Civic Intelligence

Spears and Associates Inc.

Plan context: Spears and Associates Inc. 401K Profit Sharing Plan

EIN 73-0788403 • Tulsa, OK • 25 filings • 3 plans

4809 E. 89th Street, Suite 200Tulsa, OK 74137
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,773,958

2024 Contributions

$27,164

Historical Graphs

Total Assets Over Time

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

$4,773,958$2,386,979$0200020132024YearValue
$4,773,958Latest year 2024

Participants Over Time

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

740200020122024YearValue
7Latest year 2024

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
202417$4,773,958$27,164$3,881iApproximate average salary by contribution assumption: employee only about $97,014 at 4% or $64,676 at 6%; with 50% employer match about $64,676 at 4% or $43,117 at 6%; with 100% employer match about $48,507 at 4% or $32,338 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$4,773,958$27,164$3,881iApproximate average salary by contribution assumption: employee only about $97,014 at 4% or $64,676 at 6%; with 50% employer match about $64,676 at 4% or $43,117 at 6%; with 100% employer match about $48,507 at 4% or $32,338 at 6%.
202317$4,573,097$26,254$3,751iApproximate average salary by contribution assumption: employee only about $93,764 at 4% or $62,510 at 6%; with 50% employer match about $62,510 at 4% or $41,673 at 6%; with 100% employer match about $46,882 at 4% or $31,255 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$4,573,097$26,254$3,751iApproximate average salary by contribution assumption: employee only about $93,764 at 4% or $62,510 at 6%; with 50% employer match about $62,510 at 4% or $41,673 at 6%; with 100% employer match about $46,882 at 4% or $31,255 at 6%.
202217$4,194,327$25,074$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$4,194,327$25,074$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
202117$4,116,414$24,956$3,565iApproximate average salary by contribution assumption: employee only about $89,129 at 4% or $59,419 at 6%; with 50% employer match about $59,419 at 4% or $39,613 at 6%; with 100% employer match about $44,564 at 4% or $29,710 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$4,116,414$24,956$3,565iApproximate average salary by contribution assumption: employee only about $89,129 at 4% or $59,419 at 6%; with 50% employer match about $59,419 at 4% or $39,613 at 6%; with 100% employer match about $44,564 at 4% or $29,710 at 6%.
202017$3,797,080$25,313$3,616iApproximate average salary by contribution assumption: employee only about $90,404 at 4% or $60,269 at 6%; with 50% employer match about $60,269 at 4% or $40,179 at 6%; with 100% employer match about $45,202 at 4% or $30,135 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$3,797,080$25,313$3,616iApproximate average salary by contribution assumption: employee only about $90,404 at 4% or $60,269 at 6%; with 50% employer match about $60,269 at 4% or $40,179 at 6%; with 100% employer match about $45,202 at 4% or $30,135 at 6%.
201917$3,589,579$30,581$4,369iApproximate average salary by contribution assumption: employee only about $109,218 at 4% or $72,812 at 6%; with 50% employer match about $72,812 at 4% or $48,541 at 6%; with 100% employer match about $54,609 at 4% or $36,406 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$3,589,579$30,581$4,369iApproximate average salary by contribution assumption: employee only about $109,218 at 4% or $72,812 at 6%; with 50% employer match about $72,812 at 4% or $48,541 at 6%; with 100% employer match about $54,609 at 4% or $36,406 at 6%.
201817$3,046,278$171,282$24,469iApproximate average salary by contribution assumption: employee only about $611,721 at 4% or $407,814 at 6%; with 50% employer match about $407,814 at 4% or $271,876 at 6%; with 100% employer match about $305,861 at 4% or $203,907 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-7$3,046,278$171,282$24,469iApproximate average salary by contribution assumption: employee only about $611,721 at 4% or $407,814 at 6%; with 50% employer match about $407,814 at 4% or $271,876 at 6%; with 100% employer match about $305,861 at 4% or $203,907 at 6%.
