Civic Intelligence

Smith and Company LLC

Plan context: Smith and Company LLC 401 K Profit Sharing Plan Trust

EIN 02-0720288 • Simi Valley, CA • 12 filings • 3 plans

PO Box 1080Simi Valley, CA 93062
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,866,329

2024 Contributions

$187,994

Historical Graphs

Total Assets Over Time

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

$1,866,329$933,165$0201020192024YearValue
$1,866,329Latest year 2024

Participants Over Time

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

20100201020192024YearValue
15Latest 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
2024115$1,866,329$187,994$12,533iApproximate average salary by contribution assumption: employee only about $313,323 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-15$1,866,329$187,994$12,533iApproximate average salary by contribution assumption: employee only about $313,323 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%.
2023112$1,506,444$170,070$14,173iApproximate average salary by contribution assumption: employee only about $354,313 at 4% or $236,208 at 6%; with 50% employer match about $236,208 at 4% or $157,472 at 6%; with 100% employer match about $177,156 at 4% or $118,104 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-12$1,506,444$170,070$14,173iApproximate average salary by contribution assumption: employee only about $354,313 at 4% or $236,208 at 6%; with 50% employer match about $236,208 at 4% or $157,472 at 6%; with 100% employer match about $177,156 at 4% or $118,104 at 6%.
2022114$1,472,457$666,199$47,586iApproximate average salary by contribution assumption: employee only about $1,189,641 at 4% or $793,094 at 6%; with 50% employer match about $793,094 at 4% or $528,729 at 6%; with 100% employer match about $594,821 at 4% or $396,547 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-14$1,472,457$666,199$47,586iApproximate average salary by contribution assumption: employee only about $1,189,641 at 4% or $793,094 at 6%; with 50% employer match about $793,094 at 4% or $528,729 at 6%; with 100% employer match about $594,821 at 4% or $396,547 at 6%.
2021118$1,016,813$383,547$21,308iApproximate average salary by contribution assumption: employee only about $532,704 at 4% or $355,136 at 6%; with 50% employer match about $355,136 at 4% or $236,757 at 6%; with 100% employer match about $266,352 at 4% or $177,568 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-18$1,016,813$383,547$21,308iApproximate average salary by contribution assumption: employee only about $532,704 at 4% or $355,136 at 6%; with 50% employer match about $355,136 at 4% or $236,757 at 6%; with 100% employer match about $266,352 at 4% or $177,568 at 6%.
2020120$753,151$120,563$6,028iApproximate average salary by contribution assumption: employee only about $150,704 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,979 at 6%; with 100% employer match about $75,352 at 4% or $50,235 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-20$753,151$120,563$6,028iApproximate average salary by contribution assumption: employee only about $150,704 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,979 at 6%; with 100% employer match about $75,352 at 4% or $50,235 at 6%.
2019119$600,727$126,739$6,670iApproximate average salary by contribution assumption: employee only about $166,762 at 4% or $111,175 at 6%; with 50% employer match about $111,175 at 4% or $74,116 at 6%; with 100% employer match about $83,381 at 4% or $55,587 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-19$600,727$126,739$6,670iApproximate average salary by contribution assumption: employee only about $166,762 at 4% or $111,175 at 6%; with 50% employer match about $111,175 at 4% or $74,116 at 6%; with 100% employer match about $83,381 at 4% or $55,587 at 6%.
2018119$429,475$182,733$9,618iApproximate average salary by contribution assumption: employee only about $240,438 at 4% or $160,292 at 6%; with 50% employer match about $160,292 at 4% or $106,861 at 6%; with 100% employer match about $120,219 at 4% or $80,146 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-19$429,475$182,733$9,618iApproximate average salary by contribution assumption: employee only about $240,438 at 4% or $160,292 at 6%; with 50% employer match about $160,292 at 4% or $106,861 at 6%; with 100% employer match about $120,219 at 4% or $80,146 at 6%.
2017113$317,424$209,954$16,150iApproximate average salary by contribution assumption: employee only about $403,758 at 4% or $269,172 at 6%; with 50% employer match about $269,172 at 4% or $179,448 at 6%; with 100% employer match about $201,879 at 4% or $134,586 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-13$317,424$209,954$16,150iApproximate average salary by contribution assumption: employee only about $403,758 at 4% or $269,172 at 6%; with 50% employer match about $269,172 at 4% or $179,448 at 6%; with 100% employer match about $201,879 at 4% or $134,586 at 6%.
201613$82,923$41,859$13,953iApproximate average salary by contribution assumption: employee only about $348,825 at 4% or $232,550 at 6%; with 50% employer match about $232,550 at 4% or $155,033 at 6%; with 100% employer match about $174,413 at 4% or $116,275 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-3$82,923$41,859$13,953iApproximate average salary by contribution assumption: employee only about $348,825 at 4% or $232,550 at 6%; with 50% employer match about $232,550 at 4% or $155,033 at 6%; with 100% employer match about $174,413 at 4% or $116,275 at 6%.
201512$39,275$46,550$23,275iApproximate average salary by contribution assumption: employee only about $581,875 at 4% or $387,917 at 6%; with 50% employer match about $387,917 at 4% or $258,611 at 6%; with 100% employer match about $290,938 at 4% or $193,958 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-2$39,275$46,550$23,275iApproximate average salary by contribution assumption: employee only about $581,875 at 4% or $387,917 at 6%; with 50% employer match about $387,917 at 4% or $258,611 at 6%; with 100% employer match about $290,938 at 4% or $193,958 at 6%.
201412$5,743$5,625$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-2$5,743$5,625$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
201012$102,329$3,438$1,719iApproximate average salary by contribution assumption: employee only about $42,975 at 4% or $28,650 at 6%; with 50% employer match about $28,650 at 4% or $19,100 at 6%; with 100% employer match about $21,488 at 4% or $14,325 at 6%.
Smith and Company LLC 401 K Profit Sharing Plan Trust-2$102,329$3,438$1,719iApproximate average salary by contribution assumption: employee only about $42,975 at 4% or $28,650 at 6%; with 50% employer match about $28,650 at 4% or $19,100 at 6%; with 100% employer match about $21,488 at 4% or $14,325 at 6%.