Smith Insurance Inc.
Plan context: Smith Insurance Inc. 401K Retirement Plan
EIN 06-0867210 • Niantic, CT • 21 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
36
2015 Assets
$5,471,868
2015 Contributions
$376,618
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 36 | $5,471,868 | $376,618 | $10,462iApproximate average salary by contribution assumption: employee only about $261,540 at 4% or $174,360 at 6%; with 50% employer match about $174,360 at 4% or $116,240 at 6%; with 100% employer match about $130,770 at 4% or $87,180 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 36 | $5,471,868 | $376,618 | $10,462iApproximate average salary by contribution assumption: employee only about $261,540 at 4% or $174,360 at 6%; with 50% employer match about $174,360 at 4% or $116,240 at 6%; with 100% employer match about $130,770 at 4% or $87,180 at 6%. |
| 2014 | 1 | 45 | $5,278,658 | $273,390 | $6,075iApproximate average salary by contribution assumption: employee only about $151,883 at 4% or $101,256 at 6%; with 50% employer match about $101,256 at 4% or $67,504 at 6%; with 100% employer match about $75,942 at 4% or $50,628 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 45 | $5,278,658 | $273,390 | $6,075iApproximate average salary by contribution assumption: employee only about $151,883 at 4% or $101,256 at 6%; with 50% employer match about $101,256 at 4% or $67,504 at 6%; with 100% employer match about $75,942 at 4% or $50,628 at 6%. |
| 2013 | 1 | 44 | $5,177,388 | $215,925 | $4,907iApproximate average salary by contribution assumption: employee only about $122,685 at 4% or $81,790 at 6%; with 50% employer match about $81,790 at 4% or $54,527 at 6%; with 100% employer match about $61,342 at 4% or $40,895 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 44 | $5,177,388 | $215,925 | $4,907iApproximate average salary by contribution assumption: employee only about $122,685 at 4% or $81,790 at 6%; with 50% employer match about $81,790 at 4% or $54,527 at 6%; with 100% employer match about $61,342 at 4% or $40,895 at 6%. |
| 2012 | 1 | 42 | $4,392,366 | $214,857 | $5,116iApproximate average salary by contribution assumption: employee only about $127,891 at 4% or $85,261 at 6%; with 50% employer match about $85,261 at 4% or $56,840 at 6%; with 100% employer match about $63,946 at 4% or $42,630 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 42 | $4,392,366 | $214,857 | $5,116iApproximate average salary by contribution assumption: employee only about $127,891 at 4% or $85,261 at 6%; with 50% employer match about $85,261 at 4% or $56,840 at 6%; with 100% employer match about $63,946 at 4% or $42,630 at 6%. |
| 2011 | 1 | 40 | $4,030,956 | $218,306 | $5,458iApproximate average salary by contribution assumption: employee only about $136,441 at 4% or $90,961 at 6%; with 50% employer match about $90,961 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,480 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 40 | $4,030,956 | $218,306 | $5,458iApproximate average salary by contribution assumption: employee only about $136,441 at 4% or $90,961 at 6%; with 50% employer match about $90,961 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,480 at 6%. |
| 2010 | 1 | 49 | $4,632,210 | $238,002 | $4,857iApproximate average salary by contribution assumption: employee only about $121,430 at 4% or $80,953 at 6%; with 50% employer match about $80,953 at 4% or $53,969 at 6%; with 100% employer match about $60,715 at 4% or $40,477 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 49 | $4,632,210 | $238,002 | $4,857iApproximate average salary by contribution assumption: employee only about $121,430 at 4% or $80,953 at 6%; with 50% employer match about $80,953 at 4% or $53,969 at 6%; with 100% employer match about $60,715 at 4% or $40,477 at 6%. |
| 2009 | 1 | 55 | $4,839,921 | $395,785 | $7,196iApproximate average salary by contribution assumption: employee only about $179,902 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,951 at 4% or $59,967 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 55 | $4,839,921 | $395,785 | $7,196iApproximate average salary by contribution assumption: employee only about $179,902 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,951 at 4% or $59,967 at 6%. |
| 2008 | 1 | 56 | $3,571,132 | $568,295 | $10,148iApproximate average salary by contribution assumption: employee only about $253,703 at 4% or $169,135 at 6%; with 50% employer match about $169,135 at 4% or $112,757 at 6%; with 100% employer match about $126,852 at 4% or $84,568 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 56 | $3,571,132 | $568,295 | $10,148iApproximate average salary by contribution assumption: employee only about $253,703 at 4% or $169,135 at 6%; with 50% employer match about $169,135 at 4% or $112,757 at 6%; with 100% employer match about $126,852 at 4% or $84,568 at 6%. |
| 2007 | 1 | 56 | $0 | $0 | - |
| Smith Insurance Inc. 401K Retirement Plan | - | 56 | - | - | - |
