Civic Intelligence

Gerard P. Smith Agency Inc.

Plan context: Gerard P. Smith Agency 401(K) Plan

EIN 16-1152899 • Webster, NY • 23 filings • 3 plans

4 East Main StreetWebster, NY 14580
Current Snapshot

Latest Year

2022

2022 Participants

24

2022 Assets

$2,727,204

2022 Contributions

$84,232

Historical Graphs

Total Assets Over Time

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

$3,260,975$1,630,488$0200020112021YearValue
$2,727,204Latest year 2021

Participants Over Time

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

24120200020112021YearValue
24Latest year 2021

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
202210$0$84,232-
Gerard P. Smith Agency 401(K) Plan-0-$84,232-
2021124$2,727,204$192,758$8,032iApproximate average salary by contribution assumption: employee only about $200,790 at 4% or $133,860 at 6%; with 50% employer match about $133,860 at 4% or $89,240 at 6%; with 100% employer match about $100,395 at 4% or $66,930 at 6%.
Gerard P. Smith Agency 401(K) Plan-24$2,727,204$192,758$8,032iApproximate average salary by contribution assumption: employee only about $200,790 at 4% or $133,860 at 6%; with 50% employer match about $133,860 at 4% or $89,240 at 6%; with 100% employer match about $100,395 at 4% or $66,930 at 6%.
2020123$3,260,975$259,686$11,291iApproximate average salary by contribution assumption: employee only about $282,267 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,134 at 4% or $94,089 at 6%.
Gerard P. Smith Agency 401(K) Plan-23$3,260,975$259,686$11,291iApproximate average salary by contribution assumption: employee only about $282,267 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,134 at 4% or $94,089 at 6%.
2019121$2,634,609$183,181$8,723iApproximate average salary by contribution assumption: employee only about $218,073 at 4% or $145,382 at 6%; with 50% employer match about $145,382 at 4% or $96,921 at 6%; with 100% employer match about $109,036 at 4% or $72,691 at 6%.
Gerard P. Smith Agency 401(K) Plan-21$2,634,609$183,181$8,723iApproximate average salary by contribution assumption: employee only about $218,073 at 4% or $145,382 at 6%; with 50% employer match about $145,382 at 4% or $96,921 at 6%; with 100% employer match about $109,036 at 4% or $72,691 at 6%.
2018122$2,031,844$176,992$8,045iApproximate average salary by contribution assumption: employee only about $201,127 at 4% or $134,085 at 6%; with 50% employer match about $134,085 at 4% or $89,390 at 6%; with 100% employer match about $100,564 at 4% or $67,042 at 6%.
Gerard P. Smith Agency 401(K) Plan-22$2,031,844$176,992$8,045iApproximate average salary by contribution assumption: employee only about $201,127 at 4% or $134,085 at 6%; with 50% employer match about $134,085 at 4% or $89,390 at 6%; with 100% employer match about $100,564 at 4% or $67,042 at 6%.
2017120$3,050,435$178,626$8,931iApproximate average salary by contribution assumption: employee only about $223,282 at 4% or $148,855 at 6%; with 50% employer match about $148,855 at 4% or $99,237 at 6%; with 100% employer match about $111,641 at 4% or $74,428 at 6%.
Gerard P. Smith Agency 401(K) Plan-20$3,050,435$178,626$8,931iApproximate average salary by contribution assumption: employee only about $223,282 at 4% or $148,855 at 6%; with 50% employer match about $148,855 at 4% or $99,237 at 6%; with 100% employer match about $111,641 at 4% or $74,428 at 6%.
2016120$2,498,710$165,568$8,278iApproximate average salary by contribution assumption: employee only about $206,960 at 4% or $137,973 at 6%; with 50% employer match about $137,973 at 4% or $91,982 at 6%; with 100% employer match about $103,480 at 4% or $68,987 at 6%.
Gerard P. Smith Agency 401(K) Plan-20$2,498,710$165,568$8,278iApproximate average salary by contribution assumption: employee only about $206,960 at 4% or $137,973 at 6%; with 50% employer match about $137,973 at 4% or $91,982 at 6%; with 100% employer match about $103,480 at 4% or $68,987 at 6%.
