Spencer Corporation
Plan context: Spencer Corporation 401(K) Plan
EIN 77-0504175 • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,896,539
2024 Contributions
$211,849
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 | 13 | $2,896,539 | $211,849 | $16,296iApproximate average salary by contribution assumption: employee only about $407,402 at 4% or $271,601 at 6%; with 50% employer match about $271,601 at 4% or $181,068 at 6%; with 100% employer match about $203,701 at 4% or $135,801 at 6%. |
| Spencer Corporation 401(K) Plan | - | 13 | $2,896,539 | $211,849 | $16,296iApproximate average salary by contribution assumption: employee only about $407,402 at 4% or $271,601 at 6%; with 50% employer match about $271,601 at 4% or $181,068 at 6%; with 100% employer match about $203,701 at 4% or $135,801 at 6%. |
| 2023 | 1 | 14 | $2,441,058 | $219,134 | $15,652iApproximate average salary by contribution assumption: employee only about $391,311 at 4% or $260,874 at 6%; with 50% employer match about $260,874 at 4% or $173,916 at 6%; with 100% employer match about $195,655 at 4% or $130,437 at 6%. |
| Spencer Corporation 401(K) Plan | - | 14 | $2,441,058 | $219,134 | $15,652iApproximate average salary by contribution assumption: employee only about $391,311 at 4% or $260,874 at 6%; with 50% employer match about $260,874 at 4% or $173,916 at 6%; with 100% employer match about $195,655 at 4% or $130,437 at 6%. |
| 2022 | 1 | 14 | $1,946,594 | $205,972 | $14,712iApproximate average salary by contribution assumption: employee only about $367,807 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,602 at 6%. |
| Spencer Corporation 401(K) Plan | - | 14 | $1,946,594 | $205,972 | $14,712iApproximate average salary by contribution assumption: employee only about $367,807 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,602 at 6%. |
| 2021 | 1 | 12 | $2,039,080 | $192,768 | $16,064iApproximate average salary by contribution assumption: employee only about $401,600 at 4% or $267,733 at 6%; with 50% employer match about $267,733 at 4% or $178,489 at 6%; with 100% employer match about $200,800 at 4% or $133,867 at 6%. |
| Spencer Corporation 401(K) Plan | - | 12 | $2,039,080 | $192,768 | $16,064iApproximate average salary by contribution assumption: employee only about $401,600 at 4% or $267,733 at 6%; with 50% employer match about $267,733 at 4% or $178,489 at 6%; with 100% employer match about $200,800 at 4% or $133,867 at 6%. |
| 2020 | 1 | 12 | $1,658,235 | $180,719 | $15,060iApproximate average salary by contribution assumption: employee only about $376,498 at 4% or $250,999 at 6%; with 50% employer match about $250,999 at 4% or $167,332 at 6%; with 100% employer match about $188,249 at 4% or $125,499 at 6%. |
| Spencer Corporation 401(K) Plan | - | 12 | $1,658,235 | $180,719 | $15,060iApproximate average salary by contribution assumption: employee only about $376,498 at 4% or $250,999 at 6%; with 50% employer match about $250,999 at 4% or $167,332 at 6%; with 100% employer match about $188,249 at 4% or $125,499 at 6%. |
| 2019 | 1 | 12 | $1,303,881 | $179,571 | $14,964iApproximate average salary by contribution assumption: employee only about $374,106 at 4% or $249,404 at 6%; with 50% employer match about $249,404 at 4% or $166,269 at 6%; with 100% employer match about $187,053 at 4% or $124,702 at 6%. |
| Spencer Corporation 401(K) Plan | - | 12 | $1,303,881 | $179,571 | $14,964iApproximate average salary by contribution assumption: employee only about $374,106 at 4% or $249,404 at 6%; with 50% employer match about $249,404 at 4% or $166,269 at 6%; with 100% employer match about $187,053 at 4% or $124,702 at 6%. |
