Civic Intelligence

Specialty Management Inc.

Plan context: Specialty Management Inc. 401(K) Profit Sharing Plan

EIN 20-1332539 • Gainesville, GA • 20 filings • 3 plans

1240 Jesse Jewell Pkwy Suite 300Gainesville, GA 30501
Current Snapshot

Latest Year

2024

2024 Participants

165

2024 Assets

$10,795,893

2024 Contributions

$939,543

Historical Graphs

Total Assets Over Time

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

$10,795,893$5,397,947$0200620152024YearValue
$10,795,893Latest year 2024

Participants Over Time

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

165830200520152024YearValue
165Latest 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
20241165$10,795,893$939,543$5,694iApproximate average salary by contribution assumption: employee only about $142,355 at 4% or $94,903 at 6%; with 50% employer match about $94,903 at 4% or $63,269 at 6%; with 100% employer match about $71,178 at 4% or $47,452 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-165$10,795,893$939,543$5,694iApproximate average salary by contribution assumption: employee only about $142,355 at 4% or $94,903 at 6%; with 50% employer match about $94,903 at 4% or $63,269 at 6%; with 100% employer match about $71,178 at 4% or $47,452 at 6%.
20231126$9,155,818$930,361$7,384iApproximate average salary by contribution assumption: employee only about $184,595 at 4% or $123,064 at 6%; with 50% employer match about $123,064 at 4% or $82,042 at 6%; with 100% employer match about $92,298 at 4% or $61,532 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-126$9,155,818$930,361$7,384iApproximate average salary by contribution assumption: employee only about $184,595 at 4% or $123,064 at 6%; with 50% employer match about $123,064 at 4% or $82,042 at 6%; with 100% employer match about $92,298 at 4% or $61,532 at 6%.
20221120$7,679,541$821,049$6,842iApproximate average salary by contribution assumption: employee only about $171,052 at 4% or $114,035 at 6%; with 50% employer match about $114,035 at 4% or $76,023 at 6%; with 100% employer match about $85,526 at 4% or $57,017 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-120$7,679,541$821,049$6,842iApproximate average salary by contribution assumption: employee only about $171,052 at 4% or $114,035 at 6%; with 50% employer match about $114,035 at 4% or $76,023 at 6%; with 100% employer match about $85,526 at 4% or $57,017 at 6%.
20211121$9,141,685$523,203$4,324iApproximate average salary by contribution assumption: employee only about $108,100 at 4% or $72,067 at 6%; with 50% employer match about $72,067 at 4% or $48,044 at 6%; with 100% employer match about $54,050 at 4% or $36,033 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-121$9,141,685$523,203$4,324iApproximate average salary by contribution assumption: employee only about $108,100 at 4% or $72,067 at 6%; with 50% employer match about $72,067 at 4% or $48,044 at 6%; with 100% employer match about $54,050 at 4% or $36,033 at 6%.
2020179$8,113,871$577,378$7,309iApproximate average salary by contribution assumption: employee only about $182,715 at 4% or $121,810 at 6%; with 50% employer match about $121,810 at 4% or $81,206 at 6%; with 100% employer match about $91,357 at 4% or $60,905 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-79$8,113,871$577,378$7,309iApproximate average salary by contribution assumption: employee only about $182,715 at 4% or $121,810 at 6%; with 50% employer match about $121,810 at 4% or $81,206 at 6%; with 100% employer match about $91,357 at 4% or $60,905 at 6%.
20191121$6,727,133$660,252$5,457iApproximate average salary by contribution assumption: employee only about $136,416 at 4% or $90,944 at 6%; with 50% employer match about $90,944 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-121$6,727,133$660,252$5,457iApproximate average salary by contribution assumption: employee only about $136,416 at 4% or $90,944 at 6%; with 50% employer match about $90,944 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%.
20181118$5,445,812$1,076,525$9,123iApproximate average salary by contribution assumption: employee only about $228,077 at 4% or $152,052 at 6%; with 50% employer match about $152,052 at 4% or $101,368 at 6%; with 100% employer match about $114,039 at 4% or $76,026 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-118$5,445,812$1,076,525$9,123iApproximate average salary by contribution assumption: employee only about $228,077 at 4% or $152,052 at 6%; with 50% employer match about $152,052 at 4% or $101,368 at 6%; with 100% employer match about $114,039 at 4% or $76,026 at 6%.
2017197$4,924,283$695,773$7,173iApproximate average salary by contribution assumption: employee only about $179,323 at 4% or $119,549 at 6%; with 50% employer match about $119,549 at 4% or $79,699 at 6%; with 100% employer match about $89,661 at 4% or $59,774 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-97$4,924,283$695,773$7,173iApproximate average salary by contribution assumption: employee only about $179,323 at 4% or $119,549 at 6%; with 50% employer match about $119,549 at 4% or $79,699 at 6%; with 100% employer match about $89,661 at 4% or $59,774 at 6%.
2016188$3,763,619$710,708$8,076iApproximate average salary by contribution assumption: employee only about $201,906 at 4% or $134,604 at 6%; with 50% employer match about $134,604 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-88$3,763,619$710,708$8,076iApproximate average salary by contribution assumption: employee only about $201,906 at 4% or $134,604 at 6%; with 50% employer match about $134,604 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%.
