Smith, Sovik, Kendrick & Sugnet PC
Plan context: Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan
EIN 16-1015692 • Syracuse, NY • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$39,107,311
2024 Contributions
$1,230,823
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 | 51 | $39,107,311 | $1,230,823 | $24,134iApproximate average salary by contribution assumption: employee only about $603,345 at 4% or $402,230 at 6%; with 50% employer match about $402,230 at 4% or $268,153 at 6%; with 100% employer match about $301,672 at 4% or $201,115 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 51 | $39,107,311 | $1,230,823 | $24,134iApproximate average salary by contribution assumption: employee only about $603,345 at 4% or $402,230 at 6%; with 50% employer match about $402,230 at 4% or $268,153 at 6%; with 100% employer match about $301,672 at 4% or $201,115 at 6%. |
| 2023 | 1 | 54 | $32,450,006 | $1,117,224 | $20,689iApproximate average salary by contribution assumption: employee only about $517,233 at 4% or $344,822 at 6%; with 50% employer match about $344,822 at 4% or $229,881 at 6%; with 100% employer match about $258,617 at 4% or $172,411 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 54 | $32,450,006 | $1,117,224 | $20,689iApproximate average salary by contribution assumption: employee only about $517,233 at 4% or $344,822 at 6%; with 50% employer match about $344,822 at 4% or $229,881 at 6%; with 100% employer match about $258,617 at 4% or $172,411 at 6%. |
| 2022 | 1 | 55 | $28,368,645 | $1,101,490 | $20,027iApproximate average salary by contribution assumption: employee only about $500,677 at 4% or $333,785 at 6%; with 50% employer match about $333,785 at 4% or $222,523 at 6%; with 100% employer match about $250,339 at 4% or $166,892 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 55 | $28,368,645 | $1,101,490 | $20,027iApproximate average salary by contribution assumption: employee only about $500,677 at 4% or $333,785 at 6%; with 50% employer match about $333,785 at 4% or $222,523 at 6%; with 100% employer match about $250,339 at 4% or $166,892 at 6%. |
| 2021 | 1 | 57 | $36,307,876 | $1,048,265 | $18,391iApproximate average salary by contribution assumption: employee only about $459,765 at 4% or $306,510 at 6%; with 50% employer match about $306,510 at 4% or $204,340 at 6%; with 100% employer match about $229,883 at 4% or $153,255 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 57 | $36,307,876 | $1,048,265 | $18,391iApproximate average salary by contribution assumption: employee only about $459,765 at 4% or $306,510 at 6%; with 50% employer match about $306,510 at 4% or $204,340 at 6%; with 100% employer match about $229,883 at 4% or $153,255 at 6%. |
| 2020 | 1 | 57 | $31,184,030 | $1,028,662 | $18,047iApproximate average salary by contribution assumption: employee only about $451,168 at 4% or $300,778 at 6%; with 50% employer match about $300,778 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,389 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 57 | $31,184,030 | $1,028,662 | $18,047iApproximate average salary by contribution assumption: employee only about $451,168 at 4% or $300,778 at 6%; with 50% employer match about $300,778 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,389 at 6%. |
| 2019 | 1 | 54 | $25,464,873 | $1,312,762 | $24,310iApproximate average salary by contribution assumption: employee only about $607,760 at 4% or $405,173 at 6%; with 50% employer match about $405,173 at 4% or $270,116 at 6%; with 100% employer match about $303,880 at 4% or $202,587 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 54 | $25,464,873 | $1,312,762 | $24,310iApproximate average salary by contribution assumption: employee only about $607,760 at 4% or $405,173 at 6%; with 50% employer match about $405,173 at 4% or $270,116 at 6%; with 100% employer match about $303,880 at 4% or $202,587 at 6%. |
