SANDRA LYNN SPENCER
Plan context: Sandra Spencer, CPA 401 (K) Profit Sharing Plan
EIN 74-3026692 • Syracuse, NY • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,583,708
2024 Contributions
$78,809
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 | 5 | $2,583,708 | $78,809 | $15,762iApproximate average salary by contribution assumption: employee only about $394,045 at 4% or $262,697 at 6%; with 50% employer match about $262,697 at 4% or $175,131 at 6%; with 100% employer match about $197,023 at 4% or $131,348 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $2,583,708 | $78,809 | $15,762iApproximate average salary by contribution assumption: employee only about $394,045 at 4% or $262,697 at 6%; with 50% employer match about $262,697 at 4% or $175,131 at 6%; with 100% employer match about $197,023 at 4% or $131,348 at 6%. |
| 2023 | 1 | 5 | $2,187,619 | $60,075 | $12,015iApproximate average salary by contribution assumption: employee only about $300,375 at 4% or $200,250 at 6%; with 50% employer match about $200,250 at 4% or $133,500 at 6%; with 100% employer match about $150,188 at 4% or $100,125 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $2,187,619 | $60,075 | $12,015iApproximate average salary by contribution assumption: employee only about $300,375 at 4% or $200,250 at 6%; with 50% employer match about $200,250 at 4% or $133,500 at 6%; with 100% employer match about $150,188 at 4% or $100,125 at 6%. |
| 2022 | 1 | 5 | $1,827,236 | $64,810 | $12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $1,827,236 | $64,810 | $12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%. |
| 2021 | 1 | 5 | $2,193,193 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $2,193,193 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| 2020 | 1 | 4 | $1,784,428 | $52,728 | $13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 4 | $1,784,428 | $52,728 | $13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%. |
| 2019 | 1 | 4 | $1,400,068 | $44,660 | $11,165iApproximate average salary by contribution assumption: employee only about $279,125 at 4% or $186,083 at 6%; with 50% employer match about $186,083 at 4% or $124,056 at 6%; with 100% employer match about $139,563 at 4% or $93,042 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 4 | $1,400,068 | $44,660 | $11,165iApproximate average salary by contribution assumption: employee only about $279,125 at 4% or $186,083 at 6%; with 50% employer match about $186,083 at 4% or $124,056 at 6%; with 100% employer match about $139,563 at 4% or $93,042 at 6%. |
| 2018 | 1 | 4 | $1,083,505 | $47,814 | $11,954iApproximate average salary by contribution assumption: employee only about $298,838 at 4% or $199,225 at 6%; with 50% employer match about $199,225 at 4% or $132,817 at 6%; with 100% employer match about $149,419 at 4% or $99,613 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 4 | $1,083,505 | $47,814 | $11,954iApproximate average salary by contribution assumption: employee only about $298,838 at 4% or $199,225 at 6%; with 50% employer match about $199,225 at 4% or $132,817 at 6%; with 100% employer match about $149,419 at 4% or $99,613 at 6%. |
| 2017 | 1 | 5 | $1,118,657 | $51,083 | $10,217iApproximate average salary by contribution assumption: employee only about $255,415 at 4% or $170,277 at 6%; with 50% employer match about $170,277 at 4% or $113,518 at 6%; with 100% employer match about $127,708 at 4% or $85,138 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $1,118,657 | $51,083 | $10,217iApproximate average salary by contribution assumption: employee only about $255,415 at 4% or $170,277 at 6%; with 50% employer match about $170,277 at 4% or $113,518 at 6%; with 100% employer match about $127,708 at 4% or $85,138 at 6%. |
| 2016 | 1 | 5 | $913,617 | $47,896 | $9,579iApproximate average salary by contribution assumption: employee only about $239,480 at 4% or $159,653 at 6%; with 50% employer match about $159,653 at 4% or $106,436 at 6%; with 100% employer match about $119,740 at 4% or $79,827 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 5 | $913,617 | $47,896 | $9,579iApproximate average salary by contribution assumption: employee only about $239,480 at 4% or $159,653 at 6%; with 50% employer match about $159,653 at 4% or $106,436 at 6%; with 100% employer match about $119,740 at 4% or $79,827 at 6%. |
| 2015 | 1 | 4 | $818,669 | $53,219 | $13,305iApproximate average salary by contribution assumption: employee only about $332,619 at 4% or $221,746 at 6%; with 50% employer match about $221,746 at 4% or $147,831 at 6%; with 100% employer match about $166,309 at 4% or $110,873 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 4 | $818,669 | $53,219 | $13,305iApproximate average salary by contribution assumption: employee only about $332,619 at 4% or $221,746 at 6%; with 50% employer match about $221,746 at 4% or $147,831 at 6%; with 100% employer match about $166,309 at 4% or $110,873 at 6%. |
| 2014 | 1 | 2 | $769,108 | $39,217 | $19,609iApproximate average salary by contribution assumption: employee only about $490,213 at 4% or $326,808 at 6%; with 50% employer match about $326,808 at 4% or $217,872 at 6%; with 100% employer match about $245,106 at 4% or $163,404 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $769,108 | $39,217 | $19,609iApproximate average salary by contribution assumption: employee only about $490,213 at 4% or $326,808 at 6%; with 50% employer match about $326,808 at 4% or $217,872 at 6%; with 100% employer match about $245,106 at 4% or $163,404 at 6%. |
