Civic Intelligence

Spiegel & Demars

Plan context: Spiegel & Demars Self-Employed Retirement Plan & Trust

EIN 36-6545687 • Chicago, IL • 26 filings • 2 plans

134 N. Lasalle, Suite 1040Chicago, IL 60602
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,847,818

2024 Contributions

$414,079

Historical Graphs

Total Assets Over Time

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

$4,175,349$2,087,675$0199920122023YearValue
$3,847,818Latest year 2023

Participants Over Time

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

420199920112023YearValue
3Latest year 2023

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
202410$0$414,079-
Spiegel & Demars Self-Employed Retirement Plan & Trust-0$0$414,079-
202313$3,847,818$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$3,847,818$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
202213$3,502,077$0-
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$3,502,077--
202113$4,175,349$39,236$13,079iApproximate average salary by contribution assumption: employee only about $326,967 at 4% or $217,978 at 6%; with 50% employer match about $217,978 at 4% or $145,319 at 6%; with 100% employer match about $163,483 at 4% or $108,989 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$4,175,349$39,236$13,079iApproximate average salary by contribution assumption: employee only about $326,967 at 4% or $217,978 at 6%; with 50% employer match about $217,978 at 4% or $145,319 at 6%; with 100% employer match about $163,483 at 4% or $108,989 at 6%.
202013$3,906,188$38,853$12,951iApproximate average salary by contribution assumption: employee only about $323,775 at 4% or $215,850 at 6%; with 50% employer match about $215,850 at 4% or $143,900 at 6%; with 100% employer match about $161,888 at 4% or $107,925 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$3,906,188$38,853$12,951iApproximate average salary by contribution assumption: employee only about $323,775 at 4% or $215,850 at 6%; with 50% employer match about $215,850 at 4% or $143,900 at 6%; with 100% employer match about $161,888 at 4% or $107,925 at 6%.
201913$3,590,154$38,619$12,873iApproximate average salary by contribution assumption: employee only about $321,825 at 4% or $214,550 at 6%; with 50% employer match about $214,550 at 4% or $143,033 at 6%; with 100% employer match about $160,913 at 4% or $107,275 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$3,590,154$38,619$12,873iApproximate average salary by contribution assumption: employee only about $321,825 at 4% or $214,550 at 6%; with 50% employer match about $214,550 at 4% or $143,033 at 6%; with 100% employer match about $160,913 at 4% or $107,275 at 6%.
201813$3,115,795$39,724$13,241iApproximate average salary by contribution assumption: employee only about $331,033 at 4% or $220,689 at 6%; with 50% employer match about $220,689 at 4% or $147,126 at 6%; with 100% employer match about $165,517 at 4% or $110,344 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$3,115,795$39,724$13,241iApproximate average salary by contribution assumption: employee only about $331,033 at 4% or $220,689 at 6%; with 50% employer match about $220,689 at 4% or $147,126 at 6%; with 100% employer match about $165,517 at 4% or $110,344 at 6%.
201714$3,102,789$83,969$20,992iApproximate average salary by contribution assumption: employee only about $524,806 at 4% or $349,871 at 6%; with 50% employer match about $349,871 at 4% or $233,247 at 6%; with 100% employer match about $262,403 at 4% or $174,935 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-4$3,102,789$83,969$20,992iApproximate average salary by contribution assumption: employee only about $524,806 at 4% or $349,871 at 6%; with 50% employer match about $349,871 at 4% or $233,247 at 6%; with 100% employer match about $262,403 at 4% or $174,935 at 6%.
201613$2,815,881$35,137$11,712iApproximate average salary by contribution assumption: employee only about $292,808 at 4% or $195,206 at 6%; with 50% employer match about $195,206 at 4% or $130,137 at 6%; with 100% employer match about $146,404 at 4% or $97,603 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$2,815,881$35,137$11,712iApproximate average salary by contribution assumption: employee only about $292,808 at 4% or $195,206 at 6%; with 50% employer match about $195,206 at 4% or $130,137 at 6%; with 100% employer match about $146,404 at 4% or $97,603 at 6%.
201513$2,586,281$34,809$11,603iApproximate average salary by contribution assumption: employee only about $290,075 at 4% or $193,383 at 6%; with 50% employer match about $193,383 at 4% or $128,922 at 6%; with 100% employer match about $145,038 at 4% or $96,692 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$2,586,281$34,809$11,603iApproximate average salary by contribution assumption: employee only about $290,075 at 4% or $193,383 at 6%; with 50% employer match about $193,383 at 4% or $128,922 at 6%; with 100% employer match about $145,038 at 4% or $96,692 at 6%.
201413$2,595,541$34,552$11,517iApproximate average salary by contribution assumption: employee only about $287,933 at 4% or $191,956 at 6%; with 50% employer match about $191,956 at 4% or $127,970 at 6%; with 100% employer match about $143,967 at 4% or $95,978 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$2,595,541$34,552$11,517iApproximate average salary by contribution assumption: employee only about $287,933 at 4% or $191,956 at 6%; with 50% employer match about $191,956 at 4% or $127,970 at 6%; with 100% employer match about $143,967 at 4% or $95,978 at 6%.
201314$2,459,766$0-
Spiegel & Demars Self-Employed Retirement Plan & Trust-4$2,459,766--
201213$2,220,266$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$2,220,266$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
