Civic Intelligence

Spear Leeds Kellogg

Plan context: FIRST OPTIONS PROFIT SHARING AND 401K PLAN

EIN 13-5515160 • 41 filings • 17 plans

Current Snapshot

Latest Year

2008

2008 Participants

208

2008 Assets

$39,114,344

2008 Contributions

$22,128

Historical Graphs

Total Assets Over Time

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

$230,124,533$115,062,267$0200120042006YearValue
$39,114,344Latest year 2006

Participants Over Time

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

2,8491,4250200020032006YearValue
208Latest year 2006

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
200810$0$0-
Benjamin Jacobson & Sons Money Purchase Pension Plan-0---
200720$0$0-
FIRST OPTIONS PROFIT SHARING AND 401K PLAN-0---
Benjamin Jacobson & Sons Money Purchase Pension Plan-0---
20063208$39,114,344$0-
FIRST OPTIONS PROFIT SHARING AND 401K PLAN-208$39,102,530--
Benjamin Jacobson & Sons Money Purchase Pension Plan-0$11,814--
WALTER N. FRANK & CO PENSION PLAN-0---
200541$153,260$0-
WALTER N. FRANK & CO. PENSION PLAN-1$114,899--
Benjamin Jacobson & Sons Money Purchase Pension Plan-1$38,361--
SPEAR, LEEDS & KELLOGG PROFIT SHARING PLAN-0---
BENJAMIN JACOBSON & SONS 401KPLAN-0---
20045875$168,315,074$22,128$25iApproximate average salary by contribution assumption: employee only about $632 at 4% or $421 at 6%; with 50% employer match about $421 at 4% or $281 at 6%; with 100% employer match about $316 at 4% or $211 at 6%.
SPEAR, LEEDS & KELLOGG PROFIT SHARING PLAN-875$159,347,611--
Benjamin Jacobson & Sons Money Purchase Pension Plan-31$5,254,176--
WALTER N. FRANK & CO. PENSION PLAN-26$2,403,930--
BENJAMIN JACOBSON & SONS 401K PLAN-24$1,309,357$22,128$922iApproximate average salary by contribution assumption: employee only about $23,050 at 4% or $15,367 at 6%; with 50% employer match about $15,367 at 4% or $10,244 at 6%; with 100% employer match about $11,525 at 4% or $7,683 at 6%.
SPEAR, LEEDS & KELLOGG MEDICAL PREMIUM PLAN-0---
200351,104$169,526,422$7,200$7iApproximate average salary by contribution assumption: employee only about $163 at 4% or $109 at 6%; with 50% employer match about $109 at 4% or $72 at 6%; with 100% employer match about $82 at 4% or $54 at 6%.
SPEAR, LEEDS & KELLOGG PROFIT SHARING PLAN-1,104$165,063,906--
WALTER N. FRANK & CO. PENSION PLAN-27$2,496,272--
BENJAMIN JACOBSON & SONS 401K PLAN-25$1,415,632$7,200$288iApproximate average salary by contribution assumption: employee only about $7,200 at 4% or $4,800 at 6%; with 50% employer match about $4,800 at 4% or $3,200 at 6%; with 100% employer match about $3,600 at 4% or $2,400 at 6%.
SPEAR, LEEDS & KELLOGG MEDICAL PREMIUM PLAN-0$550,612--
Benjamin Jacobson & Sons Money Purchase Pension Plan-37---
200291,327$178,545,424$1,281$1iApproximate average salary by contribution assumption: employee only about $24 at 4% or $16 at 6%; with 50% employer match about $16 at 4% or $11 at 6%; with 100% employer match about $12 at 4% or $8 at 6%.
SPEAR, LEEDS & KELLOGG PROFIT SHARING PLAN-1,327$159,881,995$1,281$1iApproximate average salary by contribution assumption: employee only about $24 at 4% or $16 at 6%; with 50% employer match about $16 at 4% or $11 at 6%; with 100% employer match about $12 at 4% or $8 at 6%.
SPEAR, LEEDS & KELLOGG MEDICAL PREMIUM PLAN-0$11,520,893--
Benjamin Jacobson & Sons Money Purchase Pension Plan-70$7,142,536--
SPEAR LEEDS & KELLOGG INSURED PPO PLAN-0---
SPEAR LEEDS & KELLOGG DISABILITY PLAN-0---
SPEAR LEEDS & KELLOGG EMPLOYEE SPENDING ACCOUNT-0---
SPEAR LEEDS & KELLOGG EMPLOYEE LIFE INSURANCE PLAN-0---
BENJAMIN JACOBSON & SONS 401K PLAN-42---
WALTER N. FRANK & CO. PENSION PLAN-29---
200192,849$230,124,533$27,799,443$9,758iApproximate average salary by contribution assumption: employee only about $243,940 at 4% or $162,627 at 6%; with 50% employer match about $162,627 at 4% or $108,418 at 6%; with 100% employer match about $121,970 at 4% or $81,313 at 6%.
SPEAR, LEEDS & KELLOGG PROFIT SHARING PLAN-1,635$214,333,226$27,449,254$16,789iApproximate average salary by contribution assumption: employee only about $419,713 at 4% or $279,809 at 6%; with 50% employer match about $279,809 at 4% or $186,539 at 6%; with 100% employer match about $209,857 at 4% or $139,904 at 6%.
SPEAR, LEEDS & KELLOGG MEDICAL PREMIUM PLAN-1,883$13,140,914--
BENJAMIN JACOBSON & SONS 401K PLAN-52$2,650,393$350,189$6,734iApproximate average salary by contribution assumption: employee only about $168,360 at 4% or $112,240 at 6%; with 50% employer match about $112,240 at 4% or $74,827 at 6%; with 100% employer match about $84,180 at 4% or $56,120 at 6%.
SPEAR LEEDS & KELLOGG DISABILITY PLAN-1,916---
Benjamin Jacobson & Sons Money Purchase Pension Plan-52---
SPEAR LEEDS & KELLOGG EMPLOYEE SPENDING ACCOUNT-311---
SPEAR LEEDS & KELLOGG EMPLOYEE LONG TERM DISABILITY PLAN-2,115---
SPEAR LEEDS & KELLOGG INSURED PPO PLAN-1,798---
SPEAR LEEDS & KELLOGG EMPLOYEE LIFE INSURANCE PLAN-2,849---
200022,181$0$0-
SPEAR LEEDS KELLOGG BENEFIT PLAN-0---
SPEAR, LEEDS & KELLOGG MEDICAL PREMIUM PLAN-2,181---
199910$0$0-
Spear Leeds Kellogg Employee Benefit Plan-0---