| 2006 | 1 | 49 | $4,164,523 | $485,227 | $9,903iApproximate average salary by contribution assumption: employee only about $247,565 at 4% or $165,043 at 6%; with 50% employer match about $165,043 at 4% or $110,029 at 6%; with 100% employer match about $123,782 at 4% or $82,522 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 49 | $4,164,523 | $485,227 | $9,903iApproximate average salary by contribution assumption: employee only about $247,565 at 4% or $165,043 at 6%; with 50% employer match about $165,043 at 4% or $110,029 at 6%; with 100% employer match about $123,782 at 4% or $82,522 at 6%. |
| 2005 | 1 | 50 | $3,311,039 | $372,642 | $7,453iApproximate average salary by contribution assumption: employee only about $186,321 at 4% or $124,214 at 6%; with 50% employer match about $124,214 at 4% or $82,809 at 6%; with 100% employer match about $93,161 at 4% or $62,107 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 50 | $3,311,039 | $372,642 | $7,453iApproximate average salary by contribution assumption: employee only about $186,321 at 4% or $124,214 at 6%; with 50% employer match about $124,214 at 4% or $82,809 at 6%; with 100% employer match about $93,161 at 4% or $62,107 at 6%. |
| 2004 | 1 | 45 | $2,825,201 | $375,221 | $8,338iApproximate average salary by contribution assumption: employee only about $208,456 at 4% or $138,971 at 6%; with 50% employer match about $138,971 at 4% or $92,647 at 6%; with 100% employer match about $104,228 at 4% or $69,485 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 45 | $2,825,201 | $375,221 | $8,338iApproximate average salary by contribution assumption: employee only about $208,456 at 4% or $138,971 at 6%; with 50% employer match about $138,971 at 4% or $92,647 at 6%; with 100% employer match about $104,228 at 4% or $69,485 at 6%. |
| 2003 | 1 | 47 | $2,326,552 | $336,257 | $7,154iApproximate average salary by contribution assumption: employee only about $178,860 at 4% or $119,240 at 6%; with 50% employer match about $119,240 at 4% or $79,493 at 6%; with 100% employer match about $89,430 at 4% or $59,620 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 47 | $2,326,552 | $336,257 | $7,154iApproximate average salary by contribution assumption: employee only about $178,860 at 4% or $119,240 at 6%; with 50% employer match about $119,240 at 4% or $79,493 at 6%; with 100% employer match about $89,430 at 4% or $59,620 at 6%. |
| 2002 | 2 | 43 | $1,676,826 | $733,120 | $17,049iApproximate average salary by contribution assumption: employee only about $426,233 at 4% or $284,155 at 6%; with 50% employer match about $284,155 at 4% or $189,437 at 6%; with 100% employer match about $213,116 at 4% or $142,078 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 43 | $1,676,826 | $733,120 | $17,049iApproximate average salary by contribution assumption: employee only about $426,233 at 4% or $284,155 at 6%; with 50% employer match about $284,155 at 4% or $189,437 at 6%; with 100% employer match about $213,116 at 4% or $142,078 at 6%. |
| Smith Insurance Inc. Employer Stock Ownership Plan | - | 0 | - | - | - |
| 2001 | 2 | 39 | $2,267,260 | $218,356 | $5,599iApproximate average salary by contribution assumption: employee only about $139,972 at 4% or $93,315 at 6%; with 50% employer match about $93,315 at 4% or $62,210 at 6%; with 100% employer match about $69,986 at 4% or $46,657 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 39 | $1,300,583 | $218,356 | $5,599iApproximate average salary by contribution assumption: employee only about $139,972 at 4% or $93,315 at 6%; with 50% employer match about $93,315 at 4% or $62,210 at 6%; with 100% employer match about $69,986 at 4% or $46,657 at 6%. |
| Smith Insurance Inc. Employer Stock Ownership Plan | - | 38 | $966,677 | - | - |
| 2000 | 2 | 39 | $2,288,631 | $228,614 | $5,862iApproximate average salary by contribution assumption: employee only about $146,547 at 4% or $97,698 at 6%; with 50% employer match about $97,698 at 4% or $65,132 at 6%; with 100% employer match about $73,274 at 4% or $48,849 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 36 | $1,254,634 | $228,614 | $6,350iApproximate average salary by contribution assumption: employee only about $158,760 at 4% or $105,840 at 6%; with 50% employer match about $105,840 at 4% or $70,560 at 6%; with 100% employer match about $79,380 at 4% or $52,920 at 6%. |
| Smith Insurance Inc. Employer Stock Ownership Plan | - | 39 | $1,033,997 | - | - |
| 1999 | 2 | 41 | $2,183,552 | $189,030 | $4,610iApproximate average salary by contribution assumption: employee only about $115,262 at 4% or $76,841 at 6%; with 50% employer match about $76,841 at 4% or $51,228 at 6%; with 100% employer match about $57,631 at 4% or $38,421 at 6%. |
| Smith Insurance Inc. 401K Retirement Plan | - | 35 | $1,336,948 | $189,030 | $5,401iApproximate average salary by contribution assumption: employee only about $135,021 at 4% or $90,014 at 6%; with 50% employer match about $90,014 at 4% or $60,010 at 6%; with 100% employer match about $67,511 at 4% or $45,007 at 6%. |
| Smith Insurance Inc. Employer Stock Ownership Plan | - | 41 | $846,604 | - | - |