% or $56,265 at 6%; with 100% employer match about $63,298 at 4% or $42,199 at 6%.
2002124$689,259$105,002$4,375iApproximate average salary by contribution assumption: employee only about $109,377 at 4% or $72,918 at 6%; with 50% employer match about $72,918 at 4% or $48,612 at 6%; with 100% employer match about $54,689 at 4% or $36,459 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-24$689,259$105,002$4,375iApproximate average salary by contribution assumption: employee only about $109,377 at 4% or $72,918 at 6%; with 50% employer match about $72,918 at 4% or $48,612 at 6%; with 100% employer match about $54,689 at 4% or $36,459 at 6%.
2001124$0$0-
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-24---
2000121$652,179$109,527$5,216iApproximate average salary by contribution assumption: employee only about $130,389 at 4% or $86,926 at 6%; with 50% employer match about $86,926 at 4% or $57,951 at 6%; with 100% employer match about $65,195 at 4% or $43,463 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-21$652,179$109,527$5,216iApproximate average salary by contribution assumption: employee only about $130,389 at 4% or $86,926 at 6%; with 50% employer match about $86,926 at 4% or $57,951 at 6%; with 100% employer match about $65,195 at 4% or $43,463 at 6%.
1999120$651,756$87,041$4,352iApproximate average salary by contribution assumption: employee only about $108,801 at 4% or $72,534 at 6%; with 50% employer match about $72,534 at 4% or $48,356 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%.
Spence, Marston, Bunch, Morris & Co 401K Plan Dtd 1/15/92-20$651,756$87,041$4,352iApproximate average salary by contribution assumption: employee only about $108,801 at 4% or $72,534 at 6%; with 50% employer match about $72,534 at 4% or $48,356 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%.