Stephen M. Smith & Company, L.L.C.
Plan context: Stephen M. Smith & Company, L.L.C. Profit Sharing Plan
EIN 13-3933987 • New York, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$5,920,281
2024 Contributions
$198,811
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 | 7 | $5,920,281 | $198,811 | $28,402iApproximate average salary by contribution assumption: employee only about $710,039 at 4% or $473,360 at 6%; with 50% employer match about $473,360 at 4% or $315,573 at 6%; with 100% employer match about $355,020 at 4% or $236,680 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 7 | $5,920,281 | $198,811 | $28,402iApproximate average salary by contribution assumption: employee only about $710,039 at 4% or $473,360 at 6%; with 50% employer match about $473,360 at 4% or $315,573 at 6%; with 100% employer match about $355,020 at 4% or $236,680 at 6%. |
| 2023 | 1 | 6 | $5,944,061 | $200,671 | $33,445iApproximate average salary by contribution assumption: employee only about $836,129 at 4% or $557,419 at 6%; with 50% employer match about $557,419 at 4% or $371,613 at 6%; with 100% employer match about $418,065 at 4% or $278,710 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 6 | $5,944,061 | $200,671 | $33,445iApproximate average salary by contribution assumption: employee only about $836,129 at 4% or $557,419 at 6%; with 50% employer match about $557,419 at 4% or $371,613 at 6%; with 100% employer match about $418,065 at 4% or $278,710 at 6%. |
| 2022 | 1 | 7 | $4,736,572 | $191,041 | $27,292iApproximate average salary by contribution assumption: employee only about $682,289 at 4% or $454,860 at 6%; with 50% employer match about $454,860 at 4% or $303,240 at 6%; with 100% employer match about $341,145 at 4% or $227,430 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 7 | $4,736,572 | $191,041 | $27,292iApproximate average salary by contribution assumption: employee only about $682,289 at 4% or $454,860 at 6%; with 50% employer match about $454,860 at 4% or $303,240 at 6%; with 100% employer match about $341,145 at 4% or $227,430 at 6%. |
| 2021 | 1 | 7 | $5,597,832 | $178,920 | $25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 7 | $5,597,832 | $178,920 | $25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%. |
| 2020 | 1 | 6 | $4,428,032 | $153,294 | $25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 6 | $4,428,032 | $153,294 | $25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%. |
| 2019 | 1 | 7 | $3,903,863 | $150,068 | $21,438iApproximate average salary by contribution assumption: employee only about $535,957 at 4% or $357,305 at 6%; with 50% employer match about $357,305 at 4% or $238,203 at 6%; with 100% employer match about $267,979 at 4% or $178,652 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 7 | $3,903,863 | $150,068 | $21,438iApproximate average salary by contribution assumption: employee only about $535,957 at 4% or $357,305 at 6%; with 50% employer match about $357,305 at 4% or $238,203 at 6%; with 100% employer match about $267,979 at 4% or $178,652 at 6%. |
| 2018 | 1 | 7 | $2,929,117 | $148,262 | $21,180iApproximate average salary by contribution assumption: employee only about $529,507 at 4% or $353,005 at 6%; with 50% employer match about $353,005 at 4% or $235,337 at 6%; with 100% employer match about $264,754 at 4% or $176,502 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 7 | $2,929,117 | $148,262 | $21,180iApproximate average salary by contribution assumption: employee only about $529,507 at 4% or $353,005 at 6%; with 50% employer match about $353,005 at 4% or $235,337 at 6%; with 100% employer match about $264,754 at 4% or $176,502 at 6%. |
| 2017 | 1 | 9 | $2,974,521 | $145,088 | $16,121iApproximate average salary by contribution assumption: employee only about $403,022 at 4% or $268,681 at 6%; with 50% employer match about $268,681 at 4% or $179,121 at 6%; with 100% employer match about $201,511 at 4% or $134,341 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 9 | $2,974,521 | $145,088 | $16,121iApproximate average salary by contribution assumption: employee only about $403,022 at 4% or $268,681 at 6%; with 50% employer match about $268,681 at 4% or $179,121 at 6%; with 100% employer match about $201,511 at 4% or $134,341 at 6%. |
| 2016 | 1 | 8 | $2,364,296 | $139,897 | $17,487iApproximate average salary by contribution assumption: employee only about $437,178 at 4% or $291,452 at 6%; with 50% employer match about $291,452 at 4% or $194,301 at 6%; with 100% employer match about $218,589 at 4% or $145,726 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $2,364,296 | $139,897 | $17,487iApproximate average salary by contribution assumption: employee only about $437,178 at 4% or $291,452 at 6%; with 50% employer match about $291,452 at 4% or $194,301 at 6%; with 100% employer match about $218,589 at 4% or $145,726 at 6%. |
