Spear, Greenfield & Richman PC.
Plan context: Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan
EIN 23-2871352 • Philadelphia, PA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
45
2024 Assets
$5,637,837
2024 Contributions
$329,884
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 | 45 | $5,637,837 | $329,884 | $7,331iApproximate average salary by contribution assumption: employee only about $183,269 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,090 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 45 | $5,637,837 | $329,884 | $7,331iApproximate average salary by contribution assumption: employee only about $183,269 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,090 at 6%. |
| 2023 | 1 | 48 | $4,866,008 | $258,289 | $5,381iApproximate average salary by contribution assumption: employee only about $134,526 at 4% or $89,684 at 6%; with 50% employer match about $89,684 at 4% or $59,789 at 6%; with 100% employer match about $67,263 at 4% or $44,842 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 48 | $4,866,008 | $258,289 | $5,381iApproximate average salary by contribution assumption: employee only about $134,526 at 4% or $89,684 at 6%; with 50% employer match about $89,684 at 4% or $59,789 at 6%; with 100% employer match about $67,263 at 4% or $44,842 at 6%. |
| 2022 | 1 | 45 | $4,073,994 | $253,711 | $5,638iApproximate average salary by contribution assumption: employee only about $140,951 at 4% or $93,967 at 6%; with 50% employer match about $93,967 at 4% or $62,645 at 6%; with 100% employer match about $70,475 at 4% or $46,984 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 45 | $4,073,994 | $253,711 | $5,638iApproximate average salary by contribution assumption: employee only about $140,951 at 4% or $93,967 at 6%; with 50% employer match about $93,967 at 4% or $62,645 at 6%; with 100% employer match about $70,475 at 4% or $46,984 at 6%. |
| 2021 | 1 | 47 | $4,608,746 | $154,804 | $3,294iApproximate average salary by contribution assumption: employee only about $82,343 at 4% or $54,895 at 6%; with 50% employer match about $54,895 at 4% or $36,597 at 6%; with 100% employer match about $41,171 at 4% or $27,448 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 47 | $4,608,746 | $154,804 | $3,294iApproximate average salary by contribution assumption: employee only about $82,343 at 4% or $54,895 at 6%; with 50% employer match about $54,895 at 4% or $36,597 at 6%; with 100% employer match about $41,171 at 4% or $27,448 at 6%. |
| 2020 | 1 | 45 | $6,430,117 | $170,897 | $3,798iApproximate average salary by contribution assumption: employee only about $94,943 at 4% or $63,295 at 6%; with 50% employer match about $63,295 at 4% or $42,197 at 6%; with 100% employer match about $47,471 at 4% or $31,648 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 45 | $6,430,117 | $170,897 | $3,798iApproximate average salary by contribution assumption: employee only about $94,943 at 4% or $63,295 at 6%; with 50% employer match about $63,295 at 4% or $42,197 at 6%; with 100% employer match about $47,471 at 4% or $31,648 at 6%. |
| 2019 | 1 | 54 | $6,000,709 | $202,292 | $3,746iApproximate average salary by contribution assumption: employee only about $93,654 at 4% or $62,436 at 6%; with 50% employer match about $62,436 at 4% or $41,624 at 6%; with 100% employer match about $46,827 at 4% or $31,218 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 54 | $6,000,709 | $202,292 | $3,746iApproximate average salary by contribution assumption: employee only about $93,654 at 4% or $62,436 at 6%; with 50% employer match about $62,436 at 4% or $41,624 at 6%; with 100% employer match about $46,827 at 4% or $31,218 at 6%. |
| 2018 | 1 | 61 | $5,149,154 | $181,409 | $2,974iApproximate average salary by contribution assumption: employee only about $74,348 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,044 at 6%; with 100% employer match about $37,174 at 4% or $24,783 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 61 | $5,149,154 | $181,409 | $2,974iApproximate average salary by contribution assumption: employee only about $74,348 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,044 at 6%; with 100% employer match about $37,174 at 4% or $24,783 at 6%. |
| 2017 | 1 | 56 | $5,245,585 | $132,759 | $2,371iApproximate average salary by contribution assumption: employee only about $59,267 at 4% or $39,512 at 6%; with 50% employer match about $39,512 at 4% or $26,341 at 6%; with 100% employer match about $29,634 at 4% or $19,756 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 56 | $5,245,585 | $132,759 | $2,371iApproximate average salary by contribution assumption: employee only about $59,267 at 4% or $39,512 at 6%; with 50% employer match about $39,512 at 4% or $26,341 at 6%; with 100% employer match about $29,634 at 4% or $19,756 at 6%. |
| 2016 | 2 | 63 | $5,023,049 | $682,009 | $10,826iApproximate average salary by contribution assumption: employee only about $270,638 at 4% or $180,426 at 6%; with 50% employer match about $180,426 at 4% or $120,284 at 6%; with 100% employer match about $135,319 at 4% or $90,213 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 63 | $5,023,049 | $250,200 | $3,971iApproximate average salary by contribution assumption: employee only about $99,286 at 4% or $66,190 at 6%; with 50% employer match about $66,190 at 4% or $44,127 at 6%; with 100% employer match about $49,643 at 4% or $33,095 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 0 | $0 | $431,809 | - |
