Frank X. Spencer & Associates Inc.
Plan context: Frank X. Spencer & Associates Inc. 401(K) Retirement Plan
EIN 75-2817126 • El Paso, TX • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
43
2024 Assets
$2,732,625
2024 Contributions
$220,007
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 | $2,732,625 | $220,007 | $5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 43 | $2,732,625 | $220,007 | $5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| 2023 | 1 | 43 | $2,342,225 | $226,473 | $5,267iApproximate average salary by contribution assumption: employee only about $131,670 at 4% or $87,780 at 6%; with 50% employer match about $87,780 at 4% or $58,520 at 6%; with 100% employer match about $65,835 at 4% or $43,890 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 43 | $2,342,225 | $226,473 | $5,267iApproximate average salary by contribution assumption: employee only about $131,670 at 4% or $87,780 at 6%; with 50% employer match about $87,780 at 4% or $58,520 at 6%; with 100% employer match about $65,835 at 4% or $43,890 at 6%. |
| 2022 | 1 | 40 | $1,898,654 | $228,573 | $5,714iApproximate average salary by contribution assumption: employee only about $142,858 at 4% or $95,239 at 6%; with 50% employer match about $95,239 at 4% or $63,493 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 40 | $1,898,654 | $228,573 | $5,714iApproximate average salary by contribution assumption: employee only about $142,858 at 4% or $95,239 at 6%; with 50% employer match about $95,239 at 4% or $63,493 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| 2021 | 1 | 31 | $2,076,930 | $265,337 | $8,559iApproximate average salary by contribution assumption: employee only about $213,981 at 4% or $142,654 at 6%; with 50% employer match about $142,654 at 4% or $95,103 at 6%; with 100% employer match about $106,991 at 4% or $71,327 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 31 | $2,076,930 | $265,337 | $8,559iApproximate average salary by contribution assumption: employee only about $213,981 at 4% or $142,654 at 6%; with 50% employer match about $142,654 at 4% or $95,103 at 6%; with 100% employer match about $106,991 at 4% or $71,327 at 6%. |
| 2020 | 1 | 28 | $1,758,472 | $166,419 | $5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 28 | $1,758,472 | $166,419 | $5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%. |
| 2019 | 1 | 23 | $1,392,347 | $126,490 | $5,500iApproximate average salary by contribution assumption: employee only about $137,489 at 4% or $91,659 at 6%; with 50% employer match about $91,659 at 4% or $61,106 at 6%; with 100% employer match about $68,745 at 4% or $45,830 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 23 | $1,392,347 | $126,490 | $5,500iApproximate average salary by contribution assumption: employee only about $137,489 at 4% or $91,659 at 6%; with 50% employer match about $91,659 at 4% or $61,106 at 6%; with 100% employer match about $68,745 at 4% or $45,830 at 6%. |
| 2018 | 1 | 20 | $1,105,496 | $104,768 | $5,238iApproximate average salary by contribution assumption: employee only about $130,960 at 4% or $87,307 at 6%; with 50% employer match about $87,307 at 4% or $58,204 at 6%; with 100% employer match about $65,480 at 4% or $43,653 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 20 | $1,105,496 | $104,768 | $5,238iApproximate average salary by contribution assumption: employee only about $130,960 at 4% or $87,307 at 6%; with 50% employer match about $87,307 at 4% or $58,204 at 6%; with 100% employer match about $65,480 at 4% or $43,653 at 6%. |
| 2017 | 1 | 25 | $1,238,263 | $107,100 | $4,284iApproximate average salary by contribution assumption: employee only about $107,100 at 4% or $71,400 at 6%; with 50% employer match about $71,400 at 4% or $47,600 at 6%; with 100% employer match about $53,550 at 4% or $35,700 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 25 | $1,238,263 | $107,100 | $4,284iApproximate average salary by contribution assumption: employee only about $107,100 at 4% or $71,400 at 6%; with 50% employer match about $71,400 at 4% or $47,600 at 6%; with 100% employer match about $53,550 at 4% or $35,700 at 6%. |
| 2016 | 1 | 22 | $1,001,552 | $103,145 | $4,688iApproximate average salary by contribution assumption: employee only about $117,210 at 4% or $78,140 at 6%; with 50% employer match about $78,140 at 4% or $52,093 at 6%; with 100% employer match about $58,605 at 4% or $39,070 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 22 | $1,001,552 | $103,145 | $4,688iApproximate average salary by contribution assumption: employee only about $117,210 at 4% or $78,140 at 6%; with 50% employer match about $78,140 at 4% or $52,093 at 6%; with 100% employer match about $58,605 at 4% or $39,070 at 6%. |
