Civic Intelligence

Aaron Smith PC.

Plan context: Aaron Smith PC. 401(K) Plan and Trust

EIN 04-2941400 • East Longmeadow, MA • 24 filings • 3 plans

270 Benton DrEast Longmeadow, MA 01028
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$6,800,132

2025 Contributions

$173,452

Historical Graphs

Total Assets Over Time

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

$6,800,132$3,400,066$0200220142025YearValue
$6,800,132Latest year 2025

Participants Over Time

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

1680200220142025YearValue
14Latest 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
2025114$6,800,132$173,452$12,389iApproximate average salary by contribution assumption: employee only about $309,736 at 4% or $206,490 at 6%; with 50% employer match about $206,490 at 4% or $137,660 at 6%; with 100% employer match about $154,868 at 4% or $103,245 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-14$6,800,132$173,452$12,389iApproximate average salary by contribution assumption: employee only about $309,736 at 4% or $206,490 at 6%; with 50% employer match about $206,490 at 4% or $137,660 at 6%; with 100% employer match about $154,868 at 4% or $103,245 at 6%.
2024114$5,926,434$152,147$10,868iApproximate average salary by contribution assumption: employee only about $271,691 at 4% or $181,127 at 6%; with 50% employer match about $181,127 at 4% or $120,752 at 6%; with 100% employer match about $135,846 at 4% or $90,564 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-14$5,926,434$152,147$10,868iApproximate average salary by contribution assumption: employee only about $271,691 at 4% or $181,127 at 6%; with 50% employer match about $181,127 at 4% or $120,752 at 6%; with 100% employer match about $135,846 at 4% or $90,564 at 6%.
2023115$5,696,107$173,857$11,590iApproximate average salary by contribution assumption: employee only about $289,762 at 4% or $193,174 at 6%; with 50% employer match about $193,174 at 4% or $128,783 at 6%; with 100% employer match about $144,881 at 4% or $96,587 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$5,696,107$173,857$11,590iApproximate average salary by contribution assumption: employee only about $289,762 at 4% or $193,174 at 6%; with 50% employer match about $193,174 at 4% or $128,783 at 6%; with 100% employer match about $144,881 at 4% or $96,587 at 6%.
2022116$5,017,298$97,387$6,087iApproximate average salary by contribution assumption: employee only about $152,167 at 4% or $101,445 at 6%; with 50% employer match about $101,445 at 4% or $67,630 at 6%; with 100% employer match about $76,084 at 4% or $50,722 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-16$5,017,298$97,387$6,087iApproximate average salary by contribution assumption: employee only about $152,167 at 4% or $101,445 at 6%; with 50% employer match about $101,445 at 4% or $67,630 at 6%; with 100% employer match about $76,084 at 4% or $50,722 at 6%.
2021115$5,688,103$231,789$15,453iApproximate average salary by contribution assumption: employee only about $386,315 at 4% or $257,543 at 6%; with 50% employer match about $257,543 at 4% or $171,696 at 6%; with 100% employer match about $193,158 at 4% or $128,772 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$5,688,103$231,789$15,453iApproximate average salary by contribution assumption: employee only about $386,315 at 4% or $257,543 at 6%; with 50% employer match about $257,543 at 4% or $171,696 at 6%; with 100% employer match about $193,158 at 4% or $128,772 at 6%.
2020115$4,936,471$210,574$14,038iApproximate average salary by contribution assumption: employee only about $350,957 at 4% or $233,971 at 6%; with 50% employer match about $233,971 at 4% or $155,981 at 6%; with 100% employer match about $175,478 at 4% or $116,986 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$4,936,471$210,574$14,038iApproximate average salary by contribution assumption: employee only about $350,957 at 4% or $233,971 at 6%; with 50% employer match about $233,971 at 4% or $155,981 at 6%; with 100% employer match about $175,478 at 4% or $116,986 at 6%.
2019115$4,588,056$213,663$14,244iApproximate average salary by contribution assumption: employee only about $356,105 at 4% or $237,403 at 6%; with 50% employer match about $237,403 at 4% or $158,269 at 6%; with 100% employer match about $178,053 at 4% or $118,702 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$4,588,056$213,663$14,244iApproximate average salary by contribution assumption: employee only about $356,105 at 4% or $237,403 at 6%; with 50% employer match about $237,403 at 4% or $158,269 at 6%; with 100% employer match about $178,053 at 4% or $118,702 at 6%.
