Current Snapshot
Latest Year
2020
2020 Participants
20
2020 Assets
$508,751
2020 Contributions
$39,853
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Spencer State Bank 401K Plan | - | 0 | - | - | - |
| 2019 | 1 | 0 | $508,751 | $39,853 | - |
| Spencer State Bank 401K Plan | - | 0 | $508,751 | $39,853 | - |
| 2018 | 1 | 20 | $1,530,264 | $162,110 | $8,106iApproximate average salary by contribution assumption: employee only about $202,638 at 4% or $135,092 at 6%; with 50% employer match about $135,092 at 4% or $90,061 at 6%; with 100% employer match about $101,319 at 4% or $67,546 at 6%. |
| Spencer State Bank 401K Plan | - | 20 | $1,530,264 | $162,110 | $8,106iApproximate average salary by contribution assumption: employee only about $202,638 at 4% or $135,092 at 6%; with 50% employer match about $135,092 at 4% or $90,061 at 6%; with 100% employer match about $101,319 at 4% or $67,546 at 6%. |
| 2017 | 1 | 24 | $1,495,958 | $69,709 | $2,905iApproximate average salary by contribution assumption: employee only about $72,614 at 4% or $48,409 at 6%; with 50% employer match about $48,409 at 4% or $32,273 at 6%; with 100% employer match about $36,307 at 4% or $24,205 at 6%. |
| Spencer State Bank 401K Plan | - | 24 | $1,495,958 | $69,709 | $2,905iApproximate average salary by contribution assumption: employee only about $72,614 at 4% or $48,409 at 6%; with 50% employer match about $48,409 at 4% or $32,273 at 6%; with 100% employer match about $36,307 at 4% or $24,205 at 6%. |
| 2016 | 1 | 28 | $1,311,603 | $81,861 | $2,924iApproximate average salary by contribution assumption: employee only about $73,090 at 4% or $48,727 at 6%; with 50% employer match about $48,727 at 4% or $32,485 at 6%; with 100% employer match about $36,545 at 4% or $24,363 at 6%. |
| Spencer State Bank 401K Plan | - | 28 | $1,311,603 | $81,861 | $2,924iApproximate average salary by contribution assumption: employee only about $73,090 at 4% or $48,727 at 6%; with 50% employer match about $48,727 at 4% or $32,485 at 6%; with 100% employer match about $36,545 at 4% or $24,363 at 6%. |
| 2015 | 1 | 23 | $1,295,658 | $75,491 | $3,282iApproximate average salary by contribution assumption: employee only about $82,055 at 4% or $54,704 at 6%; with 50% employer match about $54,704 at 4% or $36,469 at 6%; with 100% employer match about $41,028 at 4% or $27,352 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $1,295,658 | $75,491 | $3,282iApproximate average salary by contribution assumption: employee only about $82,055 at 4% or $54,704 at 6%; with 50% employer match about $54,704 at 4% or $36,469 at 6%; with 100% employer match about $41,028 at 4% or $27,352 at 6%. |
| 2014 | 1 | 24 | $1,231,741 | $81,130 | $3,380iApproximate average salary by contribution assumption: employee only about $84,510 at 4% or $56,340 at 6%; with 50% employer match about $56,340 at 4% or $37,560 at 6%; with 100% employer match about $42,255 at 4% or $28,170 at 6%. |
| Spencer State Bank 401K Plan | - | 24 | $1,231,741 | $81,130 | $3,380iApproximate average salary by contribution assumption: employee only about $84,510 at 4% or $56,340 at 6%; with 50% employer match about $56,340 at 4% or $37,560 at 6%; with 100% employer match about $42,255 at 4% or $28,170 at 6%. |
| 2013 | 1 | 24 | $1,150,827 | $75,210 | $3,134iApproximate average salary by contribution assumption: employee only about $78,344 at 4% or $52,229 at 6%; with 50% employer match about $52,229 at 4% or $34,819 at 6%; with 100% employer match about $39,172 at 4% or $26,115 at 6%. |
