Larry E. Speaks & Associates Inc.
Plan context: Larry E. Speaks & Associates Inc. Profit Sharing Plan
EIN 63-0708667 • Montgomery, AL • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$3,920,738
2024 Contributions
$387,149
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 | 1 | 31 | $3,920,738 | $387,149 | $12,489iApproximate average salary by contribution assumption: employee only about $312,217 at 4% or $208,145 at 6%; with 50% employer match about $208,145 at 4% or $138,763 at 6%; with 100% employer match about $156,108 at 4% or $104,072 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 31 | $3,920,738 | $387,149 | $12,489iApproximate average salary by contribution assumption: employee only about $312,217 at 4% or $208,145 at 6%; with 50% employer match about $208,145 at 4% or $138,763 at 6%; with 100% employer match about $156,108 at 4% or $104,072 at 6%. |
| 2023 | 1 | 36 | $4,526,522 | $354,836 | $9,857iApproximate average salary by contribution assumption: employee only about $246,414 at 4% or $164,276 at 6%; with 50% employer match about $164,276 at 4% or $109,517 at 6%; with 100% employer match about $123,207 at 4% or $82,138 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 36 | $4,526,522 | $354,836 | $9,857iApproximate average salary by contribution assumption: employee only about $246,414 at 4% or $164,276 at 6%; with 50% employer match about $164,276 at 4% or $109,517 at 6%; with 100% employer match about $123,207 at 4% or $82,138 at 6%. |
| 2022 | 1 | 33 | $4,880,132 | $334,284 | $10,130iApproximate average salary by contribution assumption: employee only about $253,245 at 4% or $168,830 at 6%; with 50% employer match about $168,830 at 4% or $112,554 at 6%; with 100% employer match about $126,623 at 4% or $84,415 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 33 | $4,880,132 | $334,284 | $10,130iApproximate average salary by contribution assumption: employee only about $253,245 at 4% or $168,830 at 6%; with 50% employer match about $168,830 at 4% or $112,554 at 6%; with 100% employer match about $126,623 at 4% or $84,415 at 6%. |
| 2021 | 1 | 28 | $4,951,285 | $307,939 | $10,998iApproximate average salary by contribution assumption: employee only about $274,946 at 4% or $183,297 at 6%; with 50% employer match about $183,297 at 4% or $122,198 at 6%; with 100% employer match about $137,473 at 4% or $91,649 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 28 | $4,951,285 | $307,939 | $10,998iApproximate average salary by contribution assumption: employee only about $274,946 at 4% or $183,297 at 6%; with 50% employer match about $183,297 at 4% or $122,198 at 6%; with 100% employer match about $137,473 at 4% or $91,649 at 6%. |
| 2020 | 1 | 26 | $4,509,927 | $276,973 | $10,653iApproximate average salary by contribution assumption: employee only about $266,320 at 4% or $177,547 at 6%; with 50% employer match about $177,547 at 4% or $118,365 at 6%; with 100% employer match about $133,160 at 4% or $88,773 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 26 | $4,509,927 | $276,973 | $10,653iApproximate average salary by contribution assumption: employee only about $266,320 at 4% or $177,547 at 6%; with 50% employer match about $177,547 at 4% or $118,365 at 6%; with 100% employer match about $133,160 at 4% or $88,773 at 6%. |
| 2019 | 1 | 23 | $2,897,830 | $240,314 | $10,448iApproximate average salary by contribution assumption: employee only about $261,211 at 4% or $174,141 at 6%; with 50% employer match about $174,141 at 4% or $116,094 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 23 | $2,897,830 | $240,314 | $10,448iApproximate average salary by contribution assumption: employee only about $261,211 at 4% or $174,141 at 6%; with 50% employer match about $174,141 at 4% or $116,094 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%. |