| 2013 | 1 | 2 | $702,784 | $35,137 | $17,569iApproximate average salary by contribution assumption: employee only about $439,213 at 4% or $292,808 at 6%; with 50% employer match about $292,808 at 4% or $195,206 at 6%; with 100% employer match about $219,606 at 4% or $146,404 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $702,784 | $35,137 | $17,569iApproximate average salary by contribution assumption: employee only about $439,213 at 4% or $292,808 at 6%; with 50% employer match about $292,808 at 4% or $195,206 at 6%; with 100% employer match about $219,606 at 4% or $146,404 at 6%. |
| 2012 | 1 | 2 | $552,868 | $31,297 | $15,649iApproximate average salary by contribution assumption: employee only about $391,213 at 4% or $260,808 at 6%; with 50% employer match about $260,808 at 4% or $173,872 at 6%; with 100% employer match about $195,606 at 4% or $130,404 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $552,868 | $31,297 | $15,649iApproximate average salary by contribution assumption: employee only about $391,213 at 4% or $260,808 at 6%; with 50% employer match about $260,808 at 4% or $173,872 at 6%; with 100% employer match about $195,606 at 4% or $130,404 at 6%. |
| 2011 | 1 | 1 | $467,538 | $31,925 | $31,925iApproximate average salary by contribution assumption: employee only about $798,125 at 4% or $532,083 at 6%; with 50% employer match about $532,083 at 4% or $354,722 at 6%; with 100% employer match about $399,063 at 4% or $266,042 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 1 | $467,538 | $31,925 | $31,925iApproximate average salary by contribution assumption: employee only about $798,125 at 4% or $532,083 at 6%; with 50% employer match about $532,083 at 4% or $354,722 at 6%; with 100% employer match about $399,063 at 4% or $266,042 at 6%. |
| 2010 | 1 | 2 | $441,895 | $17,318 | $8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $441,895 | $17,318 | $8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%. |
| 2009 | 1 | 1 | $352,190 | $10,103 | $10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 1 | $352,190 | $10,103 | $10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%. |
| 2008 | 1 | 2 | $275,476 | $13,782 | $6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $275,476 | $13,782 | $6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%. |
| 2007 | 1 | 2 | $419,294 | $14,480 | $7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $419,294 | $14,480 | $7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%. |
| 2006 | 1 | 2 | $334,895 | $9,931 | $4,966iApproximate average salary by contribution assumption: employee only about $124,138 at 4% or $82,758 at 6%; with 50% employer match about $82,758 at 4% or $55,172 at 6%; with 100% employer match about $62,069 at 4% or $41,379 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $334,895 | $9,931 | $4,966iApproximate average salary by contribution assumption: employee only about $124,138 at 4% or $82,758 at 6%; with 50% employer match about $82,758 at 4% or $55,172 at 6%; with 100% employer match about $62,069 at 4% or $41,379 at 6%. |
| 2005 | 1 | 2 | $294,083 | $12,060 | $6,030iApproximate average salary by contribution assumption: employee only about $150,750 at 4% or $100,500 at 6%; with 50% employer match about $100,500 at 4% or $67,000 at 6%; with 100% employer match about $75,375 at 4% or $50,250 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $294,083 | $12,060 | $6,030iApproximate average salary by contribution assumption: employee only about $150,750 at 4% or $100,500 at 6%; with 50% employer match about $100,500 at 4% or $67,000 at 6%; with 100% employer match about $75,375 at 4% or $50,250 at 6%. |
| 2004 | 1 | 2 | $361,965 | $8,967 | $4,484iApproximate average salary by contribution assumption: employee only about $112,088 at 4% or $74,725 at 6%; with 50% employer match about $74,725 at 4% or $49,817 at 6%; with 100% employer match about $56,044 at 4% or $37,363 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $361,965 | $8,967 | $4,484iApproximate average salary by contribution assumption: employee only about $112,088 at 4% or $74,725 at 6%; with 50% employer match about $74,725 at 4% or $49,817 at 6%; with 100% employer match about $56,044 at 4% or $37,363 at 6%. |
| 2003 | 1 | 2 | $349,251 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $349,251 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2002 | 1 | 2 | $316,391 | $15,556 | $7,778iApproximate average salary by contribution assumption: employee only about $194,450 at 4% or $129,633 at 6%; with 50% employer match about $129,633 at 4% or $86,422 at 6%; with 100% employer match about $97,225 at 4% or $64,817 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 2 | $316,391 | $15,556 | $7,778iApproximate average salary by contribution assumption: employee only about $194,450 at 4% or $129,633 at 6%; with 50% employer match about $129,633 at 4% or $86,422 at 6%; with 100% employer match about $97,225 at 4% or $64,817 at 6%. |
| 2001 | 1 | 3 | $397,537 | $14,240 | $4,747iApproximate average salary by contribution assumption: employee only about $118,667 at 4% or $79,111 at 6%; with 50% employer match about $79,111 at 4% or $52,741 at 6%; with 100% employer match about $59,333 at 4% or $39,556 at 6%. |
| Sandra Spencer, CPA 401 (K) Profit Sharing Plan | - | 3 | $397,537 | $14,240 | $4,747iApproximate average salary by contribution assumption: employee only about $118,667 at 4% or $79,111 at 6%; with 50% employer match about $79,111 at 4% or $52,741 at 6%; with 100% employer match about $59,333 at 4% or $39,556 at 6%. |