Spertus, Landes & Josephs LLP
Plan context: Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan
EIN 46-1531301 • Los Angeles, CA • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
40
2024 Assets
$7,816,081
2024 Contributions
$796,962
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 | 40 | $7,816,081 | $796,962 | $19,924iApproximate average salary by contribution assumption: employee only about $498,101 at 4% or $332,068 at 6%; with 50% employer match about $332,068 at 4% or $221,378 at 6%; with 100% employer match about $249,051 at 4% or $166,034 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 40 | $4,733,191 | $605,962 | $15,149iApproximate average salary by contribution assumption: employee only about $378,726 at 4% or $252,484 at 6%; with 50% employer match about $252,484 at 4% or $168,323 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 33 | $3,082,890 | $191,000 | $5,788iApproximate average salary by contribution assumption: employee only about $144,697 at 4% or $96,465 at 6%; with 50% employer match about $96,465 at 4% or $64,310 at 6%; with 100% employer match about $72,348 at 4% or $48,232 at 6%. |
| 2023 | 2 | 30 | $6,495,947 | $927,429 | $30,914iApproximate average salary by contribution assumption: employee only about $772,858 at 4% or $515,238 at 6%; with 50% employer match about $515,238 at 4% or $343,492 at 6%; with 100% employer match about $386,429 at 4% or $257,619 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 30 | $3,814,470 | $692,388 | $23,080iApproximate average salary by contribution assumption: employee only about $576,990 at 4% or $384,660 at 6%; with 50% employer match about $384,660 at 4% or $256,440 at 6%; with 100% employer match about $288,495 at 4% or $192,330 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 26 | $2,681,477 | $235,041 | $9,040iApproximate average salary by contribution assumption: employee only about $226,001 at 4% or $150,667 at 6%; with 50% employer match about $150,667 at 4% or $100,445 at 6%; with 100% employer match about $113,000 at 4% or $75,334 at 6%. |
| 2022 | 2 | 36 | $6,720,736 | $1,298,639 | $36,073iApproximate average salary by contribution assumption: employee only about $901,833 at 4% or $601,222 at 6%; with 50% employer match about $601,222 at 4% or $400,815 at 6%; with 100% employer match about $450,916 at 4% or $300,611 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 36 | $3,557,275 | $742,639 | $20,629iApproximate average salary by contribution assumption: employee only about $515,722 at 4% or $343,814 at 6%; with 50% employer match about $343,814 at 4% or $229,210 at 6%; with 100% employer match about $257,861 at 4% or $171,907 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 22 | $3,163,461 | $556,000 | $25,273iApproximate average salary by contribution assumption: employee only about $631,818 at 4% or $421,212 at 6%; with 50% employer match about $421,212 at 4% or $280,808 at 6%; with 100% employer match about $315,909 at 4% or $210,606 at 6%. |
| 2021 | 2 | 35 | $7,009,243 | $1,047,611 | $29,932iApproximate average salary by contribution assumption: employee only about $748,294 at 4% or $498,862 at 6%; with 50% employer match about $498,862 at 4% or $332,575 at 6%; with 100% employer match about $374,147 at 4% or $249,431 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 35 | $3,843,642 | $707,611 | $20,217iApproximate average salary by contribution assumption: employee only about $505,436 at 4% or $336,958 at 6%; with 50% employer match about $336,958 at 4% or $224,638 at 6%; with 100% employer match about $252,718 at 4% or $168,479 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 24 | $3,165,601 | $340,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| 2020 | 2 | 33 | $5,351,110 | $981,093 | $29,730iApproximate average salary by contribution assumption: employee only about $743,252 at 4% or $495,502 at 6%; with 50% employer match about $495,502 at 4% or $330,334 at 6%; with 100% employer match about $371,626 at 4% or $247,751 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 33 | $2,731,360 | $606,093 | $18,366iApproximate average salary by contribution assumption: employee only about $459,161 at 4% or $306,108 at 6%; with 50% employer match about $306,108 at 4% or $204,072 at 6%; with 100% employer match about $229,581 at 4% or $153,054 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 19 | $2,619,750 | $375,000 | $19,737iApproximate average salary by contribution assumption: employee only about $493,421 at 4% or $328,947 at 6%; with 50% employer match about $328,947 at 4% or $219,298 at 6%; with 100% employer match about $246,711 at 4% or $164,474 at 6%. |
| 2019 | 2 | 23 | $3,837,667 | $804,036 | $34,958iApproximate average salary by contribution assumption: employee only about $873,952 at 4% or $582,635 at 6%; with 50% employer match about $582,635 at 4% or $388,423 at 6%; with 100% employer match about $436,976 at 4% or $291,317 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 17 | $1,948,868 | $345,000 | $20,294iApproximate average salary by contribution assumption: employee only about $507,353 at 4% or $338,235 at 6%; with 50% employer match about $338,235 at 4% or $225,490 at 6%; with 100% employer match about $253,676 at 4% or $169,118 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 23 | $1,888,799 | $459,036 | $19,958iApproximate average salary by contribution assumption: employee only about $498,952 at 4% or $332,635 at 6%; with 50% employer match about $332,635 at 4% or $221,757 at 6%; with 100% employer match about $249,476 at 4% or $166,317 at 6%. |
