Civic Intelligence

The Spivey Group Inc

Plan context: The Spivey Group Inc 401K Profit Sharing Plan and Trust

EIN 01-0595728 • Tequesta, FL • 22 filings • 4 plans

399 Tequesta DriveSuite 101Tequesta, FL 33469
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$4,985,446

2025 Contributions

$173,445

Historical Graphs

Total Assets Over Time

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

$4,985,446$2,492,723$0200420152025YearValue
$4,985,446Latest year 2025

Participants Over Time

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

1260200420152025YearValue
8Latest year 2025

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
202518$4,985,446$173,445$21,681iApproximate average salary by contribution assumption: employee only about $542,016 at 4% or $361,344 at 6%; with 50% employer match about $361,344 at 4% or $240,896 at 6%; with 100% employer match about $271,008 at 4% or $180,672 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$4,985,446$173,445$21,681iApproximate average salary by contribution assumption: employee only about $542,016 at 4% or $361,344 at 6%; with 50% employer match about $361,344 at 4% or $240,896 at 6%; with 100% employer match about $271,008 at 4% or $180,672 at 6%.
202419$4,168,550$167,623$18,625iApproximate average salary by contribution assumption: employee only about $465,619 at 4% or $310,413 at 6%; with 50% employer match about $310,413 at 4% or $206,942 at 6%; with 100% employer match about $232,810 at 4% or $155,206 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$4,168,550$167,623$18,625iApproximate average salary by contribution assumption: employee only about $465,619 at 4% or $310,413 at 6%; with 50% employer match about $310,413 at 4% or $206,942 at 6%; with 100% employer match about $232,810 at 4% or $155,206 at 6%.
202319$3,303,837$162,952$18,106iApproximate average salary by contribution assumption: employee only about $452,644 at 4% or $301,763 at 6%; with 50% employer match about $301,763 at 4% or $201,175 at 6%; with 100% employer match about $226,322 at 4% or $150,881 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$3,303,837$162,952$18,106iApproximate average salary by contribution assumption: employee only about $452,644 at 4% or $301,763 at 6%; with 50% employer match about $301,763 at 4% or $201,175 at 6%; with 100% employer match about $226,322 at 4% or $150,881 at 6%.
202219$2,566,399$147,725$16,414iApproximate average salary by contribution assumption: employee only about $410,347 at 4% or $273,565 at 6%; with 50% employer match about $273,565 at 4% or $182,377 at 6%; with 100% employer match about $205,174 at 4% or $136,782 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$2,566,399$147,725$16,414iApproximate average salary by contribution assumption: employee only about $410,347 at 4% or $273,565 at 6%; with 50% employer match about $273,565 at 4% or $182,377 at 6%; with 100% employer match about $205,174 at 4% or $136,782 at 6%.
202119$3,042,003$120,136$13,348iApproximate average salary by contribution assumption: employee only about $333,711 at 4% or $222,474 at 6%; with 50% employer match about $222,474 at 4% or $148,316 at 6%; with 100% employer match about $166,856 at 4% or $111,237 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$3,042,003$120,136$13,348iApproximate average salary by contribution assumption: employee only about $333,711 at 4% or $222,474 at 6%; with 50% employer match about $222,474 at 4% or $148,316 at 6%; with 100% employer match about $166,856 at 4% or $111,237 at 6%.
202019$2,460,261$113,411$12,601iApproximate average salary by contribution assumption: employee only about $315,031 at 4% or $210,020 at 6%; with 50% employer match about $210,020 at 4% or $140,014 at 6%; with 100% employer match about $157,515 at 4% or $105,010 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$2,460,261$113,411$12,601iApproximate average salary by contribution assumption: employee only about $315,031 at 4% or $210,020 at 6%; with 50% employer match about $210,020 at 4% or $140,014 at 6%; with 100% employer match about $157,515 at 4% or $105,010 at 6%.
201918$1,910,524$106,942$13,368iApproximate average salary by contribution assumption: employee only about $334,194 at 4% or $222,796 at 6%; with 50% employer match about $222,796 at 4% or $148,531 at 6%; with 100% employer match about $167,097 at 4% or $111,398 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$1,910,524$106,942$13,368iApproximate average salary by contribution assumption: employee only about $334,194 at 4% or $222,796 at 6%; with 50% employer match about $222,796 at 4% or $148,531 at 6%; with 100% employer match about $167,097 at 4% or $111,398 at 6%.
201818$1,443,477$107,259$13,407iApproximate average salary by contribution assumption: employee only about $335,184 at 4% or $223,456 at 6%; with 50% employer match about $223,456 at 4% or $148,971 at 6%; with 100% employer match about $167,592 at 4% or $111,728 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$1,443,477$107,259$13,407iApproximate average salary by contribution assumption: employee only about $335,184 at 4% or $223,456 at 6%; with 50% employer match about $223,456 at 4% or $148,971 at 6%; with 100% employer match about $167,592 at 4% or $111,728 at 6%.
201718$1,440,442$110,683$13,835iApproximate average salary by contribution assumption: employee only about $345,884 at 4% or $230,590 at 6%; with 50% employer match about $230,590 at 4% or $153,726 at 6%; with 100% employer match about $172,942 at 4% or $115,295 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$1,440,442$110,683$13,835iApproximate average salary by contribution assumption: employee only about $345,884 at 4% or $230,590 at 6%; with 50% employer match about $230,590 at 4% or $153,726 at 6%; with 100% employer match about $172,942 at 4% or $115,295 at 6%.
