Spesia, Ayers & Ardaugh
Plan context: SPESIA & TAYLOR CASH BALANCE PLAN
EIN 36-0775005 • Joliet, IL • 50 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$12,961,206
2024 Contributions
$1,417,508
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 | 2 | 19 | $12,961,206 | $1,417,508 | $74,606iApproximate average salary by contribution assumption: employee only about $1,865,142 at 4% or $1,243,428 at 6%; with 50% employer match about $1,243,428 at 4% or $828,952 at 6%; with 100% employer match about $932,571 at 4% or $621,714 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 14 | $6,744,346 | $1,115,500 | $79,679iApproximate average salary by contribution assumption: employee only about $1,991,964 at 4% or $1,327,976 at 6%; with 50% employer match about $1,327,976 at 4% or $885,317 at 6%; with 100% employer match about $995,982 at 4% or $663,988 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 19 | $6,216,860 | $302,008 | $15,895iApproximate average salary by contribution assumption: employee only about $397,379 at 4% or $264,919 at 6%; with 50% employer match about $264,919 at 4% or $176,613 at 6%; with 100% employer match about $198,689 at 4% or $132,460 at 6%. |
| 2023 | 2 | 20 | $11,093,820 | $802,224 | $40,111iApproximate average salary by contribution assumption: employee only about $1,002,780 at 4% or $668,520 at 6%; with 50% employer match about $668,520 at 4% or $445,680 at 6%; with 100% employer match about $501,390 at 4% or $334,260 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $5,724,063 | $299,884 | $14,994iApproximate average salary by contribution assumption: employee only about $374,855 at 4% or $249,903 at 6%; with 50% employer match about $249,903 at 4% or $166,602 at 6%; with 100% employer match about $187,428 at 4% or $124,952 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 13 | $5,369,757 | $502,340 | $38,642iApproximate average salary by contribution assumption: employee only about $966,038 at 4% or $644,026 at 6%; with 50% employer match about $644,026 at 4% or $429,350 at 6%; with 100% employer match about $483,019 at 4% or $322,013 at 6%. |
| 2022 | 2 | 22 | $9,508,748 | $1,170,947 | $53,225iApproximate average salary by contribution assumption: employee only about $1,330,622 at 4% or $887,081 at 6%; with 50% employer match about $887,081 at 4% or $591,387 at 6%; with 100% employer match about $665,311 at 4% or $443,541 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 22 | $4,909,265 | $384,383 | $17,472iApproximate average salary by contribution assumption: employee only about $436,799 at 4% or $291,199 at 6%; with 50% employer match about $291,199 at 4% or $194,133 at 6%; with 100% employer match about $218,399 at 4% or $145,600 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 12 | $4,599,483 | $786,564 | $65,547iApproximate average salary by contribution assumption: employee only about $1,638,675 at 4% or $1,092,450 at 6%; with 50% employer match about $1,092,450 at 4% or $728,300 at 6%; with 100% employer match about $819,338 at 4% or $546,225 at 6%. |
| 2021 | 2 | 21 | $9,350,369 | $1,120,359 | $53,350iApproximate average salary by contribution assumption: employee only about $1,333,761 at 4% or $889,174 at 6%; with 50% employer match about $889,174 at 4% or $592,783 at 6%; with 100% employer match about $666,880 at 4% or $444,587 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $5,376,623 | $325,859 | $15,517iApproximate average salary by contribution assumption: employee only about $387,927 at 4% or $258,618 at 6%; with 50% employer match about $258,618 at 4% or $172,412 at 6%; with 100% employer match about $193,964 at 4% or $129,309 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 14 | $3,973,746 | $794,500 | $56,750iApproximate average salary by contribution assumption: employee only about $1,418,750 at 4% or $945,833 at 6%; with 50% employer match about $945,833 at 4% or $630,556 at 6%; with 100% employer match about $709,375 at 4% or $472,917 at 6%. |
