Civic Intelligence

Spectrum Asset Management Inc.

Plan context: Spectrum Asset Management Inc. 401(K) Plan

EIN 33-0171752 • Newport Beach, CA • 25 filings • 3 plans

1301 Dove Street, Suite 720Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,162,628

2025 Contributions

$205,143

Historical Graphs

Total Assets Over Time

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

$3,162,628$1,581,314$0199920142025YearValue
$3,162,628Latest year 2025

Participants Over Time

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

950199920132025YearValue
9Latest 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
202519$3,162,628$205,143$22,794iApproximate average salary by contribution assumption: employee only about $569,842 at 4% or $379,894 at 6%; with 50% employer match about $379,894 at 4% or $253,263 at 6%; with 100% employer match about $284,921 at 4% or $189,947 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-9$3,162,628$205,143$22,794iApproximate average salary by contribution assumption: employee only about $569,842 at 4% or $379,894 at 6%; with 50% employer match about $379,894 at 4% or $253,263 at 6%; with 100% employer match about $284,921 at 4% or $189,947 at 6%.
202419$2,755,506$186,242$20,694iApproximate average salary by contribution assumption: employee only about $517,339 at 4% or $344,893 at 6%; with 50% employer match about $344,893 at 4% or $229,928 at 6%; with 100% employer match about $258,669 at 4% or $172,446 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-9$2,755,506$186,242$20,694iApproximate average salary by contribution assumption: employee only about $517,339 at 4% or $344,893 at 6%; with 50% employer match about $344,893 at 4% or $229,928 at 6%; with 100% employer match about $258,669 at 4% or $172,446 at 6%.
202318$2,386,151$172,520$21,565iApproximate average salary by contribution assumption: employee only about $539,125 at 4% or $359,417 at 6%; with 50% employer match about $359,417 at 4% or $239,611 at 6%; with 100% employer match about $269,563 at 4% or $179,708 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-8$2,386,151$172,520$21,565iApproximate average salary by contribution assumption: employee only about $539,125 at 4% or $359,417 at 6%; with 50% employer match about $359,417 at 4% or $239,611 at 6%; with 100% employer match about $269,563 at 4% or $179,708 at 6%.
202218$2,095,616$145,443$18,180iApproximate average salary by contribution assumption: employee only about $454,509 at 4% or $303,006 at 6%; with 50% employer match about $303,006 at 4% or $202,004 at 6%; with 100% employer match about $227,255 at 4% or $151,503 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-8$2,095,616$145,443$18,180iApproximate average salary by contribution assumption: employee only about $454,509 at 4% or $303,006 at 6%; with 50% employer match about $303,006 at 4% or $202,004 at 6%; with 100% employer match about $227,255 at 4% or $151,503 at 6%.
202118$2,045,009$147,251$18,406iApproximate average salary by contribution assumption: employee only about $460,159 at 4% or $306,773 at 6%; with 50% employer match about $306,773 at 4% or $204,515 at 6%; with 100% employer match about $230,080 at 4% or $153,386 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-8$2,045,009$147,251$18,406iApproximate average salary by contribution assumption: employee only about $460,159 at 4% or $306,773 at 6%; with 50% employer match about $306,773 at 4% or $204,515 at 6%; with 100% employer match about $230,080 at 4% or $153,386 at 6%.
202016$2,103,499$96,257$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,535 at 4% or $133,690 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$2,103,499$96,257$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,535 at 4% or $133,690 at 6%.
201918$1,888,092$103,936$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-8$1,888,092$103,936$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
201817$1,434,369$81,904$11,701iApproximate average salary by contribution assumption: employee only about $292,514 at 4% or $195,010 at 6%; with 50% employer match about $195,010 at 4% or $130,006 at 6%; with 100% employer match about $146,257 at 4% or $97,505 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-7$1,434,369$81,904$11,701iApproximate average salary by contribution assumption: employee only about $292,514 at 4% or $195,010 at 6%; with 50% employer match about $195,010 at 4% or $130,006 at 6%; with 100% employer match about $146,257 at 4% or $97,505 at 6%.
201717$1,559,387$68,477$9,782iApproximate average salary by contribution assumption: employee only about $244,561 at 4% or $163,040 at 6%; with 50% employer match about $163,040 at 4% or $108,694 at 6%; with 100% employer match about $122,280 at 4% or $81,520 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-7$1,559,387$68,477$9,782iApproximate average salary by contribution assumption: employee only about $244,561 at 4% or $163,040 at 6%; with 50% employer match about $163,040 at 4% or $108,694 at 6%; with 100% employer match about $122,280 at 4% or $81,520 at 6%.
201618$1,301,583$82,110$10,264iApproximate average salary by contribution assumption: employee only about $256,594 at 4% or $171,063 at 6%; with 50% employer match about $171,063 at 4% or $114,042 at 6%; with 100% employer match about $128,297 at 4% or $85,531 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-8$1,301,583$82,110$10,264iApproximate average salary by contribution assumption: employee only about $256,594 at 4% or $171,063 at 6%; with 50% employer match about $171,063 at 4% or $114,042 at 6%; with 100% employer match about $128,297 at 4% or $85,531 at 6%.
201517$1,171,858$79,600$11,371iApproximate average salary by contribution assumption: employee only about $284,286 at 4% or $189,524 at 6%; with 50% employer match about $189,524 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-7$1,171,858$79,600$11,371iApproximate average salary by contribution assumption: employee only about $284,286 at 4% or $189,524 at 6%; with 50% employer match about $189,524 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
