Levy, Sibley, Foreman & Speir LLC
Plan context: Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan
EIN 27-0221940 • Atlanta, GA • 16 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,759,204
2024 Contributions
$215,507
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 | 17 | $2,759,204 | $215,507 | $12,677iApproximate average salary by contribution assumption: employee only about $316,922 at 4% or $211,281 at 6%; with 50% employer match about $211,281 at 4% or $140,854 at 6%; with 100% employer match about $158,461 at 4% or $105,641 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 17 | $2,759,204 | $215,507 | $12,677iApproximate average salary by contribution assumption: employee only about $316,922 at 4% or $211,281 at 6%; with 50% employer match about $211,281 at 4% or $140,854 at 6%; with 100% employer match about $158,461 at 4% or $105,641 at 6%. |
| 2023 | 1 | 16 | $2,642,939 | $197,255 | $12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 16 | $2,642,939 | $197,255 | $12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%. |
| 2022 | 1 | 16 | $2,253,129 | $1,201,618 | $75,101iApproximate average salary by contribution assumption: employee only about $1,877,528 at 4% or $1,251,685 at 6%; with 50% employer match about $1,251,685 at 4% or $834,457 at 6%; with 100% employer match about $938,764 at 4% or $625,843 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 16 | $2,253,129 | $1,201,618 | $75,101iApproximate average salary by contribution assumption: employee only about $1,877,528 at 4% or $1,251,685 at 6%; with 50% employer match about $1,251,685 at 4% or $834,457 at 6%; with 100% employer match about $938,764 at 4% or $625,843 at 6%. |
| 2021 | 1 | 13 | $1,774,076 | $134,045 | $10,311iApproximate average salary by contribution assumption: employee only about $257,779 at 4% or $171,853 at 6%; with 50% employer match about $171,853 at 4% or $114,568 at 6%; with 100% employer match about $128,889 at 4% or $85,926 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 13 | $1,774,076 | $134,045 | $10,311iApproximate average salary by contribution assumption: employee only about $257,779 at 4% or $171,853 at 6%; with 50% employer match about $171,853 at 4% or $114,568 at 6%; with 100% employer match about $128,889 at 4% or $85,926 at 6%. |
| 2020 | 1 | 12 | $1,533,680 | $105,042 | $8,754iApproximate average salary by contribution assumption: employee only about $218,838 at 4% or $145,892 at 6%; with 50% employer match about $145,892 at 4% or $97,261 at 6%; with 100% employer match about $109,419 at 4% or $72,946 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 12 | $1,533,680 | $105,042 | $8,754iApproximate average salary by contribution assumption: employee only about $218,838 at 4% or $145,892 at 6%; with 50% employer match about $145,892 at 4% or $97,261 at 6%; with 100% employer match about $109,419 at 4% or $72,946 at 6%. |
| 2019 | 1 | 12 | $1,275,209 | $199,027 | $16,586iApproximate average salary by contribution assumption: employee only about $414,640 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 12 | $1,275,209 | $199,027 | $16,586iApproximate average salary by contribution assumption: employee only about $414,640 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%. |
| 2018 | 1 | 12 | $1,055,698 | $67,165 | $5,597iApproximate average salary by contribution assumption: employee only about $139,927 at 4% or $93,285 at 6%; with 50% employer match about $93,285 at 4% or $62,190 at 6%; with 100% employer match about $69,964 at 4% or $46,642 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 12 | $1,055,698 | $67,165 | $5,597iApproximate average salary by contribution assumption: employee only about $139,927 at 4% or $93,285 at 6%; with 50% employer match about $93,285 at 4% or $62,190 at 6%; with 100% employer match about $69,964 at 4% or $46,642 at 6%. |
| 2017 | 1 | 12 | $1,096,532 | $60,467 | $5,039iApproximate average salary by contribution assumption: employee only about $125,973 at 4% or $83,982 at 6%; with 50% employer match about $83,982 at 4% or $55,988 at 6%; with 100% employer match about $62,986 at 4% or $41,991 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 12 | $1,096,532 | $60,467 | $5,039iApproximate average salary by contribution assumption: employee only about $125,973 at 4% or $83,982 at 6%; with 50% employer match about $83,982 at 4% or $55,988 at 6%; with 100% employer match about $62,986 at 4% or $41,991 at 6%. |