| 2018 | 1 | 10 | $941,801 | $86,797 | $8,680iApproximate average salary by contribution assumption: employee only about $216,993 at 4% or $144,662 at 6%; with 50% employer match about $144,662 at 4% or $96,441 at 6%; with 100% employer match about $108,496 at 4% or $72,331 at 6%. |
| Spencer Corporation 401(K) Plan | - | 10 | $941,801 | $86,797 | $8,680iApproximate average salary by contribution assumption: employee only about $216,993 at 4% or $144,662 at 6%; with 50% employer match about $144,662 at 4% or $96,441 at 6%; with 100% employer match about $108,496 at 4% or $72,331 at 6%. |
| 2017 | 1 | 9 | $907,710 | $54,696 | $6,077iApproximate average salary by contribution assumption: employee only about $151,933 at 4% or $101,289 at 6%; with 50% employer match about $101,289 at 4% or $67,526 at 6%; with 100% employer match about $75,967 at 4% or $50,644 at 6%. |
| Spencer Corporation 401(K) Plan | - | 9 | $907,710 | $54,696 | $6,077iApproximate average salary by contribution assumption: employee only about $151,933 at 4% or $101,289 at 6%; with 50% employer match about $101,289 at 4% or $67,526 at 6%; with 100% employer match about $75,967 at 4% or $50,644 at 6%. |
| 2016 | 1 | 6 | $768,155 | $67,120 | $11,187iApproximate average salary by contribution assumption: employee only about $279,667 at 4% or $186,444 at 6%; with 50% employer match about $186,444 at 4% or $124,296 at 6%; with 100% employer match about $139,833 at 4% or $93,222 at 6%. |
| Spencer Corporation 401(K) Plan | - | 6 | $768,155 | $67,120 | $11,187iApproximate average salary by contribution assumption: employee only about $279,667 at 4% or $186,444 at 6%; with 50% employer match about $186,444 at 4% or $124,296 at 6%; with 100% employer match about $139,833 at 4% or $93,222 at 6%. |
| 2015 | 1 | 7 | $657,745 | $58,491 | $8,356iApproximate average salary by contribution assumption: employee only about $208,896 at 4% or $139,264 at 6%; with 50% employer match about $139,264 at 4% or $92,843 at 6%; with 100% employer match about $104,448 at 4% or $69,632 at 6%. |
| Spencer Corporation 401(K) Plan | - | 7 | $657,745 | $58,491 | $8,356iApproximate average salary by contribution assumption: employee only about $208,896 at 4% or $139,264 at 6%; with 50% employer match about $139,264 at 4% or $92,843 at 6%; with 100% employer match about $104,448 at 4% or $69,632 at 6%. |
| 2014 | 1 | 6 | $604,988 | $125,342 | $20,890iApproximate average salary by contribution assumption: employee only about $522,258 at 4% or $348,172 at 6%; with 50% employer match about $348,172 at 4% or $232,115 at 6%; with 100% employer match about $261,129 at 4% or $174,086 at 6%. |
| Spencer Corporation 401(K) Plan | - | 6 | $604,988 | $125,342 | $20,890iApproximate average salary by contribution assumption: employee only about $522,258 at 4% or $348,172 at 6%; with 50% employer match about $348,172 at 4% or $232,115 at 6%; with 100% employer match about $261,129 at 4% or $174,086 at 6%. |
| 2013 | 1 | 7 | $464,060 | $121,617 | $17,374iApproximate average salary by contribution assumption: employee only about $434,346 at 4% or $289,564 at 6%; with 50% employer match about $289,564 at 4% or $193,043 at 6%; with 100% employer match about $217,173 at 4% or $144,782 at 6%. |
| Spencer Corporation 401(K) Plan | - | 7 | $464,060 | $121,617 | $17,374iApproximate average salary by contribution assumption: employee only about $434,346 at 4% or $289,564 at 6%; with 50% employer match about $289,564 at 4% or $193,043 at 6%; with 100% employer match about $217,173 at 4% or $144,782 at 6%. |
| 2012 | 1 | 7 | $286,546 | $119,065 | $17,009iApproximate average salary by contribution assumption: employee only about $425,232 at 4% or $283,488 at 6%; with 50% employer match about $283,488 at 4% or $188,992 at 6%; with 100% employer match about $212,616 at 4% or $141,744 at 6%. |