2015190$3,366,473$534,755$5,942iApproximate average salary by contribution assumption: employee only about $148,543 at 4% or $99,029 at 6%; with 50% employer match about $99,029 at 4% or $66,019 at 6%; with 100% employer match about $74,272 at 4% or $49,514 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-90$3,366,473$534,755$5,942iApproximate average salary by contribution assumption: employee only about $148,543 at 4% or $99,029 at 6%; with 50% employer match about $99,029 at 4% or $66,019 at 6%; with 100% employer match about $74,272 at 4% or $49,514 at 6%.
2014184$3,048,418$713,795$8,498iApproximate average salary by contribution assumption: employee only about $212,439 at 4% or $141,626 at 6%; with 50% employer match about $141,626 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-84$3,048,418$713,795$8,498iApproximate average salary by contribution assumption: employee only about $212,439 at 4% or $141,626 at 6%; with 50% employer match about $141,626 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
2013197$3,900,748$433,320$4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,454 at 6%; with 50% employer match about $74,454 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-97$3,900,748$433,320$4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,454 at 6%; with 50% employer match about $74,454 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%.
2012196$3,198,649$384,386$4,004iApproximate average salary by contribution assumption: employee only about $100,101 at 4% or $66,734 at 6%; with 50% employer match about $66,734 at 4% or $44,489 at 6%; with 100% employer match about $50,050 at 4% or $33,367 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-96$3,198,649$384,386$4,004iApproximate average salary by contribution assumption: employee only about $100,101 at 4% or $66,734 at 6%; with 50% employer match about $66,734 at 4% or $44,489 at 6%; with 100% employer match about $50,050 at 4% or $33,367 at 6%.
2011197$2,605,694$241,993$2,495iApproximate average salary by contribution assumption: employee only about $62,369 at 4% or $41,580 at 6%; with 50% employer match about $41,580 at 4% or $27,720 at 6%; with 100% employer match about $31,185 at 4% or $20,790 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-97$2,605,694$241,993$2,495iApproximate average salary by contribution assumption: employee only about $62,369 at 4% or $41,580 at 6%; with 50% employer match about $41,580 at 4% or $27,720 at 6%; with 100% employer match about $31,185 at 4% or $20,790 at 6%.
2010189$2,505,551$449,334$5,049iApproximate average salary by contribution assumption: employee only about $126,217 at 4% or $84,145 at 6%; with 50% employer match about $84,145 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,072 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-89$2,505,551$449,334$5,049iApproximate average salary by contribution assumption: employee only about $126,217 at 4% or $84,145 at 6%; with 50% employer match about $84,145 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,072 at 6%.
2009182$2,647,333$528,291$6,443iApproximate average salary by contribution assumption: employee only about $161,064 at 4% or $107,376 at 6%; with 50% employer match about $107,376 at 4% or $71,584 at 6%; with 100% employer match about $80,532 at 4% or $53,688 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-82$2,647,333$528,291$6,443iApproximate average salary by contribution assumption: employee only about $161,064 at 4% or $107,376 at 6%; with 50% employer match about $107,376 at 4% or $71,584 at 6%; with 100% employer match about $80,532 at 4% or $53,688 at 6%.
2008177$1,787,746$492,404$6,395iApproximate average salary by contribution assumption: employee only about $159,871 at 4% or $106,581 at 6%; with 50% employer match about $106,581 at 4% or $71,054 at 6%; with 100% employer match about $79,936 at 4% or $53,290 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-77$1,787,746$492,404$6,395iApproximate average salary by contribution assumption: employee only about $159,871 at 4% or $106,581 at 6%; with 50% employer match about $106,581 at 4% or $71,054 at 6%; with 100% employer match about $79,936 at 4% or $53,290 at 6%.
2007174$2,253,713$459,216$6,206iApproximate average salary by contribution assumption: employee only about $155,141 at 4% or $103,427 at 6%; with 50% employer match about $103,427 at 4% or $68,951 at 6%; with 100% employer match about $77,570 at 4% or $51,714 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-74$2,253,713$459,216$6,206iApproximate average salary by contribution assumption: employee only about $155,141 at 4% or $103,427 at 6%; with 50% employer match about $103,427 at 4% or $68,951 at 6%; with 100% employer match about $77,570 at 4% or $51,714 at 6%.
2006162$1,808,843$412,118$6,647iApproximate average salary by contribution assumption: employee only about $166,177 at 4% or $110,784 at 6%; with 50% employer match about $110,784 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%.
Specialty Management Inc. 401(K) Profit Sharing Plan-62$1,808,843$412,118$6,647iApproximate average salary by contribution assumption: employee only about $166,177 at 4% or $110,784 at 6%; with 50% employer match about $110,784 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%.
2005160$0$0-
Specialty Management Inc. 401(K) Profit Sharing Plan-60---
Specialty Management Inc. | EIN 20-1332539 | 2024 Form 5500 Company Profile