The Spencer Company
Plan context: The Spencer Company Profit Sharing Plan and Trust
EIN 75-1972805 • Dallas, TX • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
43
2024 Assets
$3,355,217
2024 Contributions
$186,115
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 | 43 | $3,355,217 | $186,115 | $4,328iApproximate average salary by contribution assumption: employee only about $108,206 at 4% or $72,138 at 6%; with 50% employer match about $72,138 at 4% or $48,092 at 6%; with 100% employer match about $54,103 at 4% or $36,069 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 43 | $3,355,217 | $186,115 | $4,328iApproximate average salary by contribution assumption: employee only about $108,206 at 4% or $72,138 at 6%; with 50% employer match about $72,138 at 4% or $48,092 at 6%; with 100% employer match about $54,103 at 4% or $36,069 at 6%. |
| 2023 | 1 | 40 | $3,014,509 | $154,273 | $3,857iApproximate average salary by contribution assumption: employee only about $96,421 at 4% or $64,280 at 6%; with 50% employer match about $64,280 at 4% or $42,854 at 6%; with 100% employer match about $48,210 at 4% or $32,140 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 40 | $3,014,509 | $154,273 | $3,857iApproximate average salary by contribution assumption: employee only about $96,421 at 4% or $64,280 at 6%; with 50% employer match about $64,280 at 4% or $42,854 at 6%; with 100% employer match about $48,210 at 4% or $32,140 at 6%. |
| 2022 | 1 | 40 | $2,778,317 | $136,509 | $3,413iApproximate average salary by contribution assumption: employee only about $85,318 at 4% or $56,879 at 6%; with 50% employer match about $56,879 at 4% or $37,919 at 6%; with 100% employer match about $42,659 at 4% or $28,439 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 40 | $2,778,317 | $136,509 | $3,413iApproximate average salary by contribution assumption: employee only about $85,318 at 4% or $56,879 at 6%; with 50% employer match about $56,879 at 4% or $37,919 at 6%; with 100% employer match about $42,659 at 4% or $28,439 at 6%. |
| 2021 | 1 | 48 | $3,253,276 | $160,766 | $3,349iApproximate average salary by contribution assumption: employee only about $83,732 at 4% or $55,822 at 6%; with 50% employer match about $55,822 at 4% or $37,214 at 6%; with 100% employer match about $41,866 at 4% or $27,911 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 48 | $3,253,276 | $160,766 | $3,349iApproximate average salary by contribution assumption: employee only about $83,732 at 4% or $55,822 at 6%; with 50% employer match about $55,822 at 4% or $37,214 at 6%; with 100% employer match about $41,866 at 4% or $27,911 at 6%. |
| 2020 | 1 | 50 | $3,839,605 | $260,049 | $5,201iApproximate average salary by contribution assumption: employee only about $130,024 at 4% or $86,683 at 6%; with 50% employer match about $86,683 at 4% or $57,789 at 6%; with 100% employer match about $65,012 at 4% or $43,342 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 50 | $3,839,605 | $260,049 | $5,201iApproximate average salary by contribution assumption: employee only about $130,024 at 4% or $86,683 at 6%; with 50% employer match about $86,683 at 4% or $57,789 at 6%; with 100% employer match about $65,012 at 4% or $43,342 at 6%. |
| 2019 | 1 | 55 | $3,778,923 | $262,244 | $4,768iApproximate average salary by contribution assumption: employee only about $119,202 at 4% or $79,468 at 6%; with 50% employer match about $79,468 at 4% or $52,979 at 6%; with 100% employer match about $59,601 at 4% or $39,734 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 55 | $3,778,923 | $262,244 | $4,768iApproximate average salary by contribution assumption: employee only about $119,202 at 4% or $79,468 at 6%; with 50% employer match about $79,468 at 4% or $52,979 at 6%; with 100% employer match about $59,601 at 4% or $39,734 at 6%. |
| 2018 | 1 | 58 | $3,427,803 | $234,932 | $4,051iApproximate average salary by contribution assumption: employee only about $101,264 at 4% or $67,509 at 6%; with 50% employer match about $67,509 at 4% or $45,006 at 6%; with 100% employer match about $50,632 at 4% or $33,755 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 58 | $3,427,803 | $234,932 | $4,051iApproximate average salary by contribution assumption: employee only about $101,264 at 4% or $67,509 at 6%; with 50% employer match about $67,509 at 4% or $45,006 at 6%; with 100% employer match about $50,632 at 4% or $33,755 at 6%. |
