Civic Intelligence

Beery & Spurlock Co., L.P.A.

Plan context: Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement

EIN 31-0808723 • Columbus, OH • 26 filings • 5 plans

5025 Arlington Centre Blvd., SuiteColumbus, OH 43220
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,654,109

2024 Contributions

$27,150

Historical Graphs

Total Assets Over Time

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

$3,094,142$1,547,071$0199920132024YearValue
$2,654,109Latest year 2024

Participants Over Time

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

420199920122024YearValue
2Latest year 2024

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
202412$2,654,109$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$2,654,109--
202312$2,705,202$27,150$13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$2,705,202$27,150$13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%.
202213$2,639,630$32,057$10,686iApproximate average salary by contribution assumption: employee only about $267,142 at 4% or $178,094 at 6%; with 50% employer match about $178,094 at 4% or $118,730 at 6%; with 100% employer match about $133,571 at 4% or $89,047 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,639,630$32,057$10,686iApproximate average salary by contribution assumption: employee only about $267,142 at 4% or $178,094 at 6%; with 50% employer match about $178,094 at 4% or $118,730 at 6%; with 100% employer match about $133,571 at 4% or $89,047 at 6%.
202113$2,911,613$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,911,613$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
202013$2,771,754$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,771,754$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
201913$2,823,420$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,823,420$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
201813$2,510,718$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,510,718$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
201713$2,630,113$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,630,113$3,964$1,321iApproximate average salary by contribution assumption: employee only about $33,033 at 4% or $22,022 at 6%; with 50% employer match about $22,022 at 4% or $14,681 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
201613$2,304,470$14,328$4,776iApproximate average salary by contribution assumption: employee only about $119,400 at 4% or $79,600 at 6%; with 50% employer match about $79,600 at 4% or $53,067 at 6%; with 100% employer match about $59,700 at 4% or $39,800 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,304,470$14,328$4,776iApproximate average salary by contribution assumption: employee only about $119,400 at 4% or $79,600 at 6%; with 50% employer match about $79,600 at 4% or $53,067 at 6%; with 100% employer match about $59,700 at 4% or $39,800 at 6%.
201513$2,140,226$18,124$6,041iApproximate average salary by contribution assumption: employee only about $151,033 at 4% or $100,689 at 6%; with 50% employer match about $100,689 at 4% or $67,126 at 6%; with 100% employer match about $75,517 at 4% or $50,344 at 6%.
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,140,226$18,124$6,041iApproximate average salary by contribution assumption: employee only about $151,033 at 4% or $100,689 at 6%; with 50% employer match about $100,689 at 4% or $67,126 at 6%; with 100% employer match about $75,517 at 4% or $50,344 at 6%.
201412$2,154,417$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$2,154,417$0-
201312$1,931,854$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,931,854$0-
201212$1,620,702$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,620,702$0-
201112$1,459,557$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,459,557$0-
201012$1,437,472$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,437,472$0-
200912$1,299,747$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,299,747$0-
200812$1,178,585$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2$1,178,585--
200712$0$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-2---
200613$1,652,959$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$1,652,959--
200513$1,451,372$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$1,451,372--
200413$1,440,097$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$1,440,097--
200313$2,634,433$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,634,433--
200213$2,228,995$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,228,995--
200113$2,555,552$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3$2,555,552--
200013$0$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-3---
199914$3,094,142$0-
Beery & Spurlock Co., L.P.A. Restated Employees 401(K) Profit Sharing Plan and Trust Agreement-4$3,094,142--