Keevily, Spero-Whitelaw Inc.
Plan context: Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust
EIN 13-3747762 • Harrison, NY • 18 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
69
2017 Assets
$11,933,787
2017 Contributions
$658,962
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $658,962 | - |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 0 | - | $658,962 | - |
| 2016 | 1 | 69 | $11,933,787 | $739,337 | $10,715iApproximate average salary by contribution assumption: employee only about $267,876 at 4% or $178,584 at 6%; with 50% employer match about $178,584 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 69 | $11,933,787 | $739,337 | $10,715iApproximate average salary by contribution assumption: employee only about $267,876 at 4% or $178,584 at 6%; with 50% employer match about $178,584 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%. |
| 2015 | 1 | 65 | $11,120,154 | $780,534 | $12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,425 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 65 | $11,120,154 | $780,534 | $12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,425 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%. |
| 2014 | 1 | 62 | $11,091,178 | $692,234 | $11,165iApproximate average salary by contribution assumption: employee only about $279,127 at 4% or $186,084 at 6%; with 50% employer match about $186,084 at 4% or $124,056 at 6%; with 100% employer match about $139,563 at 4% or $93,042 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 62 | $11,091,178 | $692,234 | $11,165iApproximate average salary by contribution assumption: employee only about $279,127 at 4% or $186,084 at 6%; with 50% employer match about $186,084 at 4% or $124,056 at 6%; with 100% employer match about $139,563 at 4% or $93,042 at 6%. |
| 2013 | 1 | 61 | $10,065,086 | $720,570 | $11,813iApproximate average salary by contribution assumption: employee only about $295,316 at 4% or $196,877 at 6%; with 50% employer match about $196,877 at 4% or $131,251 at 6%; with 100% employer match about $147,658 at 4% or $98,439 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 61 | $10,065,086 | $720,570 | $11,813iApproximate average salary by contribution assumption: employee only about $295,316 at 4% or $196,877 at 6%; with 50% employer match about $196,877 at 4% or $131,251 at 6%; with 100% employer match about $147,658 at 4% or $98,439 at 6%. |
| 2012 | 1 | 62 | $7,940,421 | $448,339 | $7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 62 | $7,940,421 | $448,339 | $7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%. |
| 2011 | 1 | 61 | $6,826,979 | $474,193 | $7,774iApproximate average salary by contribution assumption: employee only about $194,341 at 4% or $129,561 at 6%; with 50% employer match about $129,561 at 4% or $86,374 at 6%; with 100% employer match about $97,171 at 4% or $64,780 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 61 | $6,826,979 | $474,193 | $7,774iApproximate average salary by contribution assumption: employee only about $194,341 at 4% or $129,561 at 6%; with 50% employer match about $129,561 at 4% or $86,374 at 6%; with 100% employer match about $97,171 at 4% or $64,780 at 6%. |
| 2010 | 1 | 58 | $6,716,846 | $459,078 | $7,915iApproximate average salary by contribution assumption: employee only about $197,878 at 4% or $131,919 at 6%; with 50% employer match about $131,919 at 4% or $87,946 at 6%; with 100% employer match about $98,939 at 4% or $65,959 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 58 | $6,716,846 | $459,078 | $7,915iApproximate average salary by contribution assumption: employee only about $197,878 at 4% or $131,919 at 6%; with 50% employer match about $131,919 at 4% or $87,946 at 6%; with 100% employer match about $98,939 at 4% or $65,959 at 6%. |
| 2009 | 1 | 56 | $5,768,306 | $405,318 | $7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,630 at 6%; with 50% employer match about $120,630 at 4% or $80,420 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 56 | $5,768,306 | $405,318 | $7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,630 at 6%; with 50% employer match about $120,630 at 4% or $80,420 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%. |
