Spencer & Jones
Plan context: Spencer & Jones 401-Pw Retirement Plan
EIN 95-1596134 • Redlands, CA • 14 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
9
2011 Assets
$540,758
2011 Contributions
$24,709
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $24,709 | - |
| Spencer & Jones 401-Pw Retirement Plan | - | 0 | $0 | $24,709 | - |
| 2010 | 1 | 9 | $540,758 | $42,305 | $4,701iApproximate average salary by contribution assumption: employee only about $117,514 at 4% or $78,343 at 6%; with 50% employer match about $78,343 at 4% or $52,228 at 6%; with 100% employer match about $58,757 at 4% or $39,171 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 9 | $540,758 | $42,305 | $4,701iApproximate average salary by contribution assumption: employee only about $117,514 at 4% or $78,343 at 6%; with 50% employer match about $78,343 at 4% or $52,228 at 6%; with 100% employer match about $58,757 at 4% or $39,171 at 6%. |
| 2009 | 1 | 8 | $526,288 | $61,353 | $7,669iApproximate average salary by contribution assumption: employee only about $191,728 at 4% or $127,819 at 6%; with 50% employer match about $127,819 at 4% or $85,213 at 6%; with 100% employer match about $95,864 at 4% or $63,909 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 8 | $526,288 | $61,353 | $7,669iApproximate average salary by contribution assumption: employee only about $191,728 at 4% or $127,819 at 6%; with 50% employer match about $127,819 at 4% or $85,213 at 6%; with 100% employer match about $95,864 at 4% or $63,909 at 6%. |
| 2008 | 1 | 10 | $732,573 | $72,786 | $7,279iApproximate average salary by contribution assumption: employee only about $181,965 at 4% or $121,310 at 6%; with 50% employer match about $121,310 at 4% or $80,873 at 6%; with 100% employer match about $90,983 at 4% or $60,655 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 10 | $732,573 | $72,786 | $7,279iApproximate average salary by contribution assumption: employee only about $181,965 at 4% or $121,310 at 6%; with 50% employer match about $121,310 at 4% or $80,873 at 6%; with 100% employer match about $90,983 at 4% or $60,655 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Spencer & Jones 401-Pw Retirement Plan | - | 13 | - | - | - |
| 2006 | 1 | 15 | $0 | $0 | - |
| Spencer & Jones 401-Pw Retirement Plan | - | 15 | - | - | - |
| 2005 | 1 | 18 | $787,287 | $54,959 | $3,053iApproximate average salary by contribution assumption: employee only about $76,332 at 4% or $50,888 at 6%; with 50% employer match about $50,888 at 4% or $33,925 at 6%; with 100% employer match about $38,166 at 4% or $25,444 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 18 | $787,287 | $54,959 | $3,053iApproximate average salary by contribution assumption: employee only about $76,332 at 4% or $50,888 at 6%; with 50% employer match about $50,888 at 4% or $33,925 at 6%; with 100% employer match about $38,166 at 4% or $25,444 at 6%. |
| 2004 | 1 | 20 | $699,496 | $59,208 | $2,960iApproximate average salary by contribution assumption: employee only about $74,010 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,893 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 20 | $699,496 | $59,208 | $2,960iApproximate average salary by contribution assumption: employee only about $74,010 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,893 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| 2003 | 1 | 20 | $623,146 | $39,244 | $1,962iApproximate average salary by contribution assumption: employee only about $49,055 at 4% or $32,703 at 6%; with 50% employer match about $32,703 at 4% or $21,802 at 6%; with 100% employer match about $24,528 at 4% or $16,352 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 20 | $623,146 | $39,244 | $1,962iApproximate average salary by contribution assumption: employee only about $49,055 at 4% or $32,703 at 6%; with 50% employer match about $32,703 at 4% or $21,802 at 6%; with 100% employer match about $24,528 at 4% or $16,352 at 6%. |
| 2002 | 1 | 17 | $547,007 | $36,018 | $2,119iApproximate average salary by contribution assumption: employee only about $52,968 at 4% or $35,312 at 6%; with 50% employer match about $35,312 at 4% or $23,541 at 6%; with 100% employer match about $26,484 at 4% or $17,656 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 17 | $547,007 | $36,018 | $2,119iApproximate average salary by contribution assumption: employee only about $52,968 at 4% or $35,312 at 6%; with 50% employer match about $35,312 at 4% or $23,541 at 6%; with 100% employer match about $26,484 at 4% or $17,656 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Spencer & Jones 401-Pw Retirement Plan | - | 18 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Spencer & Jones 401-Pw Retirement Plan | - | 20 | - | - | - |
| 1999 | 2 | 18 | $594,479 | $66,633 | $3,702iApproximate average salary by contribution assumption: employee only about $92,546 at 4% or $61,697 at 6%; with 50% employer match about $61,697 at 4% or $41,131 at 6%; with 100% employer match about $46,273 at 4% or $30,849 at 6%. |
| Spencer & Jones 401-Pw Retirement Plan | - | 18 | $594,479 | $66,633 | $3,702iApproximate average salary by contribution assumption: employee only about $92,546 at 4% or $61,697 at 6%; with 50% employer match about $61,697 at 4% or $41,131 at 6%; with 100% employer match about $46,273 at 4% or $30,849 at 6%. |
| National Benefit Retirement Plan and Trust | - | 0 | - | - | - |