Civic Intelligence

Applegate & Collatos Inc.

Plan context: Spectrum Equity Management Inc. Profit Sharing Retirement Plan

EIN 04-3190022 • San Francisco, CA • 28 filings • 4 plans

140 New Montgomery Street, 20th FLSan Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$66,879,221

2024 Contributions

$2,977,305

Historical Graphs

Total Assets Over Time

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

$66,879,221$33,439,611$0199920142024YearValue
$66,879,221Latest year 2024

Participants Over Time

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

93470199920122024YearValue
73Latest year 2024

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
2024173$66,879,221$2,977,305$40,785iApproximate average salary by contribution assumption: employee only about $1,019,625 at 4% or $679,750 at 6%; with 50% employer match about $679,750 at 4% or $453,167 at 6%; with 100% employer match about $509,813 at 4% or $339,875 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-73$66,879,221$2,977,305$40,785iApproximate average salary by contribution assumption: employee only about $1,019,625 at 4% or $679,750 at 6%; with 50% employer match about $679,750 at 4% or $453,167 at 6%; with 100% employer match about $509,813 at 4% or $339,875 at 6%.
2023173$52,641,876$2,929,171$40,126iApproximate average salary by contribution assumption: employee only about $1,003,141 at 4% or $668,761 at 6%; with 50% employer match about $668,761 at 4% or $445,840 at 6%; with 100% employer match about $501,570 at 4% or $334,380 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-73$52,641,876$2,929,171$40,126iApproximate average salary by contribution assumption: employee only about $1,003,141 at 4% or $668,761 at 6%; with 50% employer match about $668,761 at 4% or $445,840 at 6%; with 100% employer match about $501,570 at 4% or $334,380 at 6%.
2022169$43,749,694$2,577,319$37,352iApproximate average salary by contribution assumption: employee only about $933,811 at 4% or $622,541 at 6%; with 50% employer match about $622,541 at 4% or $415,027 at 6%; with 100% employer match about $466,906 at 4% or $311,270 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-69$43,749,694$2,577,319$37,352iApproximate average salary by contribution assumption: employee only about $933,811 at 4% or $622,541 at 6%; with 50% employer match about $622,541 at 4% or $415,027 at 6%; with 100% employer match about $466,906 at 4% or $311,270 at 6%.
2021164$54,697,007$2,337,045$36,516iApproximate average salary by contribution assumption: employee only about $912,908 at 4% or $608,605 at 6%; with 50% employer match about $608,605 at 4% or $405,737 at 6%; with 100% employer match about $456,454 at 4% or $304,303 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-64$54,697,007$2,337,045$36,516iApproximate average salary by contribution assumption: employee only about $912,908 at 4% or $608,605 at 6%; with 50% employer match about $608,605 at 4% or $405,737 at 6%; with 100% employer match about $456,454 at 4% or $304,303 at 6%.
2020167$46,653,107$2,963,880$44,237iApproximate average salary by contribution assumption: employee only about $1,105,925 at 4% or $737,284 at 6%; with 50% employer match about $737,284 at 4% or $491,522 at 6%; with 100% employer match about $552,963 at 4% or $368,642 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-67$46,653,107$2,963,880$44,237iApproximate average salary by contribution assumption: employee only about $1,105,925 at 4% or $737,284 at 6%; with 50% employer match about $737,284 at 4% or $491,522 at 6%; with 100% employer match about $552,963 at 4% or $368,642 at 6%.
2019153$36,579,441$1,703,040$32,133iApproximate average salary by contribution assumption: employee only about $803,321 at 4% or $535,547 at 6%; with 50% employer match about $535,547 at 4% or $357,031 at 6%; with 100% employer match about $401,660 at 4% or $267,774 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-53$36,579,441$1,703,040$32,133iApproximate average salary by contribution assumption: employee only about $803,321 at 4% or $535,547 at 6%; with 50% employer match about $535,547 at 4% or $357,031 at 6%; with 100% employer match about $401,660 at 4% or $267,774 at 6%.
2018155$30,500,992$1,741,518$31,664iApproximate average salary by contribution assumption: employee only about $791,599 at 4% or $527,733 at 6%; with 50% employer match about $527,733 at 4% or $351,822 at 6%; with 100% employer match about $395,800 at 4% or $263,866 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-55$30,500,992$1,741,518$31,664iApproximate average salary by contribution assumption: employee only about $791,599 at 4% or $527,733 at 6%; with 50% employer match about $527,733 at 4% or $351,822 at 6%; with 100% employer match about $395,800 at 4% or $263,866 at 6%.
