Civic Intelligence

Smith & Wessel Associates Inc.

Plan context: Smith & Wessel Associates Inc. 401K Plan

EIN 02-0483700 • Bradenton, FL • 24 filings • 2 plans

515 Wildlife GlenBradenton, FL 34209
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,302,648

2024 Contributions

$85,727

Historical Graphs

Total Assets Over Time

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

$2,861,278$1,430,639$0199920132024YearValue
$1,302,648Latest year 2024

Participants Over Time

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

19100199920132024YearValue
16Latest 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
2024116$1,302,648$85,727$5,358iApproximate average salary by contribution assumption: employee only about $133,948 at 4% or $89,299 at 6%; with 50% employer match about $89,299 at 4% or $59,533 at 6%; with 100% employer match about $66,974 at 4% or $44,649 at 6%.
Smith & Wessel Associates Inc. 401K Plan-16$1,302,648$85,727$5,358iApproximate average salary by contribution assumption: employee only about $133,948 at 4% or $89,299 at 6%; with 50% employer match about $89,299 at 4% or $59,533 at 6%; with 100% employer match about $66,974 at 4% or $44,649 at 6%.
2023119$2,861,278$137,986$7,262iApproximate average salary by contribution assumption: employee only about $181,561 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,694 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.
Smith & Wessel Associates Inc. 401K Plan-19$2,861,278$137,986$7,262iApproximate average salary by contribution assumption: employee only about $181,561 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,694 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.
2022119$2,349,641$116,916$6,153iApproximate average salary by contribution assumption: employee only about $153,837 at 4% or $102,558 at 6%; with 50% employer match about $102,558 at 4% or $68,372 at 6%; with 100% employer match about $76,918 at 4% or $51,279 at 6%.
Smith & Wessel Associates Inc. 401K Plan-19$2,349,641$116,916$6,153iApproximate average salary by contribution assumption: employee only about $153,837 at 4% or $102,558 at 6%; with 50% employer match about $102,558 at 4% or $68,372 at 6%; with 100% employer match about $76,918 at 4% or $51,279 at 6%.
2021117$2,703,386$111,011$6,530iApproximate average salary by contribution assumption: employee only about $163,251 at 4% or $108,834 at 6%; with 50% employer match about $108,834 at 4% or $72,556 at 6%; with 100% employer match about $81,626 at 4% or $54,417 at 6%.
Smith & Wessel Associates Inc. 401K Plan-17$2,703,386$111,011$6,530iApproximate average salary by contribution assumption: employee only about $163,251 at 4% or $108,834 at 6%; with 50% employer match about $108,834 at 4% or $72,556 at 6%; with 100% employer match about $81,626 at 4% or $54,417 at 6%.
2020116$2,207,873$104,020$6,501iApproximate average salary by contribution assumption: employee only about $162,531 at 4% or $108,354 at 6%; with 50% employer match about $108,354 at 4% or $72,236 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%.
Smith & Wessel Associates Inc. 401K Plan-16$2,207,873$104,020$6,501iApproximate average salary by contribution assumption: employee only about $162,531 at 4% or $108,354 at 6%; with 50% employer match about $108,354 at 4% or $72,236 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%.
2019114$1,872,756$98,921$7,066iApproximate average salary by contribution assumption: employee only about $176,645 at 4% or $117,763 at 6%; with 50% employer match about $117,763 at 4% or $78,509 at 6%; with 100% employer match about $88,322 at 4% or $58,882 at 6%.
Smith & Wessel Associates Inc. 401K Plan-14$1,872,756$98,921$7,066iApproximate average salary by contribution assumption: employee only about $176,645 at 4% or $117,763 at 6%; with 50% employer match about $117,763 at 4% or $78,509 at 6%; with 100% employer match about $88,322 at 4% or $58,882 at 6%.
2018113$1,465,108$206,292$15,869iApproximate average salary by contribution assumption: employee only about $396,715 at 4% or $264,477 at 6%; with 50% employer match about $264,477 at 4% or $176,318 at 6%; with 100% employer match about $198,358 at 4% or $132,238 at 6%.
Smith & Wessel Associates Inc. 401K Plan-13$1,465,108$206,292$15,869iApproximate average salary by contribution assumption: employee only about $396,715 at 4% or $264,477 at 6%; with 50% employer match about $264,477 at 4% or $176,318 at 6%; with 100% employer match about $198,358 at 4% or $132,238 at 6%.