| 2015 | 1 | 9 | $2,019,068 | $134,530 | $14,948iApproximate average salary by contribution assumption: employee only about $373,694 at 4% or $249,130 at 6%; with 50% employer match about $249,130 at 4% or $166,086 at 6%; with 100% employer match about $186,847 at 4% or $124,565 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 9 | $2,019,068 | $134,530 | $14,948iApproximate average salary by contribution assumption: employee only about $373,694 at 4% or $249,130 at 6%; with 50% employer match about $249,130 at 4% or $166,086 at 6%; with 100% employer match about $186,847 at 4% or $124,565 at 6%. |
| 2014 | 1 | 8 | $2,361,977 | $126,455 | $15,807iApproximate average salary by contribution assumption: employee only about $395,172 at 4% or $263,448 at 6%; with 50% employer match about $263,448 at 4% or $175,632 at 6%; with 100% employer match about $197,586 at 4% or $131,724 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $2,361,977 | $126,455 | $15,807iApproximate average salary by contribution assumption: employee only about $395,172 at 4% or $263,448 at 6%; with 50% employer match about $263,448 at 4% or $175,632 at 6%; with 100% employer match about $197,586 at 4% or $131,724 at 6%. |
| 2013 | 1 | 8 | $2,030,181 | $131,109 | $16,389iApproximate average salary by contribution assumption: employee only about $409,716 at 4% or $273,144 at 6%; with 50% employer match about $273,144 at 4% or $182,096 at 6%; with 100% employer match about $204,858 at 4% or $136,572 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $2,030,181 | $131,109 | $16,389iApproximate average salary by contribution assumption: employee only about $409,716 at 4% or $273,144 at 6%; with 50% employer match about $273,144 at 4% or $182,096 at 6%; with 100% employer match about $204,858 at 4% or $136,572 at 6%. |
| 2012 | 1 | 8 | $1,459,481 | $129,660 | $16,208iApproximate average salary by contribution assumption: employee only about $405,188 at 4% or $270,125 at 6%; with 50% employer match about $270,125 at 4% or $180,083 at 6%; with 100% employer match about $202,594 at 4% or $135,063 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $1,459,481 | $129,660 | $16,208iApproximate average salary by contribution assumption: employee only about $405,188 at 4% or $270,125 at 6%; with 50% employer match about $270,125 at 4% or $180,083 at 6%; with 100% employer match about $202,594 at 4% or $135,063 at 6%. |
| 2011 | 1 | 8 | $1,159,340 | $126,057 | $15,757iApproximate average salary by contribution assumption: employee only about $393,928 at 4% or $262,619 at 6%; with 50% employer match about $262,619 at 4% or $175,079 at 6%; with 100% employer match about $196,964 at 4% or $131,309 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $1,159,340 | $126,057 | $15,757iApproximate average salary by contribution assumption: employee only about $393,928 at 4% or $262,619 at 6%; with 50% employer match about $262,619 at 4% or $175,079 at 6%; with 100% employer match about $196,964 at 4% or $131,309 at 6%. |
| 2010 | 1 | 8 | $1,062,483 | $95,460 | $11,933iApproximate average salary by contribution assumption: employee only about $298,313 at 4% or $198,875 at 6%; with 50% employer match about $198,875 at 4% or $132,583 at 6%; with 100% employer match about $149,156 at 4% or $99,438 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 8 | $1,062,483 | $95,460 | $11,933iApproximate average salary by contribution assumption: employee only about $298,313 at 4% or $198,875 at 6%; with 50% employer match about $198,875 at 4% or $132,583 at 6%; with 100% employer match about $149,156 at 4% or $99,438 at 6%. |
| 2009 | 1 | 12 | $846,754 | $82,883 | $6,907iApproximate average salary by contribution assumption: employee only about $172,673 at 4% or $115,115 at 6%; with 50% employer match about $115,115 at 4% or $76,744 at 6%; with 100% employer match about $86,336 at 4% or $57,558 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 12 | $846,754 | $82,883 | $6,907iApproximate average salary by contribution assumption: employee only about $172,673 at 4% or $115,115 at 6%; with 50% employer match about $115,115 at 4% or $76,744 at 6%; with 100% employer match about $86,336 at 4% or $57,558 at 6%. |