201417$1,117,474$602,851$86,122iApproximate average salary by contribution assumption: employee only about $2,153,039 at 4% or $1,435,360 at 6%; with 50% employer match about $1,435,360 at 4% or $956,906 at 6%; with 100% employer match about $1,076,520 at 4% or $717,680 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-7$1,117,474$602,851$86,122iApproximate average salary by contribution assumption: employee only about $2,153,039 at 4% or $1,435,360 at 6%; with 50% employer match about $1,435,360 at 4% or $956,906 at 6%; with 100% employer match about $1,076,520 at 4% or $717,680 at 6%.
201316$501,016$49,005$8,168iApproximate average salary by contribution assumption: employee only about $204,188 at 4% or $136,125 at 6%; with 50% employer match about $136,125 at 4% or $90,750 at 6%; with 100% employer match about $102,094 at 4% or $68,063 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$501,016$49,005$8,168iApproximate average salary by contribution assumption: employee only about $204,188 at 4% or $136,125 at 6%; with 50% employer match about $136,125 at 4% or $90,750 at 6%; with 100% employer match about $102,094 at 4% or $68,063 at 6%.
201216$412,773$42,190$7,032iApproximate average salary by contribution assumption: employee only about $175,792 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,130 at 6%; with 100% employer match about $87,896 at 4% or $58,597 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$412,773$42,190$7,032iApproximate average salary by contribution assumption: employee only about $175,792 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,130 at 6%; with 100% employer match about $87,896 at 4% or $58,597 at 6%.
201115$348,479$21,170$4,234iApproximate average salary by contribution assumption: employee only about $105,850 at 4% or $70,567 at 6%; with 50% employer match about $70,567 at 4% or $47,044 at 6%; with 100% employer match about $52,925 at 4% or $35,283 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-5$348,479$21,170$4,234iApproximate average salary by contribution assumption: employee only about $105,850 at 4% or $70,567 at 6%; with 50% employer match about $70,567 at 4% or $47,044 at 6%; with 100% employer match about $52,925 at 4% or $35,283 at 6%.
201015$329,212$23,370$4,674iApproximate average salary by contribution assumption: employee only about $116,850 at 4% or $77,900 at 6%; with 50% employer match about $77,900 at 4% or $51,933 at 6%; with 100% employer match about $58,425 at 4% or $38,950 at 6%.
SPECTRUM ASSET MANAGEMENT, INC. 401(K) PLAN-5$329,212$23,370$4,674iApproximate average salary by contribution assumption: employee only about $116,850 at 4% or $77,900 at 6%; with 50% employer match about $77,900 at 4% or $51,933 at 6%; with 100% employer match about $58,425 at 4% or $38,950 at 6%.
200915$409,799$43,450$8,690iApproximate average salary by contribution assumption: employee only about $217,250 at 4% or $144,833 at 6%; with 50% employer match about $144,833 at 4% or $96,556 at 6%; with 100% employer match about $108,625 at 4% or $72,417 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-5$409,799$43,450$8,690iApproximate average salary by contribution assumption: employee only about $217,250 at 4% or $144,833 at 6%; with 50% employer match about $144,833 at 4% or $96,556 at 6%; with 100% employer match about $108,625 at 4% or $72,417 at 6%.
200816$314,563$40,856$6,809iApproximate average salary by contribution assumption: employee only about $170,233 at 4% or $113,489 at 6%; with 50% employer match about $113,489 at 4% or $75,659 at 6%; with 100% employer match about $85,117 at 4% or $56,744 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$314,563$40,856$6,809iApproximate average salary by contribution assumption: employee only about $170,233 at 4% or $113,489 at 6%; with 50% employer match about $113,489 at 4% or $75,659 at 6%; with 100% employer match about $85,117 at 4% or $56,744 at 6%.
200715$0$0-
Spectrum Asset Management Inc. 401(K) Plan-5---
200615$275,261$21,775$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-5$275,261$21,775$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
200516$238,533$20,620$3,437iApproximate average salary by contribution assumption: employee only about $85,917 at 4% or $57,278 at 6%; with 50% employer match about $57,278 at 4% or $38,185 at 6%; with 100% employer match about $42,958 at 4% or $28,639 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$238,533$20,620$3,437iApproximate average salary by contribution assumption: employee only about $85,917 at 4% or $57,278 at 6%; with 50% employer match about $57,278 at 4% or $38,185 at 6%; with 100% employer match about $42,958 at 4% or $28,639 at 6%.
200417$208,109$20,889$2,984iApproximate average salary by contribution assumption: employee only about $74,604 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,157 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-7$208,109$20,889$2,984iApproximate average salary by contribution assumption: employee only about $74,604 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,157 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
200316$183,032$18,205$3,034iApproximate average salary by contribution assumption: employee only about $75,854 at 4% or $50,569 at 6%; with 50% employer match about $50,569 at 4% or $33,713 at 6%; with 100% employer match about $37,927 at 4% or $25,285 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$183,032$18,205$3,034iApproximate average salary by contribution assumption: employee only about $75,854 at 4% or $50,569 at 6%; with 50% employer match about $50,569 at 4% or $33,713 at 6%; with 100% employer match about $37,927 at 4% or $25,285 at 6%.
200116$156,721$10,920$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-6$156,721$10,920$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
199915$194,836$11,690$2,338iApproximate average salary by contribution assumption: employee only about $58,450 at 4% or $38,967 at 6%; with 50% employer match about $38,967 at 4% or $25,978 at 6%; with 100% employer match about $29,225 at 4% or $19,483 at 6%.
Spectrum Asset Management Inc. 401(K) Plan-5$194,836$11,690$2,338iApproximate average salary by contribution assumption: employee only about $58,450 at 4% or $38,967 at 6%; with 50% employer match about $38,967 at 4% or $25,978 at 6%; with 100% employer match about $29,225 at 4% or $19,483 at 6%.