| 2015 | 1 | 23 | $897,460 | $107,288 | $4,665iApproximate average salary by contribution assumption: employee only about $116,617 at 4% or $77,745 at 6%; with 50% employer match about $77,745 at 4% or $51,830 at 6%; with 100% employer match about $58,309 at 4% or $38,872 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 23 | $897,460 | $107,288 | $4,665iApproximate average salary by contribution assumption: employee only about $116,617 at 4% or $77,745 at 6%; with 50% employer match about $77,745 at 4% or $51,830 at 6%; with 100% employer match about $58,309 at 4% or $38,872 at 6%. |
| 2014 | 1 | 24 | $853,946 | $100,535 | $4,189iApproximate average salary by contribution assumption: employee only about $104,724 at 4% or $69,816 at 6%; with 50% employer match about $69,816 at 4% or $46,544 at 6%; with 100% employer match about $52,362 at 4% or $34,908 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 24 | $853,946 | $100,535 | $4,189iApproximate average salary by contribution assumption: employee only about $104,724 at 4% or $69,816 at 6%; with 50% employer match about $69,816 at 4% or $46,544 at 6%; with 100% employer match about $52,362 at 4% or $34,908 at 6%. |
| 2013 | 1 | 24 | $735,027 | $97,876 | $4,078iApproximate average salary by contribution assumption: employee only about $101,954 at 4% or $67,969 at 6%; with 50% employer match about $67,969 at 4% or $45,313 at 6%; with 100% employer match about $50,977 at 4% or $33,985 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 24 | $735,027 | $97,876 | $4,078iApproximate average salary by contribution assumption: employee only about $101,954 at 4% or $67,969 at 6%; with 50% employer match about $67,969 at 4% or $45,313 at 6%; with 100% employer match about $50,977 at 4% or $33,985 at 6%. |
| 2012 | 1 | 24 | $565,156 | $94,994 | $3,958iApproximate average salary by contribution assumption: employee only about $98,952 at 4% or $65,968 at 6%; with 50% employer match about $65,968 at 4% or $43,979 at 6%; with 100% employer match about $49,476 at 4% or $32,984 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 24 | $565,156 | $94,994 | $3,958iApproximate average salary by contribution assumption: employee only about $98,952 at 4% or $65,968 at 6%; with 50% employer match about $65,968 at 4% or $43,979 at 6%; with 100% employer match about $49,476 at 4% or $32,984 at 6%. |
| 2011 | 1 | 24 | $448,451 | $96,611 | $4,025iApproximate average salary by contribution assumption: employee only about $100,636 at 4% or $67,091 at 6%; with 50% employer match about $67,091 at 4% or $44,727 at 6%; with 100% employer match about $50,318 at 4% or $33,545 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 24 | $448,451 | $96,611 | $4,025iApproximate average salary by contribution assumption: employee only about $100,636 at 4% or $67,091 at 6%; with 50% employer match about $67,091 at 4% or $44,727 at 6%; with 100% employer match about $50,318 at 4% or $33,545 at 6%. |
| 2010 | 1 | 17 | $420,579 | $65,868 | $3,875iApproximate average salary by contribution assumption: employee only about $96,865 at 4% or $64,576 at 6%; with 50% employer match about $64,576 at 4% or $43,051 at 6%; with 100% employer match about $48,432 at 4% or $32,288 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 17 | $420,579 | $65,868 | $3,875iApproximate average salary by contribution assumption: employee only about $96,865 at 4% or $64,576 at 6%; with 50% employer match about $64,576 at 4% or $43,051 at 6%; with 100% employer match about $48,432 at 4% or $32,288 at 6%. |
| 2009 | 1 | 18 | $305,150 | $34,158 | $1,898iApproximate average salary by contribution assumption: employee only about $47,442 at 4% or $31,628 at 6%; with 50% employer match about $31,628 at 4% or $21,085 at 6%; with 100% employer match about $23,721 at 4% or $15,814 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 18 | $305,150 | $34,158 | $1,898iApproximate average salary by contribution assumption: employee only about $47,442 at 4% or $31,628 at 6%; with 50% employer match about $31,628 at 4% or $21,085 at 6%; with 100% employer match about $23,721 at 4% or $15,814 at 6%. |