2018115$3,722,375$204,687$13,646iApproximate average salary by contribution assumption: employee only about $341,145 at 4% or $227,430 at 6%; with 50% employer match about $227,430 at 4% or $151,620 at 6%; with 100% employer match about $170,573 at 4% or $113,715 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$3,722,375$204,687$13,646iApproximate average salary by contribution assumption: employee only about $341,145 at 4% or $227,430 at 6%; with 50% employer match about $227,430 at 4% or $151,620 at 6%; with 100% employer match about $170,573 at 4% or $113,715 at 6%.
2017114$4,780,882$229,195$16,371iApproximate average salary by contribution assumption: employee only about $409,277 at 4% or $272,851 at 6%; with 50% employer match about $272,851 at 4% or $181,901 at 6%; with 100% employer match about $204,638 at 4% or $136,426 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-14$4,780,882$229,195$16,371iApproximate average salary by contribution assumption: employee only about $409,277 at 4% or $272,851 at 6%; with 50% employer match about $272,851 at 4% or $181,901 at 6%; with 100% employer match about $204,638 at 4% or $136,426 at 6%.
2016115$4,129,976$253,183$16,879iApproximate average salary by contribution assumption: employee only about $421,972 at 4% or $281,314 at 6%; with 50% employer match about $281,314 at 4% or $187,543 at 6%; with 100% employer match about $210,986 at 4% or $140,657 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$4,129,976$253,183$16,879iApproximate average salary by contribution assumption: employee only about $421,972 at 4% or $281,314 at 6%; with 50% employer match about $281,314 at 4% or $187,543 at 6%; with 100% employer match about $210,986 at 4% or $140,657 at 6%.
2015114$3,740,767$286,643$20,475iApproximate average salary by contribution assumption: employee only about $511,863 at 4% or $341,242 at 6%; with 50% employer match about $341,242 at 4% or $227,494 at 6%; with 100% employer match about $255,931 at 4% or $170,621 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-14$3,740,767$286,643$20,475iApproximate average salary by contribution assumption: employee only about $511,863 at 4% or $341,242 at 6%; with 50% employer match about $341,242 at 4% or $227,494 at 6%; with 100% employer match about $255,931 at 4% or $170,621 at 6%.
2014113$3,478,045$269,478$20,729iApproximate average salary by contribution assumption: employee only about $518,227 at 4% or $345,485 at 6%; with 50% employer match about $345,485 at 4% or $230,323 at 6%; with 100% employer match about $259,113 at 4% or $172,742 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-13$3,478,045$269,478$20,729iApproximate average salary by contribution assumption: employee only about $518,227 at 4% or $345,485 at 6%; with 50% employer match about $345,485 at 4% or $230,323 at 6%; with 100% employer match about $259,113 at 4% or $172,742 at 6%.
2013115$3,084,514$265,343$17,690iApproximate average salary by contribution assumption: employee only about $442,238 at 4% or $294,826 at 6%; with 50% employer match about $294,826 at 4% or $196,550 at 6%; with 100% employer match about $221,119 at 4% or $147,413 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-15$3,084,514$265,343$17,690iApproximate average salary by contribution assumption: employee only about $442,238 at 4% or $294,826 at 6%; with 50% employer match about $294,826 at 4% or $196,550 at 6%; with 100% employer match about $221,119 at 4% or $147,413 at 6%.
2012113$2,503,006$236,985$18,230iApproximate average salary by contribution assumption: employee only about $455,740 at 4% or $303,827 at 6%; with 50% employer match about $303,827 at 4% or $202,551 at 6%; with 100% employer match about $227,870 at 4% or $151,913 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-13$2,503,006$236,985$18,230iApproximate average salary by contribution assumption: employee only about $455,740 at 4% or $303,827 at 6%; with 50% employer match about $303,827 at 4% or $202,551 at 6%; with 100% employer match about $227,870 at 4% or $151,913 at 6%.
2011113$2,025,250$237,352$18,258iApproximate average salary by contribution assumption: employee only about $456,446 at 4% or $304,297 at 6%; with 50% employer match about $304,297 at 4% or $202,865 at 6%; with 100% employer match about $228,223 at 4% or $152,149 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-13$2,025,250$237,352$18,258iApproximate average salary by contribution assumption: employee only about $456,446 at 4% or $304,297 at 6%; with 50% employer match about $304,297 at 4% or $202,865 at 6%; with 100% employer match about $228,223 at 4% or $152,149 at 6%.