| 2018 | 1 | 21 | $3,029,930 | $218,638 | $10,411iApproximate average salary by contribution assumption: employee only about $260,283 at 4% or $173,522 at 6%; with 50% employer match about $173,522 at 4% or $115,681 at 6%; with 100% employer match about $130,142 at 4% or $86,761 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 21 | $3,029,930 | $218,638 | $10,411iApproximate average salary by contribution assumption: employee only about $260,283 at 4% or $173,522 at 6%; with 50% employer match about $173,522 at 4% or $115,681 at 6%; with 100% employer match about $130,142 at 4% or $86,761 at 6%. |
| 2017 | 1 | 22 | $2,748,017 | $189,186 | $8,599iApproximate average salary by contribution assumption: employee only about $214,984 at 4% or $143,323 at 6%; with 50% employer match about $143,323 at 4% or $95,548 at 6%; with 100% employer match about $107,492 at 4% or $71,661 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 22 | $2,748,017 | $189,186 | $8,599iApproximate average salary by contribution assumption: employee only about $214,984 at 4% or $143,323 at 6%; with 50% employer match about $143,323 at 4% or $95,548 at 6%; with 100% employer match about $107,492 at 4% or $71,661 at 6%. |
| 2016 | 1 | 22 | $2,303,967 | $173,297 | $7,877iApproximate average salary by contribution assumption: employee only about $196,928 at 4% or $131,286 at 6%; with 50% employer match about $131,286 at 4% or $87,524 at 6%; with 100% employer match about $98,464 at 4% or $65,643 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 22 | $2,303,967 | $173,297 | $7,877iApproximate average salary by contribution assumption: employee only about $196,928 at 4% or $131,286 at 6%; with 50% employer match about $131,286 at 4% or $87,524 at 6%; with 100% employer match about $98,464 at 4% or $65,643 at 6%. |
| 2015 | 1 | 20 | $1,896,420 | $297,507 | $14,875iApproximate average salary by contribution assumption: employee only about $371,884 at 4% or $247,923 at 6%; with 50% employer match about $247,923 at 4% or $165,282 at 6%; with 100% employer match about $185,942 at 4% or $123,961 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 20 | $1,896,420 | $297,507 | $14,875iApproximate average salary by contribution assumption: employee only about $371,884 at 4% or $247,923 at 6%; with 50% employer match about $247,923 at 4% or $165,282 at 6%; with 100% employer match about $185,942 at 4% or $123,961 at 6%. |
| 2014 | 1 | 20 | $2,110,112 | $139,654 | $6,983iApproximate average salary by contribution assumption: employee only about $174,568 at 4% or $116,378 at 6%; with 50% employer match about $116,378 at 4% or $77,586 at 6%; with 100% employer match about $87,284 at 4% or $58,189 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 20 | $2,110,112 | $139,654 | $6,983iApproximate average salary by contribution assumption: employee only about $174,568 at 4% or $116,378 at 6%; with 50% employer match about $116,378 at 4% or $77,586 at 6%; with 100% employer match about $87,284 at 4% or $58,189 at 6%. |
| 2013 | 1 | 19 | $1,979,348 | $123,410 | $6,495iApproximate average salary by contribution assumption: employee only about $162,382 at 4% or $108,254 at 6%; with 50% employer match about $108,254 at 4% or $72,170 at 6%; with 100% employer match about $81,191 at 4% or $54,127 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 19 | $1,979,348 | $123,410 | $6,495iApproximate average salary by contribution assumption: employee only about $162,382 at 4% or $108,254 at 6%; with 50% employer match about $108,254 at 4% or $72,170 at 6%; with 100% employer match about $81,191 at 4% or $54,127 at 6%. |
| 2012 | 1 | 17 | $1,729,249 | $45,149 | $2,656iApproximate average salary by contribution assumption: employee only about $66,396 at 4% or $44,264 at 6%; with 50% employer match about $44,264 at 4% or $29,509 at 6%; with 100% employer match about $33,198 at 4% or $22,132 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 17 | $1,729,249 | $45,149 | $2,656iApproximate average salary by contribution assumption: employee only about $66,396 at 4% or $44,264 at 6%; with 50% employer match about $44,264 at 4% or $29,509 at 6%; with 100% employer match about $33,198 at 4% or $22,132 at 6%. |
