Civic Intelligence

Philip Spergel, Ttee

Plan context: Philip Spergel, E.D.D. Profit Sharing Plan and Trust

EIN 23-2251181 • Jenkintown, PA • 23 filings • 2 plans

261 Old York RdThe Pavillion, Ste 317Jenkintown, PA 19046-3709
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$1,032,056

2010 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$1,517,140$758,570$0199920032009YearValue
$1,032,056Latest year 2009

Participants Over Time

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

210200020052009YearValue
1Latest year 2009

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
201020$0$0-
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-0$0$0-
Philip Spergel, E.D.D. Money Purchase Plan and Trust-0$0$0-
200921$1,032,056$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-1$673,452$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-1$358,604$0-
200822$0$0-
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2---
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2---
200722$0$0-
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2---
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2---
200622$1,517,140$8,966$4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$925,717--
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$591,423$8,966$4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%.
200522$1,507,108$8,791$4,396iApproximate average salary by contribution assumption: employee only about $109,888 at 4% or $73,258 at 6%; with 50% employer match about $73,258 at 4% or $48,839 at 6%; with 100% employer match about $54,944 at 4% or $36,629 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$935,220$8,791$4,396iApproximate average salary by contribution assumption: employee only about $109,888 at 4% or $73,258 at 6%; with 50% employer match about $73,258 at 4% or $48,839 at 6%; with 100% employer match about $54,944 at 4% or $36,629 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$571,888--
200422$1,453,634$42,627$21,314iApproximate average salary by contribution assumption: employee only about $532,838 at 4% or $355,225 at 6%; with 50% employer match about $355,225 at 4% or $236,817 at 6%; with 100% employer match about $266,419 at 4% or $177,613 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$899,885$13,937$6,969iApproximate average salary by contribution assumption: employee only about $174,213 at 4% or $116,142 at 6%; with 50% employer match about $116,142 at 4% or $77,428 at 6%; with 100% employer match about $87,106 at 4% or $58,071 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$553,749$28,690$14,345iApproximate average salary by contribution assumption: employee only about $358,625 at 4% or $239,083 at 6%; with 50% employer match about $239,083 at 4% or $159,389 at 6%; with 100% employer match about $179,313 at 4% or $119,542 at 6%.
200322$1,372,206$51,591$25,796iApproximate average salary by contribution assumption: employee only about $644,888 at 4% or $429,925 at 6%; with 50% employer match about $429,925 at 4% or $286,617 at 6%; with 100% employer match about $322,444 at 4% or $214,963 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$855,833$12,898$6,449iApproximate average salary by contribution assumption: employee only about $161,225 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,656 at 6%; with 100% employer match about $80,613 at 4% or $53,742 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$516,373$38,693$19,347iApproximate average salary by contribution assumption: employee only about $483,663 at 4% or $322,442 at 6%; with 50% employer match about $322,442 at 4% or $214,961 at 6%; with 100% employer match about $241,831 at 4% or $161,221 at 6%.
200222$1,255,821$50,721$25,361iApproximate average salary by contribution assumption: employee only about $634,013 at 4% or $422,675 at 6%; with 50% employer match about $422,675 at 4% or $281,783 at 6%; with 100% employer match about $317,006 at 4% or $211,338 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$812,669$12,709$6,355iApproximate average salary by contribution assumption: employee only about $158,863 at 4% or $105,908 at 6%; with 50% employer match about $105,908 at 4% or $70,606 at 6%; with 100% employer match about $79,431 at 4% or $52,954 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$443,152$38,012$19,006iApproximate average salary by contribution assumption: employee only about $475,150 at 4% or $316,767 at 6%; with 50% employer match about $316,767 at 4% or $211,178 at 6%; with 100% employer match about $237,575 at 4% or $158,383 at 6%.
200122$960,491$45,762$22,881iApproximate average salary by contribution assumption: employee only about $572,025 at 4% or $381,350 at 6%; with 50% employer match about $381,350 at 4% or $254,233 at 6%; with 100% employer match about $286,013 at 4% or $190,675 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$646,176$12,421$6,211iApproximate average salary by contribution assumption: employee only about $155,263 at 4% or $103,508 at 6%; with 50% employer match about $103,508 at 4% or $69,006 at 6%; with 100% employer match about $77,631 at 4% or $51,754 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$314,315$33,341$16,671iApproximate average salary by contribution assumption: employee only about $416,763 at 4% or $277,842 at 6%; with 50% employer match about $277,842 at 4% or $185,228 at 6%; with 100% employer match about $208,381 at 4% or $138,921 at 6%.
200022$1,445,090$38,759$19,380iApproximate average salary by contribution assumption: employee only about $484,488 at 4% or $322,992 at 6%; with 50% employer match about $322,992 at 4% or $215,328 at 6%; with 100% employer match about $242,244 at 4% or $161,496 at 6%.
Philip Spergel, E.D.D. Profit Sharing Plan and Trust-2$1,003,382$7,314$3,657iApproximate average salary by contribution assumption: employee only about $91,425 at 4% or $60,950 at 6%; with 50% employer match about $60,950 at 4% or $40,633 at 6%; with 100% employer match about $45,713 at 4% or $30,475 at 6%.
Philip Spergel, E.D.D. Money Purchase Plan and Trust-2$441,708$31,445$15,723iApproximate average salary by contribution assumption: employee only about $393,063 at 4% or $262,042 at 6%; with 50% employer match about $262,042 at 4% or $174,694 at 6%; with 100% employer match about $196,531 at 4% or $131,021 at 6%.
199910$370,032$30,680-
Philip Spergel, E.D.D. Money Purchase Plan and Trust-0$370,032$30,680-