Shrager, Spivey, Sachs & Weinstock
Plan context: Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan
EIN 23-2540568 • Philadelphia, PA • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$664,709
2024 Contributions
$536,363
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $664,709 | $536,363 | $107,273iApproximate average salary by contribution assumption: employee only about $2,681,815 at 4% or $1,787,877 at 6%; with 50% employer match about $1,787,877 at 4% or $1,191,918 at 6%; with 100% employer match about $1,340,908 at 4% or $893,938 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 5 | $664,709 | $536,363 | $107,273iApproximate average salary by contribution assumption: employee only about $2,681,815 at 4% or $1,787,877 at 6%; with 50% employer match about $1,787,877 at 4% or $1,191,918 at 6%; with 100% employer match about $1,340,908 at 4% or $893,938 at 6%. |
| 2023 | 1 | 7 | $863,548 | $77,418 | $11,060iApproximate average salary by contribution assumption: employee only about $276,493 at 4% or $184,329 at 6%; with 50% employer match about $184,329 at 4% or $122,886 at 6%; with 100% employer match about $138,246 at 4% or $92,164 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 7 | $863,548 | $77,418 | $11,060iApproximate average salary by contribution assumption: employee only about $276,493 at 4% or $184,329 at 6%; with 50% employer match about $184,329 at 4% or $122,886 at 6%; with 100% employer match about $138,246 at 4% or $92,164 at 6%. |
| 2022 | 1 | 7 | $1,275,944 | $4,612 | $659iApproximate average salary by contribution assumption: employee only about $16,471 at 4% or $10,981 at 6%; with 50% employer match about $10,981 at 4% or $7,321 at 6%; with 100% employer match about $8,236 at 4% or $5,490 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 7 | $1,275,944 | $4,612 | $659iApproximate average salary by contribution assumption: employee only about $16,471 at 4% or $10,981 at 6%; with 50% employer match about $10,981 at 4% or $7,321 at 6%; with 100% employer match about $8,236 at 4% or $5,490 at 6%. |
| 2021 | 1 | 8 | $2,013,020 | $107,380 | $13,423iApproximate average salary by contribution assumption: employee only about $335,563 at 4% or $223,708 at 6%; with 50% employer match about $223,708 at 4% or $149,139 at 6%; with 100% employer match about $167,781 at 4% or $111,854 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 8 | $2,013,020 | $107,380 | $13,423iApproximate average salary by contribution assumption: employee only about $335,563 at 4% or $223,708 at 6%; with 50% employer match about $223,708 at 4% or $149,139 at 6%; with 100% employer match about $167,781 at 4% or $111,854 at 6%. |
| 2020 | 1 | 7 | $1,802,869 | $103,166 | $14,738iApproximate average salary by contribution assumption: employee only about $368,450 at 4% or $245,633 at 6%; with 50% employer match about $245,633 at 4% or $163,756 at 6%; with 100% employer match about $184,225 at 4% or $122,817 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 7 | $1,802,869 | $103,166 | $14,738iApproximate average salary by contribution assumption: employee only about $368,450 at 4% or $245,633 at 6%; with 50% employer match about $245,633 at 4% or $163,756 at 6%; with 100% employer match about $184,225 at 4% or $122,817 at 6%. |
| 2019 | 1 | 7 | $1,482,798 | $101,275 | $14,468iApproximate average salary by contribution assumption: employee only about $361,696 at 4% or $241,131 at 6%; with 50% employer match about $241,131 at 4% or $160,754 at 6%; with 100% employer match about $180,848 at 4% or $120,565 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 7 | $1,482,798 | $101,275 | $14,468iApproximate average salary by contribution assumption: employee only about $361,696 at 4% or $241,131 at 6%; with 50% employer match about $241,131 at 4% or $160,754 at 6%; with 100% employer match about $180,848 at 4% or $120,565 at 6%. |
| 2018 | 1 | 6 | $1,162,563 | $93,549 | $15,592iApproximate average salary by contribution assumption: employee only about $389,788 at 4% or $259,858 at 6%; with 50% employer match about $259,858 at 4% or $173,239 at 6%; with 100% employer match about $194,894 at 4% or $129,929 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 6 | $1,162,563 | $93,549 | $15,592iApproximate average salary by contribution assumption: employee only about $389,788 at 4% or $259,858 at 6%; with 50% employer match about $259,858 at 4% or $173,239 at 6%; with 100% employer match about $194,894 at 4% or $129,929 at 6%. |
| 2017 | 1 | 7 | $1,316,580 | $82,208 | $11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 7 | $1,316,580 | $82,208 | $11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%. |
| 2016 | 1 | 6 | $2,251,219 | $118,415 | $19,736iApproximate average salary by contribution assumption: employee only about $493,396 at 4% or $328,931 at 6%; with 50% employer match about $328,931 at 4% or $219,287 at 6%; with 100% employer match about $246,698 at 4% or $164,465 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 6 | $2,251,219 | $118,415 | $19,736iApproximate average salary by contribution assumption: employee only about $493,396 at 4% or $328,931 at 6%; with 50% employer match about $328,931 at 4% or $219,287 at 6%; with 100% employer match about $246,698 at 4% or $164,465 at 6%. |