201113$2,040,898$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$2,040,898$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
201013$1,961,852$38,281$12,760iApproximate average salary by contribution assumption: employee only about $319,008 at 4% or $212,672 at 6%; with 50% employer match about $212,672 at 4% or $141,781 at 6%; with 100% employer match about $159,504 at 4% or $106,336 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,961,852$38,281$12,760iApproximate average salary by contribution assumption: employee only about $319,008 at 4% or $212,672 at 6%; with 50% employer match about $212,672 at 4% or $141,781 at 6%; with 100% employer match about $159,504 at 4% or $106,336 at 6%.
200913$1,800,447$44,006$14,669iApproximate average salary by contribution assumption: employee only about $366,717 at 4% or $244,478 at 6%; with 50% employer match about $244,478 at 4% or $162,985 at 6%; with 100% employer match about $183,358 at 4% or $122,239 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,800,447$44,006$14,669iApproximate average salary by contribution assumption: employee only about $366,717 at 4% or $244,478 at 6%; with 50% employer match about $244,478 at 4% or $162,985 at 6%; with 100% employer match about $183,358 at 4% or $122,239 at 6%.
200813$1,582,501$65,723$21,908iApproximate average salary by contribution assumption: employee only about $547,692 at 4% or $365,128 at 6%; with 50% employer match about $365,128 at 4% or $243,419 at 6%; with 100% employer match about $273,846 at 4% or $182,564 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,582,501$65,723$21,908iApproximate average salary by contribution assumption: employee only about $547,692 at 4% or $365,128 at 6%; with 50% employer match about $365,128 at 4% or $243,419 at 6%; with 100% employer match about $273,846 at 4% or $182,564 at 6%.
200714$1,663,972$62,633$15,658iApproximate average salary by contribution assumption: employee only about $391,456 at 4% or $260,971 at 6%; with 50% employer match about $260,971 at 4% or $173,981 at 6%; with 100% employer match about $195,728 at 4% or $130,485 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-4$1,663,972$62,633$15,658iApproximate average salary by contribution assumption: employee only about $391,456 at 4% or $260,971 at 6%; with 50% employer match about $260,971 at 4% or $173,981 at 6%; with 100% employer match about $195,728 at 4% or $130,485 at 6%.
200613$1,548,796$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,548,796$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200513$1,420,311$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,420,311$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200413$1,360,925$64,531$21,510iApproximate average salary by contribution assumption: employee only about $537,758 at 4% or $358,506 at 6%; with 50% employer match about $358,506 at 4% or $239,004 at 6%; with 100% employer match about $268,879 at 4% or $179,253 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,360,925$64,531$21,510iApproximate average salary by contribution assumption: employee only about $537,758 at 4% or $358,506 at 6%; with 50% employer match about $358,506 at 4% or $239,004 at 6%; with 100% employer match about $268,879 at 4% or $179,253 at 6%.
200313$1,206,115$53,957$17,986iApproximate average salary by contribution assumption: employee only about $449,642 at 4% or $299,761 at 6%; with 50% employer match about $299,761 at 4% or $199,841 at 6%; with 100% employer match about $224,821 at 4% or $149,881 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,206,115$53,957$17,986iApproximate average salary by contribution assumption: employee only about $449,642 at 4% or $299,761 at 6%; with 50% employer match about $299,761 at 4% or $199,841 at 6%; with 100% employer match about $224,821 at 4% or $149,881 at 6%.
200213$1,020,524$45,643$15,214iApproximate average salary by contribution assumption: employee only about $380,358 at 4% or $253,572 at 6%; with 50% employer match about $253,572 at 4% or $169,048 at 6%; with 100% employer match about $190,179 at 4% or $126,786 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-3$1,020,524$45,643$15,214iApproximate average salary by contribution assumption: employee only about $380,358 at 4% or $253,572 at 6%; with 50% employer match about $253,572 at 4% or $169,048 at 6%; with 100% employer match about $190,179 at 4% or $126,786 at 6%.
200112$1,099,714$26,892$13,446iApproximate average salary by contribution assumption: employee only about $336,150 at 4% or $224,100 at 6%; with 50% employer match about $224,100 at 4% or $149,400 at 6%; with 100% employer match about $168,075 at 4% or $112,050 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-2$1,099,714$26,892$13,446iApproximate average salary by contribution assumption: employee only about $336,150 at 4% or $224,100 at 6%; with 50% employer match about $224,100 at 4% or $149,400 at 6%; with 100% employer match about $168,075 at 4% or $112,050 at 6%.
200012$0$0-
Spiegel & Demars Self-Employed Retirement Plan & Trust-2---
199912$1,509,111$32,930$16,465iApproximate average salary by contribution assumption: employee only about $411,625 at 4% or $274,417 at 6%; with 50% employer match about $274,417 at 4% or $182,944 at 6%; with 100% employer match about $205,813 at 4% or $137,208 at 6%.
Spiegel & Demars Self-Employed Retirement Plan & Trust-2$1,509,111$32,930$16,465iApproximate average salary by contribution assumption: employee only about $411,625 at 4% or $274,417 at 6%; with 50% employer match about $274,417 at 4% or $182,944 at 6%; with 100% employer match about $205,813 at 4% or $137,208 at 6%.
Spiegel & Demars | EIN 36-6545687 | 2024 Form 5500 Company Profile