Hamilton, Brook, Smith & Reynolds, P.C.
Plan context: Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan
EIN 04-3052260 • Concord, MA • 47 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$60,294,158
2024 Contributions
$1,208,484
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 | 70 | $60,294,158 | $1,208,484 | $17,264iApproximate average salary by contribution assumption: employee only about $431,601 at 4% or $287,734 at 6%; with 50% employer match about $287,734 at 4% or $191,823 at 6%; with 100% employer match about $215,801 at 4% or $143,867 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 70 | $60,294,158 | $1,208,484 | $17,264iApproximate average salary by contribution assumption: employee only about $431,601 at 4% or $287,734 at 6%; with 50% employer match about $287,734 at 4% or $191,823 at 6%; with 100% employer match about $215,801 at 4% or $143,867 at 6%. |
| 2023 | 1 | 72 | $55,004,995 | $1,160,224 | $16,114iApproximate average salary by contribution assumption: employee only about $402,856 at 4% or $268,570 at 6%; with 50% employer match about $268,570 at 4% or $179,047 at 6%; with 100% employer match about $201,428 at 4% or $134,285 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 72 | $55,004,995 | $1,160,224 | $16,114iApproximate average salary by contribution assumption: employee only about $402,856 at 4% or $268,570 at 6%; with 50% employer match about $268,570 at 4% or $179,047 at 6%; with 100% employer match about $201,428 at 4% or $134,285 at 6%. |
| 2022 | 1 | 75 | $47,918,269 | $1,493,698 | $19,916iApproximate average salary by contribution assumption: employee only about $497,899 at 4% or $331,933 at 6%; with 50% employer match about $331,933 at 4% or $221,289 at 6%; with 100% employer match about $248,950 at 4% or $165,966 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 75 | $47,918,269 | $1,493,698 | $19,916iApproximate average salary by contribution assumption: employee only about $497,899 at 4% or $331,933 at 6%; with 50% employer match about $331,933 at 4% or $221,289 at 6%; with 100% employer match about $248,950 at 4% or $165,966 at 6%. |
| 2021 | 1 | 76 | $60,525,238 | $1,494,564 | $19,665iApproximate average salary by contribution assumption: employee only about $491,633 at 4% or $327,755 at 6%; with 50% employer match about $327,755 at 4% or $218,504 at 6%; with 100% employer match about $245,816 at 4% or $163,878 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 76 | $60,525,238 | $1,494,564 | $19,665iApproximate average salary by contribution assumption: employee only about $491,633 at 4% or $327,755 at 6%; with 50% employer match about $327,755 at 4% or $218,504 at 6%; with 100% employer match about $245,816 at 4% or $163,878 at 6%. |
| 2020 | 1 | 79 | $59,499,598 | $1,685,760 | $21,339iApproximate average salary by contribution assumption: employee only about $533,468 at 4% or $355,646 at 6%; with 50% employer match about $355,646 at 4% or $237,097 at 6%; with 100% employer match about $266,734 at 4% or $177,823 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 79 | $59,499,598 | $1,685,760 | $21,339iApproximate average salary by contribution assumption: employee only about $533,468 at 4% or $355,646 at 6%; with 50% employer match about $355,646 at 4% or $237,097 at 6%; with 100% employer match about $266,734 at 4% or $177,823 at 6%. |
| 2019 | 1 | 79 | $52,243,578 | $2,041,651 | $25,844iApproximate average salary by contribution assumption: employee only about $646,092 at 4% or $430,728 at 6%; with 50% employer match about $430,728 at 4% or $287,152 at 6%; with 100% employer match about $323,046 at 4% or $215,364 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 79 | $52,243,578 | $2,041,651 | $25,844iApproximate average salary by contribution assumption: employee only about $646,092 at 4% or $430,728 at 6%; with 50% employer match about $430,728 at 4% or $287,152 at 6%; with 100% employer match about $323,046 at 4% or $215,364 at 6%. |
| 2018 | 1 | 84 | $42,541,499 | $1,508,902 | $17,963iApproximate average salary by contribution assumption: employee only about $449,078 at 4% or $299,385 at 6%; with 50% employer match about $299,385 at 4% or $199,590 at 6%; with 100% employer match about $224,539 at 4% or $149,693 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 84 | $42,541,499 | $1,508,902 | $17,963iApproximate average salary by contribution assumption: employee only about $449,078 at 4% or $299,385 at 6%; with 50% employer match about $299,385 at 4% or $199,590 at 6%; with 100% employer match about $224,539 at 4% or $149,693 at 6%. |