| 2018 | 1 | 53 | $20,165,842 | $1,017,322 | $19,195iApproximate average salary by contribution assumption: employee only about $479,869 at 4% or $319,913 at 6%; with 50% employer match about $319,913 at 4% or $213,275 at 6%; with 100% employer match about $239,934 at 4% or $159,956 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 53 | $20,165,842 | $1,017,322 | $19,195iApproximate average salary by contribution assumption: employee only about $479,869 at 4% or $319,913 at 6%; with 50% employer match about $319,913 at 4% or $213,275 at 6%; with 100% employer match about $239,934 at 4% or $159,956 at 6%. |
| 2017 | 1 | 46 | $20,314,468 | $984,372 | $21,399iApproximate average salary by contribution assumption: employee only about $534,985 at 4% or $356,657 at 6%; with 50% employer match about $356,657 at 4% or $237,771 at 6%; with 100% employer match about $267,492 at 4% or $178,328 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 46 | $20,314,468 | $984,372 | $21,399iApproximate average salary by contribution assumption: employee only about $534,985 at 4% or $356,657 at 6%; with 50% employer match about $356,657 at 4% or $237,771 at 6%; with 100% employer match about $267,492 at 4% or $178,328 at 6%. |
| 2016 | 1 | 46 | $17,860,922 | $870,445 | $18,923iApproximate average salary by contribution assumption: employee only about $473,068 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,252 at 6%; with 100% employer match about $236,534 at 4% or $157,689 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 46 | $17,860,922 | $870,445 | $18,923iApproximate average salary by contribution assumption: employee only about $473,068 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,252 at 6%; with 100% employer match about $236,534 at 4% or $157,689 at 6%. |
| 2015 | 1 | 51 | $16,460,974 | $916,056 | $17,962iApproximate average salary by contribution assumption: employee only about $449,047 at 4% or $299,365 at 6%; with 50% employer match about $299,365 at 4% or $199,576 at 6%; with 100% employer match about $224,524 at 4% or $149,682 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 51 | $16,460,974 | $916,056 | $17,962iApproximate average salary by contribution assumption: employee only about $449,047 at 4% or $299,365 at 6%; with 50% employer match about $299,365 at 4% or $199,576 at 6%; with 100% employer match about $224,524 at 4% or $149,682 at 6%. |
| 2014 | 1 | 50 | $15,986,965 | $865,888 | $17,318iApproximate average salary by contribution assumption: employee only about $432,944 at 4% or $288,629 at 6%; with 50% employer match about $288,629 at 4% or $192,420 at 6%; with 100% employer match about $216,472 at 4% or $144,315 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 50 | $15,986,965 | $865,888 | $17,318iApproximate average salary by contribution assumption: employee only about $432,944 at 4% or $288,629 at 6%; with 50% employer match about $288,629 at 4% or $192,420 at 6%; with 100% employer match about $216,472 at 4% or $144,315 at 6%. |
| 2013 | 1 | 48 | $15,371,109 | $763,157 | $15,899iApproximate average salary by contribution assumption: employee only about $397,478 at 4% or $264,985 at 6%; with 50% employer match about $264,985 at 4% or $176,657 at 6%; with 100% employer match about $198,739 at 4% or $132,493 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 48 | $15,371,109 | $763,157 | $15,899iApproximate average salary by contribution assumption: employee only about $397,478 at 4% or $264,985 at 6%; with 50% employer match about $264,985 at 4% or $176,657 at 6%; with 100% employer match about $198,739 at 4% or $132,493 at 6%. |
| 2012 | 1 | 50 | $12,390,442 | $707,532 | $14,151iApproximate average salary by contribution assumption: employee only about $353,766 at 4% or $235,844 at 6%; with 50% employer match about $235,844 at 4% or $157,229 at 6%; with 100% employer match about $176,883 at 4% or $117,922 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 50 | $12,390,442 | $707,532 | $14,151iApproximate average salary by contribution assumption: employee only about $353,766 at 4% or $235,844 at 6%; with 50% employer match about $235,844 at 4% or $157,229 at 6%; with 100% employer match about $176,883 at 4% or $117,922 at 6%. |
