Civic Intelligence

Ronald Spitz & Associates Inc.

Plan context: Ronald Spitz & Associates Inc. Retirement Plan and Trust

EIN 36-4059605 • Glenview, IL • 34 filings • 2 plans

P.O. Box 573Glenview, IL 60025-0573
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$825,443

2024 Contributions

$85,899

Historical Graphs

Total Assets Over Time

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

$2,635,400$1,317,700$0199920122024YearValue
$825,443Latest 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
3Latest 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
202413$825,443$85,899$28,633iApproximate average salary by contribution assumption: employee only about $715,825 at 4% or $477,217 at 6%; with 50% employer match about $477,217 at 4% or $318,144 at 6%; with 100% employer match about $357,913 at 4% or $238,608 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$825,443$85,899$28,633iApproximate average salary by contribution assumption: employee only about $715,825 at 4% or $477,217 at 6%; with 50% employer match about $477,217 at 4% or $318,144 at 6%; with 100% employer match about $357,913 at 4% or $238,608 at 6%.
202313$723,556$78,152$26,051iApproximate average salary by contribution assumption: employee only about $651,267 at 4% or $434,178 at 6%; with 50% employer match about $434,178 at 4% or $289,452 at 6%; with 100% employer match about $325,633 at 4% or $217,089 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$723,556$78,152$26,051iApproximate average salary by contribution assumption: employee only about $651,267 at 4% or $434,178 at 6%; with 50% employer match about $434,178 at 4% or $289,452 at 6%; with 100% employer match about $325,633 at 4% or $217,089 at 6%.
202213$627,979$78,954$26,318iApproximate average salary by contribution assumption: employee only about $657,950 at 4% or $438,633 at 6%; with 50% employer match about $438,633 at 4% or $292,422 at 6%; with 100% employer match about $328,975 at 4% or $219,317 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$627,979$78,954$26,318iApproximate average salary by contribution assumption: employee only about $657,950 at 4% or $438,633 at 6%; with 50% employer match about $438,633 at 4% or $292,422 at 6%; with 100% employer match about $328,975 at 4% or $219,317 at 6%.
202113$707,527$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$707,527$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
202013$1,280,296$84,066$28,022iApproximate average salary by contribution assumption: employee only about $700,550 at 4% or $467,033 at 6%; with 50% employer match about $467,033 at 4% or $311,356 at 6%; with 100% employer match about $350,275 at 4% or $233,517 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$1,280,296$84,066$28,022iApproximate average salary by contribution assumption: employee only about $700,550 at 4% or $467,033 at 6%; with 50% employer match about $467,033 at 4% or $311,356 at 6%; with 100% employer match about $350,275 at 4% or $233,517 at 6%.
201913$1,074,594$105,300$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$1,074,594$105,300$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
201813$2,635,400$96,900$32,300iApproximate average salary by contribution assumption: employee only about $807,500 at 4% or $538,333 at 6%; with 50% employer match about $538,333 at 4% or $358,889 at 6%; with 100% employer match about $403,750 at 4% or $269,167 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$2,635,400$96,900$32,300iApproximate average salary by contribution assumption: employee only about $807,500 at 4% or $538,333 at 6%; with 50% employer match about $538,333 at 4% or $358,889 at 6%; with 100% employer match about $403,750 at 4% or $269,167 at 6%.
201713$2,602,360$99,500$33,167iApproximate average salary by contribution assumption: employee only about $829,167 at 4% or $552,778 at 6%; with 50% employer match about $552,778 at 4% or $368,519 at 6%; with 100% employer match about $414,583 at 4% or $276,389 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$2,602,360$99,500$33,167iApproximate average salary by contribution assumption: employee only about $829,167 at 4% or $552,778 at 6%; with 50% employer match about $552,778 at 4% or $368,519 at 6%; with 100% employer match about $414,583 at 4% or $276,389 at 6%.
201613$2,288,017$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$2,288,017$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
201513$2,083,054$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$2,083,054$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
