Civic Intelligence

Spott, Lucey & Wall Inc. Cpas

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

EIN 94-3172219 • San Francisco, CA • 13 filings • 1 plans

601 Montgomery Street, Suite 1400San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$10,677,673

2024 Contributions

$751,485

Historical Graphs

Total Assets Over Time

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

$10,677,673$5,338,837$0201220182024YearValue
$10,677,673Latest year 2024

Participants Over Time

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

33170201220182024YearValue
33Latest year 2024

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
2024133$10,677,673$751,485$22,772iApproximate average salary by contribution assumption: employee only about $569,307 at 4% or $379,538 at 6%; with 50% employer match about $379,538 at 4% or $253,025 at 6%; with 100% employer match about $284,653 at 4% or $189,769 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-33$10,677,673$751,485$22,772iApproximate average salary by contribution assumption: employee only about $569,307 at 4% or $379,538 at 6%; with 50% employer match about $379,538 at 4% or $253,025 at 6%; with 100% employer match about $284,653 at 4% or $189,769 at 6%.
2023132$8,775,932$712,248$22,258iApproximate average salary by contribution assumption: employee only about $556,444 at 4% or $370,963 at 6%; with 50% employer match about $370,963 at 4% or $247,308 at 6%; with 100% employer match about $278,222 at 4% or $185,481 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-32$8,775,932$712,248$22,258iApproximate average salary by contribution assumption: employee only about $556,444 at 4% or $370,963 at 6%; with 50% employer match about $370,963 at 4% or $247,308 at 6%; with 100% employer match about $278,222 at 4% or $185,481 at 6%.
2022132$6,813,608$600,292$18,759iApproximate average salary by contribution assumption: employee only about $468,978 at 4% or $312,652 at 6%; with 50% employer match about $312,652 at 4% or $208,435 at 6%; with 100% employer match about $234,489 at 4% or $156,326 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-32$6,813,608$600,292$18,759iApproximate average salary by contribution assumption: employee only about $468,978 at 4% or $312,652 at 6%; with 50% employer match about $312,652 at 4% or $208,435 at 6%; with 100% employer match about $234,489 at 4% or $156,326 at 6%.
2021127$7,513,497$562,948$20,850iApproximate average salary by contribution assumption: employee only about $521,248 at 4% or $347,499 at 6%; with 50% employer match about $347,499 at 4% or $231,666 at 6%; with 100% employer match about $260,624 at 4% or $173,749 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-27$7,513,497$562,948$20,850iApproximate average salary by contribution assumption: employee only about $521,248 at 4% or $347,499 at 6%; with 50% employer match about $347,499 at 4% or $231,666 at 6%; with 100% employer match about $260,624 at 4% or $173,749 at 6%.
2020130$7,684,574$534,242$17,808iApproximate average salary by contribution assumption: employee only about $445,202 at 4% or $296,801 at 6%; with 50% employer match about $296,801 at 4% or $197,867 at 6%; with 100% employer match about $222,601 at 4% or $148,401 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-30$7,684,574$534,242$17,808iApproximate average salary by contribution assumption: employee only about $445,202 at 4% or $296,801 at 6%; with 50% employer match about $296,801 at 4% or $197,867 at 6%; with 100% employer match about $222,601 at 4% or $148,401 at 6%.
2019127$6,420,983$441,380$16,347iApproximate average salary by contribution assumption: employee only about $408,685 at 4% or $272,457 at 6%; with 50% employer match about $272,457 at 4% or $181,638 at 6%; with 100% employer match about $204,343 at 4% or $136,228 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-27$6,420,983$441,380$16,347iApproximate average salary by contribution assumption: employee only about $408,685 at 4% or $272,457 at 6%; with 50% employer match about $272,457 at 4% or $181,638 at 6%; with 100% employer match about $204,343 at 4% or $136,228 at 6%.