2015118$2,250,872$139,580$7,754iApproximate average salary by contribution assumption: employee only about $193,861 at 4% or $129,241 at 6%; with 50% employer match about $129,241 at 4% or $86,160 at 6%; with 100% employer match about $96,931 at 4% or $64,620 at 6%.
Gerard P. Smith Agency 401(K) Plan-18$2,250,872$139,580$7,754iApproximate average salary by contribution assumption: employee only about $193,861 at 4% or $129,241 at 6%; with 50% employer match about $129,241 at 4% or $86,160 at 6%; with 100% employer match about $96,931 at 4% or $64,620 at 6%.
2014117$2,247,201$129,457$7,615iApproximate average salary by contribution assumption: employee only about $190,378 at 4% or $126,919 at 6%; with 50% employer match about $126,919 at 4% or $84,612 at 6%; with 100% employer match about $95,189 at 4% or $63,459 at 6%.
Gerard P. Smith Agency 401(K) Plan-17$2,247,201$129,457$7,615iApproximate average salary by contribution assumption: employee only about $190,378 at 4% or $126,919 at 6%; with 50% employer match about $126,919 at 4% or $84,612 at 6%; with 100% employer match about $95,189 at 4% or $63,459 at 6%.
2013117$2,015,629$130,469$7,675iApproximate average salary by contribution assumption: employee only about $191,866 at 4% or $127,911 at 6%; with 50% employer match about $127,911 at 4% or $85,274 at 6%; with 100% employer match about $95,933 at 4% or $63,955 at 6%.
Gerard P. Smith Agency 401(K) Plan-17$2,015,629$130,469$7,675iApproximate average salary by contribution assumption: employee only about $191,866 at 4% or $127,911 at 6%; with 50% employer match about $127,911 at 4% or $85,274 at 6%; with 100% employer match about $95,933 at 4% or $63,955 at 6%.
2012117$1,608,659$118,688$6,982iApproximate average salary by contribution assumption: employee only about $174,541 at 4% or $116,361 at 6%; with 50% employer match about $116,361 at 4% or $77,574 at 6%; with 100% employer match about $87,271 at 4% or $58,180 at 6%.
Gerard P. Smith Agency 401(K) Plan-17$1,608,659$118,688$6,982iApproximate average salary by contribution assumption: employee only about $174,541 at 4% or $116,361 at 6%; with 50% employer match about $116,361 at 4% or $77,574 at 6%; with 100% employer match about $87,271 at 4% or $58,180 at 6%.
2011116$1,293,733$107,610$6,726iApproximate average salary by contribution assumption: employee only about $168,141 at 4% or $112,094 at 6%; with 50% employer match about $112,094 at 4% or $74,729 at 6%; with 100% employer match about $84,070 at 4% or $56,047 at 6%.
Gerard P. Smith Agency 401(K) Plan-16$1,293,733$107,610$6,726iApproximate average salary by contribution assumption: employee only about $168,141 at 4% or $112,094 at 6%; with 50% employer match about $112,094 at 4% or $74,729 at 6%; with 100% employer match about $84,070 at 4% or $56,047 at 6%.
2010116$1,265,666$97,539$6,096iApproximate average salary by contribution assumption: employee only about $152,405 at 4% or $101,603 at 6%; with 50% employer match about $101,603 at 4% or $67,735 at 6%; with 100% employer match about $76,202 at 4% or $50,802 at 6%.
Gerard P. Smith Agency 401(K) Plan-16$1,265,666$97,539$6,096iApproximate average salary by contribution assumption: employee only about $152,405 at 4% or $101,603 at 6%; with 50% employer match about $101,603 at 4% or $67,735 at 6%; with 100% employer match about $76,202 at 4% or $50,802 at 6%.
2009116$997,992$79,886$4,993iApproximate average salary by contribution assumption: employee only about $124,822 at 4% or $83,215 at 6%; with 50% employer match about $83,215 at 4% or $55,476 at 6%; with 100% employer match about $62,411 at 4% or $41,607 at 6%.
Gerard P. Smith Agency 401(K) Plan-16$997,992$79,886$4,993iApproximate average salary by contribution assumption: employee only about $124,822 at 4% or $83,215 at 6%; with 50% employer match about $83,215 at 4% or $55,476 at 6%; with 100% employer match about $62,411 at 4% or $41,607 at 6%.
2008113$663,499$73,871$5,682iApproximate average salary by contribution assumption: employee only about $142,060 at 4% or $94,706 at 6%; with 50% employer match about $94,706 at 4% or $63,138 at 6%; with 100% employer match about $71,030 at 4% or $47,353 at 6%.
