Civic Intelligence

Spencer-Roberts & Associates Inc.

Plan context: Spencer-Roberts & Associates Inc. Money Purchase Plan

EIN 95-2584652 • Granite Bay, CA • 26 filings • 3 plans

6190 Rose CourtGranite Bay, CA 95746
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$942,056

2011 Contributions

$9,000

Historical Graphs

Total Assets Over Time

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

$947,847$473,924$0199920062010YearValue
$942,056Latest year 2010

Participants Over Time

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

210199920052010YearValue
2Latest year 2010

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
201120$0$0-
Spencer-Roberts & Associates Inc. Profit Sharing Plan-0$0$0-
Spencer-Roberts & Associates Inc. Money Purchase Plan-0$0$0-
201022$942,056$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-2$688,161$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-2$253,895$0-
200922$911,994$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-2$633,184$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-2$278,810$0-
200821$218,213$19,764$19,764iApproximate average salary by contribution assumption: employee only about $494,100 at 4% or $329,400 at 6%; with 50% employer match about $329,400 at 4% or $219,600 at 6%; with 100% employer match about $247,050 at 4% or $164,700 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1$218,213$19,764$19,764iApproximate average salary by contribution assumption: employee only about $494,100 at 4% or $329,400 at 6%; with 50% employer match about $329,400 at 4% or $219,600 at 6%; with 100% employer match about $247,050 at 4% or $164,700 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-1---
200721$0$0-
Spencer-Roberts & Associates Inc. Money Purchase Plan-1---
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1---
200622$947,847$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-2$558,405$24,461$12,231iApproximate average salary by contribution assumption: employee only about $305,763 at 4% or $203,842 at 6%; with 50% employer match about $203,842 at 4% or $135,894 at 6%; with 100% employer match about $152,881 at 4% or $101,921 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-2$389,442$19,539$9,770iApproximate average salary by contribution assumption: employee only about $244,238 at 4% or $162,825 at 6%; with 50% employer match about $162,825 at 4% or $108,550 at 6%; with 100% employer match about $122,119 at 4% or $81,413 at 6%.
200521$871,065$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-1$487,829$26,427$26,427iApproximate average salary by contribution assumption: employee only about $660,675 at 4% or $440,450 at 6%; with 50% employer match about $440,450 at 4% or $293,633 at 6%; with 100% employer match about $330,338 at 4% or $220,225 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1$383,236$15,573$15,573iApproximate average salary by contribution assumption: employee only about $389,325 at 4% or $259,550 at 6%; with 50% employer match about $259,550 at 4% or $173,033 at 6%; with 100% employer match about $194,663 at 4% or $129,775 at 6%.
200421$782,210$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-1$450,427$26,390$26,390iApproximate average salary by contribution assumption: employee only about $659,750 at 4% or $439,833 at 6%; with 50% employer match about $439,833 at 4% or $293,222 at 6%; with 100% employer match about $329,875 at 4% or $219,917 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1$331,783$14,610$14,610iApproximate average salary by contribution assumption: employee only about $365,250 at 4% or $243,500 at 6%; with 50% employer match about $243,500 at 4% or $162,333 at 6%; with 100% employer match about $182,625 at 4% or $121,750 at 6%.
200321$652,970$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-1$371,452$26,441$26,441iApproximate average salary by contribution assumption: employee only about $661,025 at 4% or $440,683 at 6%; with 50% employer match about $440,683 at 4% or $293,789 at 6%; with 100% employer match about $330,513 at 4% or $220,342 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1$281,518$13,559$13,559iApproximate average salary by contribution assumption: employee only about $338,975 at 4% or $225,983 at 6%; with 50% employer match about $225,983 at 4% or $150,656 at 6%; with 100% employer match about $169,488 at 4% or $112,992 at 6%.
200221$0$0-
Spencer-Roberts & Associates Inc. Money Purchase Plan-1---
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1---
200121$0$0-
Spencer-Roberts & Associates Inc. Money Purchase Plan-1---
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1---
200021$0$0-
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1---
Spencer-Roberts & Associates Inc. Money Purchase Plan-1---
199921$689,116$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Spencer-Roberts & Associates Inc. Money Purchase Plan-1$423,022$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Spencer-Roberts & Associates Inc. Profit Sharing Plan-1$266,094$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.