Civic Intelligence

Spencer-Winston Securities Corp.

Plan context: Spencer-Winston Securities Corp. Retirement Trust/Pension Plan

EIN 13-3034478 • New York, NY • 7 filings • 6 plans

45 West 47th Street, Suite 402New York, NY 10036
Current Snapshot

Latest Year

2019

2019 Participants

16

2019 Assets

$1,082,504

2019 Contributions

$103,205

Historical Graphs

Total Assets Over Time

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

$1,082,504$541,252$01999YearValue
$1,082,504Latest year 1999

Participants Over Time

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

168019992000YearValue
16Latest year 2000

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
201920$0$0-
Spencer-Winston Securities Corp. Retirement Trust/Profit Sharing Plan-0$0--
Spencer-Winston Securities Corp. Retirement Trust/Pension Plan-0$0--
2000316$0$0-
Spencer-Winston Securities Corp. Retirement Trust/Pension Plan-16---
Spencer-Winston Securities Corp. Retirement Trust/Profit Sharing Plan-13---
Spencer-Winston Securities Corp. Retirement Trust/Profit Sharing Plan-13---
1999216$1,082,504$103,205$6,450iApproximate average salary by contribution assumption: employee only about $161,258 at 4% or $107,505 at 6%; with 50% employer match about $107,505 at 4% or $71,670 at 6%; with 100% employer match about $80,629 at 4% or $53,753 at 6%.
Spencer-Winston Securities Corp. Retirement Trust/Pension Plan-16$733,577$63,205$3,950iApproximate average salary by contribution assumption: employee only about $98,758 at 4% or $65,839 at 6%; with 50% employer match about $65,839 at 4% or $43,892 at 6%; with 100% employer match about $49,379 at 4% or $32,919 at 6%.
Spencer-Winston Securities Corp. Retirement Trust/Profit Sharing Plan-14$348,927$40,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.