201716$3,088,902$152,353$25,392iApproximate average salary by contribution assumption: employee only about $634,804 at 4% or $423,203 at 6%; with 50% employer match about $423,203 at 4% or $282,135 at 6%; with 100% employer match about $317,402 at 4% or $211,601 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-6$3,088,902$152,353$25,392iApproximate average salary by contribution assumption: employee only about $634,804 at 4% or $423,203 at 6%; with 50% employer match about $423,203 at 4% or $282,135 at 6%; with 100% employer match about $317,402 at 4% or $211,601 at 6%.
201615$2,613,872$144,731$28,946iApproximate average salary by contribution assumption: employee only about $723,655 at 4% or $482,437 at 6%; with 50% employer match about $482,437 at 4% or $321,624 at 6%; with 100% employer match about $361,828 at 4% or $241,218 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-5$2,613,872$144,731$28,946iApproximate average salary by contribution assumption: employee only about $723,655 at 4% or $482,437 at 6%; with 50% employer match about $482,437 at 4% or $321,624 at 6%; with 100% employer match about $361,828 at 4% or $241,218 at 6%.
201516$2,344,743$145,551$24,259iApproximate average salary by contribution assumption: employee only about $606,463 at 4% or $404,308 at 6%; with 50% employer match about $404,308 at 4% or $269,539 at 6%; with 100% employer match about $303,231 at 4% or $202,154 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-6$2,344,743$145,551$24,259iApproximate average salary by contribution assumption: employee only about $606,463 at 4% or $404,308 at 6%; with 50% employer match about $404,308 at 4% or $269,539 at 6%; with 100% employer match about $303,231 at 4% or $202,154 at 6%.
201416$2,842,547$136,987$22,831iApproximate average salary by contribution assumption: employee only about $570,779 at 4% or $380,519 at 6%; with 50% employer match about $380,519 at 4% or $253,680 at 6%; with 100% employer match about $285,390 at 4% or $190,260 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-6$2,842,547$136,987$22,831iApproximate average salary by contribution assumption: employee only about $570,779 at 4% or $380,519 at 6%; with 50% employer match about $380,519 at 4% or $253,680 at 6%; with 100% employer match about $285,390 at 4% or $190,260 at 6%.
201315$2,608,907$120,304$24,061iApproximate average salary by contribution assumption: employee only about $601,520 at 4% or $401,013 at 6%; with 50% employer match about $401,013 at 4% or $267,342 at 6%; with 100% employer match about $300,760 at 4% or $200,507 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-5$2,608,907$120,304$24,061iApproximate average salary by contribution assumption: employee only about $601,520 at 4% or $401,013 at 6%; with 50% employer match about $401,013 at 4% or $267,342 at 6%; with 100% employer match about $300,760 at 4% or $200,507 at 6%.
201214$2,320,672$168,126$42,032iApproximate average salary by contribution assumption: employee only about $1,050,788 at 4% or $700,525 at 6%; with 50% employer match about $700,525 at 4% or $467,017 at 6%; with 100% employer match about $525,394 at 4% or $350,263 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$2,320,672$168,126$42,032iApproximate average salary by contribution assumption: employee only about $1,050,788 at 4% or $700,525 at 6%; with 50% employer match about $700,525 at 4% or $467,017 at 6%; with 100% employer match about $525,394 at 4% or $350,263 at 6%.
201114$2,080,615$171,678$42,920iApproximate average salary by contribution assumption: employee only about $1,072,988 at 4% or $715,325 at 6%; with 50% employer match about $715,325 at 4% or $476,883 at 6%; with 100% employer match about $536,494 at 4% or $357,663 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$2,080,615$171,678$42,920iApproximate average salary by contribution assumption: employee only about $1,072,988 at 4% or $715,325 at 6%; with 50% employer match about $715,325 at 4% or $476,883 at 6%; with 100% employer match about $536,494 at 4% or $357,663 at 6%.