| 2017 | 1 | 91 | $50,644,992 | $1,580,479 | $17,368iApproximate average salary by contribution assumption: employee only about $434,198 at 4% or $289,465 at 6%; with 50% employer match about $289,465 at 4% or $192,977 at 6%; with 100% employer match about $217,099 at 4% or $144,733 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 91 | $50,644,992 | $1,580,479 | $17,368iApproximate average salary by contribution assumption: employee only about $434,198 at 4% or $289,465 at 6%; with 50% employer match about $289,465 at 4% or $192,977 at 6%; with 100% employer match about $217,099 at 4% or $144,733 at 6%. |
| 2016 | 2 | 95 | $43,280,121 | $2,810,537 | $29,585iApproximate average salary by contribution assumption: employee only about $739,615 at 4% or $493,077 at 6%; with 50% employer match about $493,077 at 4% or $328,718 at 6%; with 100% employer match about $369,808 at 4% or $246,538 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 95 | $43,280,121 | $2,810,537 | $29,585iApproximate average salary by contribution assumption: employee only about $739,615 at 4% or $493,077 at 6%; with 50% employer match about $493,077 at 4% or $328,718 at 6%; with 100% employer match about $369,808 at 4% or $246,538 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 88 | - | - | - |
| 2015 | 2 | 100 | $40,741,382 | $1,549,428 | $15,494iApproximate average salary by contribution assumption: employee only about $387,357 at 4% or $258,238 at 6%; with 50% employer match about $258,238 at 4% or $172,159 at 6%; with 100% employer match about $193,679 at 4% or $129,119 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 96 | $40,741,382 | $1,549,428 | $16,140iApproximate average salary by contribution assumption: employee only about $403,497 at 4% or $268,998 at 6%; with 50% employer match about $268,998 at 4% or $179,332 at 6%; with 100% employer match about $201,748 at 4% or $134,499 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 100 | - | - | - |
| 2014 | 2 | 107 | $41,864,804 | $1,546,866 | $14,457iApproximate average salary by contribution assumption: employee only about $361,417 at 4% or $240,945 at 6%; with 50% employer match about $240,945 at 4% or $160,630 at 6%; with 100% employer match about $180,709 at 4% or $120,472 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 107 | $41,864,804 | $1,546,866 | $14,457iApproximate average salary by contribution assumption: employee only about $361,417 at 4% or $240,945 at 6%; with 50% employer match about $240,945 at 4% or $160,630 at 6%; with 100% employer match about $180,709 at 4% or $120,472 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 105 | - | - | - |
| 2013 | 2 | 116 | $38,762,468 | $1,753,984 | $15,121iApproximate average salary by contribution assumption: employee only about $378,014 at 4% or $252,009 at 6%; with 50% employer match about $252,009 at 4% or $168,006 at 6%; with 100% employer match about $189,007 at 4% or $126,005 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 116 | $38,762,468 | $1,753,984 | $15,121iApproximate average salary by contribution assumption: employee only about $378,014 at 4% or $252,009 at 6%; with 50% employer match about $252,009 at 4% or $168,006 at 6%; with 100% employer match about $189,007 at 4% or $126,005 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 116 | - | - | - |
| 2012 | 2 | 129 | $30,777,214 | $1,930,583 | $14,966iApproximate average salary by contribution assumption: employee only about $374,144 at 4% or $249,429 at 6%; with 50% employer match about $249,429 at 4% or $166,286 at 6%; with 100% employer match about $187,072 at 4% or $124,715 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 129 | $30,777,214 | $1,930,583 | $14,966iApproximate average salary by contribution assumption: employee only about $374,144 at 4% or $249,429 at 6%; with 50% employer match about $249,429 at 4% or $166,286 at 6%; with 100% employer match about $187,072 at 4% or $124,715 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 116 | - | - | - |
| 2011 | 2 | 115 | $27,698,033 | $1,930,610 | $16,788iApproximate average salary by contribution assumption: employee only about $419,698 at 4% or $279,799 at 6%; with 50% employer match about $279,799 at 4% or $186,532 at 6%; with 100% employer match about $209,849 at 4% or $139,899 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 115 | $27,698,033 | $1,930,610 | $16,788iApproximate average salary by contribution assumption: employee only about $419,698 at 4% or $279,799 at 6%; with 50% employer match about $279,799 at 4% or $186,532 at 6%; with 100% employer match about $209,849 at 4% or $139,899 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 109 | - | - | - |
