Civic Intelligence

Spectrum Source Brokerage LLC

Plan context: Spectrum Source 401(K) Plan

EIN 35-2060058 • Naples, FL • 15 filings • 2 plans

3483 Golf Shore Blvd N#504Naples, FL 34103
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,534,056

2025 Contributions

$77,318

Historical Graphs

Total Assets Over Time

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

$1,534,056$767,028$0201120182025YearValue
$1,534,056Latest year 2025

Participants Over Time

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

320201120182025YearValue
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$1,534,056$77,318$25,773iApproximate average salary by contribution assumption: employee only about $644,317 at 4% or $429,544 at 6%; with 50% employer match about $429,544 at 4% or $286,363 at 6%; with 100% employer match about $322,158 at 4% or $214,772 at 6%.
Spectrum Source 401(K) Plan-3$1,534,056$77,318$25,773iApproximate average salary by contribution assumption: employee only about $644,317 at 4% or $429,544 at 6%; with 50% employer match about $429,544 at 4% or $286,363 at 6%; with 100% employer match about $322,158 at 4% or $214,772 at 6%.
202413$1,308,774$83,163$27,721iApproximate average salary by contribution assumption: employee only about $693,025 at 4% or $462,017 at 6%; with 50% employer match about $462,017 at 4% or $308,011 at 6%; with 100% employer match about $346,513 at 4% or $231,008 at 6%.
Spectrum Source 401(K) Plan-3$1,308,774$83,163$27,721iApproximate average salary by contribution assumption: employee only about $693,025 at 4% or $462,017 at 6%; with 50% employer match about $462,017 at 4% or $308,011 at 6%; with 100% employer match about $346,513 at 4% or $231,008 at 6%.
202313$1,109,557$79,425$26,475iApproximate average salary by contribution assumption: employee only about $661,875 at 4% or $441,250 at 6%; with 50% employer match about $441,250 at 4% or $294,167 at 6%; with 100% employer match about $330,938 at 4% or $220,625 at 6%.
Spectrum Source 401(K) Plan-3$1,109,557$79,425$26,475iApproximate average salary by contribution assumption: employee only about $661,875 at 4% or $441,250 at 6%; with 50% employer match about $441,250 at 4% or $294,167 at 6%; with 100% employer match about $330,938 at 4% or $220,625 at 6%.
202213$891,853$72,689$24,230iApproximate average salary by contribution assumption: employee only about $605,742 at 4% or $403,828 at 6%; with 50% employer match about $403,828 at 4% or $269,219 at 6%; with 100% employer match about $302,871 at 4% or $201,914 at 6%.
Spectrum Source 401(K) Plan-3$891,853$72,689$24,230iApproximate average salary by contribution assumption: employee only about $605,742 at 4% or $403,828 at 6%; with 50% employer match about $403,828 at 4% or $269,219 at 6%; with 100% employer match about $302,871 at 4% or $201,914 at 6%.
202113$930,361$69,413$23,138iApproximate average salary by contribution assumption: employee only about $578,442 at 4% or $385,628 at 6%; with 50% employer match about $385,628 at 4% or $257,085 at 6%; with 100% employer match about $289,221 at 4% or $192,814 at 6%.
Spectrum Source 401(K) Plan-3$930,361$69,413$23,138iApproximate average salary by contribution assumption: employee only about $578,442 at 4% or $385,628 at 6%; with 50% employer match about $385,628 at 4% or $257,085 at 6%; with 100% employer match about $289,221 at 4% or $192,814 at 6%.
202013$728,486$67,821$22,607iApproximate average salary by contribution assumption: employee only about $565,175 at 4% or $376,783 at 6%; with 50% employer match about $376,783 at 4% or $251,189 at 6%; with 100% employer match about $282,588 at 4% or $188,392 at 6%.
Spectrum Source 401(K) Plan-3$728,486$67,821$22,607iApproximate average salary by contribution assumption: employee only about $565,175 at 4% or $376,783 at 6%; with 50% employer match about $376,783 at 4% or $251,189 at 6%; with 100% employer match about $282,588 at 4% or $188,392 at 6%.
201912$501,091$34,119$17,060iApproximate average salary by contribution assumption: employee only about $426,488 at 4% or $284,325 at 6%; with 50% employer match about $284,325 at 4% or $189,550 at 6%; with 100% employer match about $213,244 at 4% or $142,163 at 6%.