201618$1,112,318$107,649$13,456iApproximate average salary by contribution assumption: employee only about $336,403 at 4% or $224,269 at 6%; with 50% employer match about $224,269 at 4% or $149,513 at 6%; with 100% employer match about $168,202 at 4% or $112,134 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$1,112,318$107,649$13,456iApproximate average salary by contribution assumption: employee only about $336,403 at 4% or $224,269 at 6%; with 50% employer match about $224,269 at 4% or $149,513 at 6%; with 100% employer match about $168,202 at 4% or $112,134 at 6%.
201518$903,383$91,950$11,494iApproximate average salary by contribution assumption: employee only about $287,344 at 4% or $191,563 at 6%; with 50% employer match about $191,563 at 4% or $127,708 at 6%; with 100% employer match about $143,672 at 4% or $95,781 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$903,383$91,950$11,494iApproximate average salary by contribution assumption: employee only about $287,344 at 4% or $191,563 at 6%; with 50% employer match about $191,563 at 4% or $127,708 at 6%; with 100% employer match about $143,672 at 4% or $95,781 at 6%.
201418$822,663$85,149$10,644iApproximate average salary by contribution assumption: employee only about $266,091 at 4% or $177,394 at 6%; with 50% employer match about $177,394 at 4% or $118,263 at 6%; with 100% employer match about $133,045 at 4% or $88,697 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$822,663$85,149$10,644iApproximate average salary by contribution assumption: employee only about $266,091 at 4% or $177,394 at 6%; with 50% employer match about $177,394 at 4% or $118,263 at 6%; with 100% employer match about $133,045 at 4% or $88,697 at 6%.
201318$721,731$77,744$9,718iApproximate average salary by contribution assumption: employee only about $242,950 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,983 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$721,731$77,744$9,718iApproximate average salary by contribution assumption: employee only about $242,950 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,983 at 6%.
201219$613,805$60,361$6,707iApproximate average salary by contribution assumption: employee only about $167,669 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$613,805$60,361$6,707iApproximate average salary by contribution assumption: employee only about $167,669 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
201118$506,028$70,404$8,801iApproximate average salary by contribution assumption: employee only about $220,013 at 4% or $146,675 at 6%; with 50% employer match about $146,675 at 4% or $97,783 at 6%; with 100% employer match about $110,006 at 4% or $73,338 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-8$506,028$70,404$8,801iApproximate average salary by contribution assumption: employee only about $220,013 at 4% or $146,675 at 6%; with 50% employer match about $146,675 at 4% or $97,783 at 6%; with 100% employer match about $110,006 at 4% or $73,338 at 6%.
201019$482,174$69,254$7,695iApproximate average salary by contribution assumption: employee only about $192,372 at 4% or $128,248 at 6%; with 50% employer match about $128,248 at 4% or $85,499 at 6%; with 100% employer match about $96,186 at 4% or $64,124 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-9$482,174$69,254$7,695iApproximate average salary by contribution assumption: employee only about $192,372 at 4% or $128,248 at 6%; with 50% employer match about $128,248 at 4% or $85,499 at 6%; with 100% employer match about $96,186 at 4% or $64,124 at 6%.
2009111$449,704$69,356$6,305iApproximate average salary by contribution assumption: employee only about $157,627 at 4% or $105,085 at 6%; with 50% employer match about $105,085 at 4% or $70,057 at 6%; with 100% employer match about $78,814 at 4% or $52,542 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-11$449,704$69,356$6,305iApproximate average salary by contribution assumption: employee only about $157,627 at 4% or $105,085 at 6%; with 50% employer match about $105,085 at 4% or $70,057 at 6%; with 100% employer match about $78,814 at 4% or $52,542 at 6%.
2008112$298,812$92,153$7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-12$298,812$92,153$7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%.
2007111$351,206$98,133$8,921iApproximate average salary by contribution assumption: employee only about $223,030 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,515 at 4% or $74,343 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-11$351,206$98,133$8,921iApproximate average salary by contribution assumption: employee only about $223,030 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,515 at 4% or $74,343 at 6%.
2006110$235,646$90,938$9,094iApproximate average salary by contribution assumption: employee only about $227,345 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,782 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-10$235,646$90,938$9,094iApproximate average salary by contribution assumption: employee only about $227,345 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,782 at 6%.
2005110$129,629$83,511$8,351iApproximate average salary by contribution assumption: employee only about $208,778 at 4% or $139,185 at 6%; with 50% employer match about $139,185 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,593 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-10$129,629$83,511$8,351iApproximate average salary by contribution assumption: employee only about $208,778 at 4% or $139,185 at 6%; with 50% employer match about $139,185 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,593 at 6%.
2004110$39,179$38,635$3,864iApproximate average salary by contribution assumption: employee only about $96,588 at 4% or $64,392 at 6%; with 50% employer match about $64,392 at 4% or $42,928 at 6%; with 100% employer match about $48,294 at 4% or $32,196 at 6%.
The Spivey Group Inc 401K Profit Sharing Plan and Trust-10$39,179$38,635$3,864iApproximate average salary by contribution assumption: employee only about $96,588 at 4% or $64,392 at 6%; with 50% employer match about $64,392 at 4% or $42,928 at 6%; with 100% employer match about $48,294 at 4% or $32,196 at 6%.