| 2015 | 1 | 6 | $2,074,440 | $153,303 | $25,551iApproximate average salary by contribution assumption: employee only about $638,763 at 4% or $425,842 at 6%; with 50% employer match about $425,842 at 4% or $283,894 at 6%; with 100% employer match about $319,381 at 4% or $212,921 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 6 | $2,074,440 | $153,303 | $25,551iApproximate average salary by contribution assumption: employee only about $638,763 at 4% or $425,842 at 6%; with 50% employer match about $425,842 at 4% or $283,894 at 6%; with 100% employer match about $319,381 at 4% or $212,921 at 6%. |
| 2014 | 1 | 8 | $1,954,068 | $122,777 | $15,347iApproximate average salary by contribution assumption: employee only about $383,678 at 4% or $255,785 at 6%; with 50% employer match about $255,785 at 4% or $170,524 at 6%; with 100% employer match about $191,839 at 4% or $127,893 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 8 | $1,954,068 | $122,777 | $15,347iApproximate average salary by contribution assumption: employee only about $383,678 at 4% or $255,785 at 6%; with 50% employer match about $255,785 at 4% or $170,524 at 6%; with 100% employer match about $191,839 at 4% or $127,893 at 6%. |
| 2013 | 1 | 13 | $2,393,815 | $63,224 | $4,863iApproximate average salary by contribution assumption: employee only about $121,585 at 4% or $81,056 at 6%; with 50% employer match about $81,056 at 4% or $54,038 at 6%; with 100% employer match about $60,792 at 4% or $40,528 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 13 | $2,393,815 | $63,224 | $4,863iApproximate average salary by contribution assumption: employee only about $121,585 at 4% or $81,056 at 6%; with 50% employer match about $81,056 at 4% or $54,038 at 6%; with 100% employer match about $60,792 at 4% or $40,528 at 6%. |
| 2012 | 1 | 14 | $2,050,956 | $49,499 | $3,536iApproximate average salary by contribution assumption: employee only about $88,391 at 4% or $58,927 at 6%; with 50% employer match about $58,927 at 4% or $39,285 at 6%; with 100% employer match about $44,196 at 4% or $29,464 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 14 | $2,050,956 | $49,499 | $3,536iApproximate average salary by contribution assumption: employee only about $88,391 at 4% or $58,927 at 6%; with 50% employer match about $58,927 at 4% or $39,285 at 6%; with 100% employer match about $44,196 at 4% or $29,464 at 6%. |
| 2011 | 1 | 15 | $1,791,206 | $105,849 | $7,057iApproximate average salary by contribution assumption: employee only about $176,415 at 4% or $117,610 at 6%; with 50% employer match about $117,610 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,805 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 15 | $1,791,206 | $105,849 | $7,057iApproximate average salary by contribution assumption: employee only about $176,415 at 4% or $117,610 at 6%; with 50% employer match about $117,610 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,805 at 6%. |
| 2010 | 2 | 17 | $1,768,055 | $156,682 | $9,217iApproximate average salary by contribution assumption: employee only about $230,415 at 4% or $153,610 at 6%; with 50% employer match about $153,610 at 4% or $102,407 at 6%; with 100% employer match about $115,207 at 4% or $76,805 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 17 | $1,768,055 | $156,682 | $9,217iApproximate average salary by contribution assumption: employee only about $230,415 at 4% or $153,610 at 6%; with 50% employer match about $153,610 at 4% or $102,407 at 6%; with 100% employer match about $115,207 at 4% or $76,805 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 18 | $3,070,417 | $152,528 | $8,474iApproximate average salary by contribution assumption: employee only about $211,844 at 4% or $141,230 at 6%; with 50% employer match about $141,230 at 4% or $94,153 at 6%; with 100% employer match about $105,922 at 4% or $70,615 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 7 | $1,595,545 | $0 | - |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 18 | $1,474,872 | $152,528 | $8,474iApproximate average salary by contribution assumption: employee only about $211,844 at 4% or $141,230 at 6%; with 50% employer match about $141,230 at 4% or $94,153 at 6%; with 100% employer match about $105,922 at 4% or $70,615 at 6%. |
| 2008 | 1 | 13 | $1,209,447 | $160,971 | $12,382iApproximate average salary by contribution assumption: employee only about $309,560 at 4% or $206,373 at 6%; with 50% employer match about $206,373 at 4% or $137,582 at 6%; with 100% employer match about $154,780 at 4% or $103,187 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 13 | $1,209,447 | $160,971 | $12,382iApproximate average salary by contribution assumption: employee only about $309,560 at 4% or $206,373 at 6%; with 50% employer match about $206,373 at 4% or $137,582 at 6%; with 100% employer match about $154,780 at 4% or $103,187 at 6%. |