| 2010 | 2 | 118 | $28,846,988 | $1,776,036 | $15,051iApproximate average salary by contribution assumption: employee only about $376,279 at 4% or $250,853 at 6%; with 50% employer match about $250,853 at 4% or $167,235 at 6%; with 100% employer match about $188,139 at 4% or $125,426 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 118 | $28,846,988 | $1,776,036 | $15,051iApproximate average salary by contribution assumption: employee only about $376,279 at 4% or $250,853 at 6%; with 50% employer match about $250,853 at 4% or $167,235 at 6%; with 100% employer match about $188,139 at 4% or $125,426 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 114 | - | - | - |
| 2009 | 2 | 120 | $25,844,409 | $1,627,809 | $13,565iApproximate average salary by contribution assumption: employee only about $339,127 at 4% or $226,085 at 6%; with 50% employer match about $226,085 at 4% or $150,723 at 6%; with 100% employer match about $169,563 at 4% or $113,042 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 120 | $25,844,409 | $1,627,809 | $13,565iApproximate average salary by contribution assumption: employee only about $339,127 at 4% or $226,085 at 6%; with 50% employer match about $226,085 at 4% or $150,723 at 6%; with 100% employer match about $169,563 at 4% or $113,042 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 107 | - | - | - |
| 2008 | 2 | 134 | $19,510,350 | $2,209,639 | $16,490iApproximate average salary by contribution assumption: employee only about $412,246 at 4% or $274,831 at 6%; with 50% employer match about $274,831 at 4% or $183,220 at 6%; with 100% employer match about $206,123 at 4% or $137,415 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 134 | $19,510,350 | $2,209,639 | $16,490iApproximate average salary by contribution assumption: employee only about $412,246 at 4% or $274,831 at 6%; with 50% employer match about $274,831 at 4% or $183,220 at 6%; with 100% employer match about $206,123 at 4% or $137,415 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 122 | - | - | - |
| 2007 | 2 | 143 | $26,283,505 | $2,296,841 | $16,062iApproximate average salary by contribution assumption: employee only about $401,546 at 4% or $267,697 at 6%; with 50% employer match about $267,697 at 4% or $178,465 at 6%; with 100% employer match about $200,773 at 4% or $133,849 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 143 | $26,283,505 | $2,296,841 | $16,062iApproximate average salary by contribution assumption: employee only about $401,546 at 4% or $267,697 at 6%; with 50% employer match about $267,697 at 4% or $178,465 at 6%; with 100% employer match about $200,773 at 4% or $133,849 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 138 | - | - | - |
| 2006 | 2 | 144 | $23,265,280 | $1,975,132 | $13,716iApproximate average salary by contribution assumption: employee only about $342,905 at 4% or $228,603 at 6%; with 50% employer match about $228,603 at 4% or $152,402 at 6%; with 100% employer match about $171,452 at 4% or $114,302 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 130 | $23,265,280 | $1,975,132 | $15,193iApproximate average salary by contribution assumption: employee only about $379,833 at 4% or $253,222 at 6%; with 50% employer match about $253,222 at 4% or $168,815 at 6%; with 100% employer match about $189,917 at 4% or $126,611 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 144 | - | - | - |
| 2005 | 2 | 133 | $19,722,375 | $1,906,198 | $14,332iApproximate average salary by contribution assumption: employee only about $358,308 at 4% or $238,872 at 6%; with 50% employer match about $238,872 at 4% or $159,248 at 6%; with 100% employer match about $179,154 at 4% or $119,436 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 133 | $19,722,375 | $1,906,198 | $14,332iApproximate average salary by contribution assumption: employee only about $358,308 at 4% or $238,872 at 6%; with 50% employer match about $238,872 at 4% or $159,248 at 6%; with 100% employer match about $179,154 at 4% or $119,436 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 126 | - | - | - |
| 2004 | 2 | 155 | $17,431,351 | $1,860,882 | $12,006iApproximate average salary by contribution assumption: employee only about $300,142 at 4% or $200,095 at 6%; with 50% employer match about $200,095 at 4% or $133,397 at 6%; with 100% employer match about $150,071 at 4% or $100,047 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 155 | $17,431,351 | $1,860,882 | $12,006iApproximate average salary by contribution assumption: employee only about $300,142 at 4% or $200,095 at 6%; with 50% employer match about $200,095 at 4% or $133,397 at 6%; with 100% employer match about $150,071 at 4% or $100,047 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 123 | - | - | - |