| 2017 | 1 | 61 | $3,438,581 | $249,355 | $4,088iApproximate average salary by contribution assumption: employee only about $102,195 at 4% or $68,130 at 6%; with 50% employer match about $68,130 at 4% or $45,420 at 6%; with 100% employer match about $51,097 at 4% or $34,065 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 61 | $3,438,581 | $249,355 | $4,088iApproximate average salary by contribution assumption: employee only about $102,195 at 4% or $68,130 at 6%; with 50% employer match about $68,130 at 4% or $45,420 at 6%; with 100% employer match about $51,097 at 4% or $34,065 at 6%. |
| 2016 | 1 | 64 | $3,830,520 | $262,009 | $4,094iApproximate average salary by contribution assumption: employee only about $102,347 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 64 | $3,830,520 | $262,009 | $4,094iApproximate average salary by contribution assumption: employee only about $102,347 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%. |
| 2015 | 1 | 53 | $3,349,983 | $266,777 | $5,034iApproximate average salary by contribution assumption: employee only about $125,838 at 4% or $83,892 at 6%; with 50% employer match about $83,892 at 4% or $55,928 at 6%; with 100% employer match about $62,919 at 4% or $41,946 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 53 | $3,349,983 | $266,777 | $5,034iApproximate average salary by contribution assumption: employee only about $125,838 at 4% or $83,892 at 6%; with 50% employer match about $83,892 at 4% or $55,928 at 6%; with 100% employer match about $62,919 at 4% or $41,946 at 6%. |
| 2014 | 1 | 53 | $3,185,734 | $216,111 | $4,078iApproximate average salary by contribution assumption: employee only about $101,939 at 4% or $67,959 at 6%; with 50% employer match about $67,959 at 4% or $45,306 at 6%; with 100% employer match about $50,970 at 4% or $33,980 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 53 | $3,185,734 | $216,111 | $4,078iApproximate average salary by contribution assumption: employee only about $101,939 at 4% or $67,959 at 6%; with 50% employer match about $67,959 at 4% or $45,306 at 6%; with 100% employer match about $50,970 at 4% or $33,980 at 6%. |
| 2013 | 1 | 50 | $2,928,511 | $217,946 | $4,359iApproximate average salary by contribution assumption: employee only about $108,973 at 4% or $72,649 at 6%; with 50% employer match about $72,649 at 4% or $48,432 at 6%; with 100% employer match about $54,487 at 4% or $36,324 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 50 | $2,928,511 | $217,946 | $4,359iApproximate average salary by contribution assumption: employee only about $108,973 at 4% or $72,649 at 6%; with 50% employer match about $72,649 at 4% or $48,432 at 6%; with 100% employer match about $54,487 at 4% or $36,324 at 6%. |
| 2012 | 1 | 57 | $2,489,809 | $230,399 | $4,042iApproximate average salary by contribution assumption: employee only about $101,052 at 4% or $67,368 at 6%; with 50% employer match about $67,368 at 4% or $44,912 at 6%; with 100% employer match about $50,526 at 4% or $33,684 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 57 | $2,489,809 | $230,399 | $4,042iApproximate average salary by contribution assumption: employee only about $101,052 at 4% or $67,368 at 6%; with 50% employer match about $67,368 at 4% or $44,912 at 6%; with 100% employer match about $50,526 at 4% or $33,684 at 6%. |
| 2011 | 1 | 41 | $2,453,736 | $212,703 | $5,188iApproximate average salary by contribution assumption: employee only about $129,697 at 4% or $86,465 at 6%; with 50% employer match about $86,465 at 4% or $57,643 at 6%; with 100% employer match about $64,848 at 4% or $43,232 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 41 | $2,453,736 | $212,703 | $5,188iApproximate average salary by contribution assumption: employee only about $129,697 at 4% or $86,465 at 6%; with 50% employer match about $86,465 at 4% or $57,643 at 6%; with 100% employer match about $64,848 at 4% or $43,232 at 6%. |
| 2010 | 1 | 42 | $2,368,194 | $253,566 | $6,037iApproximate average salary by contribution assumption: employee only about $150,932 at 4% or $100,621 at 6%; with 50% employer match about $100,621 at 4% or $67,081 at 6%; with 100% employer match about $75,466 at 4% or $50,311 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 42 | $2,368,194 | $253,566 | $6,037iApproximate average salary by contribution assumption: employee only about $150,932 at 4% or $100,621 at 6%; with 50% employer match about $100,621 at 4% or $67,081 at 6%; with 100% employer match about $75,466 at 4% or $50,311 at 6%. |
