Civic Intelligence

Smart Schofield Shorter & Lunceford

Plan context: Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan

EIN 14-1862740 • Murray, UT • 21 filings • 5 plans

5320 S. 900 E. #120Murray, UT 84117
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,133,609

2024 Contributions

$209,369

Historical Graphs

Total Assets Over Time

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

$2,133,609$1,066,805$0200420152024YearValue
$2,133,609Latest year 2024

Participants Over Time

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

29150200420142024YearValue
17Latest year 2024

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
2024117$2,133,609$209,369$12,316iApproximate average salary by contribution assumption: employee only about $307,896 at 4% or $205,264 at 6%; with 50% employer match about $205,264 at 4% or $136,842 at 6%; with 100% employer match about $153,948 at 4% or $102,632 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-17$2,133,609$209,369$12,316iApproximate average salary by contribution assumption: employee only about $307,896 at 4% or $205,264 at 6%; with 50% employer match about $205,264 at 4% or $136,842 at 6%; with 100% employer match about $153,948 at 4% or $102,632 at 6%.
2023118$1,753,142$115,138$6,397iApproximate average salary by contribution assumption: employee only about $159,914 at 4% or $106,609 at 6%; with 50% employer match about $106,609 at 4% or $71,073 at 6%; with 100% employer match about $79,957 at 4% or $53,305 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-18$1,753,142$115,138$6,397iApproximate average salary by contribution assumption: employee only about $159,914 at 4% or $106,609 at 6%; with 50% employer match about $106,609 at 4% or $71,073 at 6%; with 100% employer match about $79,957 at 4% or $53,305 at 6%.
2022118$1,448,372$109,159$6,064iApproximate average salary by contribution assumption: employee only about $151,610 at 4% or $101,073 at 6%; with 50% employer match about $101,073 at 4% or $67,382 at 6%; with 100% employer match about $75,805 at 4% or $50,537 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-18$1,448,372$109,159$6,064iApproximate average salary by contribution assumption: employee only about $151,610 at 4% or $101,073 at 6%; with 50% employer match about $101,073 at 4% or $67,382 at 6%; with 100% employer match about $75,805 at 4% or $50,537 at 6%.
2021118$1,756,330$119,736$6,652iApproximate average salary by contribution assumption: employee only about $166,300 at 4% or $110,867 at 6%; with 50% employer match about $110,867 at 4% or $73,911 at 6%; with 100% employer match about $83,150 at 4% or $55,433 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-18$1,756,330$119,736$6,652iApproximate average salary by contribution assumption: employee only about $166,300 at 4% or $110,867 at 6%; with 50% employer match about $110,867 at 4% or $73,911 at 6%; with 100% employer match about $83,150 at 4% or $55,433 at 6%.
2020114$1,422,387$149,904$10,707iApproximate average salary by contribution assumption: employee only about $267,686 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,843 at 4% or $89,229 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-14$1,422,387$149,904$10,707iApproximate average salary by contribution assumption: employee only about $267,686 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,843 at 4% or $89,229 at 6%.
2019117$1,271,456$133,847$7,873iApproximate average salary by contribution assumption: employee only about $196,834 at 4% or $131,223 at 6%; with 50% employer match about $131,223 at 4% or $87,482 at 6%; with 100% employer match about $98,417 at 4% or $65,611 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-17$1,271,456$133,847$7,873iApproximate average salary by contribution assumption: employee only about $196,834 at 4% or $131,223 at 6%; with 50% employer match about $131,223 at 4% or $87,482 at 6%; with 100% employer match about $98,417 at 4% or $65,611 at 6%.
2018119$1,257,805$118,352$6,229iApproximate average salary by contribution assumption: employee only about $155,726 at 4% or $103,818 at 6%; with 50% employer match about $103,818 at 4% or $69,212 at 6%; with 100% employer match about $77,863 at 4% or $51,909 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-19$1,257,805$118,352$6,229iApproximate average salary by contribution assumption: employee only about $155,726 at 4% or $103,818 at 6%; with 50% employer match about $103,818 at 4% or $69,212 at 6%; with 100% employer match about $77,863 at 4% or $51,909 at 6%.
2017123$1,261,959$151,124$6,571iApproximate average salary by contribution assumption: employee only about $164,265 at 4% or $109,510 at 6%; with 50% employer match about $109,510 at 4% or $73,007 at 6%; with 100% employer match about $82,133 at 4% or $54,755 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$1,261,959$151,124$6,571iApproximate average salary by contribution assumption: employee only about $164,265 at 4% or $109,510 at 6%; with 50% employer match about $109,510 at 4% or $73,007 at 6%; with 100% employer match about $82,133 at 4% or $54,755 at 6%.
2016123$1,471,289$143,526$6,240iApproximate average salary by contribution assumption: employee only about $156,007 at 4% or $104,004 at 6%; with 50% employer match about $104,004 at 4% or $69,336 at 6%; with 100% employer match about $78,003 at 4% or $52,002 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$1,471,289$143,526$6,240iApproximate average salary by contribution assumption: employee only about $156,007 at 4% or $104,004 at 6%; with 50% employer match about $104,004 at 4% or $69,336 at 6%; with 100% employer match about $78,003 at 4% or $52,002 at 6%.