| 2020 | 2 | 21 | $7,410,940 | $544,614 | $25,934iApproximate average salary by contribution assumption: employee only about $648,350 at 4% or $432,233 at 6%; with 50% employer match about $432,233 at 4% or $288,156 at 6%; with 100% employer match about $324,175 at 4% or $216,117 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $4,381,174 | $317,364 | $15,113iApproximate average salary by contribution assumption: employee only about $377,814 at 4% or $251,876 at 6%; with 50% employer match about $251,876 at 4% or $167,917 at 6%; with 100% employer match about $188,907 at 4% or $125,938 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 15 | $3,029,766 | $227,250 | $15,150iApproximate average salary by contribution assumption: employee only about $378,750 at 4% or $252,500 at 6%; with 50% employer match about $252,500 at 4% or $168,333 at 6%; with 100% employer match about $189,375 at 4% or $126,250 at 6%. |
| 2019 | 2 | 21 | $6,269,430 | $815,442 | $38,831iApproximate average salary by contribution assumption: employee only about $970,764 at 4% or $647,176 at 6%; with 50% employer match about $647,176 at 4% or $431,451 at 6%; with 100% employer match about $485,382 at 4% or $323,588 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $3,508,465 | $321,461 | $15,308iApproximate average salary by contribution assumption: employee only about $382,692 at 4% or $255,128 at 6%; with 50% employer match about $255,128 at 4% or $170,085 at 6%; with 100% employer match about $191,346 at 4% or $127,564 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 11 | $2,760,965 | $493,981 | $44,907iApproximate average salary by contribution assumption: employee only about $1,122,684 at 4% or $748,456 at 6%; with 50% employer match about $748,456 at 4% or $498,971 at 6%; with 100% employer match about $561,342 at 4% or $374,228 at 6%. |
| 2018 | 2 | 21 | $4,811,468 | $707,720 | $33,701iApproximate average salary by contribution assumption: employee only about $842,524 at 4% or $561,683 at 6%; with 50% employer match about $561,683 at 4% or $374,455 at 6%; with 100% employer match about $421,262 at 4% or $280,841 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $2,636,427 | $286,069 | $13,622iApproximate average salary by contribution assumption: employee only about $340,558 at 4% or $227,039 at 6%; with 50% employer match about $227,039 at 4% or $151,359 at 6%; with 100% employer match about $170,279 at 4% or $113,519 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 13 | $2,175,041 | $421,651 | $32,435iApproximate average salary by contribution assumption: employee only about $810,867 at 4% or $540,578 at 6%; with 50% employer match about $540,578 at 4% or $360,385 at 6%; with 100% employer match about $405,434 at 4% or $270,289 at 6%. |
| 2017 | 2 | 20 | $4,683,725 | $798,379 | $39,919iApproximate average salary by contribution assumption: employee only about $997,974 at 4% or $665,316 at 6%; with 50% employer match about $665,316 at 4% or $443,544 at 6%; with 100% employer match about $498,987 at 4% or $332,658 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $2,936,127 | $283,931 | $14,197iApproximate average salary by contribution assumption: employee only about $354,914 at 4% or $236,609 at 6%; with 50% employer match about $236,609 at 4% or $157,739 at 6%; with 100% employer match about $177,457 at 4% or $118,305 at 6%. |
| SPESIA & TAYLOR CASH BALANCE PLAN | - | 13 | $1,747,598 | $514,448 | $39,573iApproximate average salary by contribution assumption: employee only about $989,323 at 4% or $659,549 at 6%; with 50% employer match about $659,549 at 4% or $439,699 at 6%; with 100% employer match about $494,662 at 4% or $329,774 at 6%. |