| 2003 | 2 | 138 | $16,080,530 | $1,838,044 | $13,319iApproximate average salary by contribution assumption: employee only about $332,979 at 4% or $221,986 at 6%; with 50% employer match about $221,986 at 4% or $147,991 at 6%; with 100% employer match about $166,489 at 4% or $110,993 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 138 | $16,080,530 | $1,838,044 | $13,319iApproximate average salary by contribution assumption: employee only about $332,979 at 4% or $221,986 at 6%; with 50% employer match about $221,986 at 4% or $147,991 at 6%; with 100% employer match about $166,489 at 4% or $110,993 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 131 | - | - | - |
| 2002 | 3 | 152 | $11,547,109 | $2,098,266 | $13,804iApproximate average salary by contribution assumption: employee only about $345,110 at 4% or $230,073 at 6%; with 50% employer match about $230,073 at 4% or $153,382 at 6%; with 100% employer match about $172,555 at 4% or $115,037 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 152 | $11,547,109 | $2,098,266 | $13,804iApproximate average salary by contribution assumption: employee only about $345,110 at 4% or $230,073 at 6%; with 50% employer match about $230,073 at 4% or $153,382 at 6%; with 100% employer match about $172,555 at 4% or $115,037 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 133 | - | - | - |
| Hamilton, Brook, Smith & Reynolds PC. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 3 | 120 | $12,898,034 | $1,636,068 | $13,634iApproximate average salary by contribution assumption: employee only about $340,848 at 4% or $227,232 at 6%; with 50% employer match about $227,232 at 4% or $151,488 at 6%; with 100% employer match about $170,424 at 4% or $113,616 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 120 | $9,629,559 | $913,400 | $7,612iApproximate average salary by contribution assumption: employee only about $190,292 at 4% or $126,861 at 6%; with 50% employer match about $126,861 at 4% or $84,574 at 6%; with 100% employer match about $95,146 at 4% or $63,431 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. Money Purchase Plan | - | 119 | $3,268,475 | $722,668 | $6,073iApproximate average salary by contribution assumption: employee only about $151,821 at 4% or $101,214 at 6%; with 50% employer match about $101,214 at 4% or $67,476 at 6%; with 100% employer match about $75,911 at 4% or $50,607 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 0 | - | - | - |
| 2000 | 3 | 134 | $13,364,119 | $1,294,311 | $9,659iApproximate average salary by contribution assumption: employee only about $241,476 at 4% or $160,984 at 6%; with 50% employer match about $160,984 at 4% or $107,323 at 6%; with 100% employer match about $120,738 at 4% or $80,492 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 102 | $10,419,602 | $666,194 | $6,531iApproximate average salary by contribution assumption: employee only about $163,283 at 4% or $108,855 at 6%; with 50% employer match about $108,855 at 4% or $72,570 at 6%; with 100% employer match about $81,641 at 4% or $54,428 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. Money Purchase Plan | - | 102 | $2,944,517 | $628,117 | $6,158iApproximate average salary by contribution assumption: employee only about $153,950 at 4% or $102,633 at 6%; with 50% employer match about $102,633 at 4% or $68,422 at 6%; with 100% employer match about $76,975 at 4% or $51,317 at 6%. |
| Hamilton, Brook, Smith and Reynolds PC. Welfare Benefit Plan | - | 134 | - | - | - |
| 1999 | 2 | 106 | $12,730,446 | $1,251,330 | $11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. 401K Profit Sharing Plan | - | 106 | $10,136,313 | $627,135 | $5,916iApproximate average salary by contribution assumption: employee only about $147,909 at 4% or $98,606 at 6%; with 50% employer match about $98,606 at 4% or $65,737 at 6%; with 100% employer match about $73,955 at 4% or $49,303 at 6%. |
| Hamilton, Brook, Smith & Reynolds PC. Money Purchase Plan | - | 106 | $2,594,133 | $624,195 | $5,889iApproximate average salary by contribution assumption: employee only about $147,216 at 4% or $98,144 at 6%; with 50% employer match about $98,144 at 4% or $65,429 at 6%; with 100% employer match about $73,608 at 4% or $49,072 at 6%. |