201413$2,105,333$129,133$43,044iApproximate average salary by contribution assumption: employee only about $1,076,108 at 4% or $717,406 at 6%; with 50% employer match about $717,406 at 4% or $478,270 at 6%; with 100% employer match about $538,054 at 4% or $358,703 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$2,105,333$129,133$43,044iApproximate average salary by contribution assumption: employee only about $1,076,108 at 4% or $717,406 at 6%; with 50% employer match about $717,406 at 4% or $478,270 at 6%; with 100% employer match about $538,054 at 4% or $358,703 at 6%.
201314$1,886,699$102,779$25,695iApproximate average salary by contribution assumption: employee only about $642,369 at 4% or $428,246 at 6%; with 50% employer match about $428,246 at 4% or $285,497 at 6%; with 100% employer match about $321,184 at 4% or $214,123 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-4$1,886,699$102,779$25,695iApproximate average salary by contribution assumption: employee only about $642,369 at 4% or $428,246 at 6%; with 50% employer match about $428,246 at 4% or $285,497 at 6%; with 100% employer match about $321,184 at 4% or $214,123 at 6%.
201214$1,789,920$91,788$22,947iApproximate average salary by contribution assumption: employee only about $573,675 at 4% or $382,450 at 6%; with 50% employer match about $382,450 at 4% or $254,967 at 6%; with 100% employer match about $286,838 at 4% or $191,225 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-4$1,789,920$91,788$22,947iApproximate average salary by contribution assumption: employee only about $573,675 at 4% or $382,450 at 6%; with 50% employer match about $382,450 at 4% or $254,967 at 6%; with 100% employer match about $286,838 at 4% or $191,225 at 6%.
201114$1,577,038$90,900$22,725iApproximate average salary by contribution assumption: employee only about $568,125 at 4% or $378,750 at 6%; with 50% employer match about $378,750 at 4% or $252,500 at 6%; with 100% employer match about $284,063 at 4% or $189,375 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-4$1,577,038$90,900$22,725iApproximate average salary by contribution assumption: employee only about $568,125 at 4% or $378,750 at 6%; with 50% employer match about $378,750 at 4% or $252,500 at 6%; with 100% employer match about $284,063 at 4% or $189,375 at 6%.
201014$1,446,027$91,742$22,936iApproximate average salary by contribution assumption: employee only about $573,388 at 4% or $382,258 at 6%; with 50% employer match about $382,258 at 4% or $254,839 at 6%; with 100% employer match about $286,694 at 4% or $191,129 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-4$1,446,027$91,742$22,936iApproximate average salary by contribution assumption: employee only about $573,388 at 4% or $382,258 at 6%; with 50% employer match about $382,258 at 4% or $254,839 at 6%; with 100% employer match about $286,694 at 4% or $191,129 at 6%.
200914$1,251,302$150,437$37,609iApproximate average salary by contribution assumption: employee only about $940,231 at 4% or $626,821 at 6%; with 50% employer match about $626,821 at 4% or $417,881 at 6%; with 100% employer match about $470,116 at 4% or $313,410 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-4$1,251,302$150,437$37,609iApproximate average salary by contribution assumption: employee only about $940,231 at 4% or $626,821 at 6%; with 50% employer match about $626,821 at 4% or $417,881 at 6%; with 100% employer match about $470,116 at 4% or $313,410 at 6%.
200813$1,047,705$72,903$24,301iApproximate average salary by contribution assumption: employee only about $607,525 at 4% or $405,017 at 6%; with 50% employer match about $405,017 at 4% or $270,011 at 6%; with 100% employer match about $303,763 at 4% or $202,508 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$1,047,705$72,903$24,301iApproximate average salary by contribution assumption: employee only about $607,525 at 4% or $405,017 at 6%; with 50% employer match about $405,017 at 4% or $270,011 at 6%; with 100% employer match about $303,763 at 4% or $202,508 at 6%.
200713$1,209,950$71,279$23,760iApproximate average salary by contribution assumption: employee only about $593,992 at 4% or $395,994 at 6%; with 50% employer match about $395,994 at 4% or $263,996 at 6%; with 100% employer match about $296,996 at 4% or $197,997 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$1,209,950$71,279$23,760iApproximate average salary by contribution assumption: employee only about $593,992 at 4% or $395,994 at 6%; with 50% employer match about $395,994 at 4% or $263,996 at 6%; with 100% employer match about $296,996 at 4% or $197,997 at 6%.