| 2016 | 2 | 19 | $3,637,820 | $676,272 | $35,593iApproximate average salary by contribution assumption: employee only about $889,832 at 4% or $593,221 at 6%; with 50% employer match about $593,221 at 4% or $395,481 at 6%; with 100% employer match about $444,916 at 4% or $296,611 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 19 | $2,416,289 | $241,296 | $12,700iApproximate average salary by contribution assumption: employee only about $317,495 at 4% or $211,663 at 6%; with 50% employer match about $211,663 at 4% or $141,109 at 6%; with 100% employer match about $158,747 at 4% or $105,832 at 6%. |
| SPESIA & AYERS CASH BALANCE PLAN | - | 16 | $1,221,531 | $434,976 | $27,186iApproximate average salary by contribution assumption: employee only about $679,650 at 4% or $453,100 at 6%; with 50% employer match about $453,100 at 4% or $302,067 at 6%; with 100% employer match about $339,825 at 4% or $226,550 at 6%. |
| 2015 | 2 | 21 | $3,879,209 | $668,110 | $31,815iApproximate average salary by contribution assumption: employee only about $795,369 at 4% or $530,246 at 6%; with 50% employer match about $530,246 at 4% or $353,497 at 6%; with 100% employer match about $397,685 at 4% or $265,123 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $3,098,846 | $264,438 | $12,592iApproximate average salary by contribution assumption: employee only about $314,807 at 4% or $209,871 at 6%; with 50% employer match about $209,871 at 4% or $139,914 at 6%; with 100% employer match about $157,404 at 4% or $104,936 at 6%. |
| SPESIA & AYERS CASH BALANCE PLAN | - | 17 | $780,363 | $403,672 | $23,745iApproximate average salary by contribution assumption: employee only about $593,635 at 4% or $395,757 at 6%; with 50% employer match about $395,757 at 4% or $263,838 at 6%; with 100% employer match about $296,818 at 4% or $197,878 at 6%. |
| 2014 | 2 | 20 | $3,216,264 | $565,343 | $28,267iApproximate average salary by contribution assumption: employee only about $706,679 at 4% or $471,119 at 6%; with 50% employer match about $471,119 at 4% or $314,079 at 6%; with 100% employer match about $353,339 at 4% or $235,560 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $2,840,797 | $189,876 | $9,494iApproximate average salary by contribution assumption: employee only about $237,345 at 4% or $158,230 at 6%; with 50% employer match about $158,230 at 4% or $105,487 at 6%; with 100% employer match about $118,672 at 4% or $79,115 at 6%. |
| SPESIA, AYERS & ARDAUGH CASH BALANCE PLAN | - | 16 | $375,467 | $375,467 | $23,467iApproximate average salary by contribution assumption: employee only about $586,667 at 4% or $391,111 at 6%; with 50% employer match about $391,111 at 4% or $260,741 at 6%; with 100% employer match about $293,334 at 4% or $195,556 at 6%. |
| 2013 | 1 | 21 | $2,536,429 | $193,921 | $9,234iApproximate average salary by contribution assumption: employee only about $230,858 at 4% or $153,906 at 6%; with 50% employer match about $153,906 at 4% or $102,604 at 6%; with 100% employer match about $115,429 at 4% or $76,953 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 21 | $2,536,429 | $193,921 | $9,234iApproximate average salary by contribution assumption: employee only about $230,858 at 4% or $153,906 at 6%; with 50% employer match about $153,906 at 4% or $102,604 at 6%; with 100% employer match about $115,429 at 4% or $76,953 at 6%. |
| 2012 | 1 | 20 | $2,133,867 | $159,063 | $7,953iApproximate average salary by contribution assumption: employee only about $198,829 at 4% or $132,553 at 6%; with 50% employer match about $132,553 at 4% or $88,368 at 6%; with 100% employer match about $99,414 at 4% or $66,276 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $2,133,867 | $159,063 | $7,953iApproximate average salary by contribution assumption: employee only about $198,829 at 4% or $132,553 at 6%; with 50% employer match about $132,553 at 4% or $88,368 at 6%; with 100% employer match about $99,414 at 4% or $66,276 at 6%. |
| 2011 | 1 | 22 | $2,322,742 | $195,863 | $8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,381 at 6%; with 50% employer match about $148,381 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 22 | $2,322,742 | $195,863 | $8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,381 at 6%; with 50% employer match about $148,381 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%. |