| 2007 | 2 | 12 | $1,425,354 | $140,652 | $11,721iApproximate average salary by contribution assumption: employee only about $293,025 at 4% or $195,350 at 6%; with 50% employer match about $195,350 at 4% or $130,233 at 6%; with 100% employer match about $146,513 at 4% or $97,675 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 12 | $1,425,354 | $140,652 | $11,721iApproximate average salary by contribution assumption: employee only about $293,025 at 4% or $195,350 at 6%; with 50% employer match about $195,350 at 4% or $130,233 at 6%; with 100% employer match about $146,513 at 4% or $97,675 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 7 | - | - | - |
| 2006 | 2 | 12 | $2,258,043 | $305,140 | $25,428iApproximate average salary by contribution assumption: employee only about $635,708 at 4% or $423,806 at 6%; with 50% employer match about $423,806 at 4% or $282,537 at 6%; with 100% employer match about $317,854 at 4% or $211,903 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 12 | $1,608,711 | $97,853 | $8,154iApproximate average salary by contribution assumption: employee only about $203,860 at 4% or $135,907 at 6%; with 50% employer match about $135,907 at 4% or $90,605 at 6%; with 100% employer match about $101,930 at 4% or $67,953 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 7 | $649,332 | $207,287 | $29,612iApproximate average salary by contribution assumption: employee only about $740,311 at 4% or $493,540 at 6%; with 50% employer match about $493,540 at 4% or $329,027 at 6%; with 100% employer match about $370,155 at 4% or $246,770 at 6%. |
| 2005 | 2 | 11 | $1,772,781 | $304,888 | $27,717iApproximate average salary by contribution assumption: employee only about $692,927 at 4% or $461,952 at 6%; with 50% employer match about $461,952 at 4% or $307,968 at 6%; with 100% employer match about $346,464 at 4% or $230,976 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 11 | $1,347,983 | $68,667 | $6,242iApproximate average salary by contribution assumption: employee only about $156,061 at 4% or $104,041 at 6%; with 50% employer match about $104,041 at 4% or $69,361 at 6%; with 100% employer match about $78,031 at 4% or $52,020 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 7 | $424,798 | $236,221 | $33,746iApproximate average salary by contribution assumption: employee only about $843,646 at 4% or $562,431 at 6%; with 50% employer match about $562,431 at 4% or $374,954 at 6%; with 100% employer match about $421,823 at 4% or $281,215 at 6%. |
| 2004 | 2 | 12 | $1,404,902 | $361,001 | $30,083iApproximate average salary by contribution assumption: employee only about $752,085 at 4% or $501,390 at 6%; with 50% employer match about $501,390 at 4% or $334,260 at 6%; with 100% employer match about $376,043 at 4% or $250,695 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 12 | $1,237,192 | $193,291 | $16,108iApproximate average salary by contribution assumption: employee only about $402,690 at 4% or $268,460 at 6%; with 50% employer match about $268,460 at 4% or $178,973 at 6%; with 100% employer match about $201,345 at 4% or $134,230 at 6%. |
| SHRAGER, SPIVEY & SACHS CASH BALANCE PLAN | - | 8 | $167,710 | $167,710 | $20,964iApproximate average salary by contribution assumption: employee only about $524,094 at 4% or $349,396 at 6%; with 50% employer match about $349,396 at 4% or $232,931 at 6%; with 100% employer match about $262,047 at 4% or $174,698 at 6%. |
| 2003 | 1 | 11 | $1,077,123 | $180,040 | $16,367iApproximate average salary by contribution assumption: employee only about $409,182 at 4% or $272,788 at 6%; with 50% employer match about $272,788 at 4% or $181,859 at 6%; with 100% employer match about $204,591 at 4% or $136,394 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 11 | $1,077,123 | $180,040 | $16,367iApproximate average salary by contribution assumption: employee only about $409,182 at 4% or $272,788 at 6%; with 50% employer match about $272,788 at 4% or $181,859 at 6%; with 100% employer match about $204,591 at 4% or $136,394 at 6%. |
| 2002 | 1 | 11 | $777,861 | $93,146 | $8,468iApproximate average salary by contribution assumption: employee only about $211,695 at 4% or $141,130 at 6%; with 50% employer match about $141,130 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%. |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 11 | $777,861 | $93,146 | $8,468iApproximate average salary by contribution assumption: employee only about $211,695 at 4% or $141,130 at 6%; with 50% employer match about $141,130 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 10 | - | - | - |
| 2000 | 1 | 15 | $0 | $0 | - |
| Shrager, Spivey & Sachs Profit Sharing and Retirement Savings Plan | - | 15 | - | - | - |
| 1999 | 1 | 17 | $1,255,590 | $233,970 | $13,763iApproximate average salary by contribution assumption: employee only about $344,074 at 4% or $229,382 at 6%; with 50% employer match about $229,382 at 4% or $152,922 at 6%; with 100% employer match about $172,037 at 4% or $114,691 at 6%. |
| Shrager, Mcdaid, Loftus, Flum & Spivey Profit Sharing and Retirement Savings Plan | - | 17 | $1,255,590 | $233,970 | $13,763iApproximate average salary by contribution assumption: employee only about $344,074 at 4% or $229,382 at 6%; with 50% employer match about $229,382 at 4% or $152,922 at 6%; with 100% employer match about $172,037 at 4% or $114,691 at 6%. |