| 2011 | 1 | 54 | $10,642,287 | $942,106 | $17,446iApproximate average salary by contribution assumption: employee only about $436,160 at 4% or $290,773 at 6%; with 50% employer match about $290,773 at 4% or $193,849 at 6%; with 100% employer match about $218,080 at 4% or $145,387 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 54 | $10,642,287 | $942,106 | $17,446iApproximate average salary by contribution assumption: employee only about $436,160 at 4% or $290,773 at 6%; with 50% employer match about $290,773 at 4% or $193,849 at 6%; with 100% employer match about $218,080 at 4% or $145,387 at 6%. |
| 2010 | 1 | 49 | $10,736,801 | $723,919 | $14,774iApproximate average salary by contribution assumption: employee only about $369,346 at 4% or $246,231 at 6%; with 50% employer match about $246,231 at 4% or $164,154 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 49 | $10,736,801 | $723,919 | $14,774iApproximate average salary by contribution assumption: employee only about $369,346 at 4% or $246,231 at 6%; with 50% employer match about $246,231 at 4% or $164,154 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%. |
| 2009 | 1 | 46 | $8,936,251 | $701,602 | $15,252iApproximate average salary by contribution assumption: employee only about $381,305 at 4% or $254,204 at 6%; with 50% employer match about $254,204 at 4% or $169,469 at 6%; with 100% employer match about $190,653 at 4% or $127,102 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 46 | $8,936,251 | $701,602 | $15,252iApproximate average salary by contribution assumption: employee only about $381,305 at 4% or $254,204 at 6%; with 50% employer match about $254,204 at 4% or $169,469 at 6%; with 100% employer match about $190,653 at 4% or $127,102 at 6%. |
| 2008 | 1 | 32 | $6,343,854 | $610,447 | $19,076iApproximate average salary by contribution assumption: employee only about $476,912 at 4% or $317,941 at 6%; with 50% employer match about $317,941 at 4% or $211,961 at 6%; with 100% employer match about $238,456 at 4% or $158,971 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 32 | $6,343,854 | $610,447 | $19,076iApproximate average salary by contribution assumption: employee only about $476,912 at 4% or $317,941 at 6%; with 50% employer match about $317,941 at 4% or $211,961 at 6%; with 100% employer match about $238,456 at 4% or $158,971 at 6%. |
| 2007 | 1 | 33 | $9,311,143 | $1,000,638 | $30,322iApproximate average salary by contribution assumption: employee only about $758,059 at 4% or $505,373 at 6%; with 50% employer match about $505,373 at 4% or $336,915 at 6%; with 100% employer match about $379,030 at 4% or $252,686 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 33 | $9,311,143 | $1,000,638 | $30,322iApproximate average salary by contribution assumption: employee only about $758,059 at 4% or $505,373 at 6%; with 50% employer match about $505,373 at 4% or $336,915 at 6%; with 100% employer match about $379,030 at 4% or $252,686 at 6%. |
| 2006 | 1 | 34 | $7,456,030 | $626,020 | $18,412iApproximate average salary by contribution assumption: employee only about $460,309 at 4% or $306,873 at 6%; with 50% employer match about $306,873 at 4% or $204,582 at 6%; with 100% employer match about $230,154 at 4% or $153,436 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 34 | $7,456,030 | $626,020 | $18,412iApproximate average salary by contribution assumption: employee only about $460,309 at 4% or $306,873 at 6%; with 50% employer match about $306,873 at 4% or $204,582 at 6%; with 100% employer match about $230,154 at 4% or $153,436 at 6%. |
| 2005 | 1 | 36 | $5,862,786 | $548,446 | $15,235iApproximate average salary by contribution assumption: employee only about $380,865 at 4% or $253,910 at 6%; with 50% employer match about $253,910 at 4% or $169,273 at 6%; with 100% employer match about $190,433 at 4% or $126,955 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 36 | $5,862,786 | $548,446 | $15,235iApproximate average salary by contribution assumption: employee only about $380,865 at 4% or $253,910 at 6%; with 50% employer match about $253,910 at 4% or $169,273 at 6%; with 100% employer match about $190,433 at 4% or $126,955 at 6%. |