2010112$1,830,448$225,566$18,797iApproximate average salary by contribution assumption: employee only about $469,929 at 4% or $313,286 at 6%; with 50% employer match about $313,286 at 4% or $208,857 at 6%; with 100% employer match about $234,965 at 4% or $156,643 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-12$1,830,448$225,566$18,797iApproximate average salary by contribution assumption: employee only about $469,929 at 4% or $313,286 at 6%; with 50% employer match about $313,286 at 4% or $208,857 at 6%; with 100% employer match about $234,965 at 4% or $156,643 at 6%.
2009111$1,429,851$220,411$20,037iApproximate average salary by contribution assumption: employee only about $500,934 at 4% or $333,956 at 6%; with 50% employer match about $333,956 at 4% or $222,637 at 6%; with 100% employer match about $250,467 at 4% or $166,978 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-11$1,429,851$220,411$20,037iApproximate average salary by contribution assumption: employee only about $500,934 at 4% or $333,956 at 6%; with 50% employer match about $333,956 at 4% or $222,637 at 6%; with 100% employer match about $250,467 at 4% or $166,978 at 6%.
2008110$973,014$190,611$19,061iApproximate average salary by contribution assumption: employee only about $476,527 at 4% or $317,685 at 6%; with 50% employer match about $317,685 at 4% or $211,790 at 6%; with 100% employer match about $238,264 at 4% or $158,843 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-10$973,014$190,611$19,061iApproximate average salary by contribution assumption: employee only about $476,527 at 4% or $317,685 at 6%; with 50% employer match about $317,685 at 4% or $211,790 at 6%; with 100% employer match about $238,264 at 4% or $158,843 at 6%.
2007111$1,417,504$172,629$15,694iApproximate average salary by contribution assumption: employee only about $392,339 at 4% or $261,559 at 6%; with 50% employer match about $261,559 at 4% or $174,373 at 6%; with 100% employer match about $196,169 at 4% or $130,780 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-11$1,417,504$172,629$15,694iApproximate average salary by contribution assumption: employee only about $392,339 at 4% or $261,559 at 6%; with 50% employer match about $261,559 at 4% or $174,373 at 6%; with 100% employer match about $196,169 at 4% or $130,780 at 6%.
2006111$1,154,297$170,738$15,522iApproximate average salary by contribution assumption: employee only about $388,041 at 4% or $258,694 at 6%; with 50% employer match about $258,694 at 4% or $172,463 at 6%; with 100% employer match about $194,020 at 4% or $129,347 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-11$1,154,297$170,738$15,522iApproximate average salary by contribution assumption: employee only about $388,041 at 4% or $258,694 at 6%; with 50% employer match about $258,694 at 4% or $172,463 at 6%; with 100% employer match about $194,020 at 4% or $129,347 at 6%.
2005110$847,079$202,515$20,252iApproximate average salary by contribution assumption: employee only about $506,288 at 4% or $337,525 at 6%; with 50% employer match about $337,525 at 4% or $225,017 at 6%; with 100% employer match about $253,144 at 4% or $168,763 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-10$847,079$202,515$20,252iApproximate average salary by contribution assumption: employee only about $506,288 at 4% or $337,525 at 6%; with 50% employer match about $337,525 at 4% or $225,017 at 6%; with 100% employer match about $253,144 at 4% or $168,763 at 6%.
2004111$615,948$196,202$17,837iApproximate average salary by contribution assumption: employee only about $445,914 at 4% or $297,276 at 6%; with 50% employer match about $297,276 at 4% or $198,184 at 6%; with 100% employer match about $222,957 at 4% or $148,638 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-11$615,948$196,202$17,837iApproximate average salary by contribution assumption: employee only about $445,914 at 4% or $297,276 at 6%; with 50% employer match about $297,276 at 4% or $198,184 at 6%; with 100% employer match about $222,957 at 4% or $148,638 at 6%.
2003112$373,599$183,792$15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-12$373,599$183,792$15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%.
200218$135,913$142,557$17,820iApproximate average salary by contribution assumption: employee only about $445,491 at 4% or $296,994 at 6%; with 50% employer match about $296,994 at 4% or $197,996 at 6%; with 100% employer match about $222,745 at 4% or $148,497 at 6%.
Aaron Smith PC. 401(K) Plan and Trust-8$135,913$142,557$17,820iApproximate average salary by contribution assumption: employee only about $445,491 at 4% or $296,994 at 6%; with 50% employer match about $296,994 at 4% or $197,996 at 6%; with 100% employer match about $222,745 at 4% or $148,497 at 6%.