Civic Intelligence

Sperry Mitchell & Company Inc

Plan context: Sperry Mitchell & Company Inc 401K

EIN 13-3479194 • New York, NY • 24 filings • 2 plans

595 Madison Ave35th FLNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$676,815

2024 Contributions

$254,943

Historical Graphs

Total Assets Over Time

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

$4,945,897$2,472,949$0199920102024YearValue
$676,815Latest year 2024

Participants Over Time

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

1680199920102024YearValue
9Latest 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
202419$676,815$254,943$28,327iApproximate average salary by contribution assumption: employee only about $708,175 at 4% or $472,117 at 6%; with 50% employer match about $472,117 at 4% or $314,744 at 6%; with 100% employer match about $354,088 at 4% or $236,058 at 6%.
Sperry Mitchell & Company Inc 401K-9$676,815$254,943$28,327iApproximate average salary by contribution assumption: employee only about $708,175 at 4% or $472,117 at 6%; with 50% employer match about $472,117 at 4% or $314,744 at 6%; with 100% employer match about $354,088 at 4% or $236,058 at 6%.
2023110$361,123$191,795$19,180iApproximate average salary by contribution assumption: employee only about $479,488 at 4% or $319,658 at 6%; with 50% employer match about $319,658 at 4% or $213,106 at 6%; with 100% employer match about $239,744 at 4% or $159,829 at 6%.
Sperry Mitchell & Company Inc 401K-10$361,123$191,795$19,180iApproximate average salary by contribution assumption: employee only about $479,488 at 4% or $319,658 at 6%; with 50% employer match about $319,658 at 4% or $213,106 at 6%; with 100% employer match about $239,744 at 4% or $159,829 at 6%.
2022110$141,281$146,529$14,653iApproximate average salary by contribution assumption: employee only about $366,323 at 4% or $244,215 at 6%; with 50% employer match about $244,215 at 4% or $162,810 at 6%; with 100% employer match about $183,161 at 4% or $122,108 at 6%.
Sperry Mitchell & Company Inc 401K-10$141,281$146,529$14,653iApproximate average salary by contribution assumption: employee only about $366,323 at 4% or $244,215 at 6%; with 50% employer match about $244,215 at 4% or $162,810 at 6%; with 100% employer match about $183,161 at 4% or $122,108 at 6%.
201910$0$0-
Sperry, Mitchell & Company Inc. Retirement Trust-0$0--
2018116$4,928,589$150,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-16$4,928,589$150,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2017115$4,945,897$150,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-15$4,945,897$150,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2016113$4,527,752$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-13$4,527,752$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
201517$3,946,143$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-7$3,946,143$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201417$3,820,616$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-7$3,820,616$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201316$3,540,340$0-
Sperry, Mitchell & Company Inc. Retirement Trust-6$3,540,340--
201216$3,122,302$123,840$20,640iApproximate average salary by contribution assumption: employee only about $516,000 at 4% or $344,000 at 6%; with 50% employer match about $344,000 at 4% or $229,333 at 6%; with 100% employer match about $258,000 at 4% or $172,000 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-6$3,122,302$123,840$20,640iApproximate average salary by contribution assumption: employee only about $516,000 at 4% or $344,000 at 6%; with 50% employer match about $344,000 at 4% or $229,333 at 6%; with 100% employer match about $258,000 at 4% or $172,000 at 6%.
201119$2,694,399$0-
Sperry, Mitchell & Company Inc. Retirement Trust-9$2,694,399--
201017$2,506,683$127,465$18,209iApproximate average salary by contribution assumption: employee only about $455,232 at 4% or $303,488 at 6%; with 50% employer match about $303,488 at 4% or $202,325 at 6%; with 100% employer match about $227,616 at 4% or $151,744 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-7$2,506,683$127,465$18,209iApproximate average salary by contribution assumption: employee only about $455,232 at 4% or $303,488 at 6%; with 50% employer match about $303,488 at 4% or $202,325 at 6%; with 100% employer match about $227,616 at 4% or $151,744 at 6%.
200918$2,267,648$0-
Sperry, Mitchell & Company Inc. Retirement Trust-8$2,267,648--
200819$2,106,139$0-
Sperry, Mitchell & Company Inc. Retirement Trust-9$2,106,139--
200717$2,408,400$0-
Sperry, Mitchell & Company Inc. Retirement Trust-7$2,408,400--
200618$2,329,485$114,820$14,353iApproximate average salary by contribution assumption: employee only about $358,813 at 4% or $239,208 at 6%; with 50% employer match about $239,208 at 4% or $159,472 at 6%; with 100% employer match about $179,406 at 4% or $119,604 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-8$2,329,485$114,820$14,353iApproximate average salary by contribution assumption: employee only about $358,813 at 4% or $239,208 at 6%; with 50% employer match about $239,208 at 4% or $159,472 at 6%; with 100% employer match about $179,406 at 4% or $119,604 at 6%.
200515$2,072,171$64,767$12,953iApproximate average salary by contribution assumption: employee only about $323,835 at 4% or $215,890 at 6%; with 50% employer match about $215,890 at 4% or $143,927 at 6%; with 100% employer match about $161,918 at 4% or $107,945 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-5$2,072,171$64,767$12,953iApproximate average salary by contribution assumption: employee only about $323,835 at 4% or $215,890 at 6%; with 50% employer match about $215,890 at 4% or $143,927 at 6%; with 100% employer match about $161,918 at 4% or $107,945 at 6%.
200415$1,929,207$0-
Sperry, Mitchell & Company Inc. Retirement Trust-5$1,929,207--
200317$1,873,951$0-
Sperry, Mitchell & Company Inc. Retirement Trust-7$1,873,951--
200217$1,621,193$0-
Sperry, Mitchell & Company Inc. Retirement Trust-7$1,621,193--
200117$1,850,671$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-7$1,850,671$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
200015$1,862,767$78,358$15,672iApproximate average salary by contribution assumption: employee only about $391,790 at 4% or $261,193 at 6%; with 50% employer match about $261,193 at 4% or $174,129 at 6%; with 100% employer match about $195,895 at 4% or $130,597 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-5$1,862,767$78,358$15,672iApproximate average salary by contribution assumption: employee only about $391,790 at 4% or $261,193 at 6%; with 50% employer match about $261,193 at 4% or $174,129 at 6%; with 100% employer match about $195,895 at 4% or $130,597 at 6%.
199915$1,615,281$77,771$15,554iApproximate average salary by contribution assumption: employee only about $388,855 at 4% or $259,237 at 6%; with 50% employer match about $259,237 at 4% or $172,824 at 6%; with 100% employer match about $194,428 at 4% or $129,618 at 6%.
Sperry, Mitchell & Company Inc. Retirement Trust-5$1,615,281$77,771$15,554iApproximate average salary by contribution assumption: employee only about $388,855 at 4% or $259,237 at 6%; with 50% employer match about $259,237 at 4% or $172,824 at 6%; with 100% employer match about $194,428 at 4% or $129,618 at 6%.