200623$1,057,730$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$1,057,730$66,475$22,158iApproximate average salary by contribution assumption: employee only about $553,958 at 4% or $369,306 at 6%; with 50% employer match about $369,306 at 4% or $246,204 at 6%; with 100% employer match about $276,979 at 4% or $184,653 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-0-$8,025-
200523$538,464$72,975$24,325iApproximate average salary by contribution assumption: employee only about $608,125 at 4% or $405,417 at 6%; with 50% employer match about $405,417 at 4% or $270,278 at 6%; with 100% employer match about $304,063 at 4% or $202,708 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$459,531$64,275$21,425iApproximate average salary by contribution assumption: employee only about $535,625 at 4% or $357,083 at 6%; with 50% employer match about $357,083 at 4% or $238,056 at 6%; with 100% employer match about $267,813 at 4% or $178,542 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$78,933$8,700$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
200423$442,048$47,390$15,797iApproximate average salary by contribution assumption: employee only about $394,917 at 4% or $263,278 at 6%; with 50% employer match about $263,278 at 4% or $175,519 at 6%; with 100% employer match about $197,458 at 4% or $131,639 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$376,581$38,840$12,947iApproximate average salary by contribution assumption: employee only about $323,667 at 4% or $215,778 at 6%; with 50% employer match about $215,778 at 4% or $143,852 at 6%; with 100% employer match about $161,833 at 4% or $107,889 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$65,467$8,550$2,850iApproximate average salary by contribution assumption: employee only about $71,250 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,667 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%.
200323$361,826$66,224$22,075iApproximate average salary by contribution assumption: employee only about $551,867 at 4% or $367,911 at 6%; with 50% employer match about $367,911 at 4% or $245,274 at 6%; with 100% employer match about $275,933 at 4% or $183,956 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$310,479$57,824$19,275iApproximate average salary by contribution assumption: employee only about $481,867 at 4% or $321,244 at 6%; with 50% employer match about $321,244 at 4% or $214,163 at 6%; with 100% employer match about $240,933 at 4% or $160,622 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$51,347$8,400$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
200223$259,822$61,600$20,533iApproximate average salary by contribution assumption: employee only about $513,333 at 4% or $342,222 at 6%; with 50% employer match about $342,222 at 4% or $228,148 at 6%; with 100% employer match about $256,667 at 4% or $171,111 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$224,385$53,200$17,733iApproximate average salary by contribution assumption: employee only about $443,333 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$35,437$8,400$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
200123$215,246$43,200$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$185,840$35,700$11,900iApproximate average salary by contribution assumption: employee only about $297,500 at 4% or $198,333 at 6%; with 50% employer match about $198,333 at 4% or $132,222 at 6%; with 100% employer match about $148,750 at 4% or $99,167 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-0$29,406$7,500-
200023$179,853$43,200$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$157,962$35,700$11,900iApproximate average salary by contribution assumption: employee only about $297,500 at 4% or $198,333 at 6%; with 50% employer match about $198,333 at 4% or $132,222 at 6%; with 100% employer match about $148,750 at 4% or $99,167 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$21,891$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
199923$132,685$53,076$17,692iApproximate average salary by contribution assumption: employee only about $442,300 at 4% or $294,867 at 6%; with 50% employer match about $294,867 at 4% or $196,578 at 6%; with 100% employer match about $221,150 at 4% or $147,433 at 6%.
Ronald Spitz & Associates Inc. Retirement Plan and Trust-3$119,924$45,903$15,301iApproximate average salary by contribution assumption: employee only about $382,525 at 4% or $255,017 at 6%; with 50% employer match about $255,017 at 4% or $170,011 at 6%; with 100% employer match about $191,263 at 4% or $127,508 at 6%.
Ronald Spitz & Associates Inc. Money Purchase Pension Plan and Trust-3$12,761$7,173$2,391iApproximate average salary by contribution assumption: employee only about $59,775 at 4% or $39,850 at 6%; with 50% employer match about $39,850 at 4% or $26,567 at 6%; with 100% employer match about $29,888 at 4% or $19,925 at 6%.