STRATEGIC MANAGEMENT & REPORTING TEAM, INC.
Plan context: The Discovery House Employee Retirement Plan
EIN 05-0460769 • Greer, SC • 29 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
56
2021 Assets
$4,593,617
2021 Contributions
$436,942
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 56 | $4,593,617 | $436,942 | $7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,695 at 6%; with 100% employer match about $97,532 at 4% or $65,021 at 6%. |
| The Discovery House Employee Retirement Plan | - | 56 | $4,593,617 | $436,942 | $7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,695 at 6%; with 100% employer match about $97,532 at 4% or $65,021 at 6%. |
| 2020 | 1 | 69 | $4,965,949 | $347,614 | $5,038iApproximate average salary by contribution assumption: employee only about $125,947 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,976 at 6%; with 100% employer match about $62,974 at 4% or $41,982 at 6%. |
| The Discovery House Employee Retirement Plan | - | 69 | $4,965,949 | $347,614 | $5,038iApproximate average salary by contribution assumption: employee only about $125,947 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,976 at 6%; with 100% employer match about $62,974 at 4% or $41,982 at 6%. |
| 2019 | 1 | 74 | $4,127,072 | $342,688 | $4,631iApproximate average salary by contribution assumption: employee only about $115,773 at 4% or $77,182 at 6%; with 50% employer match about $77,182 at 4% or $51,455 at 6%; with 100% employer match about $57,886 at 4% or $38,591 at 6%. |
| The Discovery House Employee Retirement Plan | - | 74 | $4,127,072 | $342,688 | $4,631iApproximate average salary by contribution assumption: employee only about $115,773 at 4% or $77,182 at 6%; with 50% employer match about $77,182 at 4% or $51,455 at 6%; with 100% employer match about $57,886 at 4% or $38,591 at 6%. |
| 2018 | 1 | 97 | $3,440,071 | $410,739 | $4,234iApproximate average salary by contribution assumption: employee only about $105,861 at 4% or $70,574 at 6%; with 50% employer match about $70,574 at 4% or $47,049 at 6%; with 100% employer match about $52,930 at 4% or $35,287 at 6%. |
| The Discovery House Employee Retirement Plan | - | 97 | $3,440,071 | $410,739 | $4,234iApproximate average salary by contribution assumption: employee only about $105,861 at 4% or $70,574 at 6%; with 50% employer match about $70,574 at 4% or $47,049 at 6%; with 100% employer match about $52,930 at 4% or $35,287 at 6%. |
| 2017 | 1 | 46 | $3,998,655 | $284,218 | $6,179iApproximate average salary by contribution assumption: employee only about $154,466 at 4% or $102,978 at 6%; with 50% employer match about $102,978 at 4% or $68,652 at 6%; with 100% employer match about $77,233 at 4% or $51,489 at 6%. |
| The Discovery House Employee Retirement Plan | - | 46 | $3,998,655 | $284,218 | $6,179iApproximate average salary by contribution assumption: employee only about $154,466 at 4% or $102,978 at 6%; with 50% employer match about $102,978 at 4% or $68,652 at 6%; with 100% employer match about $77,233 at 4% or $51,489 at 6%. |
| 2016 | 1 | 44 | $3,680,332 | $257,138 | $5,844iApproximate average salary by contribution assumption: employee only about $146,101 at 4% or $97,401 at 6%; with 50% employer match about $97,401 at 4% or $64,934 at 6%; with 100% employer match about $73,051 at 4% or $48,700 at 6%. |
| The Discovery House Employee Retirement Plan | - | 44 | $3,680,332 | $257,138 | $5,844iApproximate average salary by contribution assumption: employee only about $146,101 at 4% or $97,401 at 6%; with 50% employer match about $97,401 at 4% or $64,934 at 6%; with 100% employer match about $73,051 at 4% or $48,700 at 6%. |
| 2015 | 2 | 46 | $4,430,959 | $1,013,412 | $22,031iApproximate average salary by contribution assumption: employee only about $550,767 at 4% or $367,178 at 6%; with 50% employer match about $367,178 at 4% or $244,786 at 6%; with 100% employer match about $275,384 at 4% or $183,589 at 6%. |
| The Discovery House Employee Retirement Plan | - | 46 | $4,430,959 | $1,013,412 | $22,031iApproximate average salary by contribution assumption: employee only about $550,767 at 4% or $367,178 at 6%; with 50% employer match about $367,178 at 4% or $244,786 at 6%; with 100% employer match about $275,384 at 4% or $183,589 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 29 | - | - | - |
| 2014 | 2 | 310 | $5,310,894 | $685,501 | $2,211iApproximate average salary by contribution assumption: employee only about $55,282 at 4% or $36,855 at 6%; with 50% employer match about $36,855 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,427 at 6%. |
