Walter Smith Plumbing & Heating Inc.
Plan context: Walter Smith Plumbing and Heating Inc. 401(K) Plan
EIN 04-2704730 • Edgartown, MA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$3,290,801
2024 Contributions
$176,969
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $3,290,801 | $176,969 | $8,848iApproximate average salary by contribution assumption: employee only about $221,211 at 4% or $147,474 at 6%; with 50% employer match about $147,474 at 4% or $98,316 at 6%; with 100% employer match about $110,606 at 4% or $73,737 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 20 | $3,290,801 | $176,969 | $8,848iApproximate average salary by contribution assumption: employee only about $221,211 at 4% or $147,474 at 6%; with 50% employer match about $147,474 at 4% or $98,316 at 6%; with 100% employer match about $110,606 at 4% or $73,737 at 6%. |
| 2023 | 1 | 22 | $2,837,158 | $121,379 | $5,517iApproximate average salary by contribution assumption: employee only about $137,931 at 4% or $91,954 at 6%; with 50% employer match about $91,954 at 4% or $61,303 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 22 | $2,837,158 | $121,379 | $5,517iApproximate average salary by contribution assumption: employee only about $137,931 at 4% or $91,954 at 6%; with 50% employer match about $91,954 at 4% or $61,303 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%. |
| 2022 | 1 | 21 | $3,771,126 | $170,605 | $8,124iApproximate average salary by contribution assumption: employee only about $203,101 at 4% or $135,401 at 6%; with 50% employer match about $135,401 at 4% or $90,267 at 6%; with 100% employer match about $101,551 at 4% or $67,700 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 21 | $3,771,126 | $170,605 | $8,124iApproximate average salary by contribution assumption: employee only about $203,101 at 4% or $135,401 at 6%; with 50% employer match about $135,401 at 4% or $90,267 at 6%; with 100% employer match about $101,551 at 4% or $67,700 at 6%. |
| 2021 | 1 | 23 | $4,582,434 | $156,481 | $6,804iApproximate average salary by contribution assumption: employee only about $170,088 at 4% or $113,392 at 6%; with 50% employer match about $113,392 at 4% or $75,595 at 6%; with 100% employer match about $85,044 at 4% or $56,696 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 23 | $4,582,434 | $156,481 | $6,804iApproximate average salary by contribution assumption: employee only about $170,088 at 4% or $113,392 at 6%; with 50% employer match about $113,392 at 4% or $75,595 at 6%; with 100% employer match about $85,044 at 4% or $56,696 at 6%. |
| 2020 | 1 | 23 | $4,071,849 | $149,756 | $6,511iApproximate average salary by contribution assumption: employee only about $162,778 at 4% or $108,519 at 6%; with 50% employer match about $108,519 at 4% or $72,346 at 6%; with 100% employer match about $81,389 at 4% or $54,259 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 23 | $4,071,849 | $149,756 | $6,511iApproximate average salary by contribution assumption: employee only about $162,778 at 4% or $108,519 at 6%; with 50% employer match about $108,519 at 4% or $72,346 at 6%; with 100% employer match about $81,389 at 4% or $54,259 at 6%. |
| 2019 | 1 | 21 | $3,371,163 | $141,774 | $6,751iApproximate average salary by contribution assumption: employee only about $168,779 at 4% or $112,519 at 6%; with 50% employer match about $112,519 at 4% or $75,013 at 6%; with 100% employer match about $84,389 at 4% or $56,260 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 21 | $3,371,163 | $141,774 | $6,751iApproximate average salary by contribution assumption: employee only about $168,779 at 4% or $112,519 at 6%; with 50% employer match about $112,519 at 4% or $75,013 at 6%; with 100% employer match about $84,389 at 4% or $56,260 at 6%. |
| 2018 | 1 | 25 | $2,824,215 | $128,278 | $5,131iApproximate average salary by contribution assumption: employee only about $128,278 at 4% or $85,519 at 6%; with 50% employer match about $85,519 at 4% or $57,012 at 6%; with 100% employer match about $64,139 at 4% or $42,759 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 25 | $2,824,215 | $128,278 | $5,131iApproximate average salary by contribution assumption: employee only about $128,278 at 4% or $85,519 at 6%; with 50% employer match about $85,519 at 4% or $57,012 at 6%; with 100% employer match about $64,139 at 4% or $42,759 at 6%. |