2017156$29,357,646$1,413,544$25,242iApproximate average salary by contribution assumption: employee only about $631,046 at 4% or $420,698 at 6%; with 50% employer match about $420,698 at 4% or $280,465 at 6%; with 100% employer match about $315,523 at 4% or $210,349 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-56$29,357,646$1,413,544$25,242iApproximate average salary by contribution assumption: employee only about $631,046 at 4% or $420,698 at 6%; with 50% employer match about $420,698 at 4% or $280,465 at 6%; with 100% employer match about $315,523 at 4% or $210,349 at 6%.
2016150$26,168,634$1,262,664$25,253iApproximate average salary by contribution assumption: employee only about $631,332 at 4% or $420,888 at 6%; with 50% employer match about $420,888 at 4% or $280,592 at 6%; with 100% employer match about $315,666 at 4% or $210,444 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-50$26,168,634$1,262,664$25,253iApproximate average salary by contribution assumption: employee only about $631,332 at 4% or $420,888 at 6%; with 50% employer match about $420,888 at 4% or $280,592 at 6%; with 100% employer match about $315,666 at 4% or $210,444 at 6%.
2015193$25,644,399$1,040,025$11,183iApproximate average salary by contribution assumption: employee only about $279,577 at 4% or $186,384 at 6%; with 50% employer match about $186,384 at 4% or $124,256 at 6%; with 100% employer match about $139,788 at 4% or $93,192 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-93$25,644,399$1,040,025$11,183iApproximate average salary by contribution assumption: employee only about $279,577 at 4% or $186,384 at 6%; with 50% employer match about $186,384 at 4% or $124,256 at 6%; with 100% employer match about $139,788 at 4% or $93,192 at 6%.
2014185$24,600,123$1,390,642$16,360iApproximate average salary by contribution assumption: employee only about $409,012 at 4% or $272,675 at 6%; with 50% employer match about $272,675 at 4% or $181,783 at 6%; with 100% employer match about $204,506 at 4% or $136,337 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-85$24,600,123$1,390,642$16,360iApproximate average salary by contribution assumption: employee only about $409,012 at 4% or $272,675 at 6%; with 50% employer match about $272,675 at 4% or $181,783 at 6%; with 100% employer match about $204,506 at 4% or $136,337 at 6%.
2013179$22,747,865$1,063,321$13,460iApproximate average salary by contribution assumption: employee only about $336,494 at 4% or $224,329 at 6%; with 50% employer match about $224,329 at 4% or $149,553 at 6%; with 100% employer match about $168,247 at 4% or $112,165 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-79$22,747,865$1,063,321$13,460iApproximate average salary by contribution assumption: employee only about $336,494 at 4% or $224,329 at 6%; with 50% employer match about $224,329 at 4% or $149,553 at 6%; with 100% employer match about $168,247 at 4% or $112,165 at 6%.
2012176$19,326,558$893,620$11,758iApproximate average salary by contribution assumption: employee only about $293,954 at 4% or $195,969 at 6%; with 50% employer match about $195,969 at 4% or $130,646 at 6%; with 100% employer match about $146,977 at 4% or $97,985 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-76$19,326,558$893,620$11,758iApproximate average salary by contribution assumption: employee only about $293,954 at 4% or $195,969 at 6%; with 50% employer match about $195,969 at 4% or $130,646 at 6%; with 100% employer match about $146,977 at 4% or $97,985 at 6%.
2011173$17,311,373$1,499,104$20,536iApproximate average salary by contribution assumption: employee only about $513,392 at 4% or $342,261 at 6%; with 50% employer match about $342,261 at 4% or $228,174 at 6%; with 100% employer match about $256,696 at 4% or $171,131 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-73$17,311,373$1,499,104$20,536iApproximate average salary by contribution assumption: employee only about $513,392 at 4% or $342,261 at 6%; with 50% employer match about $342,261 at 4% or $228,174 at 6%; with 100% employer match about $256,696 at 4% or $171,131 at 6%.
2010169$16,169,433$429,440$6,224iApproximate average salary by contribution assumption: employee only about $155,594 at 4% or $103,729 at 6%; with 50% employer match about $103,729 at 4% or $69,153 at 6%; with 100% employer match about $77,797 at 4% or $51,865 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-69$16,169,433$429,440$6,224iApproximate average salary by contribution assumption: employee only about $155,594 at 4% or $103,729 at 6%; with 50% employer match about $103,729 at 4% or $69,153 at 6%; with 100% employer match about $77,797 at 4% or $51,865 at 6%.
