Alan Spencer & Associates PC.
Plan context: Alan Spencer & Associates PC. 401(K) P/S Plan
EIN 61-1489154 • Allen, TX • 15 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$653,371
2022 Contributions
$72,459
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 1 | $653,371 | $72,459 | $72,459iApproximate average salary by contribution assumption: employee only about $1,811,475 at 4% or $1,207,650 at 6%; with 50% employer match about $1,207,650 at 4% or $805,100 at 6%; with 100% employer match about $905,738 at 4% or $603,825 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 1 | $653,371 | $72,459 | $72,459iApproximate average salary by contribution assumption: employee only about $1,811,475 at 4% or $1,207,650 at 6%; with 50% employer match about $1,207,650 at 4% or $805,100 at 6%; with 100% employer match about $905,738 at 4% or $603,825 at 6%. |
| 2020 | 1 | 3 | $482,523 | $61,919 | $20,640iApproximate average salary by contribution assumption: employee only about $515,992 at 4% or $343,994 at 6%; with 50% employer match about $343,994 at 4% or $229,330 at 6%; with 100% employer match about $257,996 at 4% or $171,997 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $482,523 | $61,919 | $20,640iApproximate average salary by contribution assumption: employee only about $515,992 at 4% or $343,994 at 6%; with 50% employer match about $343,994 at 4% or $229,330 at 6%; with 100% employer match about $257,996 at 4% or $171,997 at 6%. |
| 2019 | 1 | 3 | $299,877 | $57,373 | $19,124iApproximate average salary by contribution assumption: employee only about $478,108 at 4% or $318,739 at 6%; with 50% employer match about $318,739 at 4% or $212,493 at 6%; with 100% employer match about $239,054 at 4% or $159,369 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $299,877 | $57,373 | $19,124iApproximate average salary by contribution assumption: employee only about $478,108 at 4% or $318,739 at 6%; with 50% employer match about $318,739 at 4% or $212,493 at 6%; with 100% employer match about $239,054 at 4% or $159,369 at 6%. |
| 2018 | 1 | 3 | $188,401 | $50,552 | $16,851iApproximate average salary by contribution assumption: employee only about $421,267 at 4% or $280,844 at 6%; with 50% employer match about $280,844 at 4% or $187,230 at 6%; with 100% employer match about $210,633 at 4% or $140,422 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $188,401 | $50,552 | $16,851iApproximate average salary by contribution assumption: employee only about $421,267 at 4% or $280,844 at 6%; with 50% employer match about $280,844 at 4% or $187,230 at 6%; with 100% employer match about $210,633 at 4% or $140,422 at 6%. |
| 2017 | 1 | 2 | $148,528 | $51,170 | $25,585iApproximate average salary by contribution assumption: employee only about $639,625 at 4% or $426,417 at 6%; with 50% employer match about $426,417 at 4% or $284,278 at 6%; with 100% employer match about $319,813 at 4% or $213,208 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 2 | $148,528 | $51,170 | $25,585iApproximate average salary by contribution assumption: employee only about $639,625 at 4% or $426,417 at 6%; with 50% employer match about $426,417 at 4% or $284,278 at 6%; with 100% employer match about $319,813 at 4% or $213,208 at 6%. |
| 2016 | 1 | 3 | $83,259 | $50,469 | $16,823iApproximate average salary by contribution assumption: employee only about $420,575 at 4% or $280,383 at 6%; with 50% employer match about $280,383 at 4% or $186,922 at 6%; with 100% employer match about $210,288 at 4% or $140,192 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $83,259 | $50,469 | $16,823iApproximate average salary by contribution assumption: employee only about $420,575 at 4% or $280,383 at 6%; with 50% employer match about $280,383 at 4% or $186,922 at 6%; with 100% employer match about $210,288 at 4% or $140,192 at 6%. |