| 2017 | 1 | 22 | $2,872,458 | $126,329 | $5,742iApproximate average salary by contribution assumption: employee only about $143,556 at 4% or $95,704 at 6%; with 50% employer match about $95,704 at 4% or $63,803 at 6%; with 100% employer match about $71,778 at 4% or $47,852 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 22 | $2,872,458 | $126,329 | $5,742iApproximate average salary by contribution assumption: employee only about $143,556 at 4% or $95,704 at 6%; with 50% employer match about $95,704 at 4% or $63,803 at 6%; with 100% employer match about $71,778 at 4% or $47,852 at 6%. |
| 2016 | 1 | 21 | $2,428,748 | $116,131 | $5,530iApproximate average salary by contribution assumption: employee only about $138,251 at 4% or $92,167 at 6%; with 50% employer match about $92,167 at 4% or $61,445 at 6%; with 100% employer match about $69,126 at 4% or $46,084 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 21 | $2,428,748 | $116,131 | $5,530iApproximate average salary by contribution assumption: employee only about $138,251 at 4% or $92,167 at 6%; with 50% employer match about $92,167 at 4% or $61,445 at 6%; with 100% employer match about $69,126 at 4% or $46,084 at 6%. |
| 2015 | 1 | 17 | $2,411,374 | $94,565 | $5,563iApproximate average salary by contribution assumption: employee only about $139,066 at 4% or $92,711 at 6%; with 50% employer match about $92,711 at 4% or $61,807 at 6%; with 100% employer match about $69,533 at 4% or $46,355 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 17 | $2,411,374 | $94,565 | $5,563iApproximate average salary by contribution assumption: employee only about $139,066 at 4% or $92,711 at 6%; with 50% employer match about $92,711 at 4% or $61,807 at 6%; with 100% employer match about $69,533 at 4% or $46,355 at 6%. |
| 2014 | 1 | 22 | $2,593,033 | $98,097 | $4,459iApproximate average salary by contribution assumption: employee only about $111,474 at 4% or $74,316 at 6%; with 50% employer match about $74,316 at 4% or $49,544 at 6%; with 100% employer match about $55,737 at 4% or $37,158 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 22 | $2,593,033 | $98,097 | $4,459iApproximate average salary by contribution assumption: employee only about $111,474 at 4% or $74,316 at 6%; with 50% employer match about $74,316 at 4% or $49,544 at 6%; with 100% employer match about $55,737 at 4% or $37,158 at 6%. |
| 2013 | 1 | 20 | $2,526,039 | $101,512 | $5,076iApproximate average salary by contribution assumption: employee only about $126,890 at 4% or $84,593 at 6%; with 50% employer match about $84,593 at 4% or $56,396 at 6%; with 100% employer match about $63,445 at 4% or $42,297 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 20 | $2,526,039 | $101,512 | $5,076iApproximate average salary by contribution assumption: employee only about $126,890 at 4% or $84,593 at 6%; with 50% employer match about $84,593 at 4% or $56,396 at 6%; with 100% employer match about $63,445 at 4% or $42,297 at 6%. |
| 2012 | 1 | 18 | $2,110,295 | $94,917 | $5,273iApproximate average salary by contribution assumption: employee only about $131,829 at 4% or $87,886 at 6%; with 50% employer match about $87,886 at 4% or $58,591 at 6%; with 100% employer match about $65,915 at 4% or $43,943 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 18 | $2,110,295 | $94,917 | $5,273iApproximate average salary by contribution assumption: employee only about $131,829 at 4% or $87,886 at 6%; with 50% employer match about $87,886 at 4% or $58,591 at 6%; with 100% employer match about $65,915 at 4% or $43,943 at 6%. |
| 2011 | 1 | 19 | $2,128,580 | $87,455 | $4,603iApproximate average salary by contribution assumption: employee only about $115,072 at 4% or $76,715 at 6%; with 50% employer match about $76,715 at 4% or $51,143 at 6%; with 100% employer match about $57,536 at 4% or $38,357 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 19 | $2,128,580 | $87,455 | $4,603iApproximate average salary by contribution assumption: employee only about $115,072 at 4% or $76,715 at 6%; with 50% employer match about $76,715 at 4% or $51,143 at 6%; with 100% employer match about $57,536 at 4% or $38,357 at 6%. |
