Kim Speros Agency Inc.
Plan context: American Funds Group Simplified Employee Pension Plan
EIN 39-1748184 • Hayward, WI • 13 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$134,885
2011 Contributions
$2,996
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| American Funds Group Simplified Employee Pension Plan | - | 0 | $0 | - | - |
| 2010 | 1 | 2 | $134,885 | $2,996 | $1,498iApproximate average salary by contribution assumption: employee only about $37,450 at 4% or $24,967 at 6%; with 50% employer match about $24,967 at 4% or $16,644 at 6%; with 100% employer match about $18,725 at 4% or $12,483 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 2 | $134,885 | $2,996 | $1,498iApproximate average salary by contribution assumption: employee only about $37,450 at 4% or $24,967 at 6%; with 50% employer match about $24,967 at 4% or $16,644 at 6%; with 100% employer match about $18,725 at 4% or $12,483 at 6%. |
| 2009 | 1 | 2 | $121,238 | $8,429 | $4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 2 | $121,238 | $8,429 | $4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%. |
| 2008 | 1 | 1 | $81,217 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 1 | $81,217 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| American Funds Group Simplified Employee Pension Plan | - | 1 | - | - | - |
| 2006 | 1 | 2 | $109,041 | $3,990 | $1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 2 | $109,041 | $3,990 | $1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%. |
| 2005 | 1 | 2 | $89,403 | $4,349 | $2,175iApproximate average salary by contribution assumption: employee only about $54,363 at 4% or $36,242 at 6%; with 50% employer match about $36,242 at 4% or $24,161 at 6%; with 100% employer match about $27,181 at 4% or $18,121 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 2 | $89,403 | $4,349 | $2,175iApproximate average salary by contribution assumption: employee only about $54,363 at 4% or $36,242 at 6%; with 50% employer match about $36,242 at 4% or $24,161 at 6%; with 100% employer match about $27,181 at 4% or $18,121 at 6%. |
| 2004 | 1 | 1 | $80,592 | $1,800 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 1 | $80,592 | $1,800 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2003 | 1 | 1 | $73,453 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 1 | $73,453 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2002 | 1 | 1 | $52,257 | $4,365 | $4,365iApproximate average salary by contribution assumption: employee only about $109,125 at 4% or $72,750 at 6%; with 50% employer match about $72,750 at 4% or $48,500 at 6%; with 100% employer match about $54,563 at 4% or $36,375 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 1 | $52,257 | $4,365 | $4,365iApproximate average salary by contribution assumption: employee only about $109,125 at 4% or $72,750 at 6%; with 50% employer match about $72,750 at 4% or $48,500 at 6%; with 100% employer match about $54,563 at 4% or $36,375 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| American Funds Group Simplified Employee Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $76,760 | $6,206 | $3,103iApproximate average salary by contribution assumption: employee only about $77,575 at 4% or $51,717 at 6%; with 50% employer match about $51,717 at 4% or $34,478 at 6%; with 100% employer match about $38,788 at 4% or $25,858 at 6%. |
| American Funds Group Simplified Employee Pension Plan | - | 2 | $76,760 | $6,206 | $3,103iApproximate average salary by contribution assumption: employee only about $77,575 at 4% or $51,717 at 6%; with 50% employer match about $51,717 at 4% or $34,478 at 6%; with 100% employer match about $38,788 at 4% or $25,858 at 6%. |
| 1999 | 1 | 0 | $71,361 | $9,232 | - |
| American Funds Group Simplified Employee Pension Plan | - | 0 | $71,361 | $9,232 | - |