| 2010 | 1 | 23 | $2,469,098 | $260,206 | $11,313iApproximate average salary by contribution assumption: employee only about $282,833 at 4% or $188,555 at 6%; with 50% employer match about $188,555 at 4% or $125,703 at 6%; with 100% employer match about $141,416 at 4% or $94,278 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 23 | $2,469,098 | $260,206 | $11,313iApproximate average salary by contribution assumption: employee only about $282,833 at 4% or $188,555 at 6%; with 50% employer match about $188,555 at 4% or $125,703 at 6%; with 100% employer match about $141,416 at 4% or $94,278 at 6%. |
| 2009 | 1 | 22 | $2,944,066 | $187,790 | $8,536iApproximate average salary by contribution assumption: employee only about $213,398 at 4% or $142,265 at 6%; with 50% employer match about $142,265 at 4% or $94,843 at 6%; with 100% employer match about $106,699 at 4% or $71,133 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 22 | $2,944,066 | $187,790 | $8,536iApproximate average salary by contribution assumption: employee only about $213,398 at 4% or $142,265 at 6%; with 50% employer match about $142,265 at 4% or $94,843 at 6%; with 100% employer match about $106,699 at 4% or $71,133 at 6%. |
| 2008 | 1 | 20 | $2,192,557 | $169,072 | $8,454iApproximate average salary by contribution assumption: employee only about $211,340 at 4% or $140,893 at 6%; with 50% employer match about $140,893 at 4% or $93,929 at 6%; with 100% employer match about $105,670 at 4% or $70,447 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $2,192,557 | $169,072 | $8,454iApproximate average salary by contribution assumption: employee only about $211,340 at 4% or $140,893 at 6%; with 50% employer match about $140,893 at 4% or $93,929 at 6%; with 100% employer match about $105,670 at 4% or $70,447 at 6%. |
| 2007 | 2 | 20 | $0 | $0 | - |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 0 | - | - | - |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | - | - | - |
| 2006 | 2 | 20 | $5,910,794 | $599,285 | $29,964iApproximate average salary by contribution assumption: employee only about $749,106 at 4% or $499,404 at 6%; with 50% employer match about $499,404 at 4% or $332,936 at 6%; with 100% employer match about $374,553 at 4% or $249,702 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $5,880,741 | $334,096 | $16,705iApproximate average salary by contribution assumption: employee only about $417,620 at 4% or $278,413 at 6%; with 50% employer match about $278,413 at 4% or $185,609 at 6%; with 100% employer match about $208,810 at 4% or $139,207 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 1 | $30,053 | $265,189 | $265,189iApproximate average salary by contribution assumption: employee only about $6,629,725 at 4% or $4,419,817 at 6%; with 50% employer match about $4,419,817 at 4% or $2,946,544 at 6%; with 100% employer match about $3,314,863 at 4% or $2,209,908 at 6%. |
| 2005 | 3 | 20 | $6,207,532 | $776,938 | $38,847iApproximate average salary by contribution assumption: employee only about $971,173 at 4% or $647,448 at 6%; with 50% employer match about $647,448 at 4% or $431,632 at 6%; with 100% employer match about $485,586 at 4% or $323,724 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 20 | $5,034,941 | $776,938 | $38,847iApproximate average salary by contribution assumption: employee only about $971,173 at 4% or $647,448 at 6%; with 50% employer match about $647,448 at 4% or $431,632 at 6%; with 100% employer match about $485,586 at 4% or $323,724 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 9 | $1,172,591 | - | - |