Gerard P. Smith Agency 401(K) Plan-13$663,499$73,871$5,682iApproximate average salary by contribution assumption: employee only about $142,060 at 4% or $94,706 at 6%; with 50% employer match about $94,706 at 4% or $63,138 at 6%; with 100% employer match about $71,030 at 4% or $47,353 at 6%.
2007111$976,278$97,107$8,828iApproximate average salary by contribution assumption: employee only about $220,698 at 4% or $147,132 at 6%; with 50% employer match about $147,132 at 4% or $98,088 at 6%; with 100% employer match about $110,349 at 4% or $73,566 at 6%.
Gerard P. Smith Agency 401(K) Plan-11$976,278$97,107$8,828iApproximate average salary by contribution assumption: employee only about $220,698 at 4% or $147,132 at 6%; with 50% employer match about $147,132 at 4% or $98,088 at 6%; with 100% employer match about $110,349 at 4% or $73,566 at 6%.
2006111$841,929$91,187$8,290iApproximate average salary by contribution assumption: employee only about $207,243 at 4% or $138,162 at 6%; with 50% employer match about $138,162 at 4% or $92,108 at 6%; with 100% employer match about $103,622 at 4% or $69,081 at 6%.
Gerard P. Smith Agency 401(K) Plan-11$841,929$91,187$8,290iApproximate average salary by contribution assumption: employee only about $207,243 at 4% or $138,162 at 6%; with 50% employer match about $138,162 at 4% or $92,108 at 6%; with 100% employer match about $103,622 at 4% or $69,081 at 6%.
2005111$662,206$53,470$4,861iApproximate average salary by contribution assumption: employee only about $121,523 at 4% or $81,015 at 6%; with 50% employer match about $81,015 at 4% or $54,010 at 6%; with 100% employer match about $60,761 at 4% or $40,508 at 6%.
Gerard P. Smith Agency 401(K) Plan-11$662,206$53,470$4,861iApproximate average salary by contribution assumption: employee only about $121,523 at 4% or $81,015 at 6%; with 50% employer match about $81,015 at 4% or $54,010 at 6%; with 100% employer match about $60,761 at 4% or $40,508 at 6%.
2004110$573,214$53,747$5,375iApproximate average salary by contribution assumption: employee only about $134,368 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,719 at 6%; with 100% employer match about $67,184 at 4% or $44,789 at 6%.
Gerard P. Smith Agency 401(K) Plan-10$573,214$53,747$5,375iApproximate average salary by contribution assumption: employee only about $134,368 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,719 at 6%; with 100% employer match about $67,184 at 4% or $44,789 at 6%.
2003111$459,369$68,550$6,232iApproximate average salary by contribution assumption: employee only about $155,795 at 4% or $103,864 at 6%; with 50% employer match about $103,864 at 4% or $69,242 at 6%; with 100% employer match about $77,898 at 4% or $51,932 at 6%.
Gerard P. Smith Agency 401(K) Plan-11$459,369$68,550$6,232iApproximate average salary by contribution assumption: employee only about $155,795 at 4% or $103,864 at 6%; with 50% employer match about $103,864 at 4% or $69,242 at 6%; with 100% employer match about $77,898 at 4% or $51,932 at 6%.
200219$296,676$52,856$5,873iApproximate average salary by contribution assumption: employee only about $146,822 at 4% or $97,881 at 6%; with 50% employer match about $97,881 at 4% or $65,254 at 6%; with 100% employer match about $73,411 at 4% or $48,941 at 6%.
Gerard P. Smith Agency 401(K) Plan-9$296,676$52,856$5,873iApproximate average salary by contribution assumption: employee only about $146,822 at 4% or $97,881 at 6%; with 50% employer match about $97,881 at 4% or $65,254 at 6%; with 100% employer match about $73,411 at 4% or $48,941 at 6%.
200119$0$0-
Gerard P. Smith Agency 401(K) Plan-9---
200019$258,166$44,071$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,409 at 6%; with 100% employer match about $61,210 at 4% or $40,806 at 6%.
Gerard P. Smith Agency 401(K) Plan-9$258,166$44,071$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,409 at 6%; with 100% employer match about $61,210 at 4% or $40,806 at 6%.