2009146$15,078,772$1,455,244$31,636iApproximate average salary by contribution assumption: employee only about $790,893 at 4% or $527,262 at 6%; with 50% employer match about $527,262 at 4% or $351,508 at 6%; with 100% employer match about $395,447 at 4% or $263,631 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-46$15,078,772$1,455,244$31,636iApproximate average salary by contribution assumption: employee only about $790,893 at 4% or $527,262 at 6%; with 50% employer match about $527,262 at 4% or $351,508 at 6%; with 100% employer match about $395,447 at 4% or $263,631 at 6%.
2008145$15,009,122$1,467,334$32,607iApproximate average salary by contribution assumption: employee only about $815,186 at 4% or $543,457 at 6%; with 50% employer match about $543,457 at 4% or $362,305 at 6%; with 100% employer match about $407,593 at 4% or $271,729 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-45$15,009,122$1,467,334$32,607iApproximate average salary by contribution assumption: employee only about $815,186 at 4% or $543,457 at 6%; with 50% employer match about $543,457 at 4% or $362,305 at 6%; with 100% employer match about $407,593 at 4% or $271,729 at 6%.
2007146$0$0-
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-46---
2006142$0$0-
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-42---
2005149$9,346,591$1,593,250$32,515iApproximate average salary by contribution assumption: employee only about $812,883 at 4% or $541,922 at 6%; with 50% employer match about $541,922 at 4% or $361,281 at 6%; with 100% employer match about $406,441 at 4% or $270,961 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-49$9,346,591$1,593,250$32,515iApproximate average salary by contribution assumption: employee only about $812,883 at 4% or $541,922 at 6%; with 50% employer match about $541,922 at 4% or $361,281 at 6%; with 100% employer match about $406,441 at 4% or $270,961 at 6%.
2004141$7,184,878$1,182,050$28,830iApproximate average salary by contribution assumption: employee only about $720,762 at 4% or $480,508 at 6%; with 50% employer match about $480,508 at 4% or $320,339 at 6%; with 100% employer match about $360,381 at 4% or $240,254 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-41$7,184,878$1,182,050$28,830iApproximate average salary by contribution assumption: employee only about $720,762 at 4% or $480,508 at 6%; with 50% employer match about $480,508 at 4% or $320,339 at 6%; with 100% employer match about $360,381 at 4% or $240,254 at 6%.
2003135$5,614,957$933,125$26,661iApproximate average salary by contribution assumption: employee only about $666,518 at 4% or $444,345 at 6%; with 50% employer match about $444,345 at 4% or $296,230 at 6%; with 100% employer match about $333,259 at 4% or $222,173 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-35$5,614,957$933,125$26,661iApproximate average salary by contribution assumption: employee only about $666,518 at 4% or $444,345 at 6%; with 50% employer match about $444,345 at 4% or $296,230 at 6%; with 100% employer match about $333,259 at 4% or $222,173 at 6%.
2002136$4,561,341$940,767$26,132iApproximate average salary by contribution assumption: employee only about $653,310 at 4% or $435,540 at 6%; with 50% employer match about $435,540 at 4% or $290,360 at 6%; with 100% employer match about $326,655 at 4% or $217,770 at 6%.
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-36$4,561,341$940,767$26,132iApproximate average salary by contribution assumption: employee only about $653,310 at 4% or $435,540 at 6%; with 50% employer match about $435,540 at 4% or $290,360 at 6%; with 100% employer match about $326,655 at 4% or $217,770 at 6%.
2001234$0$0-
Applegate & Collatos Inc. Money Purchase Pension Plan-0---
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-34---
2000233$0$0-
Spectrum Equity Management Inc. Profit Sharing Retirement Plan-25---
Applegate & Collatos Inc. Money Purchase Pension Plan-33---
1999124$695,700$306,175$12,757iApproximate average salary by contribution assumption: employee only about $318,932 at 4% or $212,622 at 6%; with 50% employer match about $212,622 at 4% or $141,748 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%.
Applegate & Collatos Inc. Money Purchase Pension Plan-24$695,700$306,175$12,757iApproximate average salary by contribution assumption: employee only about $318,932 at 4% or $212,622 at 6%; with 50% employer match about $212,622 at 4% or $141,748 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%.