| Spencer Corporation 401(K) Plan | - | 7 | $286,546 | $119,065 | $17,009iApproximate average salary by contribution assumption: employee only about $425,232 at 4% or $283,488 at 6%; with 50% employer match about $283,488 at 4% or $188,992 at 6%; with 100% employer match about $212,616 at 4% or $141,744 at 6%. |
| 2011 | 1 | 5 | $153,713 | $96,587 | $19,317iApproximate average salary by contribution assumption: employee only about $482,935 at 4% or $321,957 at 6%; with 50% employer match about $321,957 at 4% or $214,638 at 6%; with 100% employer match about $241,468 at 4% or $160,978 at 6%. |
| Spencer Corporation 401(K) Plan | - | 5 | $153,713 | $96,587 | $19,317iApproximate average salary by contribution assumption: employee only about $482,935 at 4% or $321,957 at 6%; with 50% employer match about $321,957 at 4% or $214,638 at 6%; with 100% employer match about $241,468 at 4% or $160,978 at 6%. |
| 2010 | 2 | 3 | $61,210 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Spencer Corporation 401(K) Plan | - | 3 | $61,210 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Spencer Corporation Money Purchase Pension Plan | - | 0 | - | - | - |
| 2009 | 2 | 4 | $50,000 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Spencer Corporation Money Purchase Pension Plan | - | 4 | $25,000 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Spencer Corporation 401(K) Plan | - | 4 | $25,000 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Spencer Corporation Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $49,714 | $0 | - |
| Spencer Corporation Profit Sharing Plan | - | 2 | $49,714 | - | - |
| 2005 | 1 | 3 | $109,696 | $8,622 | $2,874iApproximate average salary by contribution assumption: employee only about $71,850 at 4% or $47,900 at 6%; with 50% employer match about $47,900 at 4% or $31,933 at 6%; with 100% employer match about $35,925 at 4% or $23,950 at 6%. |
| Spencer Corporation Profit Sharing Plan | - | 3 | $109,696 | $8,622 | $2,874iApproximate average salary by contribution assumption: employee only about $71,850 at 4% or $47,900 at 6%; with 50% employer match about $47,900 at 4% or $31,933 at 6%; with 100% employer match about $35,925 at 4% or $23,950 at 6%. |
| 2004 | 1 | 3 | $99,313 | $38,313 | $12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%. |
| Spencer Corporation Profit Sharing Plan | - | 3 | $99,313 | $38,313 | $12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%. |
| 2003 | 2 | 3 | $55,672 | $8,092 | $2,697iApproximate average salary by contribution assumption: employee only about $67,433 at 4% or $44,956 at 6%; with 50% employer match about $44,956 at 4% or $29,970 at 6%; with 100% employer match about $33,717 at 4% or $22,478 at 6%. |
| Spencer Corporation Profit Sharing Plan | - | 3 | $55,672 | $8,092 | $2,697iApproximate average salary by contribution assumption: employee only about $67,433 at 4% or $44,956 at 6%; with 50% employer match about $44,956 at 4% or $29,970 at 6%; with 100% employer match about $33,717 at 4% or $22,478 at 6%. |
| Spencer Corporation Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 3 | $47,502 | $14,338 | $4,779iApproximate average salary by contribution assumption: employee only about $119,483 at 4% or $79,656 at 6%; with 50% employer match about $79,656 at 4% or $53,104 at 6%; with 100% employer match about $59,742 at 4% or $39,828 at 6%. |
| Spencer Corporation Money Purchase Pension Plan | - | 3 | $32,419 | $14,338 | $4,779iApproximate average salary by contribution assumption: employee only about $119,483 at 4% or $79,656 at 6%; with 50% employer match about $79,656 at 4% or $53,104 at 6%; with 100% employer match about $59,742 at 4% or $39,828 at 6%. |
| Spencer Corporation Profit Sharing Plan | - | 3 | $15,083 | - | - |