| Spencer State Bank 401K Plan | - | 24 | $1,150,827 | $75,210 | $3,134iApproximate average salary by contribution assumption: employee only about $78,344 at 4% or $52,229 at 6%; with 50% employer match about $52,229 at 4% or $34,819 at 6%; with 100% employer match about $39,172 at 4% or $26,115 at 6%. |
| 2012 | 1 | 27 | $899,801 | $75,960 | $2,813iApproximate average salary by contribution assumption: employee only about $70,333 at 4% or $46,889 at 6%; with 50% employer match about $46,889 at 4% or $31,259 at 6%; with 100% employer match about $35,167 at 4% or $23,444 at 6%. |
| Spencer State Bank 401K Plan | - | 27 | $899,801 | $75,960 | $2,813iApproximate average salary by contribution assumption: employee only about $70,333 at 4% or $46,889 at 6%; with 50% employer match about $46,889 at 4% or $31,259 at 6%; with 100% employer match about $35,167 at 4% or $23,444 at 6%. |
| 2011 | 1 | 26 | $744,680 | $66,332 | $2,551iApproximate average salary by contribution assumption: employee only about $63,781 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,347 at 6%; with 100% employer match about $31,890 at 4% or $21,260 at 6%. |
| Spencer State Bank 401K Plan | - | 26 | $744,680 | $66,332 | $2,551iApproximate average salary by contribution assumption: employee only about $63,781 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,347 at 6%; with 100% employer match about $31,890 at 4% or $21,260 at 6%. |
| 2010 | 1 | 25 | $724,642 | $54,793 | $2,192iApproximate average salary by contribution assumption: employee only about $54,793 at 4% or $36,529 at 6%; with 50% employer match about $36,529 at 4% or $24,352 at 6%; with 100% employer match about $27,396 at 4% or $18,264 at 6%. |
| Spencer State Bank 401K Plan | - | 25 | $724,642 | $54,793 | $2,192iApproximate average salary by contribution assumption: employee only about $54,793 at 4% or $36,529 at 6%; with 50% employer match about $36,529 at 4% or $24,352 at 6%; with 100% employer match about $27,396 at 4% or $18,264 at 6%. |
| 2009 | 1 | 21 | $598,403 | $50,992 | $2,428iApproximate average salary by contribution assumption: employee only about $60,705 at 4% or $40,470 at 6%; with 50% employer match about $40,470 at 4% or $26,980 at 6%; with 100% employer match about $30,352 at 4% or $20,235 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $598,403 | $50,992 | $2,428iApproximate average salary by contribution assumption: employee only about $60,705 at 4% or $40,470 at 6%; with 50% employer match about $40,470 at 4% or $26,980 at 6%; with 100% employer match about $30,352 at 4% or $20,235 at 6%. |
| 2008 | 1 | 29 | $445,242 | $66,797 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| Spencer State Bank 401K Plan | - | 29 | $445,242 | $66,797 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| 2007 | 1 | 30 | $913,836 | $70,720 | $2,357iApproximate average salary by contribution assumption: employee only about $58,933 at 4% or $39,289 at 6%; with 50% employer match about $39,289 at 4% or $26,193 at 6%; with 100% employer match about $29,467 at 4% or $19,644 at 6%. |
| Spencer State Bank 401K Plan | - | 30 | $913,836 | $70,720 | $2,357iApproximate average salary by contribution assumption: employee only about $58,933 at 4% or $39,289 at 6%; with 50% employer match about $39,289 at 4% or $26,193 at 6%; with 100% employer match about $29,467 at 4% or $19,644 at 6%. |
