Civic Intelligence

Sp Family Office LLC

Plan context: Sp Family Office LLC Retirement Trust

EIN 27-0764322 • New York, NY • 16 filings • 1 plans

225 East 39th St. 34BNew York, NY 10016
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,790,659

2025 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,790,659$895,330$0201020182025YearValue
$1,790,659Latest year 2025

Participants Over Time

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

530201020182025YearValue
3Latest year 2025

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
202513$1,790,659$0-
Sp Family Office LLC Retirement Trust-3$1,790,659$0-
202413$1,639,219$0-
Sp Family Office LLC Retirement Trust-3$1,639,219--
202313$1,279,480$0-
Sp Family Office LLC Retirement Trust-3$1,279,480$0-
202213$1,083,152$0-
Sp Family Office LLC Retirement Trust-3$1,083,152$0-
202113$1,221,645$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Sp Family Office LLC Retirement Trust-3$1,221,645$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202013$965,258$0-
Sp Family Office LLC Retirement Trust-3$965,258$0-
201913$850,335$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Sp Family Office LLC Retirement Trust-3$850,335$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201815$821,557$53,000$10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%.
Sp Family Office LLC Retirement Trust-5$821,557$53,000$10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%.
201715$820,356$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Sp Family Office LLC Retirement Trust-5$820,356$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201615$683,248$42,665$8,533iApproximate average salary by contribution assumption: employee only about $213,325 at 4% or $142,217 at 6%; with 50% employer match about $142,217 at 4% or $94,811 at 6%; with 100% employer match about $106,663 at 4% or $71,108 at 6%.
Sp Family Office LLC Retirement Trust-5$683,248$42,665$8,533iApproximate average salary by contribution assumption: employee only about $213,325 at 4% or $142,217 at 6%; with 50% employer match about $142,217 at 4% or $94,811 at 6%; with 100% employer match about $106,663 at 4% or $71,108 at 6%.
201514$566,236$79,283$19,821iApproximate average salary by contribution assumption: employee only about $495,519 at 4% or $330,346 at 6%; with 50% employer match about $330,346 at 4% or $220,231 at 6%; with 100% employer match about $247,759 at 4% or $165,173 at 6%.
Sp Family Office LLC Retirement Trust-4$566,236$79,283$19,821iApproximate average salary by contribution assumption: employee only about $495,519 at 4% or $330,346 at 6%; with 50% employer match about $330,346 at 4% or $220,231 at 6%; with 100% employer match about $247,759 at 4% or $165,173 at 6%.
201414$500,002$200,136$50,034iApproximate average salary by contribution assumption: employee only about $1,250,850 at 4% or $833,900 at 6%; with 50% employer match about $833,900 at 4% or $555,933 at 6%; with 100% employer match about $625,425 at 4% or $416,950 at 6%.
Sp Family Office LLC Retirement Trust-4$500,002$200,136$50,034iApproximate average salary by contribution assumption: employee only about $1,250,850 at 4% or $833,900 at 6%; with 50% employer match about $833,900 at 4% or $555,933 at 6%; with 100% employer match about $625,425 at 4% or $416,950 at 6%.
201314$276,958$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Sp Family Office LLC Retirement Trust-4$276,958$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201214$233,391$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Sp Family Office LLC Retirement Trust-4$233,391$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201114$196,839$63,000$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
Sp Family Office LLC Retirement Trust-4$196,839$63,000$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
201014$133,498$112,799$28,200iApproximate average salary by contribution assumption: employee only about $704,994 at 4% or $469,996 at 6%; with 50% employer match about $469,996 at 4% or $313,331 at 6%; with 100% employer match about $352,497 at 4% or $234,998 at 6%.
Sp Family Office LLC Retirement Trust-4$133,498$112,799$28,200iApproximate average salary by contribution assumption: employee only about $704,994 at 4% or $469,996 at 6%; with 50% employer match about $469,996 at 4% or $313,331 at 6%; with 100% employer match about $352,497 at 4% or $234,998 at 6%.