Civic Intelligence

Smith Whiley & Company

Plan context: Smith Whiley & Company Retirement Plan

EIN 06-1377944 • Bloomfield, CT • 23 filings • 2 plans

40 Jerome Avenue,P.O. Box 452Bloomfield, CT 06002
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$122,003

2021 Contributions

$52,000

Historical Graphs

Total Assets Over Time

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

$2,073,336$1,036,668$0199920112020YearValue
$122,003Latest year 2020

Participants Over Time

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

1890199920102020YearValue
2Latest year 2020

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
202110$0$52,000-
Smith Whiley & Company Retirement Plan-0$0$52,000-
202012$122,003$9,700$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,833 at 6%; with 50% employer match about $80,833 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
Smith Whiley & Company Retirement Plan-2$122,003$9,700$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,833 at 6%; with 50% employer match about $80,833 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
201913$519,858$17,285$5,762iApproximate average salary by contribution assumption: employee only about $144,042 at 4% or $96,028 at 6%; with 50% employer match about $96,028 at 4% or $64,019 at 6%; with 100% employer match about $72,021 at 4% or $48,014 at 6%.
Smith Whiley & Company Retirement Plan-3$519,858$17,285$5,762iApproximate average salary by contribution assumption: employee only about $144,042 at 4% or $96,028 at 6%; with 50% employer match about $96,028 at 4% or $64,019 at 6%; with 100% employer match about $72,021 at 4% or $48,014 at 6%.
201814$621,224$15,200$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
Smith Whiley & Company Retirement Plan-4$621,224$15,200$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
201716$1,238,627$16,200$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Smith Whiley & Company Retirement Plan-6$1,238,627$16,200$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
201617$1,186,400$26,636$3,805iApproximate average salary by contribution assumption: employee only about $95,129 at 4% or $63,419 at 6%; with 50% employer match about $63,419 at 4% or $42,279 at 6%; with 100% employer match about $47,564 at 4% or $31,710 at 6%.
Smith Whiley & Company Retirement Plan-7$1,186,400$26,636$3,805iApproximate average salary by contribution assumption: employee only about $95,129 at 4% or $63,419 at 6%; with 50% employer match about $63,419 at 4% or $42,279 at 6%; with 100% employer match about $47,564 at 4% or $31,710 at 6%.
2015112$1,984,475$63,850$5,321iApproximate average salary by contribution assumption: employee only about $133,021 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.
Smith Whiley & Company Retirement Plan-12$1,984,475$63,850$5,321iApproximate average salary by contribution assumption: employee only about $133,021 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.
2014114$1,979,747$17,048$1,218iApproximate average salary by contribution assumption: employee only about $30,443 at 4% or $20,295 at 6%; with 50% employer match about $20,295 at 4% or $13,530 at 6%; with 100% employer match about $15,221 at 4% or $10,148 at 6%.
Smith Whiley & Company Retirement Plan-14$1,979,747$17,048$1,218iApproximate average salary by contribution assumption: employee only about $30,443 at 4% or $20,295 at 6%; with 50% employer match about $20,295 at 4% or $13,530 at 6%; with 100% employer match about $15,221 at 4% or $10,148 at 6%.
2013113$2,073,336$79,279$6,098iApproximate average salary by contribution assumption: employee only about $152,460 at 4% or $101,640 at 6%; with 50% employer match about $101,640 at 4% or $67,760 at 6%; with 100% employer match about $76,230 at 4% or $50,820 at 6%.
Smith Whiley & Company Retirement Plan-13$2,073,336$79,279$6,098iApproximate average salary by contribution assumption: employee only about $152,460 at 4% or $101,640 at 6%; with 50% employer match about $101,640 at 4% or $67,760 at 6%; with 100% employer match about $76,230 at 4% or $50,820 at 6%.
2012116$1,697,549$115,533$7,221iApproximate average salary by contribution assumption: employee only about $180,520 at 4% or $120,347 at 6%; with 50% employer match about $120,347 at 4% or $80,231 at 6%; with 100% employer match about $90,260 at 4% or $60,173 at 6%.
Smith Whiley & Company Retirement Plan-16$1,697,549$115,533$7,221iApproximate average salary by contribution assumption: employee only about $180,520 at 4% or $120,347 at 6%; with 50% employer match about $120,347 at 4% or $80,231 at 6%; with 100% employer match about $90,260 at 4% or $60,173 at 6%.
2011118$1,662,350$156,354$8,686iApproximate average salary by contribution assumption: employee only about $217,158 at 4% or $144,772 at 6%; with 50% employer match about $144,772 at 4% or $96,515 at 6%; with 100% employer match about $108,579 at 4% or $72,386 at 6%.
Smith Whiley & Company Retirement Plan-18$1,662,350$156,354$8,686iApproximate average salary by contribution assumption: employee only about $217,158 at 4% or $144,772 at 6%; with 50% employer match about $144,772 at 4% or $96,515 at 6%; with 100% employer match about $108,579 at 4% or $72,386 at 6%.