| 2011 | 1 | 19 | $1,974,788 | $94,904 | $4,995iApproximate average salary by contribution assumption: employee only about $124,874 at 4% or $83,249 at 6%; with 50% employer match about $83,249 at 4% or $55,499 at 6%; with 100% employer match about $62,437 at 4% or $41,625 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 19 | $1,974,788 | $94,904 | $4,995iApproximate average salary by contribution assumption: employee only about $124,874 at 4% or $83,249 at 6%; with 50% employer match about $83,249 at 4% or $55,499 at 6%; with 100% employer match about $62,437 at 4% or $41,625 at 6%. |
| 2010 | 1 | 19 | $1,886,075 | $51,296 | $2,700iApproximate average salary by contribution assumption: employee only about $67,495 at 4% or $44,996 at 6%; with 50% employer match about $44,996 at 4% or $29,998 at 6%; with 100% employer match about $33,747 at 4% or $22,498 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 19 | $1,886,075 | $51,296 | $2,700iApproximate average salary by contribution assumption: employee only about $67,495 at 4% or $44,996 at 6%; with 50% employer match about $44,996 at 4% or $29,998 at 6%; with 100% employer match about $33,747 at 4% or $22,498 at 6%. |
| 2009 | 1 | 22 | $1,764,585 | $81,037 | $3,684iApproximate average salary by contribution assumption: employee only about $92,088 at 4% or $61,392 at 6%; with 50% employer match about $61,392 at 4% or $40,928 at 6%; with 100% employer match about $46,044 at 4% or $30,696 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 22 | $1,764,585 | $81,037 | $3,684iApproximate average salary by contribution assumption: employee only about $92,088 at 4% or $61,392 at 6%; with 50% employer match about $61,392 at 4% or $40,928 at 6%; with 100% employer match about $46,044 at 4% or $30,696 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 22 | - | - | - |
| 2007 | 1 | 26 | $0 | $0 | - |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 26 | - | - | - |
| 2006 | 1 | 22 | $1,826,581 | $201,203 | $9,146iApproximate average salary by contribution assumption: employee only about $228,640 at 4% or $152,427 at 6%; with 50% employer match about $152,427 at 4% or $101,618 at 6%; with 100% employer match about $114,320 at 4% or $76,213 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 22 | $1,826,581 | $201,203 | $9,146iApproximate average salary by contribution assumption: employee only about $228,640 at 4% or $152,427 at 6%; with 50% employer match about $152,427 at 4% or $101,618 at 6%; with 100% employer match about $114,320 at 4% or $76,213 at 6%. |
| 2004 | 1 | 20 | $1,116,102 | $161,437 | $8,072iApproximate average salary by contribution assumption: employee only about $201,796 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 20 | $1,116,102 | $161,437 | $8,072iApproximate average salary by contribution assumption: employee only about $201,796 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| 2003 | 1 | 16 | $0 | $0 | - |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 16 | - | - | - |
| 2002 | 1 | 16 | $0 | $0 | - |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 16 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Larry E. Speaks & Associates Inc. Profit Sharing Plan | - | 16 | - | - | - |
| 2000 | 1 | 18 | $649,095 | $103,492 | $5,750iApproximate average salary by contribution assumption: employee only about $143,739 at 4% or $95,826 at 6%; with 50% employer match about $95,826 at 4% or $63,884 at 6%; with 100% employer match about $71,869 at 4% or $47,913 at 6%. |
| LARRY E. SPEAKS & ASSOCIATES, INC. PROFIT SHARING TRUST | - | 18 | $649,095 | $103,492 | $5,750iApproximate average salary by contribution assumption: employee only about $143,739 at 4% or $95,826 at 6%; with 50% employer match about $95,826 at 4% or $63,884 at 6%; with 100% employer match about $71,869 at 4% or $47,913 at 6%. |