| 2008 | 1 | 19 | $222,897 | $33,781 | $1,778iApproximate average salary by contribution assumption: employee only about $44,449 at 4% or $29,632 at 6%; with 50% employer match about $29,632 at 4% or $19,755 at 6%; with 100% employer match about $22,224 at 4% or $14,816 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 19 | $222,897 | $33,781 | $1,778iApproximate average salary by contribution assumption: employee only about $44,449 at 4% or $29,632 at 6%; with 50% employer match about $29,632 at 4% or $19,755 at 6%; with 100% employer match about $22,224 at 4% or $14,816 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 19 | - | - | - |
| 2006 | 1 | 17 | $212,092 | $30,470 | $1,792iApproximate average salary by contribution assumption: employee only about $44,809 at 4% or $29,873 at 6%; with 50% employer match about $29,873 at 4% or $19,915 at 6%; with 100% employer match about $22,404 at 4% or $14,936 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 17 | $212,092 | $30,470 | $1,792iApproximate average salary by contribution assumption: employee only about $44,809 at 4% or $29,873 at 6%; with 50% employer match about $29,873 at 4% or $19,915 at 6%; with 100% employer match about $22,404 at 4% or $14,936 at 6%. |
| 2005 | 1 | 15 | $182,854 | $33,223 | $2,215iApproximate average salary by contribution assumption: employee only about $55,372 at 4% or $36,914 at 6%; with 50% employer match about $36,914 at 4% or $24,610 at 6%; with 100% employer match about $27,686 at 4% or $18,457 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 15 | $182,854 | $33,223 | $2,215iApproximate average salary by contribution assumption: employee only about $55,372 at 4% or $36,914 at 6%; with 50% employer match about $36,914 at 4% or $24,610 at 6%; with 100% employer match about $27,686 at 4% or $18,457 at 6%. |
| 2004 | 1 | 17 | $148,466 | $35,138 | $2,067iApproximate average salary by contribution assumption: employee only about $51,674 at 4% or $34,449 at 6%; with 50% employer match about $34,449 at 4% or $22,966 at 6%; with 100% employer match about $25,837 at 4% or $17,225 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 17 | $148,466 | $35,138 | $2,067iApproximate average salary by contribution assumption: employee only about $51,674 at 4% or $34,449 at 6%; with 50% employer match about $34,449 at 4% or $22,966 at 6%; with 100% employer match about $25,837 at 4% or $17,225 at 6%. |
| 2003 | 1 | 18 | $127,229 | $26,713 | $1,484iApproximate average salary by contribution assumption: employee only about $37,101 at 4% or $24,734 at 6%; with 50% employer match about $24,734 at 4% or $16,490 at 6%; with 100% employer match about $18,551 at 4% or $12,367 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 18 | $127,229 | $26,713 | $1,484iApproximate average salary by contribution assumption: employee only about $37,101 at 4% or $24,734 at 6%; with 50% employer match about $24,734 at 4% or $16,490 at 6%; with 100% employer match about $18,551 at 4% or $12,367 at 6%. |
| 2002 | 1 | 24 | $94,125 | $39,282 | $1,637iApproximate average salary by contribution assumption: employee only about $40,919 at 4% or $27,279 at 6%; with 50% employer match about $27,279 at 4% or $18,186 at 6%; with 100% employer match about $20,459 at 4% or $13,640 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 24 | $94,125 | $39,282 | $1,637iApproximate average salary by contribution assumption: employee only about $40,919 at 4% or $27,279 at 6%; with 50% employer match about $27,279 at 4% or $18,186 at 6%; with 100% employer match about $20,459 at 4% or $13,640 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 22 | - | - | - |
| 2000 | 1 | 13 | $63,048 | $46,704 | $3,593iApproximate average salary by contribution assumption: employee only about $89,815 at 4% or $59,877 at 6%; with 50% employer match about $59,877 at 4% or $39,918 at 6%; with 100% employer match about $44,908 at 4% or $29,938 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 13 | $63,048 | $46,704 | $3,593iApproximate average salary by contribution assumption: employee only about $89,815 at 4% or $59,877 at 6%; with 50% employer match about $59,877 at 4% or $39,918 at 6%; with 100% employer match about $44,908 at 4% or $29,938 at 6%. |
| 1999 | 1 | 16 | $32,342 | $25,635 | $1,602iApproximate average salary by contribution assumption: employee only about $40,055 at 4% or $26,703 at 6%; with 50% employer match about $26,703 at 4% or $17,802 at 6%; with 100% employer match about $20,027 at 4% or $13,352 at 6%. |
| Frank X. Spencer & Associates Inc. 401(K) Retirement Plan | - | 16 | $32,342 | $25,635 | $1,602iApproximate average salary by contribution assumption: employee only about $40,055 at 4% or $26,703 at 6%; with 50% employer match about $26,703 at 4% or $17,802 at 6%; with 100% employer match about $20,027 at 4% or $13,352 at 6%. |