Civic Intelligence

Sperry & Associates Inc.

Plan context: Sperry & Associates Inc. Profit Sharing Plan

EIN 59-1481055 • Tallahassee, FL • 52 filings • 2 plans

4495 Capital Circle NWTallahassee, FL 32303-7233
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$4,044,090

2024 Contributions

$1,533

Historical Graphs

Total Assets Over Time

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

$4,738,086$2,369,043$0199920122023YearValue
$4,044,090Latest year 2023

Participants Over Time

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

49250199920112023YearValue
37Latest 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
202420$0$1,533-
Sperry & Associates Inc. Profit Sharing Plan-0$0$1,533-
Sperry & Associates Inc. Employee Stock Ownership Plan-0---
2023237$4,044,090$378,993$10,243iApproximate average salary by contribution assumption: employee only about $256,076 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,038 at 4% or $85,359 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-37$2,876,261$378,993$10,243iApproximate average salary by contribution assumption: employee only about $256,076 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,038 at 4% or $85,359 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-37$1,167,829--
2022235$4,143,991$111,007$3,172iApproximate average salary by contribution assumption: employee only about $79,291 at 4% or $52,860 at 6%; with 50% employer match about $52,860 at 4% or $35,240 at 6%; with 100% employer match about $39,645 at 4% or $26,430 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-34$2,680,370$111,007$3,265iApproximate average salary by contribution assumption: employee only about $81,623 at 4% or $54,415 at 6%; with 50% employer match about $54,415 at 4% or $36,277 at 6%; with 100% employer match about $40,811 at 4% or $27,208 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-35$1,463,621--
2021239$4,738,086$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-39$2,762,195--
Sperry & Associates Inc. Profit Sharing Plan-39$1,975,891--
2020240$4,432,001$300,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-40$2,699,432$200,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-40$1,732,569$100,000$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%.
2019238$3,783,918$300,000$7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-38$2,347,149$200,000$5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,789 at 4% or $43,860 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-38$1,436,769$100,000$2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%.
2018241$3,033,545$50,000$1,220iApproximate average salary by contribution assumption: employee only about $30,488 at 4% or $20,325 at 6%; with 50% employer match about $20,325 at 4% or $13,550 at 6%; with 100% employer match about $15,244 at 4% or $10,163 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-41$1,878,324$25,000$610iApproximate average salary by contribution assumption: employee only about $15,244 at 4% or $10,163 at 6%; with 50% employer match about $10,163 at 4% or $6,775 at 6%; with 100% employer match about $7,622 at 4% or $5,081 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-41$1,155,221$25,000$610iApproximate average salary by contribution assumption: employee only about $15,244 at 4% or $10,163 at 6%; with 50% employer match about $10,163 at 4% or $6,775 at 6%; with 100% employer match about $7,622 at 4% or $5,081 at 6%.
2017242$3,087,647$100,000$2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-42$1,878,838$50,000$1,190iApproximate average salary by contribution assumption: employee only about $29,762 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,228 at 6%; with 100% employer match about $14,881 at 4% or $9,921 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-42$1,208,809$50,000$1,190iApproximate average salary by contribution assumption: employee only about $29,762 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,228 at 6%; with 100% employer match about $14,881 at 4% or $9,921 at 6%.
2016235$2,841,565$250,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-35$1,785,717$150,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-35$1,055,848$100,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.
2015234$2,321,782$48,000$1,412iApproximate average salary by contribution assumption: employee only about $35,294 at 4% or $23,529 at 6%; with 50% employer match about $23,529 at 4% or $15,686 at 6%; with 100% employer match about $17,647 at 4% or $11,765 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-34$1,287,705$48,000$1,412iApproximate average salary by contribution assumption: employee only about $35,294 at 4% or $23,529 at 6%; with 50% employer match about $23,529 at 4% or $15,686 at 6%; with 100% employer match about $17,647 at 4% or $11,765 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-34$1,034,077--
2014228$2,445,221$60,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-28$1,341,898$60,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-28$1,103,323--
2013229$2,471,175$40,000$1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-29$1,377,442$40,000$1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-29$1,093,733--
2012227$2,584,255$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-27$1,423,226--
Sperry & Associates Inc. Profit Sharing Plan-27$1,161,029--
2011233$2,627,402$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-33$1,531,602--
Sperry & Associates Inc. Profit Sharing Plan-33$1,095,800--
2010241$3,524,492$195$5iApproximate average salary by contribution assumption: employee only about $119 at 4% or $79 at 6%; with 50% employer match about $79 at 4% or $53 at 6%; with 100% employer match about $59 at 4% or $40 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-41$2,296,427--
Sperry & Associates Inc. Profit Sharing Plan-41$1,228,065$195$5iApproximate average salary by contribution assumption: employee only about $119 at 4% or $79 at 6%; with 50% employer match about $79 at 4% or $53 at 6%; with 100% employer match about $59 at 4% or $40 at 6%.
2009245$3,881,985$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-45$2,752,257--
Sperry & Associates Inc. Profit Sharing Plan-45$1,129,728--
2008248$4,185,671$15,706$327iApproximate average salary by contribution assumption: employee only about $8,180 at 4% or $5,453 at 6%; with 50% employer match about $5,453 at 4% or $3,636 at 6%; with 100% employer match about $4,090 at 4% or $2,727 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-47$3,017,428--