| 2008 | 1 | 49 | $4,365,207 | $410,836 | $8,384iApproximate average salary by contribution assumption: employee only about $209,610 at 4% or $139,740 at 6%; with 50% employer match about $139,740 at 4% or $93,160 at 6%; with 100% employer match about $104,805 at 4% or $69,870 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 49 | $4,365,207 | $410,836 | $8,384iApproximate average salary by contribution assumption: employee only about $209,610 at 4% or $139,740 at 6%; with 50% employer match about $139,740 at 4% or $93,160 at 6%; with 100% employer match about $104,805 at 4% or $69,870 at 6%. |
| 2007 | 1 | 48 | $5,652,986 | $498,095 | $10,377iApproximate average salary by contribution assumption: employee only about $259,424 at 4% or $172,950 at 6%; with 50% employer match about $172,950 at 4% or $115,300 at 6%; with 100% employer match about $129,712 at 4% or $86,475 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 48 | $5,652,986 | $498,095 | $10,377iApproximate average salary by contribution assumption: employee only about $259,424 at 4% or $172,950 at 6%; with 50% employer match about $172,950 at 4% or $115,300 at 6%; with 100% employer match about $129,712 at 4% or $86,475 at 6%. |
| 2006 | 1 | 51 | $4,975,045 | $518,808 | $10,173iApproximate average salary by contribution assumption: employee only about $254,318 at 4% or $169,545 at 6%; with 50% employer match about $169,545 at 4% or $113,030 at 6%; with 100% employer match about $127,159 at 4% or $84,773 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 51 | $4,975,045 | $518,808 | $10,173iApproximate average salary by contribution assumption: employee only about $254,318 at 4% or $169,545 at 6%; with 50% employer match about $169,545 at 4% or $113,030 at 6%; with 100% employer match about $127,159 at 4% or $84,773 at 6%. |
| 2005 | 1 | 44 | $4,189,004 | $338,178 | $7,686iApproximate average salary by contribution assumption: employee only about $192,147 at 4% or $128,098 at 6%; with 50% employer match about $128,098 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,049 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 44 | $4,189,004 | $338,178 | $7,686iApproximate average salary by contribution assumption: employee only about $192,147 at 4% or $128,098 at 6%; with 50% employer match about $128,098 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,049 at 6%. |
| 2004 | 1 | 47 | $3,944,867 | $297,262 | $6,325iApproximate average salary by contribution assumption: employee only about $158,118 at 4% or $105,412 at 6%; with 50% employer match about $105,412 at 4% or $70,275 at 6%; with 100% employer match about $79,059 at 4% or $52,706 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 47 | $3,944,867 | $297,262 | $6,325iApproximate average salary by contribution assumption: employee only about $158,118 at 4% or $105,412 at 6%; with 50% employer match about $105,412 at 4% or $70,275 at 6%; with 100% employer match about $79,059 at 4% or $52,706 at 6%. |
| 2003 | 1 | 52 | $3,488,070 | $351,300 | $6,756iApproximate average salary by contribution assumption: employee only about $168,894 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 52 | $3,488,070 | $351,300 | $6,756iApproximate average salary by contribution assumption: employee only about $168,894 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%. |
| 2002 | 1 | 52 | $0 | $0 | - |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 52 | - | - | - |
| 2001 | 1 | 37 | $0 | $0 | - |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 37 | - | - | - |
| 1999 | 1 | 34 | $4,157,261 | $175,531 | $5,163iApproximate average salary by contribution assumption: employee only about $129,067 at 4% or $86,045 at 6%; with 50% employer match about $86,045 at 4% or $57,363 at 6%; with 100% employer match about $64,533 at 4% or $43,022 at 6%. |
| Keevily Spero-Whitelaw 401 K Profit Sharing Plan and Trust | - | 34 | $4,157,261 | $175,531 | $5,163iApproximate average salary by contribution assumption: employee only about $129,067 at 4% or $86,045 at 6%; with 50% employer match about $86,045 at 4% or $57,363 at 6%; with 100% employer match about $64,533 at 4% or $43,022 at 6%. |