| 2018 | 2 | 15 | $2,610,616 | $743,934 | $49,596iApproximate average salary by contribution assumption: employee only about $1,239,890 at 4% or $826,593 at 6%; with 50% employer match about $826,593 at 4% or $551,062 at 6%; with 100% employer match about $619,945 at 4% or $413,297 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 15 | $1,389,602 | $388,400 | $25,893iApproximate average salary by contribution assumption: employee only about $647,333 at 4% or $431,556 at 6%; with 50% employer match about $431,556 at 4% or $287,704 at 6%; with 100% employer match about $323,667 at 4% or $215,778 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 15 | $1,221,014 | $355,534 | $23,702iApproximate average salary by contribution assumption: employee only about $592,557 at 4% or $395,038 at 6%; with 50% employer match about $395,038 at 4% or $263,359 at 6%; with 100% employer match about $296,278 at 4% or $197,519 at 6%. |
| 2017 | 2 | 15 | $2,069,890 | $396,413 | $26,428iApproximate average salary by contribution assumption: employee only about $660,688 at 4% or $440,459 at 6%; with 50% employer match about $440,459 at 4% or $293,639 at 6%; with 100% employer match about $330,344 at 4% or $220,229 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 11 | $1,076,640 | $161,000 | $14,636iApproximate average salary by contribution assumption: employee only about $365,909 at 4% or $243,939 at 6%; with 50% employer match about $243,939 at 4% or $162,626 at 6%; with 100% employer match about $182,955 at 4% or $121,970 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 15 | $993,250 | $235,413 | $15,694iApproximate average salary by contribution assumption: employee only about $392,355 at 4% or $261,570 at 6%; with 50% employer match about $261,570 at 4% or $174,380 at 6%; with 100% employer match about $196,178 at 4% or $130,785 at 6%. |
| 2016 | 2 | 15 | $1,460,659 | $371,481 | $24,765iApproximate average salary by contribution assumption: employee only about $619,135 at 4% or $412,757 at 6%; with 50% employer match about $412,757 at 4% or $275,171 at 6%; with 100% employer match about $309,568 at 4% or $206,378 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 9 | $805,954 | $209,281 | $23,253iApproximate average salary by contribution assumption: employee only about $581,336 at 4% or $387,557 at 6%; with 50% employer match about $387,557 at 4% or $258,372 at 6%; with 100% employer match about $290,668 at 4% or $193,779 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 15 | $654,705 | $162,200 | $10,813iApproximate average salary by contribution assumption: employee only about $270,333 at 4% or $180,222 at 6%; with 50% employer match about $180,222 at 4% or $120,148 at 6%; with 100% employer match about $135,167 at 4% or $90,111 at 6%. |
| 2015 | 2 | 13 | $1,016,459 | $361,834 | $27,833iApproximate average salary by contribution assumption: employee only about $695,835 at 4% or $463,890 at 6%; with 50% employer match about $463,890 at 4% or $309,260 at 6%; with 100% employer match about $347,917 at 4% or $231,945 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 8 | $572,721 | $194,297 | $24,287iApproximate average salary by contribution assumption: employee only about $607,178 at 4% or $404,785 at 6%; with 50% employer match about $404,785 at 4% or $269,857 at 6%; with 100% employer match about $303,589 at 4% or $202,393 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 13 | $443,738 | $167,537 | $12,887iApproximate average salary by contribution assumption: employee only about $322,187 at 4% or $214,791 at 6%; with 50% employer match about $214,791 at 4% or $143,194 at 6%; with 100% employer match about $161,093 at 4% or $107,396 at 6%. |
| 2014 | 2 | 10 | $684,333 | $338,809 | $33,881iApproximate average salary by contribution assumption: employee only about $847,023 at 4% or $564,682 at 6%; with 50% employer match about $564,682 at 4% or $376,454 at 6%; with 100% employer match about $423,511 at 4% or $282,341 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 6 | $386,746 | $184,806 | $30,801iApproximate average salary by contribution assumption: employee only about $770,025 at 4% or $513,350 at 6%; with 50% employer match about $513,350 at 4% or $342,233 at 6%; with 100% employer match about $385,013 at 4% or $256,675 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 10 | $297,587 | $154,003 | $15,400iApproximate average salary by contribution assumption: employee only about $385,008 at 4% or $256,672 at 6%; with 50% employer match about $256,672 at 4% or $171,114 at 6%; with 100% employer match about $192,504 at 4% or $128,336 at 6%. |
| 2013 | 2 | 7 | $323,700 | $323,754 | $46,251iApproximate average salary by contribution assumption: employee only about $1,156,264 at 4% or $770,843 at 6%; with 50% employer match about $770,843 at 4% or $513,895 at 6%; with 100% employer match about $578,132 at 4% or $385,421 at 6%. |
| Spertus, Landes & Josephs LLP Cash Balance Pension Plan | - | 6 | $193,757 | $193,757 | $32,293iApproximate average salary by contribution assumption: employee only about $807,321 at 4% or $538,214 at 6%; with 50% employer match about $538,214 at 4% or $358,809 at 6%; with 100% employer match about $403,660 at 4% or $269,107 at 6%. |
| Spertus, Landes & Umhofer LLP 401(K) Profit Sharing Plan | - | 7 | $129,943 | $129,997 | $18,571iApproximate average salary by contribution assumption: employee only about $464,275 at 4% or $309,517 at 6%; with 50% employer match about $309,517 at 4% or $206,344 at 6%; with 100% employer match about $232,138 at 4% or $154,758 at 6%. |