| 2015 | 2 | 58 | $7,641,846 | $629,198 | $10,848iApproximate average salary by contribution assumption: employee only about $271,206 at 4% or $180,804 at 6%; with 50% employer match about $180,804 at 4% or $120,536 at 6%; with 100% employer match about $135,603 at 4% or $90,402 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 58 | $4,576,274 | $279,198 | $4,814iApproximate average salary by contribution assumption: employee only about $120,344 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,115 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 25 | $3,065,572 | $350,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2014 | 2 | 55 | $7,314,121 | $613,970 | $11,163iApproximate average salary by contribution assumption: employee only about $279,077 at 4% or $186,052 at 6%; with 50% employer match about $186,052 at 4% or $124,034 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 55 | $4,468,526 | $263,970 | $4,799iApproximate average salary by contribution assumption: employee only about $119,986 at 4% or $79,991 at 6%; with 50% employer match about $79,991 at 4% or $53,327 at 6%; with 100% employer match about $59,993 at 4% or $39,995 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 32 | $2,845,595 | $350,000 | $10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%. |
| 2013 | 2 | 52 | $6,447,393 | $581,825 | $11,189iApproximate average salary by contribution assumption: employee only about $279,724 at 4% or $186,482 at 6%; with 50% employer match about $186,482 at 4% or $124,322 at 6%; with 100% employer match about $139,862 at 4% or $93,241 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 52 | $3,977,688 | $271,825 | $5,227iApproximate average salary by contribution assumption: employee only about $130,685 at 4% or $87,123 at 6%; with 50% employer match about $87,123 at 4% or $58,082 at 6%; with 100% employer match about $65,343 at 4% or $43,562 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 28 | $2,469,705 | $310,000 | $11,071iApproximate average salary by contribution assumption: employee only about $276,786 at 4% or $184,524 at 6%; with 50% employer match about $184,524 at 4% or $123,016 at 6%; with 100% employer match about $138,393 at 4% or $92,262 at 6%. |
| 2012 | 2 | 45 | $5,318,837 | $580,940 | $12,910iApproximate average salary by contribution assumption: employee only about $322,744 at 4% or $215,163 at 6%; with 50% employer match about $215,163 at 4% or $143,442 at 6%; with 100% employer match about $161,372 at 4% or $107,581 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 45 | $3,255,343 | $235,940 | $5,243iApproximate average salary by contribution assumption: employee only about $131,078 at 4% or $87,385 at 6%; with 50% employer match about $87,385 at 4% or $58,257 at 6%; with 100% employer match about $65,539 at 4% or $43,693 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 25 | $2,063,494 | $345,000 | $13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%. |
| 2011 | 2 | 40 | $4,367,331 | $556,163 | $13,904iApproximate average salary by contribution assumption: employee only about $347,602 at 4% or $231,735 at 6%; with 50% employer match about $231,735 at 4% or $154,490 at 6%; with 100% employer match about $173,801 at 4% or $115,867 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 40 | $2,706,224 | $219,163 | $5,479iApproximate average salary by contribution assumption: employee only about $136,977 at 4% or $91,318 at 6%; with 50% employer match about $91,318 at 4% or $60,879 at 6%; with 100% employer match about $68,488 at 4% or $45,659 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 3 | $1,661,107 | $337,000 | $112,333iApproximate average salary by contribution assumption: employee only about $2,808,333 at 4% or $1,872,222 at 6%; with 50% employer match about $1,872,222 at 4% or $1,248,148 at 6%; with 100% employer match about $1,404,167 at 4% or $936,111 at 6%. |
| 2010 | 2 | 35 | $3,864,335 | $460,553 | $13,159iApproximate average salary by contribution assumption: employee only about $328,966 at 4% or $219,311 at 6%; with 50% employer match about $219,311 at 4% or $146,207 at 6%; with 100% employer match about $164,483 at 4% or $109,655 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 35 | $2,518,673 | $210,553 | $6,016iApproximate average salary by contribution assumption: employee only about $150,395 at 4% or $100,263 at 6%; with 50% employer match about $100,263 at 4% or $66,842 at 6%; with 100% employer match about $75,198 at 4% or $50,132 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 3 | $1,345,662 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2009 | 2 | 33 | $3,118,307 | $476,378 | $14,436iApproximate average salary by contribution assumption: employee only about $360,892 at 4% or $240,595 at 6%; with 50% employer match about $240,595 at 4% or $160,397 at 6%; with 100% employer match about $180,446 at 4% or $120,297 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 33 | $2,088,939 | $202,742 | $6,144iApproximate average salary by contribution assumption: employee only about $153,592 at 4% or $102,395 at 6%; with 50% employer match about $102,395 at 4% or $68,263 at 6%; with 100% employer match about $76,796 at 4% or $51,197 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 3 | $1,029,368 | $273,636 | $91,212iApproximate average salary by contribution assumption: employee only about $2,280,300 at 4% or $1,520,200 at 6%; with 50% employer match about $1,520,200 at 4% or $1,013,467 at 6%; with 100% employer match about $1,140,150 at 4% or $760,100 at 6%. |
| 2008 | 2 | 19 | $2,222,785 | $473,777 | $24,936iApproximate average salary by contribution assumption: employee only about $623,391 at 4% or $415,594 at 6%; with 50% employer match about $415,594 at 4% or $277,063 at 6%; with 100% employer match about $311,695 at 4% or $207,797 at 6%. |
| Spear & Greenfield PC. Safe Harbor 401 (K) Profit Sharing Plan | - | 19 | $1,580,598 | $188,783 | $9,936iApproximate average salary by contribution assumption: employee only about $248,399 at 4% or $165,599 at 6%; with 50% employer match about $165,599 at 4% or $110,399 at 6%; with 100% employer match about $124,199 at 4% or $82,800 at 6%. |
| Spear, Greenfield & Richman PC. Defined Benefit Plan | - | 3 | $642,187 | $284,994 | $94,998iApproximate average salary by contribution assumption: employee only about $2,374,950 at 4% or $1,583,300 at 6%; with 50% employer match about $1,583,300 at 4% or $1,055,533 at 6%; with 100% employer match about $1,187,475 at 4% or $791,650 at 6%. |