Civic Intelligence

SPECTOR & LEVY LLP

Plan context: SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST

EIN 94-3289911 • Newport Beach, CA • 21 filings • 5 plans

5000 Birch St Ste 3000Newport Beach, CA 92660-2140
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$664,511

2025 Contributions

$27,700

Historical Graphs

Total Assets Over Time

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

$664,511$332,256$0200420152025YearValue
$664,511Latest year 2025

Participants Over Time

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

740200420152025YearValue
3Latest year 2025

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
202513$664,511$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-3$664,511$0-
202414$615,499$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$615,499$0-
202314$539,538$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$539,538$0-
202214$477,323$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$477,323$0-
202114$524,772$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$524,772$0-
202014$476,253$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$476,253$0-
201914$541,907$0-
SPECTER & LEVY LLP 401(K) PROFIT SHARING PLAN & TRUST-4$541,907$0-
201814$424,517$0-
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-4$424,517$0-
201715$466,417$0-
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-5$466,417$0-
201615$405,954$0-
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-5$405,954$0-
201515$370,486$27,700$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-5$370,486$27,700$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
201417$356,521$46,113$6,588iApproximate average salary by contribution assumption: employee only about $164,689 at 4% or $109,793 at 6%; with 50% employer match about $109,793 at 4% or $73,195 at 6%; with 100% employer match about $82,345 at 4% or $54,896 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-7$356,521$46,113$6,588iApproximate average salary by contribution assumption: employee only about $164,689 at 4% or $109,793 at 6%; with 50% employer match about $109,793 at 4% or $73,195 at 6%; with 100% employer match about $82,345 at 4% or $54,896 at 6%.
201317$282,056$23,857$3,408iApproximate average salary by contribution assumption: employee only about $85,204 at 4% or $56,802 at 6%; with 50% employer match about $56,802 at 4% or $37,868 at 6%; with 100% employer match about $42,602 at 4% or $28,401 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-7$282,056$23,857$3,408iApproximate average salary by contribution assumption: employee only about $85,204 at 4% or $56,802 at 6%; with 50% employer match about $56,802 at 4% or $37,868 at 6%; with 100% employer match about $42,602 at 4% or $28,401 at 6%.
201216$264,407$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-6$264,407$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
201116$206,025$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-6$206,025$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
201013$180,359$26,300$8,767iApproximate average salary by contribution assumption: employee only about $219,167 at 4% or $146,111 at 6%; with 50% employer match about $146,111 at 4% or $97,407 at 6%; with 100% employer match about $109,583 at 4% or $73,056 at 6%.
SPECTER LEVY LLP 401 K PROFIT SHARING PLAN TRUST-3$180,359$26,300$8,767iApproximate average salary by contribution assumption: employee only about $219,167 at 4% or $146,111 at 6%; with 50% employer match about $146,111 at 4% or $97,407 at 6%; with 100% employer match about $109,583 at 4% or $73,056 at 6%.
200913$129,391$0-
SPECTER LEVY LLP-3$129,391$0-
200814$111,412$14,897$3,724iApproximate average salary by contribution assumption: employee only about $93,106 at 4% or $62,071 at 6%; with 50% employer match about $62,071 at 4% or $41,381 at 6%; with 100% employer match about $46,553 at 4% or $31,035 at 6%.
SPECTER & LEVY LLP 401K PROFIT SHARING PLAN & TRUST-4$111,412$14,897$3,724iApproximate average salary by contribution assumption: employee only about $93,106 at 4% or $62,071 at 6%; with 50% employer match about $62,071 at 4% or $41,381 at 6%; with 100% employer match about $46,553 at 4% or $31,035 at 6%.
200715$171,065$16,457$3,291iApproximate average salary by contribution assumption: employee only about $82,285 at 4% or $54,857 at 6%; with 50% employer match about $54,857 at 4% or $36,571 at 6%; with 100% employer match about $41,143 at 4% or $27,428 at 6%.
SPECTER & LEVY LLP 401K PROFIT SHARING PLAN & TRUST-5$171,065$16,457$3,291iApproximate average salary by contribution assumption: employee only about $82,285 at 4% or $54,857 at 6%; with 50% employer match about $54,857 at 4% or $36,571 at 6%; with 100% employer match about $41,143 at 4% or $27,428 at 6%.
200615$179,647$9,560$1,912iApproximate average salary by contribution assumption: employee only about $47,800 at 4% or $31,867 at 6%; with 50% employer match about $31,867 at 4% or $21,244 at 6%; with 100% employer match about $23,900 at 4% or $15,933 at 6%.
SPECTER & WILLOUGHBY LLP 401K PROFIT SHARING PLAN & TRUST-5$179,647$9,560$1,912iApproximate average salary by contribution assumption: employee only about $47,800 at 4% or $31,867 at 6%; with 50% employer match about $31,867 at 4% or $21,244 at 6%; with 100% employer match about $23,900 at 4% or $15,933 at 6%.
200414$190,469$44,433$11,108iApproximate average salary by contribution assumption: employee only about $277,706 at 4% or $185,138 at 6%; with 50% employer match about $185,138 at 4% or $123,425 at 6%; with 100% employer match about $138,853 at 4% or $92,569 at 6%.
SPECTER & LEVY LLP 401K PROFIT SHARING PLAN & TRUST-4$190,469$44,433$11,108iApproximate average salary by contribution assumption: employee only about $277,706 at 4% or $185,138 at 6%; with 50% employer match about $185,138 at 4% or $123,425 at 6%; with 100% employer match about $138,853 at 4% or $92,569 at 6%.
SPECTOR & LEVY LLP | EIN 94-3289911 | 2025 Form 5500 Company Profile