201014$1,920,949$166,057$41,514iApproximate average salary by contribution assumption: employee only about $1,037,856 at 4% or $691,904 at 6%; with 50% employer match about $691,904 at 4% or $461,269 at 6%; with 100% employer match about $518,928 at 4% or $345,952 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$1,920,949$166,057$41,514iApproximate average salary by contribution assumption: employee only about $1,037,856 at 4% or $691,904 at 6%; with 50% employer match about $691,904 at 4% or $461,269 at 6%; with 100% employer match about $518,928 at 4% or $345,952 at 6%.
200914$1,707,161$166,676$41,669iApproximate average salary by contribution assumption: employee only about $1,041,725 at 4% or $694,483 at 6%; with 50% employer match about $694,483 at 4% or $462,989 at 6%; with 100% employer match about $520,863 at 4% or $347,242 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$1,707,161$166,676$41,669iApproximate average salary by contribution assumption: employee only about $1,041,725 at 4% or $694,483 at 6%; with 50% employer match about $694,483 at 4% or $462,989 at 6%; with 100% employer match about $520,863 at 4% or $347,242 at 6%.
200814$1,292,811$148,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$1,292,811$148,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
200714$1,722,650$153,756$38,439iApproximate average salary by contribution assumption: employee only about $960,975 at 4% or $640,650 at 6%; with 50% employer match about $640,650 at 4% or $427,100 at 6%; with 100% employer match about $480,488 at 4% or $320,325 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$1,722,650$153,756$38,439iApproximate average salary by contribution assumption: employee only about $960,975 at 4% or $640,650 at 6%; with 50% employer match about $640,650 at 4% or $427,100 at 6%; with 100% employer match about $480,488 at 4% or $320,325 at 6%.
200613$1,449,861$145,560$48,520iApproximate average salary by contribution assumption: employee only about $1,213,000 at 4% or $808,667 at 6%; with 50% employer match about $808,667 at 4% or $539,111 at 6%; with 100% employer match about $606,500 at 4% or $404,333 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-3$1,449,861$145,560$48,520iApproximate average salary by contribution assumption: employee only about $1,213,000 at 4% or $808,667 at 6%; with 50% employer match about $808,667 at 4% or $539,111 at 6%; with 100% employer match about $606,500 at 4% or $404,333 at 6%.
200513$1,245,118$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-3$1,245,118$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
200414$1,065,448$76,757$19,189iApproximate average salary by contribution assumption: employee only about $479,731 at 4% or $319,821 at 6%; with 50% employer match about $319,821 at 4% or $213,214 at 6%; with 100% employer match about $239,866 at 4% or $159,910 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$1,065,448$76,757$19,189iApproximate average salary by contribution assumption: employee only about $479,731 at 4% or $319,821 at 6%; with 50% employer match about $319,821 at 4% or $213,214 at 6%; with 100% employer match about $239,866 at 4% or $159,910 at 6%.
200313$878,553$70,650$23,550iApproximate average salary by contribution assumption: employee only about $588,750 at 4% or $392,500 at 6%; with 50% employer match about $392,500 at 4% or $261,667 at 6%; with 100% employer match about $294,375 at 4% or $196,250 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-3$878,553$70,650$23,550iApproximate average salary by contribution assumption: employee only about $588,750 at 4% or $392,500 at 6%; with 50% employer match about $392,500 at 4% or $261,667 at 6%; with 100% employer match about $294,375 at 4% or $196,250 at 6%.
200213$631,323$64,800$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-3$631,323$64,800$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
200114$0$0-
Spears and Associates Inc. 401K Profit Sharing Plan-4---
200014$735,411$57,750$14,438iApproximate average salary by contribution assumption: employee only about $360,938 at 4% or $240,625 at 6%; with 50% employer match about $240,625 at 4% or $160,417 at 6%; with 100% employer match about $180,469 at 4% or $120,313 at 6%.
Spears and Associates Inc. 401K Profit Sharing Plan-4$735,411$57,750$14,438iApproximate average salary by contribution assumption: employee only about $360,938 at 4% or $240,625 at 6%; with 50% employer match about $240,625 at 4% or $160,417 at 6%; with 100% employer match about $180,469 at 4% or $120,313 at 6%.