| 2009 | 1 | 36 | $1,957,967 | $292,919 | $8,137iApproximate average salary by contribution assumption: employee only about $203,416 at 4% or $135,611 at 6%; with 50% employer match about $135,611 at 4% or $90,407 at 6%; with 100% employer match about $101,708 at 4% or $67,805 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 36 | $1,957,967 | $292,919 | $8,137iApproximate average salary by contribution assumption: employee only about $203,416 at 4% or $135,611 at 6%; with 50% employer match about $135,611 at 4% or $90,407 at 6%; with 100% employer match about $101,708 at 4% or $67,805 at 6%. |
| 2008 | 1 | 35 | $1,288,953 | $255,330 | $7,295iApproximate average salary by contribution assumption: employee only about $182,379 at 4% or $121,586 at 6%; with 50% employer match about $121,586 at 4% or $81,057 at 6%; with 100% employer match about $91,189 at 4% or $60,793 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 35 | $1,288,953 | $255,330 | $7,295iApproximate average salary by contribution assumption: employee only about $182,379 at 4% or $121,586 at 6%; with 50% employer match about $121,586 at 4% or $81,057 at 6%; with 100% employer match about $91,189 at 4% or $60,793 at 6%. |
| 2005 | 1 | 45 | $865,182 | $199,146 | $4,425iApproximate average salary by contribution assumption: employee only about $110,637 at 4% or $73,758 at 6%; with 50% employer match about $73,758 at 4% or $49,172 at 6%; with 100% employer match about $55,318 at 4% or $36,879 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 45 | $865,182 | $199,146 | $4,425iApproximate average salary by contribution assumption: employee only about $110,637 at 4% or $73,758 at 6%; with 50% employer match about $73,758 at 4% or $49,172 at 6%; with 100% employer match about $55,318 at 4% or $36,879 at 6%. |
| 2004 | 1 | 41 | $613,847 | $92,040 | $2,245iApproximate average salary by contribution assumption: employee only about $56,122 at 4% or $37,415 at 6%; with 50% employer match about $37,415 at 4% or $24,943 at 6%; with 100% employer match about $28,061 at 4% or $18,707 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 41 | $613,847 | $92,040 | $2,245iApproximate average salary by contribution assumption: employee only about $56,122 at 4% or $37,415 at 6%; with 50% employer match about $37,415 at 4% or $24,943 at 6%; with 100% employer match about $28,061 at 4% or $18,707 at 6%. |
| 2003 | 1 | 38 | $594,736 | $81,657 | $2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,814 at 6%; with 50% employer match about $35,814 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 38 | $594,736 | $81,657 | $2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,814 at 6%; with 50% employer match about $35,814 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%. |
| 2002 | 1 | 18 | $456,946 | $53,010 | $2,945iApproximate average salary by contribution assumption: employee only about $73,625 at 4% or $49,083 at 6%; with 50% employer match about $49,083 at 4% or $32,722 at 6%; with 100% employer match about $36,813 at 4% or $24,542 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 18 | $456,946 | $53,010 | $2,945iApproximate average salary by contribution assumption: employee only about $73,625 at 4% or $49,083 at 6%; with 50% employer match about $49,083 at 4% or $32,722 at 6%; with 100% employer match about $36,813 at 4% or $24,542 at 6%. |
| 2001 | 1 | 18 | $600,867 | $101,328 | $5,629iApproximate average salary by contribution assumption: employee only about $140,733 at 4% or $93,822 at 6%; with 50% employer match about $93,822 at 4% or $62,548 at 6%; with 100% employer match about $70,367 at 4% or $46,911 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 18 | $600,867 | $101,328 | $5,629iApproximate average salary by contribution assumption: employee only about $140,733 at 4% or $93,822 at 6%; with 50% employer match about $93,822 at 4% or $62,548 at 6%; with 100% employer match about $70,367 at 4% or $46,911 at 6%. |
| 2000 | 2 | 28 | $592,645 | $117,626 | $4,201iApproximate average salary by contribution assumption: employee only about $105,023 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,512 at 4% or $35,008 at 6%. |
| The Spencer Company Profit Sharing Plan and Trust | - | 16 | $592,645 | $117,626 | $7,352iApproximate average salary by contribution assumption: employee only about $183,791 at 4% or $122,527 at 6%; with 50% employer match about $122,527 at 4% or $81,685 at 6%; with 100% employer match about $91,895 at 4% or $61,264 at 6%. |
| THE SPENCER COMPANY | - | 28 | - | - | - |