SPOHN AND ASSOCIATES, INC
Plan context: Spohn & Associates Inc. 401(K) Plan
EIN 74-2890940 • Austin, TX • 25 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
109
2024 Assets
$1,798,577
2024 Contributions
$159,233
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 | 109 | $1,798,577 | $159,233 | $1,461iApproximate average salary by contribution assumption: employee only about $36,521 at 4% or $24,348 at 6%; with 50% employer match about $24,348 at 4% or $16,232 at 6%; with 100% employer match about $18,261 at 4% or $12,174 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 109 | $1,798,577 | $159,233 | $1,461iApproximate average salary by contribution assumption: employee only about $36,521 at 4% or $24,348 at 6%; with 50% employer match about $24,348 at 4% or $16,232 at 6%; with 100% employer match about $18,261 at 4% or $12,174 at 6%. |
| 2023 | 1 | 97 | $1,397,438 | $117,011 | $1,206iApproximate average salary by contribution assumption: employee only about $30,157 at 4% or $20,105 at 6%; with 50% employer match about $20,105 at 4% or $13,403 at 6%; with 100% employer match about $15,079 at 4% or $10,052 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 97 | $1,397,438 | $117,011 | $1,206iApproximate average salary by contribution assumption: employee only about $30,157 at 4% or $20,105 at 6%; with 50% employer match about $20,105 at 4% or $13,403 at 6%; with 100% employer match about $15,079 at 4% or $10,052 at 6%. |
| 2022 | 1 | 105 | $1,137,692 | $93,737 | $893iApproximate average salary by contribution assumption: employee only about $22,318 at 4% or $14,879 at 6%; with 50% employer match about $14,879 at 4% or $9,919 at 6%; with 100% employer match about $11,159 at 4% or $7,439 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 105 | $1,137,692 | $93,737 | $893iApproximate average salary by contribution assumption: employee only about $22,318 at 4% or $14,879 at 6%; with 50% employer match about $14,879 at 4% or $9,919 at 6%; with 100% employer match about $11,159 at 4% or $7,439 at 6%. |
| 2021 | 1 | 78 | $1,388,117 | $99,200 | $1,272iApproximate average salary by contribution assumption: employee only about $31,795 at 4% or $21,197 at 6%; with 50% employer match about $21,197 at 4% or $14,131 at 6%; with 100% employer match about $15,897 at 4% or $10,598 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 78 | $1,388,117 | $99,200 | $1,272iApproximate average salary by contribution assumption: employee only about $31,795 at 4% or $21,197 at 6%; with 50% employer match about $21,197 at 4% or $14,131 at 6%; with 100% employer match about $15,897 at 4% or $10,598 at 6%. |
| 2020 | 1 | 90 | $1,202,505 | $102,644 | $1,140iApproximate average salary by contribution assumption: employee only about $28,512 at 4% or $19,008 at 6%; with 50% employer match about $19,008 at 4% or $12,672 at 6%; with 100% employer match about $14,256 at 4% or $9,504 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 90 | $1,202,505 | $102,644 | $1,140iApproximate average salary by contribution assumption: employee only about $28,512 at 4% or $19,008 at 6%; with 50% employer match about $19,008 at 4% or $12,672 at 6%; with 100% employer match about $14,256 at 4% or $9,504 at 6%. |
| 2019 | 1 | 126 | $982,993 | $122,028 | $968iApproximate average salary by contribution assumption: employee only about $24,212 at 4% or $16,141 at 6%; with 50% employer match about $16,141 at 4% or $10,761 at 6%; with 100% employer match about $12,106 at 4% or $8,071 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 126 | $982,993 | $122,028 | $968iApproximate average salary by contribution assumption: employee only about $24,212 at 4% or $16,141 at 6%; with 50% employer match about $16,141 at 4% or $10,761 at 6%; with 100% employer match about $12,106 at 4% or $8,071 at 6%. |
| 2018 | 1 | 64 | $729,140 | $125,444 | $1,960iApproximate average salary by contribution assumption: employee only about $49,002 at 4% or $32,668 at 6%; with 50% employer match about $32,668 at 4% or $21,778 at 6%; with 100% employer match about $24,501 at 4% or $16,334 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 64 | $729,140 | $125,444 | $1,960iApproximate average salary by contribution assumption: employee only about $49,002 at 4% or $32,668 at 6%; with 50% employer match about $32,668 at 4% or $21,778 at 6%; with 100% employer match about $24,501 at 4% or $16,334 at 6%. |