2018127$5,278,981$470,375$17,421iApproximate average salary by contribution assumption: employee only about $435,532 at 4% or $290,355 at 6%; with 50% employer match about $290,355 at 4% or $193,570 at 6%; with 100% employer match about $217,766 at 4% or $145,177 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-27$5,278,981$470,375$17,421iApproximate average salary by contribution assumption: employee only about $435,532 at 4% or $290,355 at 6%; with 50% employer match about $290,355 at 4% or $193,570 at 6%; with 100% employer match about $217,766 at 4% or $145,177 at 6%.
2017125$5,270,768$412,300$16,492iApproximate average salary by contribution assumption: employee only about $412,300 at 4% or $274,867 at 6%; with 50% employer match about $274,867 at 4% or $183,244 at 6%; with 100% employer match about $206,150 at 4% or $137,433 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-25$5,270,768$412,300$16,492iApproximate average salary by contribution assumption: employee only about $412,300 at 4% or $274,867 at 6%; with 50% employer match about $274,867 at 4% or $183,244 at 6%; with 100% employer match about $206,150 at 4% or $137,433 at 6%.
2016126$4,281,474$382,854$14,725iApproximate average salary by contribution assumption: employee only about $368,129 at 4% or $245,419 at 6%; with 50% employer match about $245,419 at 4% or $163,613 at 6%; with 100% employer match about $184,064 at 4% or $122,710 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-26$4,281,474$382,854$14,725iApproximate average salary by contribution assumption: employee only about $368,129 at 4% or $245,419 at 6%; with 50% employer match about $245,419 at 4% or $163,613 at 6%; with 100% employer match about $184,064 at 4% or $122,710 at 6%.
2015128$3,590,580$395,107$14,111iApproximate average salary by contribution assumption: employee only about $352,774 at 4% or $235,183 at 6%; with 50% employer match about $235,183 at 4% or $156,788 at 6%; with 100% employer match about $176,387 at 4% or $117,591 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-28$3,590,580$395,107$14,111iApproximate average salary by contribution assumption: employee only about $352,774 at 4% or $235,183 at 6%; with 50% employer match about $235,183 at 4% or $156,788 at 6%; with 100% employer match about $176,387 at 4% or $117,591 at 6%.
2014124$3,179,949$389,219$16,217iApproximate average salary by contribution assumption: employee only about $405,436 at 4% or $270,291 at 6%; with 50% employer match about $270,291 at 4% or $180,194 at 6%; with 100% employer match about $202,718 at 4% or $135,145 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-24$3,179,949$389,219$16,217iApproximate average salary by contribution assumption: employee only about $405,436 at 4% or $270,291 at 6%; with 50% employer match about $270,291 at 4% or $180,194 at 6%; with 100% employer match about $202,718 at 4% or $135,145 at 6%.
2013121$5,159,545$337,431$16,068iApproximate average salary by contribution assumption: employee only about $401,704 at 4% or $267,802 at 6%; with 50% employer match about $267,802 at 4% or $178,535 at 6%; with 100% employer match about $200,852 at 4% or $133,901 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-21$5,159,545$337,431$16,068iApproximate average salary by contribution assumption: employee only about $401,704 at 4% or $267,802 at 6%; with 50% employer match about $267,802 at 4% or $178,535 at 6%; with 100% employer match about $200,852 at 4% or $133,901 at 6%.
2012118$4,061,216$292,932$16,274iApproximate average salary by contribution assumption: employee only about $406,850 at 4% or $271,233 at 6%; with 50% employer match about $271,233 at 4% or $180,822 at 6%; with 100% employer match about $203,425 at 4% or $135,617 at 6%.
Spott, Lucey & Wall Inc. CPA'S 401(K) Plan-18$4,061,216$292,932$16,274iApproximate average salary by contribution assumption: employee only about $406,850 at 4% or $271,233 at 6%; with 50% employer match about $271,233 at 4% or $180,822 at 6%; with 100% employer match about $203,425 at 4% or $135,617 at 6%.