Civic Intelligence

Shannon S. Spence

Plan context: Shannon S. Spence 401(K) Profit Sharing Plan

EIN 93-1175591 • Portland, OR • 12 filings • 2 plans

1902 SE Morrison St.Portland, OR 97214
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$929,832

2016 Contributions

$113,646

Historical Graphs

Total Assets Over Time

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

$929,832$464,916$0200520112015YearValue
$929,832Latest year 2015

Participants Over Time

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

210200520102015YearValue
2Latest year 2015

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
201610$0$0-
Shannon S. Spence 401(K) Profit Sharing Plan-0$0--
201512$929,832$113,646$56,823iApproximate average salary by contribution assumption: employee only about $1,420,575 at 4% or $947,050 at 6%; with 50% employer match about $947,050 at 4% or $631,367 at 6%; with 100% employer match about $710,288 at 4% or $473,525 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$929,832$113,646$56,823iApproximate average salary by contribution assumption: employee only about $1,420,575 at 4% or $947,050 at 6%; with 50% employer match about $947,050 at 4% or $631,367 at 6%; with 100% employer match about $710,288 at 4% or $473,525 at 6%.
201412$860,110$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$860,110$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201312$787,010$82,625$41,313iApproximate average salary by contribution assumption: employee only about $1,032,813 at 4% or $688,542 at 6%; with 50% employer match about $688,542 at 4% or $459,028 at 6%; with 100% employer match about $516,406 at 4% or $344,271 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$787,010$82,625$41,313iApproximate average salary by contribution assumption: employee only about $1,032,813 at 4% or $688,542 at 6%; with 50% employer match about $688,542 at 4% or $459,028 at 6%; with 100% employer match about $516,406 at 4% or $344,271 at 6%.
201212$603,016$78,296$39,148iApproximate average salary by contribution assumption: employee only about $978,700 at 4% or $652,467 at 6%; with 50% employer match about $652,467 at 4% or $434,978 at 6%; with 100% employer match about $489,350 at 4% or $326,233 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$603,016$78,296$39,148iApproximate average salary by contribution assumption: employee only about $978,700 at 4% or $652,467 at 6%; with 50% employer match about $652,467 at 4% or $434,978 at 6%; with 100% employer match about $489,350 at 4% or $326,233 at 6%.
201112$488,164$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$488,164$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
201012$443,697$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$443,697$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200912$373,122$50,603$25,302iApproximate average salary by contribution assumption: employee only about $632,538 at 4% or $421,692 at 6%; with 50% employer match about $421,692 at 4% or $281,128 at 6%; with 100% employer match about $316,269 at 4% or $210,846 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$373,122$50,603$25,302iApproximate average salary by contribution assumption: employee only about $632,538 at 4% or $421,692 at 6%; with 50% employer match about $421,692 at 4% or $281,128 at 6%; with 100% employer match about $316,269 at 4% or $210,846 at 6%.
200812$279,998$50,603$25,302iApproximate average salary by contribution assumption: employee only about $632,538 at 4% or $421,692 at 6%; with 50% employer match about $421,692 at 4% or $281,128 at 6%; with 100% employer match about $316,269 at 4% or $210,846 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$279,998$50,603$25,302iApproximate average salary by contribution assumption: employee only about $632,538 at 4% or $421,692 at 6%; with 50% employer match about $421,692 at 4% or $281,128 at 6%; with 100% employer match about $316,269 at 4% or $210,846 at 6%.
200712$0$0-
Shannon S. Spence 401(K) Profit Sharing Plan-2---
200612$255,172$84,549$42,275iApproximate average salary by contribution assumption: employee only about $1,056,863 at 4% or $704,575 at 6%; with 50% employer match about $704,575 at 4% or $469,717 at 6%; with 100% employer match about $528,431 at 4% or $352,288 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$255,172$84,549$42,275iApproximate average salary by contribution assumption: employee only about $1,056,863 at 4% or $704,575 at 6%; with 50% employer match about $704,575 at 4% or $469,717 at 6%; with 100% employer match about $528,431 at 4% or $352,288 at 6%.
200512$149,726$50,237$25,119iApproximate average salary by contribution assumption: employee only about $627,963 at 4% or $418,642 at 6%; with 50% employer match about $418,642 at 4% or $279,094 at 6%; with 100% employer match about $313,981 at 4% or $209,321 at 6%.
Shannon S. Spence 401(K) Profit Sharing Plan-2$149,726$50,237$25,119iApproximate average salary by contribution assumption: employee only about $627,963 at 4% or $418,642 at 6%; with 50% employer match about $418,642 at 4% or $279,094 at 6%; with 100% employer match about $313,981 at 4% or $209,321 at 6%.