| 2017 | 1 | 53 | $919,363 | $112,705 | $2,127iApproximate average salary by contribution assumption: employee only about $53,163 at 4% or $35,442 at 6%; with 50% employer match about $35,442 at 4% or $23,628 at 6%; with 100% employer match about $26,581 at 4% or $17,721 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 53 | $919,363 | $112,705 | $2,127iApproximate average salary by contribution assumption: employee only about $53,163 at 4% or $35,442 at 6%; with 50% employer match about $35,442 at 4% or $23,628 at 6%; with 100% employer match about $26,581 at 4% or $17,721 at 6%. |
| 2016 | 1 | 48 | $840,580 | $105,046 | $2,188iApproximate average salary by contribution assumption: employee only about $54,711 at 4% or $36,474 at 6%; with 50% employer match about $36,474 at 4% or $24,316 at 6%; with 100% employer match about $27,356 at 4% or $18,237 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 48 | $840,580 | $105,046 | $2,188iApproximate average salary by contribution assumption: employee only about $54,711 at 4% or $36,474 at 6%; with 50% employer match about $36,474 at 4% or $24,316 at 6%; with 100% employer match about $27,356 at 4% or $18,237 at 6%. |
| 2015 | 1 | 43 | $865,746 | $105,947 | $2,464iApproximate average salary by contribution assumption: employee only about $61,597 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,376 at 6%; with 100% employer match about $30,799 at 4% or $20,532 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 43 | $865,746 | $105,947 | $2,464iApproximate average salary by contribution assumption: employee only about $61,597 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,376 at 6%; with 100% employer match about $30,799 at 4% or $20,532 at 6%. |
| 2014 | 1 | 27 | $893,709 | $72,243 | $2,676iApproximate average salary by contribution assumption: employee only about $66,892 at 4% or $44,594 at 6%; with 50% employer match about $44,594 at 4% or $29,730 at 6%; with 100% employer match about $33,446 at 4% or $22,297 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 27 | $893,709 | $72,243 | $2,676iApproximate average salary by contribution assumption: employee only about $66,892 at 4% or $44,594 at 6%; with 50% employer match about $44,594 at 4% or $29,730 at 6%; with 100% employer match about $33,446 at 4% or $22,297 at 6%. |
| 2013 | 1 | 26 | $1,181,868 | $65,162 | $2,506iApproximate average salary by contribution assumption: employee only about $62,656 at 4% or $41,771 at 6%; with 50% employer match about $41,771 at 4% or $27,847 at 6%; with 100% employer match about $31,328 at 4% or $20,885 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 26 | $1,181,868 | $65,162 | $2,506iApproximate average salary by contribution assumption: employee only about $62,656 at 4% or $41,771 at 6%; with 50% employer match about $41,771 at 4% or $27,847 at 6%; with 100% employer match about $31,328 at 4% or $20,885 at 6%. |
| 2012 | 1 | 26 | $917,179 | $90,487 | $3,480iApproximate average salary by contribution assumption: employee only about $87,007 at 4% or $58,004 at 6%; with 50% employer match about $58,004 at 4% or $38,670 at 6%; with 100% employer match about $43,503 at 4% or $29,002 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 26 | $917,179 | $90,487 | $3,480iApproximate average salary by contribution assumption: employee only about $87,007 at 4% or $58,004 at 6%; with 50% employer match about $58,004 at 4% or $38,670 at 6%; with 100% employer match about $43,503 at 4% or $29,002 at 6%. |
| 2011 | 1 | 26 | $798,035 | $104,245 | $4,009iApproximate average salary by contribution assumption: employee only about $100,236 at 4% or $66,824 at 6%; with 50% employer match about $66,824 at 4% or $44,549 at 6%; with 100% employer match about $50,118 at 4% or $33,412 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 26 | $798,035 | $104,245 | $4,009iApproximate average salary by contribution assumption: employee only about $100,236 at 4% or $66,824 at 6%; with 50% employer match about $66,824 at 4% or $44,549 at 6%; with 100% employer match about $50,118 at 4% or $33,412 at 6%. |
| 2010 | 1 | 26 | $851,235 | $82,569 | $3,176iApproximate average salary by contribution assumption: employee only about $79,393 at 4% or $52,929 at 6%; with 50% employer match about $52,929 at 4% or $35,286 at 6%; with 100% employer match about $39,697 at 4% or $26,464 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 26 | $851,235 | $82,569 | $3,176iApproximate average salary by contribution assumption: employee only about $79,393 at 4% or $52,929 at 6%; with 50% employer match about $52,929 at 4% or $35,286 at 6%; with 100% employer match about $39,697 at 4% or $26,464 at 6%. |