| The Discovery House Employee Retirement Plan | - | 310 | $5,310,894 | $685,501 | $2,211iApproximate average salary by contribution assumption: employee only about $55,282 at 4% or $36,855 at 6%; with 50% employer match about $36,855 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,427 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 303 | - | - | - |
| 2013 | 2 | 320 | $4,587,382 | $559,409 | $1,748iApproximate average salary by contribution assumption: employee only about $43,704 at 4% or $29,136 at 6%; with 50% employer match about $29,136 at 4% or $19,424 at 6%; with 100% employer match about $21,852 at 4% or $14,568 at 6%. |
| The Discovery House Employee Retirement Plan | - | 320 | $4,587,382 | $559,409 | $1,748iApproximate average salary by contribution assumption: employee only about $43,704 at 4% or $29,136 at 6%; with 50% employer match about $29,136 at 4% or $19,424 at 6%; with 100% employer match about $21,852 at 4% or $14,568 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 309 | - | - | - |
| 2012 | 2 | 299 | $3,620,180 | $507,464 | $1,697iApproximate average salary by contribution assumption: employee only about $42,430 at 4% or $28,287 at 6%; with 50% employer match about $28,287 at 4% or $18,858 at 6%; with 100% employer match about $21,215 at 4% or $14,143 at 6%. |
| The Discovery House Employee Retirement Plan | - | 299 | $3,620,180 | $507,464 | $1,697iApproximate average salary by contribution assumption: employee only about $42,430 at 4% or $28,287 at 6%; with 50% employer match about $28,287 at 4% or $18,858 at 6%; with 100% employer match about $21,215 at 4% or $14,143 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 259 | - | - | - |
| 2011 | 2 | 300 | $3,285,395 | $617,768 | $2,059iApproximate average salary by contribution assumption: employee only about $51,481 at 4% or $34,320 at 6%; with 50% employer match about $34,320 at 4% or $22,880 at 6%; with 100% employer match about $25,740 at 4% or $17,160 at 6%. |
| The Discovery House Employee Retirement Plan | - | 300 | $3,285,395 | $617,768 | $2,059iApproximate average salary by contribution assumption: employee only about $51,481 at 4% or $34,320 at 6%; with 50% employer match about $34,320 at 4% or $22,880 at 6%; with 100% employer match about $25,740 at 4% or $17,160 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 277 | - | - | - |
| 2010 | 2 | 286 | $2,844,738 | $566,647 | $1,981iApproximate average salary by contribution assumption: employee only about $49,532 at 4% or $33,021 at 6%; with 50% employer match about $33,021 at 4% or $22,014 at 6%; with 100% employer match about $24,766 at 4% or $16,511 at 6%. |
| The Discovery House Employee Retirement Plan | - | 286 | $2,844,738 | $566,647 | $1,981iApproximate average salary by contribution assumption: employee only about $49,532 at 4% or $33,021 at 6%; with 50% employer match about $33,021 at 4% or $22,014 at 6%; with 100% employer match about $24,766 at 4% or $16,511 at 6%. |
| SMART MANAGEMENT, INC. HEALTH AND WELFARE PLAN | - | 286 | - | - | - |
| 2009 | 1 | 283 | $2,216,114 | $478,472 | $1,691iApproximate average salary by contribution assumption: employee only about $42,268 at 4% or $28,179 at 6%; with 50% employer match about $28,179 at 4% or $18,786 at 6%; with 100% employer match about $21,134 at 4% or $14,089 at 6%. |
| The Discovery House Employee Retirement Plan | - | 283 | $2,216,114 | $478,472 | $1,691iApproximate average salary by contribution assumption: employee only about $42,268 at 4% or $28,179 at 6%; with 50% employer match about $28,179 at 4% or $18,786 at 6%; with 100% employer match about $21,134 at 4% or $14,089 at 6%. |
| 2008 | 1 | 255 | $1,422,671 | $507,052 | $1,988iApproximate average salary by contribution assumption: employee only about $49,711 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,855 at 4% or $16,570 at 6%. |
| The Discovery House Employee Retirement Plan | - | 255 | $1,422,671 | $507,052 | $1,988iApproximate average salary by contribution assumption: employee only about $49,711 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,855 at 4% or $16,570 at 6%. |
| 2007 | 1 | 223 | $1,654,816 | $463,118 | $2,077iApproximate average salary by contribution assumption: employee only about $51,919 at 4% or $34,613 at 6%; with 50% employer match about $34,613 at 4% or $23,075 at 6%; with 100% employer match about $25,960 at 4% or $17,306 at 6%. |
| The Discovery House Employee Retirement Plan | - | 223 | $1,654,816 | $463,118 | $2,077iApproximate average salary by contribution assumption: employee only about $51,919 at 4% or $34,613 at 6%; with 50% employer match about $34,613 at 4% or $23,075 at 6%; with 100% employer match about $25,960 at 4% or $17,306 at 6%. |
