Joel B. Spaulding & Company Inc.
Plan context: Joel B. Spaulding & Company Inc. Profit Sharing Plan
EIN 62-0796931 • Nashville, TN • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,160,359
2024 Contributions
$30,000
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 | 1 | 2 | $1,160,359 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $1,160,359 | $0 | - |
| 2023 | 1 | 2 | $1,067,427 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $1,067,427 | $0 | - |
| 2022 | 1 | 2 | $989,384 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $989,384 | - | - |
| 2021 | 1 | 2 | $1,114,135 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $1,114,135 | - | - |
| 2020 | 1 | 2 | $923,759 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $923,759 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2019 | 1 | 2 | $677,818 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $677,818 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2018 | 1 | 3 | $710,857 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $710,857 | - | - |
| 2017 | 1 | 2 | $812,976 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $812,976 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2016 | 1 | 2 | $698,691 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $698,691 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2015 | 1 | 3 | $637,370 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $637,370 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2014 | 1 | 2 | $677,540 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $677,540 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2013 | 1 | 1 | $672,173 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 1 | $672,173 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2012 | 1 | 3 | $643,358 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $643,358 | - | - |
| 2011 | 1 | 3 | $640,110 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $640,110 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2010 | 1 | 1 | $639,442 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 1 | $639,442 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2009 | 1 | 2 | $613,210 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $613,210 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 1 | 2 | $566,630 | $33,229 | $16,615iApproximate average salary by contribution assumption: employee only about $415,363 at 4% or $276,908 at 6%; with 50% employer match about $276,908 at 4% or $184,606 at 6%; with 100% employer match about $207,681 at 4% or $138,454 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | $566,630 | $33,229 | $16,615iApproximate average salary by contribution assumption: employee only about $415,363 at 4% or $276,908 at 6%; with 50% employer match about $276,908 at 4% or $184,606 at 6%; with 100% employer match about $207,681 at 4% or $138,454 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $0 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2005 | 1 | 3 | $753,789 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $753,789 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| 2004 | 1 | 3 | $753,897 | $22,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $753,897 | $22,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| 2003 | 1 | 3 | $701,827 | $42,292 | $14,097iApproximate average salary by contribution assumption: employee only about $352,433 at 4% or $234,956 at 6%; with 50% employer match about $234,956 at 4% or $156,637 at 6%; with 100% employer match about $176,217 at 4% or $117,478 at 6%. |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | $701,827 | $42,292 | $14,097iApproximate average salary by contribution assumption: employee only about $352,433 at 4% or $234,956 at 6%; with 50% employer match about $234,956 at 4% or $156,637 at 6%; with 100% employer match about $176,217 at 4% or $117,478 at 6%. |
| 2002 | 1 | 4 | $550,654 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 4 | $550,654 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $599,213 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 4 | $599,213 | - | - |
| 1999 | 1 | 4 | $692,142 | $0 | - |
| Joel B. Spaulding & Company Inc. Profit Sharing Plan | - | 4 | $692,142 | - | - |