Civic Intelligence

Spott, Lucey & Wall, Inc.

Plan context: Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03

EIN 55-0830235 • San Francisco, CA • 8 filings • 6 plans

601 Montgomery Street #777San Francisco, CA 94111
Current Snapshot

Latest Year

2011

2011 Participants

19

2011 Assets

$3,368,693

2011 Contributions

$258,305

Historical Graphs

Total Assets Over Time

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

$3,368,693$1,684,347$0200320072011YearValue
$3,368,693Latest year 2011

Participants Over Time

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

19100200320072011YearValue
19Latest year 2011

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
2011119$3,368,693$258,305$13,595iApproximate average salary by contribution assumption: employee only about $339,875 at 4% or $226,583 at 6%; with 50% employer match about $226,583 at 4% or $151,056 at 6%; with 100% employer match about $169,938 at 4% or $113,292 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-19$3,368,693$258,305$13,595iApproximate average salary by contribution assumption: employee only about $339,875 at 4% or $226,583 at 6%; with 50% employer match about $226,583 at 4% or $151,056 at 6%; with 100% employer match about $169,938 at 4% or $113,292 at 6%.
2010114$3,199,311$255,683$18,263iApproximate average salary by contribution assumption: employee only about $456,577 at 4% or $304,385 at 6%; with 50% employer match about $304,385 at 4% or $202,923 at 6%; with 100% employer match about $228,288 at 4% or $152,192 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-14$3,199,311$255,683$18,263iApproximate average salary by contribution assumption: employee only about $456,577 at 4% or $304,385 at 6%; with 50% employer match about $304,385 at 4% or $202,923 at 6%; with 100% employer match about $228,288 at 4% or $152,192 at 6%.
2009112$2,583,577$0-
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-12$2,583,577--
2007111$2,416,090$157,157$14,287iApproximate average salary by contribution assumption: employee only about $357,175 at 4% or $238,117 at 6%; with 50% employer match about $238,117 at 4% or $158,744 at 6%; with 100% employer match about $178,588 at 4% or $119,058 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-11$2,416,090$157,157$14,287iApproximate average salary by contribution assumption: employee only about $357,175 at 4% or $238,117 at 6%; with 50% employer match about $238,117 at 4% or $158,744 at 6%; with 100% employer match about $178,588 at 4% or $119,058 at 6%.
200619$1,987,420$131,733$14,637iApproximate average salary by contribution assumption: employee only about $365,925 at 4% or $243,950 at 6%; with 50% employer match about $243,950 at 4% or $162,633 at 6%; with 100% employer match about $182,963 at 4% or $121,975 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-9$1,987,420$131,733$14,637iApproximate average salary by contribution assumption: employee only about $365,925 at 4% or $243,950 at 6%; with 50% employer match about $243,950 at 4% or $162,633 at 6%; with 100% employer match about $182,963 at 4% or $121,975 at 6%.
2005110$1,921,238$87,398$8,740iApproximate average salary by contribution assumption: employee only about $218,495 at 4% or $145,663 at 6%; with 50% employer match about $145,663 at 4% or $97,109 at 6%; with 100% employer match about $109,247 at 4% or $72,832 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-10$1,921,238$87,398$8,740iApproximate average salary by contribution assumption: employee only about $218,495 at 4% or $145,663 at 6%; with 50% employer match about $145,663 at 4% or $97,109 at 6%; with 100% employer match about $109,247 at 4% or $72,832 at 6%.
200417$1,647,952$88,006$12,572iApproximate average salary by contribution assumption: employee only about $314,307 at 4% or $209,538 at 6%; with 50% employer match about $209,538 at 4% or $139,692 at 6%; with 100% employer match about $157,154 at 4% or $104,769 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-7$1,647,952$88,006$12,572iApproximate average salary by contribution assumption: employee only about $314,307 at 4% or $209,538 at 6%; with 50% employer match about $209,538 at 4% or $139,692 at 6%; with 100% employer match about $157,154 at 4% or $104,769 at 6%.
200318$1,507,238$1,347,989$168,499iApproximate average salary by contribution assumption: employee only about $4,212,466 at 4% or $2,808,310 at 6%; with 50% employer match about $2,808,310 at 4% or $1,872,207 at 6%; with 100% employer match about $2,106,233 at 4% or $1,404,155 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan Dtd 01/01/03-8$1,507,238$1,347,989$168,499iApproximate average salary by contribution assumption: employee only about $4,212,466 at 4% or $2,808,310 at 6%; with 50% employer match about $2,808,310 at 4% or $1,872,207 at 6%; with 100% employer match about $2,106,233 at 4% or $1,404,155 at 6%.