| 2016 | 1 | 10 | $1,278,402 | $75,756 | $7,576iApproximate average salary by contribution assumption: employee only about $189,390 at 4% or $126,260 at 6%; with 50% employer match about $126,260 at 4% or $84,173 at 6%; with 100% employer match about $94,695 at 4% or $63,130 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 10 | $1,278,402 | $75,756 | $7,576iApproximate average salary by contribution assumption: employee only about $189,390 at 4% or $126,260 at 6%; with 50% employer match about $126,260 at 4% or $84,173 at 6%; with 100% employer match about $94,695 at 4% or $63,130 at 6%. |
| 2015 | 1 | 11 | $1,105,591 | $806,046 | $73,277iApproximate average salary by contribution assumption: employee only about $1,831,923 at 4% or $1,221,282 at 6%; with 50% employer match about $1,221,282 at 4% or $814,188 at 6%; with 100% employer match about $915,961 at 4% or $610,641 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 11 | $1,105,591 | $806,046 | $73,277iApproximate average salary by contribution assumption: employee only about $1,831,923 at 4% or $1,221,282 at 6%; with 50% employer match about $1,221,282 at 4% or $814,188 at 6%; with 100% employer match about $915,961 at 4% or $610,641 at 6%. |
| 2014 | 1 | 6 | $398,882 | $25,668 | $4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 6 | $398,882 | $25,668 | $4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%. |
| 2013 | 1 | 6 | $385,486 | $17,754 | $2,959iApproximate average salary by contribution assumption: employee only about $73,975 at 4% or $49,317 at 6%; with 50% employer match about $49,317 at 4% or $32,878 at 6%; with 100% employer match about $36,988 at 4% or $24,658 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 6 | $385,486 | $17,754 | $2,959iApproximate average salary by contribution assumption: employee only about $73,975 at 4% or $49,317 at 6%; with 50% employer match about $49,317 at 4% or $32,878 at 6%; with 100% employer match about $36,988 at 4% or $24,658 at 6%. |
| 2012 | 1 | 6 | $503,993 | $16,478 | $2,746iApproximate average salary by contribution assumption: employee only about $68,658 at 4% or $45,772 at 6%; with 50% employer match about $45,772 at 4% or $30,515 at 6%; with 100% employer match about $34,329 at 4% or $22,886 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 6 | $503,993 | $16,478 | $2,746iApproximate average salary by contribution assumption: employee only about $68,658 at 4% or $45,772 at 6%; with 50% employer match about $45,772 at 4% or $30,515 at 6%; with 100% employer match about $34,329 at 4% or $22,886 at 6%. |
| 2011 | 1 | 6 | $457,742 | $17,229 | $2,872iApproximate average salary by contribution assumption: employee only about $71,788 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,906 at 6%; with 100% employer match about $35,894 at 4% or $23,929 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 6 | $457,742 | $17,229 | $2,872iApproximate average salary by contribution assumption: employee only about $71,788 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,906 at 6%; with 100% employer match about $35,894 at 4% or $23,929 at 6%. |
| 2010 | 1 | 4 | $439,690 | $29,617 | $7,404iApproximate average salary by contribution assumption: employee only about $185,106 at 4% or $123,404 at 6%; with 50% employer match about $123,404 at 4% or $82,269 at 6%; with 100% employer match about $92,553 at 4% or $61,702 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 4 | $439,690 | $29,617 | $7,404iApproximate average salary by contribution assumption: employee only about $185,106 at 4% or $123,404 at 6%; with 50% employer match about $123,404 at 4% or $82,269 at 6%; with 100% employer match about $92,553 at 4% or $61,702 at 6%. |
| 2009 | 1 | 4 | $373,349 | $327,779 | $81,945iApproximate average salary by contribution assumption: employee only about $2,048,619 at 4% or $1,365,746 at 6%; with 50% employer match about $1,365,746 at 4% or $910,497 at 6%; with 100% employer match about $1,024,309 at 4% or $682,873 at 6%. |
| Levy, Sibley, Foreman & Speir LLC Retirement Savings Plan | - | 4 | $373,349 | $327,779 | $81,945iApproximate average salary by contribution assumption: employee only about $2,048,619 at 4% or $1,365,746 at 6%; with 50% employer match about $1,365,746 at 4% or $910,497 at 6%; with 100% employer match about $1,024,309 at 4% or $682,873 at 6%. |