F.R. Smith & Sons
Plan context: F.R. Smith & Sons Inc. 401(K) Plan
EIN 14-1075760 • Bolton Landing, NY • 23 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$797,315
2020 Contributions
$44,752
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 6 | $797,315 | $44,752 | $7,459iApproximate average salary by contribution assumption: employee only about $186,467 at 4% or $124,311 at 6%; with 50% employer match about $124,311 at 4% or $82,874 at 6%; with 100% employer match about $93,233 at 4% or $62,156 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $797,315 | $31,516 | $5,253iApproximate average salary by contribution assumption: employee only about $131,317 at 4% or $87,544 at 6%; with 50% employer match about $87,544 at 4% or $58,363 at 6%; with 100% employer match about $65,658 at 4% or $43,772 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 0 | - | $13,236 | - |
| 2019 | 1 | 6 | $700,681 | $30,941 | $5,157iApproximate average salary by contribution assumption: employee only about $128,921 at 4% or $85,947 at 6%; with 50% employer match about $85,947 at 4% or $57,298 at 6%; with 100% employer match about $64,460 at 4% or $42,974 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $700,681 | $30,941 | $5,157iApproximate average salary by contribution assumption: employee only about $128,921 at 4% or $85,947 at 6%; with 50% employer match about $85,947 at 4% or $57,298 at 6%; with 100% employer match about $64,460 at 4% or $42,974 at 6%. |
| 2018 | 1 | 6 | $582,316 | $33,293 | $5,549iApproximate average salary by contribution assumption: employee only about $138,721 at 4% or $92,481 at 6%; with 50% employer match about $92,481 at 4% or $61,654 at 6%; with 100% employer match about $69,360 at 4% or $46,240 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $582,316 | $33,293 | $5,549iApproximate average salary by contribution assumption: employee only about $138,721 at 4% or $92,481 at 6%; with 50% employer match about $92,481 at 4% or $61,654 at 6%; with 100% employer match about $69,360 at 4% or $46,240 at 6%. |
| 2017 | 1 | 6 | $577,432 | $27,385 | $4,564iApproximate average salary by contribution assumption: employee only about $114,104 at 4% or $76,069 at 6%; with 50% employer match about $76,069 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $577,432 | $27,385 | $4,564iApproximate average salary by contribution assumption: employee only about $114,104 at 4% or $76,069 at 6%; with 50% employer match about $76,069 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| 2016 | 1 | 6 | $492,027 | $29,136 | $4,856iApproximate average salary by contribution assumption: employee only about $121,400 at 4% or $80,933 at 6%; with 50% employer match about $80,933 at 4% or $53,956 at 6%; with 100% employer match about $60,700 at 4% or $40,467 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $492,027 | $29,136 | $4,856iApproximate average salary by contribution assumption: employee only about $121,400 at 4% or $80,933 at 6%; with 50% employer match about $80,933 at 4% or $53,956 at 6%; with 100% employer match about $60,700 at 4% or $40,467 at 6%. |
| 2015 | 1 | 7 | $435,808 | $33,313 | $4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 7 | $435,808 | $33,313 | $4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%. |
| 2014 | 1 | 6 | $477,237 | $26,643 | $4,441iApproximate average salary by contribution assumption: employee only about $111,013 at 4% or $74,008 at 6%; with 50% employer match about $74,008 at 4% or $49,339 at 6%; with 100% employer match about $55,506 at 4% or $37,004 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $477,237 | $26,643 | $4,441iApproximate average salary by contribution assumption: employee only about $111,013 at 4% or $74,008 at 6%; with 50% employer match about $74,008 at 4% or $49,339 at 6%; with 100% employer match about $55,506 at 4% or $37,004 at 6%. |
| 2013 | 1 | 5 | $432,152 | $50,241 | $10,048iApproximate average salary by contribution assumption: employee only about $251,205 at 4% or $167,470 at 6%; with 50% employer match about $167,470 at 4% or $111,647 at 6%; with 100% employer match about $125,603 at 4% or $83,735 at 6%. |
| FR SMITH & SONS, INC. 401K PLAN | - | 5 | $432,152 | $50,241 | $10,048iApproximate average salary by contribution assumption: employee only about $251,205 at 4% or $167,470 at 6%; with 50% employer match about $167,470 at 4% or $111,647 at 6%; with 100% employer match about $125,603 at 4% or $83,735 at 6%. |
| 2012 | 1 | 0 | $319,978 | $55,074 | - |
| FR SMITH & SONS, INC. 401K PLAN | - | 0 | $319,978 | $55,074 | - |
| 2011 | 1 | 3 | $264,904 | $23,982 | $7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%. |
| F R SMITH & SONS, INC. 401K PLAN | - | 3 | $264,904 | $23,982 | $7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%. |
| 2010 | 1 | 7 | $254,035 | $23,618 | $3,374iApproximate average salary by contribution assumption: employee only about $84,350 at 4% or $56,233 at 6%; with 50% employer match about $56,233 at 4% or $37,489 at 6%; with 100% employer match about $42,175 at 4% or $28,117 at 6%. |
| F R SMITH & SONS, INC. 401K PLAN | - | 7 | $254,035 | $23,618 | $3,374iApproximate average salary by contribution assumption: employee only about $84,350 at 4% or $56,233 at 6%; with 50% employer match about $56,233 at 4% or $37,489 at 6%; with 100% employer match about $42,175 at 4% or $28,117 at 6%. |