| 2015 | 1 | 3 | $22,767 | $49,000 | $16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $22,767 | $49,000 | $16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| 2014 | 1 | 3 | $306,809 | $50,948 | $16,983iApproximate average salary by contribution assumption: employee only about $424,567 at 4% or $283,044 at 6%; with 50% employer match about $283,044 at 4% or $188,696 at 6%; with 100% employer match about $212,283 at 4% or $141,522 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 3 | $306,809 | $50,948 | $16,983iApproximate average salary by contribution assumption: employee only about $424,567 at 4% or $283,044 at 6%; with 50% employer match about $283,044 at 4% or $188,696 at 6%; with 100% employer match about $212,283 at 4% or $141,522 at 6%. |
| 2013 | 1 | 5 | $234,753 | $44,681 | $8,936iApproximate average salary by contribution assumption: employee only about $223,405 at 4% or $148,937 at 6%; with 50% employer match about $148,937 at 4% or $99,291 at 6%; with 100% employer match about $111,703 at 4% or $74,468 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 5 | $234,753 | $44,681 | $8,936iApproximate average salary by contribution assumption: employee only about $223,405 at 4% or $148,937 at 6%; with 50% employer match about $148,937 at 4% or $99,291 at 6%; with 100% employer match about $111,703 at 4% or $74,468 at 6%. |
| 2012 | 1 | 4 | $220,990 | $53,802 | $13,451iApproximate average salary by contribution assumption: employee only about $336,263 at 4% or $224,175 at 6%; with 50% employer match about $224,175 at 4% or $149,450 at 6%; with 100% employer match about $168,131 at 4% or $112,088 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 4 | $220,990 | $53,802 | $13,451iApproximate average salary by contribution assumption: employee only about $336,263 at 4% or $224,175 at 6%; with 50% employer match about $224,175 at 4% or $149,450 at 6%; with 100% employer match about $168,131 at 4% or $112,088 at 6%. |
| 2011 | 1 | 5 | $198,357 | $63,320 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 5 | $198,357 | $63,320 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| 2010 | 1 | 5 | $171,506 | $49,531 | $9,906iApproximate average salary by contribution assumption: employee only about $247,655 at 4% or $165,103 at 6%; with 50% employer match about $165,103 at 4% or $110,069 at 6%; with 100% employer match about $123,828 at 4% or $82,552 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 5 | $171,506 | $49,531 | $9,906iApproximate average salary by contribution assumption: employee only about $247,655 at 4% or $165,103 at 6%; with 50% employer match about $165,103 at 4% or $110,069 at 6%; with 100% employer match about $123,828 at 4% or $82,552 at 6%. |
| 2009 | 1 | 6 | $98,174 | $49,137 | $8,190iApproximate average salary by contribution assumption: employee only about $204,738 at 4% or $136,492 at 6%; with 50% employer match about $136,492 at 4% or $90,994 at 6%; with 100% employer match about $102,369 at 4% or $68,246 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 6 | $98,174 | $49,137 | $8,190iApproximate average salary by contribution assumption: employee only about $204,738 at 4% or $136,492 at 6%; with 50% employer match about $136,492 at 4% or $90,994 at 6%; with 100% employer match about $102,369 at 4% or $68,246 at 6%. |
| 2008 | 1 | 4 | $35,286 | $46,309 | $11,577iApproximate average salary by contribution assumption: employee only about $289,431 at 4% or $192,954 at 6%; with 50% employer match about $192,954 at 4% or $128,636 at 6%; with 100% employer match about $144,716 at 4% or $96,477 at 6%. |
| Alan Spencer & Associates PC. 401(K) P/S Plan | - | 4 | $35,286 | $46,309 | $11,577iApproximate average salary by contribution assumption: employee only about $289,431 at 4% or $192,954 at 6%; with 50% employer match about $192,954 at 4% or $128,636 at 6%; with 100% employer match about $144,716 at 4% or $96,477 at 6%. |