2017112$1,401,783$96,376$8,031iApproximate average salary by contribution assumption: employee only about $200,783 at 4% or $133,856 at 6%; with 50% employer match about $133,856 at 4% or $89,237 at 6%; with 100% employer match about $100,392 at 4% or $66,928 at 6%.
Smith & Wessel Associates Inc. 401K Plan-12$1,401,783$96,376$8,031iApproximate average salary by contribution assumption: employee only about $200,783 at 4% or $133,856 at 6%; with 50% employer match about $133,856 at 4% or $89,237 at 6%; with 100% employer match about $100,392 at 4% or $66,928 at 6%.
2016113$1,185,772$82,451$6,342iApproximate average salary by contribution assumption: employee only about $158,560 at 4% or $105,706 at 6%; with 50% employer match about $105,706 at 4% or $70,471 at 6%; with 100% employer match about $79,280 at 4% or $52,853 at 6%.
Smith & Wessel Associates Inc. 401K Plan-13$1,185,772$82,451$6,342iApproximate average salary by contribution assumption: employee only about $158,560 at 4% or $105,706 at 6%; with 50% employer match about $105,706 at 4% or $70,471 at 6%; with 100% employer match about $79,280 at 4% or $52,853 at 6%.
2015114$1,029,357$78,247$5,589iApproximate average salary by contribution assumption: employee only about $139,727 at 4% or $93,151 at 6%; with 50% employer match about $93,151 at 4% or $62,101 at 6%; with 100% employer match about $69,863 at 4% or $46,576 at 6%.
Smith & Wessel Associates Inc. 401K Plan-14$1,029,357$78,247$5,589iApproximate average salary by contribution assumption: employee only about $139,727 at 4% or $93,151 at 6%; with 50% employer match about $93,151 at 4% or $62,101 at 6%; with 100% employer match about $69,863 at 4% or $46,576 at 6%.
2014110$1,012,279$68,195$6,820iApproximate average salary by contribution assumption: employee only about $170,488 at 4% or $113,658 at 6%; with 50% employer match about $113,658 at 4% or $75,772 at 6%; with 100% employer match about $85,244 at 4% or $56,829 at 6%.
Smith & Wessel Associates Inc. 401K Plan-10$1,012,279$68,195$6,820iApproximate average salary by contribution assumption: employee only about $170,488 at 4% or $113,658 at 6%; with 50% employer match about $113,658 at 4% or $75,772 at 6%; with 100% employer match about $85,244 at 4% or $56,829 at 6%.
2013110$877,679$31,210$3,121iApproximate average salary by contribution assumption: employee only about $78,025 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,008 at 6%.
Smith & Wessel Associates Inc. 401K Plan-10$877,679$31,210$3,121iApproximate average salary by contribution assumption: employee only about $78,025 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,008 at 6%.
2012111$727,683$34,340$3,122iApproximate average salary by contribution assumption: employee only about $78,045 at 4% or $52,030 at 6%; with 50% employer match about $52,030 at 4% or $34,687 at 6%; with 100% employer match about $39,023 at 4% or $26,015 at 6%.
Smith & Wessel Associates Inc. 401K Plan-11$727,683$34,340$3,122iApproximate average salary by contribution assumption: employee only about $78,045 at 4% or $52,030 at 6%; with 50% employer match about $52,030 at 4% or $34,687 at 6%; with 100% employer match about $39,023 at 4% or $26,015 at 6%.
2011111$625,011$36,401$3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,153 at 6%; with 50% employer match about $55,153 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%.
Smith & Wessel Associates Inc. 401K Plan-11$625,011$36,401$3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,153 at 6%; with 50% employer match about $55,153 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%.
2010112$625,401$37,488$3,124iApproximate average salary by contribution assumption: employee only about $78,100 at 4% or $52,067 at 6%; with 50% employer match about $52,067 at 4% or $34,711 at 6%; with 100% employer match about $39,050 at 4% or $26,033 at 6%.
Smith & Wessel Associates Inc. 401K Plan-12$625,401$37,488$3,124iApproximate average salary by contribution assumption: employee only about $78,100 at 4% or $52,067 at 6%; with 50% employer match about $52,067 at 4% or $34,711 at 6%; with 100% employer match about $39,050 at 4% or $26,033 at 6%.
2009112$506,970$48,028$4,002iApproximate average salary by contribution assumption: employee only about $100,058 at 4% or $66,706 at 6%; with 50% employer match about $66,706 at 4% or $44,470 at 6%; with 100% employer match about $50,029 at 4% or $33,353 at 6%.
Smith & Wessel Associates Inc. 401K Plan-12$506,970$48,028$4,002iApproximate average salary by contribution assumption: employee only about $100,058 at 4% or $66,706 at 6%; with 50% employer match about $66,706 at 4% or $44,470 at 6%; with 100% employer match about $50,029 at 4% or $33,353 at 6%.
