SP ASSET MANAGEMENT
Plan context: SP ASSET MANAGEMENT 401(K) PLAN
EIN 77-0385520 • Cupertino, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$254,168
2025 Contributions
$60,482
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $254,168 | $60,482 | $20,161iApproximate average salary by contribution assumption: employee only about $504,017 at 4% or $336,011 at 6%; with 50% employer match about $336,011 at 4% or $224,007 at 6%; with 100% employer match about $252,008 at 4% or $168,006 at 6%. |
| SP ASSET MANAGEMENT 401(K) PLAN | - | 3 | $254,168 | $60,482 | $20,161iApproximate average salary by contribution assumption: employee only about $504,017 at 4% or $336,011 at 6%; with 50% employer match about $336,011 at 4% or $224,007 at 6%; with 100% employer match about $252,008 at 4% or $168,006 at 6%. |
| 2024 | 1 | 4 | $212,230 | $53,400 | $13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%. |
| SP ASSET MANAGEMENT 401(K) PLAN | - | 4 | $212,230 | $53,400 | $13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%. |
| 2023 | 1 | 3 | $130,277 | $66,609 | $22,203iApproximate average salary by contribution assumption: employee only about $555,075 at 4% or $370,050 at 6%; with 50% employer match about $370,050 at 4% or $246,700 at 6%; with 100% employer match about $277,538 at 4% or $185,025 at 6%. |
| SP ASSET MANAGEMENT 401(K) PLAN | - | 3 | $130,277 | $66,609 | $22,203iApproximate average salary by contribution assumption: employee only about $555,075 at 4% or $370,050 at 6%; with 50% employer match about $370,050 at 4% or $246,700 at 6%; with 100% employer match about $277,538 at 4% or $185,025 at 6%. |
| 2022 | 1 | 2 | $45,923 | $45,475 | $22,738iApproximate average salary by contribution assumption: employee only about $568,438 at 4% or $378,958 at 6%; with 50% employer match about $378,958 at 4% or $252,639 at 6%; with 100% employer match about $284,219 at 4% or $189,479 at 6%. |
| SP ASSET MANAGEMENT 401(K) PLAN | - | 2 | $45,923 | $45,475 | $22,738iApproximate average salary by contribution assumption: employee only about $568,438 at 4% or $378,958 at 6%; with 50% employer match about $378,958 at 4% or $252,639 at 6%; with 100% employer match about $284,219 at 4% or $189,479 at 6%. |
| 2021 | 1 | 2 | $4,422 | $4,325 | $2,163iApproximate average salary by contribution assumption: employee only about $54,063 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,031 at 4% or $18,021 at 6%. |
| SP ASSET MANAGEMENT 401(K) PLAN | - | 2 | $4,422 | $4,325 | $2,163iApproximate average salary by contribution assumption: employee only about $54,063 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,031 at 4% or $18,021 at 6%. |