| 2009 | 1 | 11 | $200,923 | $15,485 | $1,408iApproximate average salary by contribution assumption: employee only about $35,193 at 4% or $23,462 at 6%; with 50% employer match about $23,462 at 4% or $15,641 at 6%; with 100% employer match about $17,597 at 4% or $11,731 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 11 | $200,923 | $15,485 | $1,408iApproximate average salary by contribution assumption: employee only about $35,193 at 4% or $23,462 at 6%; with 50% employer match about $23,462 at 4% or $15,641 at 6%; with 100% employer match about $17,597 at 4% or $11,731 at 6%. |
| 2008 | 1 | 11 | $198,099 | $18,459 | $1,678iApproximate average salary by contribution assumption: employee only about $41,952 at 4% or $27,968 at 6%; with 50% employer match about $27,968 at 4% or $18,645 at 6%; with 100% employer match about $20,976 at 4% or $13,984 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 11 | $198,099 | $18,459 | $1,678iApproximate average salary by contribution assumption: employee only about $41,952 at 4% or $27,968 at 6%; with 50% employer match about $27,968 at 4% or $18,645 at 6%; with 100% employer match about $20,976 at 4% or $13,984 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 5 | $215,845 | $23,365 | $4,673iApproximate average salary by contribution assumption: employee only about $116,825 at 4% or $77,883 at 6%; with 50% employer match about $77,883 at 4% or $51,922 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 5 | $215,845 | $23,365 | $4,673iApproximate average salary by contribution assumption: employee only about $116,825 at 4% or $77,883 at 6%; with 50% employer match about $77,883 at 4% or $51,922 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%. |
| 2005 | 1 | 6 | $185,631 | $25,250 | $4,208iApproximate average salary by contribution assumption: employee only about $105,208 at 4% or $70,139 at 6%; with 50% employer match about $70,139 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 6 | $185,631 | $25,250 | $4,208iApproximate average salary by contribution assumption: employee only about $105,208 at 4% or $70,139 at 6%; with 50% employer match about $70,139 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%. |
| 2004 | 1 | 8 | $153,987 | $24,342 | $3,043iApproximate average salary by contribution assumption: employee only about $76,069 at 4% or $50,713 at 6%; with 50% employer match about $50,713 at 4% or $33,808 at 6%; with 100% employer match about $38,034 at 4% or $25,356 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 8 | $153,987 | $24,342 | $3,043iApproximate average salary by contribution assumption: employee only about $76,069 at 4% or $50,713 at 6%; with 50% employer match about $50,713 at 4% or $33,808 at 6%; with 100% employer match about $38,034 at 4% or $25,356 at 6%. |
| 2003 | 1 | 8 | $119,936 | $23,730 | $2,966iApproximate average salary by contribution assumption: employee only about $74,156 at 4% or $49,438 at 6%; with 50% employer match about $49,438 at 4% or $32,958 at 6%; with 100% employer match about $37,078 at 4% or $24,719 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 8 | $119,936 | $23,730 | $2,966iApproximate average salary by contribution assumption: employee only about $74,156 at 4% or $49,438 at 6%; with 50% employer match about $49,438 at 4% or $32,958 at 6%; with 100% employer match about $37,078 at 4% or $24,719 at 6%. |
| 2002 | 1 | 7 | $78,691 | $23,448 | $3,350iApproximate average salary by contribution assumption: employee only about $83,743 at 4% or $55,829 at 6%; with 50% employer match about $55,829 at 4% or $37,219 at 6%; with 100% employer match about $41,871 at 4% or $27,914 at 6%. |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 7 | $78,691 | $23,448 | $3,350iApproximate average salary by contribution assumption: employee only about $83,743 at 4% or $55,829 at 6%; with 50% employer match about $55,829 at 4% or $37,219 at 6%; with 100% employer match about $41,871 at 4% or $27,914 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| F.R. Smith & Sons Inc. 401(K) Plan | - | 9 | - | - | - |
| 2000 | 1 | 4 | $71,187 | $13,044 | $3,261iApproximate average salary by contribution assumption: employee only about $81,525 at 4% or $54,350 at 6%; with 50% employer match about $54,350 at 4% or $36,233 at 6%; with 100% employer match about $40,763 at 4% or $27,175 at 6%. |
| F.R. Smith & Sons Inc. 401K Plan | - | 4 | $71,187 | $13,044 | $3,261iApproximate average salary by contribution assumption: employee only about $81,525 at 4% or $54,350 at 6%; with 50% employer match about $54,350 at 4% or $36,233 at 6%; with 100% employer match about $40,763 at 4% or $27,175 at 6%. |
| 1999 | 1 | 5 | $75,021 | $12,016 | $2,403iApproximate average salary by contribution assumption: employee only about $60,080 at 4% or $40,053 at 6%; with 50% employer match about $40,053 at 4% or $26,702 at 6%; with 100% employer match about $30,040 at 4% or $20,027 at 6%. |
| F.R. Smith & Sons Inc. 401K Plan | - | 5 | $75,021 | $12,016 | $2,403iApproximate average salary by contribution assumption: employee only about $60,080 at 4% or $40,053 at 6%; with 50% employer match about $40,053 at 4% or $26,702 at 6%; with 100% employer match about $30,040 at 4% or $20,027 at 6%. |