2008110$344,669$54,468$5,447iApproximate average salary by contribution assumption: employee only about $136,170 at 4% or $90,780 at 6%; with 50% employer match about $90,780 at 4% or $60,520 at 6%; with 100% employer match about $68,085 at 4% or $45,390 at 6%.
Smith & Wessel Associates Inc. 401K Plan-10$344,669$54,468$5,447iApproximate average salary by contribution assumption: employee only about $136,170 at 4% or $90,780 at 6%; with 50% employer match about $90,780 at 4% or $60,520 at 6%; with 100% employer match about $68,085 at 4% or $45,390 at 6%.
2007112$487,619$55,826$4,652iApproximate average salary by contribution assumption: employee only about $116,304 at 4% or $77,536 at 6%; with 50% employer match about $77,536 at 4% or $51,691 at 6%; with 100% employer match about $58,152 at 4% or $38,768 at 6%.
Smith & Wessel Associates Inc. 401K Plan-12$487,619$55,826$4,652iApproximate average salary by contribution assumption: employee only about $116,304 at 4% or $77,536 at 6%; with 50% employer match about $77,536 at 4% or $51,691 at 6%; with 100% employer match about $58,152 at 4% or $38,768 at 6%.
2006110$403,292$51,178$5,118iApproximate average salary by contribution assumption: employee only about $127,945 at 4% or $85,297 at 6%; with 50% employer match about $85,297 at 4% or $56,864 at 6%; with 100% employer match about $63,973 at 4% or $42,648 at 6%.
Smith & Wessel Associates Inc. 401K Plan-10$403,292$51,178$5,118iApproximate average salary by contribution assumption: employee only about $127,945 at 4% or $85,297 at 6%; with 50% employer match about $85,297 at 4% or $56,864 at 6%; with 100% employer match about $63,973 at 4% or $42,648 at 6%.
200519$365,327$56,163$6,240iApproximate average salary by contribution assumption: employee only about $156,008 at 4% or $104,006 at 6%; with 50% employer match about $104,006 at 4% or $69,337 at 6%; with 100% employer match about $78,004 at 4% or $52,003 at 6%.
Smith & Wessel Associates Inc. 401K Plan-9$365,327$56,163$6,240iApproximate average salary by contribution assumption: employee only about $156,008 at 4% or $104,006 at 6%; with 50% employer match about $104,006 at 4% or $69,337 at 6%; with 100% employer match about $78,004 at 4% or $52,003 at 6%.
2004112$291,593$57,720$4,810iApproximate average salary by contribution assumption: employee only about $120,250 at 4% or $80,167 at 6%; with 50% employer match about $80,167 at 4% or $53,444 at 6%; with 100% employer match about $60,125 at 4% or $40,083 at 6%.
Smith & Wessel Associates Inc. 401K Plan-12$291,593$57,720$4,810iApproximate average salary by contribution assumption: employee only about $120,250 at 4% or $80,167 at 6%; with 50% employer match about $80,167 at 4% or $53,444 at 6%; with 100% employer match about $60,125 at 4% or $40,083 at 6%.
200317$214,466$46,334$6,619iApproximate average salary by contribution assumption: employee only about $165,479 at 4% or $110,319 at 6%; with 50% employer match about $110,319 at 4% or $73,546 at 6%; with 100% employer match about $82,739 at 4% or $55,160 at 6%.
Smith & Wessel Associates Inc. 401K Plan-7$214,466$46,334$6,619iApproximate average salary by contribution assumption: employee only about $165,479 at 4% or $110,319 at 6%; with 50% employer match about $110,319 at 4% or $73,546 at 6%; with 100% employer match about $82,739 at 4% or $55,160 at 6%.
200216$125,601$38,505$6,418iApproximate average salary by contribution assumption: employee only about $160,438 at 4% or $106,958 at 6%; with 50% employer match about $106,958 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,479 at 6%.
Smith & Wessel Associates Inc. 401K Plan-6$125,601$38,505$6,418iApproximate average salary by contribution assumption: employee only about $160,438 at 4% or $106,958 at 6%; with 50% employer match about $106,958 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,479 at 6%.
199916$154,596$32,689$5,448iApproximate average salary by contribution assumption: employee only about $136,204 at 4% or $90,803 at 6%; with 50% employer match about $90,803 at 4% or $60,535 at 6%; with 100% employer match about $68,102 at 4% or $45,401 at 6%.
Smith & Wessel Associates Inc. 401K Plan-6$154,596$32,689$5,448iApproximate average salary by contribution assumption: employee only about $136,204 at 4% or $90,803 at 6%; with 50% employer match about $90,803 at 4% or $60,535 at 6%; with 100% employer match about $68,102 at 4% or $45,401 at 6%.