| 2004 | 1 | 33 | $4,920,131 | $544,248 | $16,492iApproximate average salary by contribution assumption: employee only about $412,309 at 4% or $274,873 at 6%; with 50% employer match about $274,873 at 4% or $183,248 at 6%; with 100% employer match about $206,155 at 4% or $137,436 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 33 | $4,920,131 | $544,248 | $16,492iApproximate average salary by contribution assumption: employee only about $412,309 at 4% or $274,873 at 6%; with 50% employer match about $274,873 at 4% or $183,248 at 6%; with 100% employer match about $206,155 at 4% or $137,436 at 6%. |
| 2003 | 2 | 34 | $3,879,864 | $414,022 | $12,177iApproximate average salary by contribution assumption: employee only about $304,428 at 4% or $202,952 at 6%; with 50% employer match about $202,952 at 4% or $135,301 at 6%; with 100% employer match about $152,214 at 4% or $101,476 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 34 | $3,879,864 | $414,022 | $12,177iApproximate average salary by contribution assumption: employee only about $304,428 at 4% or $202,952 at 6%; with 50% employer match about $202,952 at 4% or $135,301 at 6%; with 100% employer match about $152,214 at 4% or $101,476 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 34 | - | - | - |
| 2002 | 1 | 31 | $3,385,747 | $343,778 | $11,090iApproximate average salary by contribution assumption: employee only about $277,240 at 4% or $184,827 at 6%; with 50% employer match about $184,827 at 4% or $123,218 at 6%; with 100% employer match about $138,620 at 4% or $92,413 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 31 | $3,385,747 | $343,778 | $11,090iApproximate average salary by contribution assumption: employee only about $277,240 at 4% or $184,827 at 6%; with 50% employer match about $184,827 at 4% or $123,218 at 6%; with 100% employer match about $138,620 at 4% or $92,413 at 6%. |
| 2001 | 1 | 28 | $3,830,168 | $229,531 | $8,198iApproximate average salary by contribution assumption: employee only about $204,938 at 4% or $136,626 at 6%; with 50% employer match about $136,626 at 4% or $91,084 at 6%; with 100% employer match about $102,469 at 4% or $68,313 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 28 | $3,830,168 | $229,531 | $8,198iApproximate average salary by contribution assumption: employee only about $204,938 at 4% or $136,626 at 6%; with 50% employer match about $136,626 at 4% or $91,084 at 6%; with 100% employer match about $102,469 at 4% or $68,313 at 6%. |
| 2000 | 1 | 25 | $3,863,494 | $271,114 | $10,845iApproximate average salary by contribution assumption: employee only about $271,114 at 4% or $180,743 at 6%; with 50% employer match about $180,743 at 4% or $120,495 at 6%; with 100% employer match about $135,557 at 4% or $90,371 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 25 | $3,863,494 | $271,114 | $10,845iApproximate average salary by contribution assumption: employee only about $271,114 at 4% or $180,743 at 6%; with 50% employer match about $180,743 at 4% or $120,495 at 6%; with 100% employer match about $135,557 at 4% or $90,371 at 6%. |
| 1999 | 1 | 26 | $5,251,729 | $276,097 | $10,619iApproximate average salary by contribution assumption: employee only about $265,478 at 4% or $176,985 at 6%; with 50% employer match about $176,985 at 4% or $117,990 at 6%; with 100% employer match about $132,739 at 4% or $88,493 at 6%. |
| Smith, Sovik, Kendrick & Sugnet PC. 401(K) Profit Sharing Retirement Plan | - | 26 | $5,251,729 | $276,097 | $10,619iApproximate average salary by contribution assumption: employee only about $265,478 at 4% or $176,985 at 6%; with 50% employer match about $176,985 at 4% or $117,990 at 6%; with 100% employer match about $132,739 at 4% or $88,493 at 6%. |