| 2008 | 1 | 6 | $603,910 | $74,434 | $12,406iApproximate average salary by contribution assumption: employee only about $310,142 at 4% or $206,761 at 6%; with 50% employer match about $206,761 at 4% or $137,841 at 6%; with 100% employer match about $155,071 at 4% or $103,381 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 6 | $603,910 | $74,434 | $12,406iApproximate average salary by contribution assumption: employee only about $310,142 at 4% or $206,761 at 6%; with 50% employer match about $206,761 at 4% or $137,841 at 6%; with 100% employer match about $155,071 at 4% or $103,381 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $713,461 | $68,605 | $17,151iApproximate average salary by contribution assumption: employee only about $428,781 at 4% or $285,854 at 6%; with 50% employer match about $285,854 at 4% or $190,569 at 6%; with 100% employer match about $214,391 at 4% or $142,927 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 4 | $713,461 | $68,605 | $17,151iApproximate average salary by contribution assumption: employee only about $428,781 at 4% or $285,854 at 6%; with 50% employer match about $285,854 at 4% or $190,569 at 6%; with 100% employer match about $214,391 at 4% or $142,927 at 6%. |
| 2005 | 1 | 5 | $601,841 | $52,803 | $10,561iApproximate average salary by contribution assumption: employee only about $264,015 at 4% or $176,010 at 6%; with 50% employer match about $176,010 at 4% or $117,340 at 6%; with 100% employer match about $132,008 at 4% or $88,005 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 5 | $601,841 | $52,803 | $10,561iApproximate average salary by contribution assumption: employee only about $264,015 at 4% or $176,010 at 6%; with 50% employer match about $176,010 at 4% or $117,340 at 6%; with 100% employer match about $132,008 at 4% or $88,005 at 6%. |
| 2004 | 1 | 4 | $534,362 | $107,526 | $26,882iApproximate average salary by contribution assumption: employee only about $672,038 at 4% or $448,025 at 6%; with 50% employer match about $448,025 at 4% or $298,683 at 6%; with 100% employer match about $336,019 at 4% or $224,013 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 4 | $534,362 | $107,526 | $26,882iApproximate average salary by contribution assumption: employee only about $672,038 at 4% or $448,025 at 6%; with 50% employer match about $448,025 at 4% or $298,683 at 6%; with 100% employer match about $336,019 at 4% or $224,013 at 6%. |
| 2003 | 1 | 5 | $396,016 | $120,439 | $24,088iApproximate average salary by contribution assumption: employee only about $602,195 at 4% or $401,463 at 6%; with 50% employer match about $401,463 at 4% or $267,642 at 6%; with 100% employer match about $301,098 at 4% or $200,732 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 5 | $396,016 | $120,439 | $24,088iApproximate average salary by contribution assumption: employee only about $602,195 at 4% or $401,463 at 6%; with 50% employer match about $401,463 at 4% or $267,642 at 6%; with 100% employer match about $301,098 at 4% or $200,732 at 6%. |
| 2002 | 1 | 4 | $216,134 | $100,864 | $25,216iApproximate average salary by contribution assumption: employee only about $630,400 at 4% or $420,267 at 6%; with 50% employer match about $420,267 at 4% or $280,178 at 6%; with 100% employer match about $315,200 at 4% or $210,133 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 4 | $216,134 | $100,864 | $25,216iApproximate average salary by contribution assumption: employee only about $630,400 at 4% or $420,267 at 6%; with 50% employer match about $420,267 at 4% or $280,178 at 6%; with 100% employer match about $315,200 at 4% or $210,133 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $104,539 | $46,953 | $15,651iApproximate average salary by contribution assumption: employee only about $391,275 at 4% or $260,850 at 6%; with 50% employer match about $260,850 at 4% or $173,900 at 6%; with 100% employer match about $195,638 at 4% or $130,425 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 3 | $104,539 | $46,953 | $15,651iApproximate average salary by contribution assumption: employee only about $391,275 at 4% or $260,850 at 6%; with 50% employer match about $260,850 at 4% or $173,900 at 6%; with 100% employer match about $195,638 at 4% or $130,425 at 6%. |
| 1999 | 1 | 2 | $63,892 | $29,825 | $14,913iApproximate average salary by contribution assumption: employee only about $372,813 at 4% or $248,542 at 6%; with 50% employer match about $248,542 at 4% or $165,694 at 6%; with 100% employer match about $186,406 at 4% or $124,271 at 6%. |
| Stephen M. Smith & Company, L.L.C. Profit Sharing Plan | - | 2 | $63,892 | $29,825 | $14,913iApproximate average salary by contribution assumption: employee only about $372,813 at 4% or $248,542 at 6%; with 50% employer match about $248,542 at 4% or $165,694 at 6%; with 100% employer match about $186,406 at 4% or $124,271 at 6%. |