| 2006 | 1 | 202 | $1,205,207 | $317,488 | $1,572iApproximate average salary by contribution assumption: employee only about $39,293 at 4% or $26,195 at 6%; with 50% employer match about $26,195 at 4% or $17,464 at 6%; with 100% employer match about $19,647 at 4% or $13,098 at 6%. |
| The Discovery House Employee Retirement Plan | - | 202 | $1,205,207 | $317,488 | $1,572iApproximate average salary by contribution assumption: employee only about $39,293 at 4% or $26,195 at 6%; with 50% employer match about $26,195 at 4% or $17,464 at 6%; with 100% employer match about $19,647 at 4% or $13,098 at 6%. |
| 2005 | 1 | 191 | $814,347 | $229,553 | $1,202iApproximate average salary by contribution assumption: employee only about $30,046 at 4% or $20,031 at 6%; with 50% employer match about $20,031 at 4% or $13,354 at 6%; with 100% employer match about $15,023 at 4% or $10,015 at 6%. |
| The Discovery House Employee Retirement Plan | - | 191 | $814,347 | $229,553 | $1,202iApproximate average salary by contribution assumption: employee only about $30,046 at 4% or $20,031 at 6%; with 50% employer match about $20,031 at 4% or $13,354 at 6%; with 100% employer match about $15,023 at 4% or $10,015 at 6%. |
| 2004 | 1 | 124 | $613,008 | $166,601 | $1,344iApproximate average salary by contribution assumption: employee only about $33,589 at 4% or $22,393 at 6%; with 50% employer match about $22,393 at 4% or $14,928 at 6%; with 100% employer match about $16,794 at 4% or $11,196 at 6%. |
| The Discovery House Employee Retirement Plan | - | 124 | $613,008 | $166,601 | $1,344iApproximate average salary by contribution assumption: employee only about $33,589 at 4% or $22,393 at 6%; with 50% employer match about $22,393 at 4% or $14,928 at 6%; with 100% employer match about $16,794 at 4% or $11,196 at 6%. |
| 2003 | 1 | 114 | $478,724 | $160,092 | $1,404iApproximate average salary by contribution assumption: employee only about $35,108 at 4% or $23,405 at 6%; with 50% employer match about $23,405 at 4% or $15,604 at 6%; with 100% employer match about $17,554 at 4% or $11,703 at 6%. |
| The Discovery House Employee Retirement Plan | - | 114 | $478,724 | $160,092 | $1,404iApproximate average salary by contribution assumption: employee only about $35,108 at 4% or $23,405 at 6%; with 50% employer match about $23,405 at 4% or $15,604 at 6%; with 100% employer match about $17,554 at 4% or $11,703 at 6%. |
| 2002 | 1 | 103 | $298,132 | $157,552 | $1,530iApproximate average salary by contribution assumption: employee only about $38,241 at 4% or $25,494 at 6%; with 50% employer match about $25,494 at 4% or $16,996 at 6%; with 100% employer match about $19,120 at 4% or $12,747 at 6%. |
| The Discovery House Employee Retirement Plan | - | 103 | $298,132 | $157,552 | $1,530iApproximate average salary by contribution assumption: employee only about $38,241 at 4% or $25,494 at 6%; with 50% employer match about $25,494 at 4% or $16,996 at 6%; with 100% employer match about $19,120 at 4% or $12,747 at 6%. |
| 2001 | 1 | 83 | $226,717 | $154,416 | $1,860iApproximate average salary by contribution assumption: employee only about $46,511 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,504 at 6%. |
| The Discovery House Employee Retirement Plan | - | 83 | $226,717 | $154,416 | $1,860iApproximate average salary by contribution assumption: employee only about $46,511 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,504 at 6%. |
| 2000 | 1 | 67 | $104,086 | $94,356 | $1,408iApproximate average salary by contribution assumption: employee only about $35,207 at 4% or $23,472 at 6%; with 50% employer match about $23,472 at 4% or $15,648 at 6%; with 100% employer match about $17,604 at 4% or $11,736 at 6%. |
| The Discovery House Employee Retirement Plan | - | 67 | $104,086 | $94,356 | $1,408iApproximate average salary by contribution assumption: employee only about $35,207 at 4% or $23,472 at 6%; with 50% employer match about $23,472 at 4% or $15,648 at 6%; with 100% employer match about $17,604 at 4% or $11,736 at 6%. |
| 1999 | 1 | 87 | $21,263 | $17,710 | $204iApproximate average salary by contribution assumption: employee only about $5,089 at 4% or $3,393 at 6%; with 50% employer match about $3,393 at 4% or $2,262 at 6%; with 100% employer match about $2,545 at 4% or $1,696 at 6%. |
| The Discovery House Employee Retirement Plan | - | 87 | $21,263 | $17,710 | $204iApproximate average salary by contribution assumption: employee only about $5,089 at 4% or $3,393 at 6%; with 50% employer match about $3,393 at 4% or $2,262 at 6%; with 100% employer match about $2,545 at 4% or $1,696 at 6%. |