| 2009 | 2 | 26 | $1,992,903 | $281,816 | $10,839iApproximate average salary by contribution assumption: employee only about $270,977 at 4% or $180,651 at 6%; with 50% employer match about $180,651 at 4% or $120,434 at 6%; with 100% employer match about $135,488 at 4% or $90,326 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 23 | $1,309,962 | $184,646 | $8,028iApproximate average salary by contribution assumption: employee only about $200,702 at 4% or $133,801 at 6%; with 50% employer match about $133,801 at 4% or $89,201 at 6%; with 100% employer match about $100,351 at 4% or $66,901 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 26 | $682,941 | $97,170 | $3,737iApproximate average salary by contribution assumption: employee only about $93,433 at 4% or $62,288 at 6%; with 50% employer match about $62,288 at 4% or $41,526 at 6%; with 100% employer match about $46,716 at 4% or $31,144 at 6%. |
| 2008 | 1 | 23 | $829,666 | $165,308 | $7,187iApproximate average salary by contribution assumption: employee only about $179,683 at 4% or $119,788 at 6%; with 50% employer match about $119,788 at 4% or $79,859 at 6%; with 100% employer match about $89,841 at 4% or $59,894 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 23 | $829,666 | $165,308 | $7,187iApproximate average salary by contribution assumption: employee only about $179,683 at 4% or $119,788 at 6%; with 50% employer match about $119,788 at 4% or $79,859 at 6%; with 100% employer match about $89,841 at 4% or $59,894 at 6%. |
| 2006 | 1 | 32 | $1,086,468 | $163,944 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,388 at 6%; with 50% employer match about $85,388 at 4% or $56,925 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 32 | $1,086,468 | $163,944 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,388 at 6%; with 50% employer match about $85,388 at 4% or $56,925 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%. |
| 2005 | 1 | 31 | $925,364 | $207,714 | $6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,756 at 4% or $55,837 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 31 | $925,364 | $207,714 | $6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,756 at 4% or $55,837 at 6%. |
| 2004 | 1 | 32 | $735,055 | $182,594 | $5,706iApproximate average salary by contribution assumption: employee only about $142,652 at 4% or $95,101 at 6%; with 50% employer match about $95,101 at 4% or $63,401 at 6%; with 100% employer match about $71,326 at 4% or $47,551 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 32 | $735,055 | $182,594 | $5,706iApproximate average salary by contribution assumption: employee only about $142,652 at 4% or $95,101 at 6%; with 50% employer match about $95,101 at 4% or $63,401 at 6%; with 100% employer match about $71,326 at 4% or $47,551 at 6%. |
| 2003 | 1 | 30 | $573,623 | $155,788 | $5,193iApproximate average salary by contribution assumption: employee only about $129,823 at 4% or $86,549 at 6%; with 50% employer match about $86,549 at 4% or $57,699 at 6%; with 100% employer match about $64,912 at 4% or $43,274 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 30 | $573,623 | $155,788 | $5,193iApproximate average salary by contribution assumption: employee only about $129,823 at 4% or $86,549 at 6%; with 50% employer match about $86,549 at 4% or $57,699 at 6%; with 100% employer match about $64,912 at 4% or $43,274 at 6%. |
| 2002 | 1 | 22 | $0 | $2,577 | $117iApproximate average salary by contribution assumption: employee only about $2,928 at 4% or $1,952 at 6%; with 50% employer match about $1,952 at 4% or $1,302 at 6%; with 100% employer match about $1,464 at 4% or $976 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 22 | - | $2,577 | $117iApproximate average salary by contribution assumption: employee only about $2,928 at 4% or $1,952 at 6%; with 50% employer match about $1,952 at 4% or $1,302 at 6%; with 100% employer match about $1,464 at 4% or $976 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Spohn & Associates Inc. 401(K) Plan | - | 20 | - | - | - |
| 2000 | 1 | 14 | $60,425 | $68,368 | $4,883iApproximate average salary by contribution assumption: employee only about $122,086 at 4% or $81,390 at 6%; with 50% employer match about $81,390 at 4% or $54,260 at 6%; with 100% employer match about $61,043 at 4% or $40,695 at 6%. |
| Spohn & Associates Inc. 401(K) Plan | - | 14 | $60,425 | $68,368 | $4,883iApproximate average salary by contribution assumption: employee only about $122,086 at 4% or $81,390 at 6%; with 50% employer match about $81,390 at 4% or $54,260 at 6%; with 100% employer match about $61,043 at 4% or $40,695 at 6%. |