| 2010 | 1 | 18 | $2,425,649 | $82,441 | $4,580iApproximate average salary by contribution assumption: employee only about $114,501 at 4% or $76,334 at 6%; with 50% employer match about $76,334 at 4% or $50,890 at 6%; with 100% employer match about $57,251 at 4% or $38,167 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 18 | $2,425,649 | $82,441 | $4,580iApproximate average salary by contribution assumption: employee only about $114,501 at 4% or $76,334 at 6%; with 50% employer match about $76,334 at 4% or $50,890 at 6%; with 100% employer match about $57,251 at 4% or $38,167 at 6%. |
| 2009 | 1 | 20 | $2,507,004 | $76,727 | $3,836iApproximate average salary by contribution assumption: employee only about $95,909 at 4% or $63,939 at 6%; with 50% employer match about $63,939 at 4% or $42,626 at 6%; with 100% employer match about $47,954 at 4% or $31,970 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 20 | $2,507,004 | $76,727 | $3,836iApproximate average salary by contribution assumption: employee only about $95,909 at 4% or $63,939 at 6%; with 50% employer match about $63,939 at 4% or $42,626 at 6%; with 100% employer match about $47,954 at 4% or $31,970 at 6%. |
| 2008 | 1 | 18 | $2,190,122 | $13,368 | $743iApproximate average salary by contribution assumption: employee only about $18,567 at 4% or $12,378 at 6%; with 50% employer match about $12,378 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 18 | $2,190,122 | $13,368 | $743iApproximate average salary by contribution assumption: employee only about $18,567 at 4% or $12,378 at 6%; with 50% employer match about $12,378 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 16 | - | - | - |
| 2006 | 1 | 15 | $2,514,128 | $224,487 | $14,966iApproximate average salary by contribution assumption: employee only about $374,145 at 4% or $249,430 at 6%; with 50% employer match about $249,430 at 4% or $166,287 at 6%; with 100% employer match about $187,073 at 4% or $124,715 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 15 | $2,514,128 | $224,487 | $14,966iApproximate average salary by contribution assumption: employee only about $374,145 at 4% or $249,430 at 6%; with 50% employer match about $249,430 at 4% or $166,287 at 6%; with 100% employer match about $187,073 at 4% or $124,715 at 6%. |
| 2005 | 1 | 14 | $2,106,480 | $213,167 | $15,226iApproximate average salary by contribution assumption: employee only about $380,655 at 4% or $253,770 at 6%; with 50% employer match about $253,770 at 4% or $169,180 at 6%; with 100% employer match about $190,328 at 4% or $126,885 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 14 | $2,106,480 | $213,167 | $15,226iApproximate average salary by contribution assumption: employee only about $380,655 at 4% or $253,770 at 6%; with 50% employer match about $253,770 at 4% or $169,180 at 6%; with 100% employer match about $190,328 at 4% or $126,885 at 6%. |
| 2004 | 1 | 14 | $1,814,220 | $202,525 | $14,466iApproximate average salary by contribution assumption: employee only about $361,652 at 4% or $241,101 at 6%; with 50% employer match about $241,101 at 4% or $160,734 at 6%; with 100% employer match about $180,826 at 4% or $120,551 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 14 | $1,814,220 | $202,525 | $14,466iApproximate average salary by contribution assumption: employee only about $361,652 at 4% or $241,101 at 6%; with 50% employer match about $241,101 at 4% or $160,734 at 6%; with 100% employer match about $180,826 at 4% or $120,551 at 6%. |
| 2003 | 1 | 13 | $0 | $0 | - |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 13 | - | - | - |
| 2002 | 1 | 16 | $0 | $0 | - |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 16 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 13 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 13 | - | - | - |
| 1999 | 1 | 16 | $1,420,954 | $120,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Walter Smith Plumbing and Heating Inc. 401(K) Plan | - | 16 | $1,420,954 | $120,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |