Civic Intelligence

Speakman Financial Group

Plan context: Speakman Financial Group Profit Sharing Plan

EIN 20-0552192 • Pittsburgh, PA • 32 filings • 3 plans

Two Penn Center WestSuite 325Pittsburgh, PA 15276
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$857,433

2023 Contributions

$131,998

Historical Graphs

Total Assets Over Time

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

$5,323,992$2,661,996$0200520152023YearValue
$857,433Latest year 2023

Participants Over Time

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

1260200520152023YearValue
12Latest year 2023

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
2023112$857,433$131,998$11,000iApproximate average salary by contribution assumption: employee only about $274,996 at 4% or $183,331 at 6%; with 50% employer match about $183,331 at 4% or $122,220 at 6%; with 100% employer match about $137,498 at 4% or $91,665 at 6%.
Speakman Financial Group Profit Sharing Plan-12$857,433$131,998$11,000iApproximate average salary by contribution assumption: employee only about $274,996 at 4% or $183,331 at 6%; with 50% employer match about $183,331 at 4% or $122,220 at 6%; with 100% employer match about $137,498 at 4% or $91,665 at 6%.
2022112$2,090,643$136,585$11,382iApproximate average salary by contribution assumption: employee only about $284,552 at 4% or $189,701 at 6%; with 50% employer match about $189,701 at 4% or $126,468 at 6%; with 100% employer match about $142,276 at 4% or $94,851 at 6%.
Speakman Financial Group Profit Sharing Plan-12$2,090,643$136,585$11,382iApproximate average salary by contribution assumption: employee only about $284,552 at 4% or $189,701 at 6%; with 50% employer match about $189,701 at 4% or $126,468 at 6%; with 100% employer match about $142,276 at 4% or $94,851 at 6%.
2021111$2,483,952$252,393$22,945iApproximate average salary by contribution assumption: employee only about $573,620 at 4% or $382,414 at 6%; with 50% employer match about $382,414 at 4% or $254,942 at 6%; with 100% employer match about $286,810 at 4% or $191,207 at 6%.
Speakman Financial Group Profit Sharing Plan-11$2,483,952$252,393$22,945iApproximate average salary by contribution assumption: employee only about $573,620 at 4% or $382,414 at 6%; with 50% employer match about $382,414 at 4% or $254,942 at 6%; with 100% employer match about $286,810 at 4% or $191,207 at 6%.
2020211$2,553,199$727,757$66,160iApproximate average salary by contribution assumption: employee only about $1,653,993 at 4% or $1,102,662 at 6%; with 50% employer match about $1,102,662 at 4% or $735,108 at 6%; with 100% employer match about $826,997 at 4% or $551,331 at 6%.
Speakman Financial Group Profit Sharing Plan-11$2,553,199$727,757$66,160iApproximate average salary by contribution assumption: employee only about $1,653,993 at 4% or $1,102,662 at 6%; with 50% employer match about $1,102,662 at 4% or $735,108 at 6%; with 100% employer match about $826,997 at 4% or $551,331 at 6%.
Speakman Financial Group Cash Balance Pension Plan-0$0$0-
2019211$5,323,992$92,267$8,388iApproximate average salary by contribution assumption: employee only about $209,698 at 4% or $139,798 at 6%; with 50% employer match about $139,798 at 4% or $93,199 at 6%; with 100% employer match about $104,849 at 4% or $69,899 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$3,860,242$0-
Speakman Financial Group Profit Sharing Plan-11$1,463,750$92,267$8,388iApproximate average salary by contribution assumption: employee only about $209,698 at 4% or $139,798 at 6%; with 50% employer match about $139,798 at 4% or $93,199 at 6%; with 100% employer match about $104,849 at 4% or $69,899 at 6%.
2018210$4,445,575$270,646$27,065iApproximate average salary by contribution assumption: employee only about $676,615 at 4% or $451,077 at 6%; with 50% employer match about $451,077 at 4% or $300,718 at 6%; with 100% employer match about $338,308 at 4% or $225,538 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$3,293,505$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Speakman Financial Group Profit Sharing Plan-10$1,152,070$120,646$12,065iApproximate average salary by contribution assumption: employee only about $301,615 at 4% or $201,077 at 6%; with 50% employer match about $201,077 at 4% or $134,051 at 6%; with 100% employer match about $150,808 at 4% or $100,538 at 6%.
2017210$4,551,178$243,983$24,398iApproximate average salary by contribution assumption: employee only about $609,958 at 4% or $406,638 at 6%; with 50% employer match about $406,638 at 4% or $271,092 at 6%; with 100% employer match about $304,979 at 4% or $203,319 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$3,441,421$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Speakman Financial Group Profit Sharing Plan-10$1,109,757$118,983$11,898iApproximate average salary by contribution assumption: employee only about $297,458 at 4% or $198,305 at 6%; with 50% employer match about $198,305 at 4% or $132,203 at 6%; with 100% employer match about $148,729 at 4% or $99,153 at 6%.
201629$3,706,914$246,643$27,405iApproximate average salary by contribution assumption: employee only about $685,119 at 4% or $456,746 at 6%; with 50% employer match about $456,746 at 4% or $304,498 at 6%; with 100% employer match about $342,560 at 4% or $228,373 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$2,858,802$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Speakman Financial Group Profit Sharing Plan-9$848,112$121,643$13,516iApproximate average salary by contribution assumption: employee only about $337,897 at 4% or $225,265 at 6%; with 50% employer match about $225,265 at 4% or $150,177 at 6%; with 100% employer match about $168,949 at 4% or $112,632 at 6%.
201529$3,263,833$243,956$27,106iApproximate average salary by contribution assumption: employee only about $677,656 at 4% or $451,770 at 6%; with 50% employer match about $451,770 at 4% or $301,180 at 6%; with 100% employer match about $338,828 at 4% or $225,885 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$2,572,320$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Speakman Financial Group Profit Sharing Plan-9$691,513$118,956$13,217iApproximate average salary by contribution assumption: employee only about $330,433 at 4% or $220,289 at 6%; with 50% employer match about $220,289 at 4% or $146,859 at 6%; with 100% employer match about $165,217 at 4% or $110,144 at 6%.
2014211$3,156,338$244,728$22,248iApproximate average salary by contribution assumption: employee only about $556,200 at 4% or $370,800 at 6%; with 50% employer match about $370,800 at 4% or $247,200 at 6%; with 100% employer match about $278,100 at 4% or $185,400 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$2,485,487$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Speakman Financial Group Profit Sharing Plan-11$670,851$119,728$10,884iApproximate average salary by contribution assumption: employee only about $272,109 at 4% or $181,406 at 6%; with 50% employer match about $181,406 at 4% or $120,937 at 6%; with 100% employer match about $136,055 at 4% or $90,703 at 6%.
2013211$2,827,632$240,779$21,889iApproximate average salary by contribution assumption: employee only about $547,225 at 4% or $364,817 at 6%; with 50% employer match about $364,817 at 4% or $243,211 at 6%; with 100% employer match about $273,613 at 4% or $182,408 at 6%.
Speakman Financial Group Cash Balance Pension Plan-6$2,287,795$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Speakman Financial Group Profit Sharing Plan-11$539,837$115,779$10,525iApproximate average salary by contribution assumption: employee only about $263,134 at 4% or $175,423 at 6%; with 50% employer match about $175,423 at 4% or $116,948 at 6%; with 100% employer match about $131,567 at 4% or $87,711 at 6%.
2012211$2,392,992$259,952$23,632iApproximate average salary by contribution assumption: employee only about $590,800 at 4% or $393,867 at 6%; with 50% employer match about $393,867 at 4% or $262,578 at 6%; with 100% employer match about $295,400 at 4% or $196,933 at 6%.
Speakman Financial Group Cash Balance Pension Plan-6$1,993,984$160,096$26,683iApproximate average salary by contribution assumption: employee only about $667,067 at 4% or $444,711 at 6%; with 50% employer match about $444,711 at 4% or $296,474 at 6%; with 100% employer match about $333,533 at 4% or $222,356 at 6%.
Speakman Financial Group Profit Sharing Plan-11$399,008$99,856$9,078iApproximate average salary by contribution assumption: employee only about $226,945 at 4% or $151,297 at 6%; with 50% employer match about $151,297 at 4% or $100,865 at 6%; with 100% employer match about $113,473 at 4% or $75,648 at 6%.
2011211$1,922,531$245,144$22,286iApproximate average salary by contribution assumption: employee only about $557,145 at 4% or $371,430 at 6%; with 50% employer match about $371,430 at 4% or $247,620 at 6%; with 100% employer match about $278,573 at 4% or $185,715 at 6%.
Speakman Financial Group Cash Balance Pension Plan-6$1,649,841$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Speakman Financial Group Profit Sharing Plan-11$272,690$95,144$8,649iApproximate average salary by contribution assumption: employee only about $216,236 at 4% or $144,158 at 6%; with 50% employer match about $144,158 at 4% or $96,105 at 6%; with 100% employer match about $108,118 at 4% or $72,079 at 6%.
2010211$1,719,878$253,227$23,021iApproximate average salary by contribution assumption: employee only about $575,516 at 4% or $383,677 at 6%; with 50% employer match about $383,677 at 4% or $255,785 at 6%; with 100% employer match about $287,758 at 4% or $191,839 at 6%.
Speakman Financial Group Cash Balance Pension Plan-6$1,527,613$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Speakman Financial Group Profit Sharing Plan-11$192,265$83,227$7,566iApproximate average salary by contribution assumption: employee only about $189,152 at 4% or $126,102 at 6%; with 50% employer match about $126,102 at 4% or $84,068 at 6%; with 100% employer match about $94,576 at 4% or $63,051 at 6%.
200927$1,271,704$305,215$43,602iApproximate average salary by contribution assumption: employee only about $1,090,054 at 4% or $726,702 at 6%; with 50% employer match about $726,702 at 4% or $484,468 at 6%; with 100% employer match about $545,027 at 4% or $363,351 at 6%.
Speakman Financial Group Cash Balance Pension Plan-6$1,174,600$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Speakman Financial Group Profit Sharing Plan-7$97,104$5,215$745iApproximate average salary by contribution assumption: employee only about $18,625 at 4% or $12,417 at 6%; with 50% employer match about $12,417 at 4% or $8,278 at 6%; with 100% employer match about $9,313 at 4% or $6,208 at 6%.
200817$70,880$28,285$4,041iApproximate average salary by contribution assumption: employee only about $101,018 at 4% or $67,345 at 6%; with 50% employer match about $67,345 at 4% or $44,897 at 6%; with 100% employer match about $50,509 at 4% or $33,673 at 6%.
Speakman Financial Group Profit Sharing Plan-7$70,880$28,285$4,041iApproximate average salary by contribution assumption: employee only about $101,018 at 4% or $67,345 at 6%; with 50% employer match about $67,345 at 4% or $44,897 at 6%; with 100% employer match about $50,509 at 4% or $33,673 at 6%.
200726$0$0-
Speakman Financial Group Profit Sharing Plan-6---
Speakman Financial Group Cash Balance Pension Plan-6---
200526$261,547$251,526$41,921iApproximate average salary by contribution assumption: employee only about $1,048,025 at 4% or $698,683 at 6%; with 50% employer match about $698,683 at 4% or $465,789 at 6%; with 100% employer match about $524,013 at 4% or $349,342 at 6%.
Speakman Financial Group Cash Balance Pension Plan-5$244,983$235,278$47,056iApproximate average salary by contribution assumption: employee only about $1,176,390 at 4% or $784,260 at 6%; with 50% employer match about $784,260 at 4% or $522,840 at 6%; with 100% employer match about $588,195 at 4% or $392,130 at 6%.
Speakman Financial Group Profit Sharing Plan-6$16,564$16,248$2,708iApproximate average salary by contribution assumption: employee only about $67,700 at 4% or $45,133 at 6%; with 50% employer match about $45,133 at 4% or $30,089 at 6%; with 100% employer match about $33,850 at 4% or $22,567 at 6%.