2015121$1,245,745$126,408$6,019iApproximate average salary by contribution assumption: employee only about $150,486 at 4% or $100,324 at 6%; with 50% employer match about $100,324 at 4% or $66,883 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-21$1,245,745$126,408$6,019iApproximate average salary by contribution assumption: employee only about $150,486 at 4% or $100,324 at 6%; with 50% employer match about $100,324 at 4% or $66,883 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%.
2014122$1,138,767$112,685$5,122iApproximate average salary by contribution assumption: employee only about $128,051 at 4% or $85,367 at 6%; with 50% employer match about $85,367 at 4% or $56,912 at 6%; with 100% employer match about $64,026 at 4% or $42,684 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-22$1,138,767$112,685$5,122iApproximate average salary by contribution assumption: employee only about $128,051 at 4% or $85,367 at 6%; with 50% employer match about $85,367 at 4% or $56,912 at 6%; with 100% employer match about $64,026 at 4% or $42,684 at 6%.
2013123$984,747$103,050$4,480iApproximate average salary by contribution assumption: employee only about $112,011 at 4% or $74,674 at 6%; with 50% employer match about $74,674 at 4% or $49,783 at 6%; with 100% employer match about $56,005 at 4% or $37,337 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$984,747$103,050$4,480iApproximate average salary by contribution assumption: employee only about $112,011 at 4% or $74,674 at 6%; with 50% employer match about $74,674 at 4% or $49,783 at 6%; with 100% employer match about $56,005 at 4% or $37,337 at 6%.
2012126$790,233$95,243$3,663iApproximate average salary by contribution assumption: employee only about $91,580 at 4% or $61,053 at 6%; with 50% employer match about $61,053 at 4% or $40,702 at 6%; with 100% employer match about $45,790 at 4% or $30,527 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-26$790,233$95,243$3,663iApproximate average salary by contribution assumption: employee only about $91,580 at 4% or $61,053 at 6%; with 50% employer match about $61,053 at 4% or $40,702 at 6%; with 100% employer match about $45,790 at 4% or $30,527 at 6%.
2011126$637,432$93,984$3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-26$637,432$93,984$3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%.
2010123$604,543$89,176$3,877iApproximate average salary by contribution assumption: employee only about $96,930 at 4% or $64,620 at 6%; with 50% employer match about $64,620 at 4% or $43,080 at 6%; with 100% employer match about $48,465 at 4% or $32,310 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$604,543$89,176$3,877iApproximate average salary by contribution assumption: employee only about $96,930 at 4% or $64,620 at 6%; with 50% employer match about $64,620 at 4% or $43,080 at 6%; with 100% employer match about $48,465 at 4% or $32,310 at 6%.
2009123$476,009$81,444$3,541iApproximate average salary by contribution assumption: employee only about $88,526 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,345 at 6%; with 100% employer match about $44,263 at 4% or $29,509 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$476,009$81,444$3,541iApproximate average salary by contribution assumption: employee only about $88,526 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,345 at 6%; with 100% employer match about $44,263 at 4% or $29,509 at 6%.
2008123$306,803$90,910$3,953iApproximate average salary by contribution assumption: employee only about $98,815 at 4% or $65,877 at 6%; with 50% employer match about $65,877 at 4% or $43,918 at 6%; with 100% employer match about $49,408 at 4% or $32,938 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-23$306,803$90,910$3,953iApproximate average salary by contribution assumption: employee only about $98,815 at 4% or $65,877 at 6%; with 50% employer match about $65,877 at 4% or $43,918 at 6%; with 100% employer match about $49,408 at 4% or $32,938 at 6%.
2007129$0$0-
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-29---
2006128$311,892$75,475$2,696iApproximate average salary by contribution assumption: employee only about $67,388 at 4% or $44,926 at 6%; with 50% employer match about $44,926 at 4% or $29,950 at 6%; with 100% employer match about $33,694 at 4% or $22,463 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-28$311,892$75,475$2,696iApproximate average salary by contribution assumption: employee only about $67,388 at 4% or $44,926 at 6%; with 50% employer match about $44,926 at 4% or $29,950 at 6%; with 100% employer match about $33,694 at 4% or $22,463 at 6%.
2005126$206,414$61,188$2,353iApproximate average salary by contribution assumption: employee only about $58,835 at 4% or $39,223 at 6%; with 50% employer match about $39,223 at 4% or $26,149 at 6%; with 100% employer match about $29,417 at 4% or $19,612 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-26$206,414$61,188$2,353iApproximate average salary by contribution assumption: employee only about $58,835 at 4% or $39,223 at 6%; with 50% employer match about $39,223 at 4% or $26,149 at 6%; with 100% employer match about $29,417 at 4% or $19,612 at 6%.
2004126$132,346$120,418$4,631iApproximate average salary by contribution assumption: employee only about $115,787 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,461 at 6%; with 100% employer match about $57,893 at 4% or $38,596 at 6%.
Smart Schofield Shorter & Lunceford PC Profit Sharing & 401(K) Plan-26$132,346$120,418$4,631iApproximate average salary by contribution assumption: employee only about $115,787 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,461 at 6%; with 100% employer match about $57,893 at 4% or $38,596 at 6%.