| SPESIA, AYERS PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2004 | 2 | 20 | $1,824,917 | $154,719 | $7,736iApproximate average salary by contribution assumption: employee only about $193,399 at 4% or $128,933 at 6%; with 50% employer match about $128,933 at 4% or $85,955 at 6%; with 100% employer match about $96,699 at 4% or $64,466 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 9 | $1,169,068 | $154,719 | $17,191iApproximate average salary by contribution assumption: employee only about $429,775 at 4% or $286,517 at 6%; with 50% employer match about $286,517 at 4% or $191,011 at 6%; with 100% employer match about $214,888 at 4% or $143,258 at 6%. |
| SPESIA, AYERS PROFIT SHARING PLAN | - | 20 | $655,849 | - | - |
| 2003 | 3 | 14 | $1,532,626 | $201,383 | $14,385iApproximate average salary by contribution assumption: employee only about $359,613 at 4% or $239,742 at 6%; with 50% employer match about $239,742 at 4% or $159,828 at 6%; with 100% employer match about $179,806 at 4% or $119,871 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 10 | $993,235 | $150,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| SPESIA, AYERS PROFIT SHARING PLAN | - | 14 | $539,391 | $51,383 | $3,670iApproximate average salary by contribution assumption: employee only about $91,755 at 4% or $61,170 at 6%; with 50% employer match about $61,170 at 4% or $40,780 at 6%; with 100% employer match about $45,878 at 4% or $30,585 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 12 | - | - | - |
| 2002 | 3 | 14 | $3,339,513 | $92,448 | $6,603iApproximate average salary by contribution assumption: employee only about $165,086 at 4% or $110,057 at 6%; with 50% employer match about $110,057 at 4% or $73,371 at 6%; with 100% employer match about $82,543 at 4% or $55,029 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 12 | $2,927,821 | $84,972 | $7,081iApproximate average salary by contribution assumption: employee only about $177,025 at 4% or $118,017 at 6%; with 50% employer match about $118,017 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,008 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 14 | $411,692 | $7,476 | $534iApproximate average salary by contribution assumption: employee only about $13,350 at 4% or $8,900 at 6%; with 50% employer match about $8,900 at 4% or $5,933 at 6%; with 100% employer match about $6,675 at 4% or $4,450 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 2001 | 2 | 16 | $0 | $0 | - |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 16 | - | - | - |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 14 | - | - | - |
| 2000 | 3 | 17 | $241,245 | $241,245 | $14,191iApproximate average salary by contribution assumption: employee only about $354,772 at 4% or $236,515 at 6%; with 50% employer match about $236,515 at 4% or $157,676 at 6%; with 100% employer match about $177,386 at 4% or $118,257 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 10 | $241,245 | $241,245 | $24,125iApproximate average salary by contribution assumption: employee only about $603,113 at 4% or $402,075 at 6%; with 50% employer match about $402,075 at 4% or $268,050 at 6%; with 100% employer match about $301,556 at 4% or $201,038 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 17 | - | - | - |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 17 | - | - | - |
| 1999 | 2 | 16 | $3,499,047 | $145,044 | $9,065iApproximate average salary by contribution assumption: employee only about $226,631 at 4% or $151,088 at 6%; with 50% employer match about $151,088 at 4% or $100,725 at 6%; with 100% employer match about $113,316 at 4% or $75,544 at 6%. |
| Spesia, Ayers & Ardaugh Salary Reduction Plan and Trust | - | 16 | $2,890,604 | $83,530 | $5,221iApproximate average salary by contribution assumption: employee only about $130,516 at 4% or $87,010 at 6%; with 50% employer match about $87,010 at 4% or $58,007 at 6%; with 100% employer match about $65,258 at 4% or $43,505 at 6%. |
| Spesia, Ayers & Ardaugh Profit Sharing Plan and Trust | - | 16 | $608,443 | $61,514 | $3,845iApproximate average salary by contribution assumption: employee only about $96,116 at 4% or $64,077 at 6%; with 50% employer match about $64,077 at 4% or $42,718 at 6%; with 100% employer match about $48,058 at 4% or $32,039 at 6%. |