SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN

Plan Contact

  • Address: 140 NEW MONTGOMERY STREET, 20TH FL,SAN FRANCISCO,CA
  • Phone: (415) 464-4600

Plan General Information

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is $52,641,876.00.This plan was established in 1994.

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is 146

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is $360,560.00

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is $9,046.00.

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is approximately $10,956.00
Investing in this additonal $10,956.00 for 20 years would give you extra $701,204.00, assuming a 10% annual return.

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN allocates $1,599,623.00 to match its employees' contributions, providing an employer match rate of 124.52% of their contributions

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is 20.33%.

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is 28.41%. This measures the effectiveness of the plan participants' investments in the year.

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN is 0.00%.

Enrollment Features

SPECTRUM EQUITY MANAGEMENT, INC. PROFIT SHARING RETIREMENT PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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