2010118$1,731,064$180,422$10,023iApproximate average salary by contribution assumption: employee only about $250,586 at 4% or $167,057 at 6%; with 50% employer match about $167,057 at 4% or $111,372 at 6%; with 100% employer match about $125,293 at 4% or $83,529 at 6%.
Smith Whiley & Company Retirement Plan-18$1,731,064$180,422$10,023iApproximate average salary by contribution assumption: employee only about $250,586 at 4% or $167,057 at 6%; with 50% employer match about $167,057 at 4% or $111,372 at 6%; with 100% employer match about $125,293 at 4% or $83,529 at 6%.
2009117$1,390,271$174,524$10,266iApproximate average salary by contribution assumption: employee only about $256,653 at 4% or $171,102 at 6%; with 50% employer match about $171,102 at 4% or $114,068 at 6%; with 100% employer match about $128,326 at 4% or $85,551 at 6%.
Smith Whiley & Company Retirement Plan-17$1,390,271$174,524$10,266iApproximate average salary by contribution assumption: employee only about $256,653 at 4% or $171,102 at 6%; with 50% employer match about $171,102 at 4% or $114,068 at 6%; with 100% employer match about $128,326 at 4% or $85,551 at 6%.
2008112$935,060$154,353$12,863iApproximate average salary by contribution assumption: employee only about $321,569 at 4% or $214,379 at 6%; with 50% employer match about $214,379 at 4% or $142,919 at 6%; with 100% employer match about $160,784 at 4% or $107,190 at 6%.
Smith Whiley & Company Retirement Plan-12$935,060$154,353$12,863iApproximate average salary by contribution assumption: employee only about $321,569 at 4% or $214,379 at 6%; with 50% employer match about $214,379 at 4% or $142,919 at 6%; with 100% employer match about $160,784 at 4% or $107,190 at 6%.
2007112$0$0-
Smith Whiley & Company Retirement Plan-12---
2006110$1,645,911$568,740$56,874iApproximate average salary by contribution assumption: employee only about $1,421,850 at 4% or $947,900 at 6%; with 50% employer match about $947,900 at 4% or $631,933 at 6%; with 100% employer match about $710,925 at 4% or $473,950 at 6%.
Smith Whiley & Company Retirement Plan-10$1,645,911$568,740$56,874iApproximate average salary by contribution assumption: employee only about $1,421,850 at 4% or $947,900 at 6%; with 50% employer match about $947,900 at 4% or $631,933 at 6%; with 100% employer match about $710,925 at 4% or $473,950 at 6%.
2005110$968,760$458,690$45,869iApproximate average salary by contribution assumption: employee only about $1,146,725 at 4% or $764,483 at 6%; with 50% employer match about $764,483 at 4% or $509,656 at 6%; with 100% employer match about $573,363 at 4% or $382,242 at 6%.
Smith Whiley & Company Retirement Plan-10$968,760$458,690$45,869iApproximate average salary by contribution assumption: employee only about $1,146,725 at 4% or $764,483 at 6%; with 50% employer match about $764,483 at 4% or $509,656 at 6%; with 100% employer match about $573,363 at 4% or $382,242 at 6%.
2004112$505,090$108,695$9,058iApproximate average salary by contribution assumption: employee only about $226,448 at 4% or $150,965 at 6%; with 50% employer match about $150,965 at 4% or $100,644 at 6%; with 100% employer match about $113,224 at 4% or $75,483 at 6%.
Smith Whiley & Company Retirement Plan-12$505,090$108,695$9,058iApproximate average salary by contribution assumption: employee only about $226,448 at 4% or $150,965 at 6%; with 50% employer match about $150,965 at 4% or $100,644 at 6%; with 100% employer match about $113,224 at 4% or $75,483 at 6%.
2003111$350,262$81,539$7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%.
Smith Whiley & Company Retirement Plan-11$350,262$81,539$7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%.
2002111$0$0-
Smith Whiley & Company Retirement Plan-11---
200117$0$0-
Smith Whiley & Company Retirement Plan-7---
200016$157,314$60,229$10,038iApproximate average salary by contribution assumption: employee only about $250,954 at 4% or $167,303 at 6%; with 50% employer match about $167,303 at 4% or $111,535 at 6%; with 100% employer match about $125,477 at 4% or $83,651 at 6%.
Smith Whiley & Company Retirement Plan-6$157,314$60,229$10,038iApproximate average salary by contribution assumption: employee only about $250,954 at 4% or $167,303 at 6%; with 50% employer match about $167,303 at 4% or $111,535 at 6%; with 100% employer match about $125,477 at 4% or $83,651 at 6%.
199916$103,134$163,321$27,220iApproximate average salary by contribution assumption: employee only about $680,504 at 4% or $453,669 at 6%; with 50% employer match about $453,669 at 4% or $302,446 at 6%; with 100% employer match about $340,252 at 4% or $226,835 at 6%.
Smith Whiley & Company Retirement Plan-6$103,134$163,321$27,220iApproximate average salary by contribution assumption: employee only about $680,504 at 4% or $453,669 at 6%; with 50% employer match about $453,669 at 4% or $302,446 at 6%; with 100% employer match about $340,252 at 4% or $226,835 at 6%.