Sperry & Associates Inc. Profit Sharing Plan-48$1,168,243$15,706$327iApproximate average salary by contribution assumption: employee only about $8,180 at 4% or $5,453 at 6%; with 50% employer match about $5,453 at 4% or $3,636 at 6%; with 100% employer match about $4,090 at 4% or $2,727 at 6%.
2007249$1,520,561$50,000$1,020iApproximate average salary by contribution assumption: employee only about $25,510 at 4% or $17,007 at 6%; with 50% employer match about $17,007 at 4% or $11,338 at 6%; with 100% employer match about $12,755 at 4% or $8,503 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-49$1,520,561$50,000$1,020iApproximate average salary by contribution assumption: employee only about $25,510 at 4% or $17,007 at 6%; with 50% employer match about $17,007 at 4% or $11,338 at 6%; with 100% employer match about $12,755 at 4% or $8,503 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-49---
2006240$4,613,040$201,352$5,034iApproximate average salary by contribution assumption: employee only about $125,845 at 4% or $83,897 at 6%; with 50% employer match about $83,897 at 4% or $55,931 at 6%; with 100% employer match about $62,923 at 4% or $41,948 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-39$3,114,254$151,243$3,878iApproximate average salary by contribution assumption: employee only about $96,951 at 4% or $64,634 at 6%; with 50% employer match about $64,634 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-40$1,498,786$50,109$1,253iApproximate average salary by contribution assumption: employee only about $31,318 at 4% or $20,879 at 6%; with 50% employer match about $20,879 at 4% or $13,919 at 6%; with 100% employer match about $15,659 at 4% or $10,439 at 6%.
2005235$4,053,639$285,926$8,169iApproximate average salary by contribution assumption: employee only about $204,233 at 4% or $136,155 at 6%; with 50% employer match about $136,155 at 4% or $90,770 at 6%; with 100% employer match about $102,116 at 4% or $68,078 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-35$2,844,028$262,981$7,514iApproximate average salary by contribution assumption: employee only about $187,844 at 4% or $125,229 at 6%; with 50% employer match about $125,229 at 4% or $83,486 at 6%; with 100% employer match about $93,922 at 4% or $62,615 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-35$1,209,611$22,945$656iApproximate average salary by contribution assumption: employee only about $16,389 at 4% or $10,926 at 6%; with 50% employer match about $10,926 at 4% or $7,284 at 6%; with 100% employer match about $8,195 at 4% or $5,463 at 6%.
2004234$3,534,195$233,232$6,860iApproximate average salary by contribution assumption: employee only about $171,494 at 4% or $114,329 at 6%; with 50% employer match about $114,329 at 4% or $76,220 at 6%; with 100% employer match about $85,747 at 4% or $57,165 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-34$2,415,255$182,217$5,359iApproximate average salary by contribution assumption: employee only about $133,983 at 4% or $89,322 at 6%; with 50% employer match about $89,322 at 4% or $59,548 at 6%; with 100% employer match about $66,992 at 4% or $44,661 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-34$1,118,940$51,015$1,500iApproximate average salary by contribution assumption: employee only about $37,511 at 4% or $25,007 at 6%; with 50% employer match about $25,007 at 4% or $16,672 at 6%; with 100% employer match about $18,756 at 4% or $12,504 at 6%.
2003233$3,079,369$113,220$3,431iApproximate average salary by contribution assumption: employee only about $85,773 at 4% or $57,182 at 6%; with 50% employer match about $57,182 at 4% or $38,121 at 6%; with 100% employer match about $42,886 at 4% or $28,591 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-33$2,016,590$108,437$3,286iApproximate average salary by contribution assumption: employee only about $82,149 at 4% or $54,766 at 6%; with 50% employer match about $54,766 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-31$1,062,779$4,783$154iApproximate average salary by contribution assumption: employee only about $3,857 at 4% or $2,572 at 6%; with 50% employer match about $2,572 at 4% or $1,714 at 6%; with 100% employer match about $1,929 at 4% or $1,286 at 6%.
2002233$2,889,535$279,057$8,456iApproximate average salary by contribution assumption: employee only about $211,407 at 4% or $140,938 at 6%; with 50% employer match about $140,938 at 4% or $93,959 at 6%; with 100% employer match about $105,703 at 4% or $70,469 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-33$1,954,128$268,657$8,141iApproximate average salary by contribution assumption: employee only about $203,528 at 4% or $135,685 at 6%; with 50% employer match about $135,685 at 4% or $90,457 at 6%; with 100% employer match about $101,764 at 4% or $67,843 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-33$935,407$10,400$315iApproximate average salary by contribution assumption: employee only about $7,879 at 4% or $5,253 at 6%; with 50% employer match about $5,253 at 4% or $3,502 at 6%; with 100% employer match about $3,939 at 4% or $2,626 at 6%.
2001237$0$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-37---
Sperry & Associates Inc. Profit Sharing Plan-37---
2000237$0$0-
Sperry & Associates Inc. Employee Stock Ownership Plan-37---
Sperry & Associates Inc. Profit Sharing Plan-37---
1999233$2,461,818$228,352$6,920iApproximate average salary by contribution assumption: employee only about $172,994 at 4% or $115,329 at 6%; with 50% employer match about $115,329 at 4% or $76,886 at 6%; with 100% employer match about $86,497 at 4% or $57,665 at 6%.
Sperry & Associates Inc. Profit Sharing Plan-31$1,471,405$70,000$2,258iApproximate average salary by contribution assumption: employee only about $56,452 at 4% or $37,634 at 6%; with 50% employer match about $37,634 at 4% or $25,090 at 6%; with 100% employer match about $28,226 at 4% or $18,817 at 6%.
Sperry & Associates Inc. Employee Stock Ownership Plan-33$990,413$158,352$4,799iApproximate average salary by contribution assumption: employee only about $119,964 at 4% or $79,976 at 6%; with 50% employer match about $79,976 at 4% or $53,317 at 6%; with 100% employer match about $59,982 at 4% or $39,988 at 6%.