| 2006 | 1 | 27 | $827,750 | $69,924 | $2,590iApproximate average salary by contribution assumption: employee only about $64,744 at 4% or $43,163 at 6%; with 50% employer match about $43,163 at 4% or $28,775 at 6%; with 100% employer match about $32,372 at 4% or $21,581 at 6%. |
| Spencer State Bank 401K Plan | - | 27 | $827,750 | $69,924 | $2,590iApproximate average salary by contribution assumption: employee only about $64,744 at 4% or $43,163 at 6%; with 50% employer match about $43,163 at 4% or $28,775 at 6%; with 100% employer match about $32,372 at 4% or $21,581 at 6%. |
| 2005 | 1 | 23 | $681,384 | $60,836 | $2,645iApproximate average salary by contribution assumption: employee only about $66,126 at 4% or $44,084 at 6%; with 50% employer match about $44,084 at 4% or $29,389 at 6%; with 100% employer match about $33,063 at 4% or $22,042 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $681,384 | $60,836 | $2,645iApproximate average salary by contribution assumption: employee only about $66,126 at 4% or $44,084 at 6%; with 50% employer match about $44,084 at 4% or $29,389 at 6%; with 100% employer match about $33,063 at 4% or $22,042 at 6%. |
| 2004 | 1 | 23 | $574,566 | $61,730 | $2,684iApproximate average salary by contribution assumption: employee only about $67,098 at 4% or $44,732 at 6%; with 50% employer match about $44,732 at 4% or $29,821 at 6%; with 100% employer match about $33,549 at 4% or $22,366 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $574,566 | $61,730 | $2,684iApproximate average salary by contribution assumption: employee only about $67,098 at 4% or $44,732 at 6%; with 50% employer match about $44,732 at 4% or $29,821 at 6%; with 100% employer match about $33,549 at 4% or $22,366 at 6%. |
| 2003 | 1 | 20 | $458,041 | $52,402 | $2,620iApproximate average salary by contribution assumption: employee only about $65,503 at 4% or $43,668 at 6%; with 50% employer match about $43,668 at 4% or $29,112 at 6%; with 100% employer match about $32,751 at 4% or $21,834 at 6%. |
| Spencer State Bank 401K Plan | - | 20 | $458,041 | $52,402 | $2,620iApproximate average salary by contribution assumption: employee only about $65,503 at 4% or $43,668 at 6%; with 50% employer match about $43,668 at 4% or $29,112 at 6%; with 100% employer match about $32,751 at 4% or $21,834 at 6%. |
| 2002 | 1 | 23 | $0 | $0 | - |
| Spencer State Bank 401K Plan | - | 23 | - | - | - |
| 2001 | 1 | 21 | $0 | $0 | - |
| Spencer State Bank 401K Plan | - | 21 | - | - | - |
| 2000 | 1 | 17 | $398,310 | $38,190 | $2,246iApproximate average salary by contribution assumption: employee only about $56,162 at 4% or $37,441 at 6%; with 50% employer match about $37,441 at 4% or $24,961 at 6%; with 100% employer match about $28,081 at 4% or $18,721 at 6%. |
| Spencer State Bank 401K Plan | - | 17 | $398,310 | $38,190 | $2,246iApproximate average salary by contribution assumption: employee only about $56,162 at 4% or $37,441 at 6%; with 50% employer match about $37,441 at 4% or $24,961 at 6%; with 100% employer match about $28,081 at 4% or $18,721 at 6%. |
| 1999 | 1 | 20 | $418,004 | $50,992 | $2,550iApproximate average salary by contribution assumption: employee only about $63,740 at 4% or $42,493 at 6%; with 50% employer match about $42,493 at 4% or $28,329 at 6%; with 100% employer match about $31,870 at 4% or $21,247 at 6%. |
| Spencer State Bank 401K Plan | - | 20 | $418,004 | $50,992 | $2,550iApproximate average salary by contribution assumption: employee only about $63,740 at 4% or $42,493 at 6%; with 50% employer match about $42,493 at 4% or $28,329 at 6%; with 100% employer match about $31,870 at 4% or $21,247 at 6%. |