Civic Intelligence

Michele Spence

Plan context: Michele Spence 401K Profit Sharing Plan & Trust

EIN 77-0539695 • Santa Rosa, CA • 12 filings • 4 plans

2283 Copperfield DrSanta Rosa, CA 95401-9105
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$119,058

2015 Contributions

$18,646

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$503,877$251,939$0200420102014YearValue
$119,058Latest year 2014

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200420102014YearValue
1Latest year 2014

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$0-
Michele Spence 401K Profit Sharing Plan & Trust-0$0$0-
201411$119,058$0-
Michele Spence 401K Profit Sharing Plan & Trust-1$119,058$0-
201311$116,725$18,646$18,646iApproximate average salary by contribution assumption: employee only about $466,150 at 4% or $310,767 at 6%; with 50% employer match about $310,767 at 4% or $207,178 at 6%; with 100% employer match about $233,075 at 4% or $155,383 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-1$116,725$18,646$18,646iApproximate average salary by contribution assumption: employee only about $466,150 at 4% or $310,767 at 6%; with 50% employer match about $310,767 at 4% or $207,178 at 6%; with 100% employer match about $233,075 at 4% or $155,383 at 6%.
201211$88,163$0-
Michele Spence 401K Profit Sharing Plan & Trust-1$88,163$0-
201111$85,804$0-
Michele Spence 401K Profit Sharing Plan & Trust-1$85,804$0-
201012$261,226$0-
Michele Spence 401K Profit Sharing Plan & Trust-2$261,226$0-
200924$503,877$39,027$9,757iApproximate average salary by contribution assumption: employee only about $243,919 at 4% or $162,613 at 6%; with 50% employer match about $162,613 at 4% or $108,408 at 6%; with 100% employer match about $121,959 at 4% or $81,306 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-4$269,358$39,027$9,757iApproximate average salary by contribution assumption: employee only about $243,919 at 4% or $162,613 at 6%; with 50% employer match about $162,613 at 4% or $108,408 at 6%; with 100% employer match about $121,959 at 4% or $81,306 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-2$234,519$0-
200815$187,764$0-
Michele Spence 401K Profit Sharing Plan & Trust-5$187,764--
200615$218,061$38,869$7,774iApproximate average salary by contribution assumption: employee only about $194,345 at 4% or $129,563 at 6%; with 50% employer match about $129,563 at 4% or $86,376 at 6%; with 100% employer match about $97,173 at 4% or $64,782 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-5$218,061$38,869$7,774iApproximate average salary by contribution assumption: employee only about $194,345 at 4% or $129,563 at 6%; with 50% employer match about $129,563 at 4% or $86,376 at 6%; with 100% employer match about $97,173 at 4% or $64,782 at 6%.
200516$156,698$109,992$18,332iApproximate average salary by contribution assumption: employee only about $458,300 at 4% or $305,533 at 6%; with 50% employer match about $305,533 at 4% or $203,689 at 6%; with 100% employer match about $229,150 at 4% or $152,767 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-6$156,698$109,992$18,332iApproximate average salary by contribution assumption: employee only about $458,300 at 4% or $305,533 at 6%; with 50% employer match about $305,533 at 4% or $203,689 at 6%; with 100% employer match about $229,150 at 4% or $152,767 at 6%.
200416$33,439$30,984$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
Michele Spence 401K Profit Sharing Plan & Trust-6$33,439$30,984$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.