Spectrum Source 401(K) Plan-2$501,091$34,119$17,060iApproximate average salary by contribution assumption: employee only about $426,488 at 4% or $284,325 at 6%; with 50% employer match about $284,325 at 4% or $189,550 at 6%; with 100% employer match about $213,244 at 4% or $142,163 at 6%.
201812$507,396$37,971$18,986iApproximate average salary by contribution assumption: employee only about $474,638 at 4% or $316,425 at 6%; with 50% employer match about $316,425 at 4% or $210,950 at 6%; with 100% employer match about $237,319 at 4% or $158,213 at 6%.
Spectrum Source 401(K) Plan-2$507,396$37,971$18,986iApproximate average salary by contribution assumption: employee only about $474,638 at 4% or $316,425 at 6%; with 50% employer match about $316,425 at 4% or $210,950 at 6%; with 100% employer match about $237,319 at 4% or $158,213 at 6%.
201712$441,545$35,819$17,910iApproximate average salary by contribution assumption: employee only about $447,738 at 4% or $298,492 at 6%; with 50% employer match about $298,492 at 4% or $198,994 at 6%; with 100% employer match about $223,869 at 4% or $149,246 at 6%.
Spectrum Source 401(K) Plan-2$441,545$35,819$17,910iApproximate average salary by contribution assumption: employee only about $447,738 at 4% or $298,492 at 6%; with 50% employer match about $298,492 at 4% or $198,994 at 6%; with 100% employer match about $223,869 at 4% or $149,246 at 6%.
201612$344,989$35,690$17,845iApproximate average salary by contribution assumption: employee only about $446,125 at 4% or $297,417 at 6%; with 50% employer match about $297,417 at 4% or $198,278 at 6%; with 100% employer match about $223,063 at 4% or $148,708 at 6%.
Spectrum Source 401(K) Plan-2$344,989$35,690$17,845iApproximate average salary by contribution assumption: employee only about $446,125 at 4% or $297,417 at 6%; with 50% employer match about $297,417 at 4% or $198,278 at 6%; with 100% employer match about $223,063 at 4% or $148,708 at 6%.
201512$319,303$34,063$17,032iApproximate average salary by contribution assumption: employee only about $425,788 at 4% or $283,858 at 6%; with 50% employer match about $283,858 at 4% or $189,239 at 6%; with 100% employer match about $212,894 at 4% or $141,929 at 6%.
Spectrum Source 401(K) Plan-2$319,303$34,063$17,032iApproximate average salary by contribution assumption: employee only about $425,788 at 4% or $283,858 at 6%; with 50% employer match about $283,858 at 4% or $189,239 at 6%; with 100% employer match about $212,894 at 4% or $141,929 at 6%.
201412$286,363$26,591$13,296iApproximate average salary by contribution assumption: employee only about $332,388 at 4% or $221,592 at 6%; with 50% employer match about $221,592 at 4% or $147,728 at 6%; with 100% employer match about $166,194 at 4% or $110,796 at 6%.
Spectrum Source 401(K) Plan-2$286,363$26,591$13,296iApproximate average salary by contribution assumption: employee only about $332,388 at 4% or $221,592 at 6%; with 50% employer match about $221,592 at 4% or $147,728 at 6%; with 100% employer match about $166,194 at 4% or $110,796 at 6%.
201311$243,366$28,132$28,132iApproximate average salary by contribution assumption: employee only about $703,300 at 4% or $468,867 at 6%; with 50% employer match about $468,867 at 4% or $312,578 at 6%; with 100% employer match about $351,650 at 4% or $234,433 at 6%.
Spectrum Source 401(K) Plan-1$243,366$28,132$28,132iApproximate average salary by contribution assumption: employee only about $703,300 at 4% or $468,867 at 6%; with 50% employer match about $468,867 at 4% or $312,578 at 6%; with 100% employer match about $351,650 at 4% or $234,433 at 6%.
201212$91,199$27,110$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
Spectrum Source 401(K) Plan-2$91,199$27,110$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
201112$60,613$63,474$31,737iApproximate average salary by contribution assumption: employee only about $793,425 at 4% or $528,950 at 6%; with 50% employer match about $528,950 at 4% or $352,633 at 6%; with 100% employer match about $396,713 at 4% or $264,475 at 6%.
Spectrum Source 401(K) Plan-2$60,613$63,474$31,737iApproximate average salary by contribution assumption: employee only about $793,425 at 4% or $528,950 at 6%; with 50% employer match about $528,950 at 4% or $352,633 at 6%; with 100% employer match about $396,713 at 4% or $264,475 at 6%.