Civic Intelligence

Stevenson Smith, Certified Public Accountants LLC

Plan context: Stevenson Smith, CPA'S LLC 401(K) Plan

EIN 20-0079323 • 18 filings • 2 plans

Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$1,028,332

2020 Contributions

$70,593

Historical Graphs

Total Assets Over Time

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

$1,028,332$514,166$0200320132020YearValue
$1,028,332Latest year 2020

Participants Over Time

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

630200320122020YearValue
5Latest year 2020

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
202015$1,028,332$70,593$14,119iApproximate average salary by contribution assumption: employee only about $352,965 at 4% or $235,310 at 6%; with 50% employer match about $235,310 at 4% or $156,873 at 6%; with 100% employer match about $176,483 at 4% or $117,655 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$1,028,332$70,593$14,119iApproximate average salary by contribution assumption: employee only about $352,965 at 4% or $235,310 at 6%; with 50% employer match about $235,310 at 4% or $156,873 at 6%; with 100% employer match about $176,483 at 4% or $117,655 at 6%.
201915$1,019,591$113,918$22,784iApproximate average salary by contribution assumption: employee only about $569,590 at 4% or $379,727 at 6%; with 50% employer match about $379,727 at 4% or $253,151 at 6%; with 100% employer match about $284,795 at 4% or $189,863 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$1,019,591$113,918$22,784iApproximate average salary by contribution assumption: employee only about $569,590 at 4% or $379,727 at 6%; with 50% employer match about $379,727 at 4% or $253,151 at 6%; with 100% employer match about $284,795 at 4% or $189,863 at 6%.
201815$861,907$102,077$20,415iApproximate average salary by contribution assumption: employee only about $510,385 at 4% or $340,257 at 6%; with 50% employer match about $340,257 at 4% or $226,838 at 6%; with 100% employer match about $255,193 at 4% or $170,128 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$861,907$102,077$20,415iApproximate average salary by contribution assumption: employee only about $510,385 at 4% or $340,257 at 6%; with 50% employer match about $340,257 at 4% or $226,838 at 6%; with 100% employer match about $255,193 at 4% or $170,128 at 6%.
201715$777,234$75,697$15,139iApproximate average salary by contribution assumption: employee only about $378,485 at 4% or $252,323 at 6%; with 50% employer match about $252,323 at 4% or $168,216 at 6%; with 100% employer match about $189,243 at 4% or $126,162 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$777,234$75,697$15,139iApproximate average salary by contribution assumption: employee only about $378,485 at 4% or $252,323 at 6%; with 50% employer match about $252,323 at 4% or $168,216 at 6%; with 100% employer match about $189,243 at 4% or $126,162 at 6%.
201615$656,441$68,457$13,691iApproximate average salary by contribution assumption: employee only about $342,285 at 4% or $228,190 at 6%; with 50% employer match about $228,190 at 4% or $152,127 at 6%; with 100% employer match about $171,143 at 4% or $114,095 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$656,441$68,457$13,691iApproximate average salary by contribution assumption: employee only about $342,285 at 4% or $228,190 at 6%; with 50% employer match about $228,190 at 4% or $152,127 at 6%; with 100% employer match about $171,143 at 4% or $114,095 at 6%.
201515$619,519$44,646$8,929iApproximate average salary by contribution assumption: employee only about $223,230 at 4% or $148,820 at 6%; with 50% employer match about $148,820 at 4% or $99,213 at 6%; with 100% employer match about $111,615 at 4% or $74,410 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$619,519$44,646$8,929iApproximate average salary by contribution assumption: employee only about $223,230 at 4% or $148,820 at 6%; with 50% employer match about $148,820 at 4% or $99,213 at 6%; with 100% employer match about $111,615 at 4% or $74,410 at 6%.
201415$585,777$31,752$6,350iApproximate average salary by contribution assumption: employee only about $158,760 at 4% or $105,840 at 6%; with 50% employer match about $105,840 at 4% or $70,560 at 6%; with 100% employer match about $79,380 at 4% or $52,920 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$585,777$31,752$6,350iApproximate average salary by contribution assumption: employee only about $158,760 at 4% or $105,840 at 6%; with 50% employer match about $105,840 at 4% or $70,560 at 6%; with 100% employer match about $79,380 at 4% or $52,920 at 6%.
201315$546,422$32,011$6,402iApproximate average salary by contribution assumption: employee only about $160,055 at 4% or $106,703 at 6%; with 50% employer match about $106,703 at 4% or $71,136 at 6%; with 100% employer match about $80,028 at 4% or $53,352 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$546,422$32,011$6,402iApproximate average salary by contribution assumption: employee only about $160,055 at 4% or $106,703 at 6%; with 50% employer match about $106,703 at 4% or $71,136 at 6%; with 100% employer match about $80,028 at 4% or $53,352 at 6%.
201215$522,006$32,846$6,569iApproximate average salary by contribution assumption: employee only about $164,230 at 4% or $109,487 at 6%; with 50% employer match about $109,487 at 4% or $72,991 at 6%; with 100% employer match about $82,115 at 4% or $54,743 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$522,006$32,846$6,569iApproximate average salary by contribution assumption: employee only about $164,230 at 4% or $109,487 at 6%; with 50% employer match about $109,487 at 4% or $72,991 at 6%; with 100% employer match about $82,115 at 4% or $54,743 at 6%.
201116$605,343$36,220$6,037iApproximate average salary by contribution assumption: employee only about $150,917 at 4% or $100,611 at 6%; with 50% employer match about $100,611 at 4% or $67,074 at 6%; with 100% employer match about $75,458 at 4% or $50,306 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-6$605,343$36,220$6,037iApproximate average salary by contribution assumption: employee only about $150,917 at 4% or $100,611 at 6%; with 50% employer match about $100,611 at 4% or $67,074 at 6%; with 100% employer match about $75,458 at 4% or $50,306 at 6%.
201016$660,810$37,921$6,320iApproximate average salary by contribution assumption: employee only about $158,004 at 4% or $105,336 at 6%; with 50% employer match about $105,336 at 4% or $70,224 at 6%; with 100% employer match about $79,002 at 4% or $52,668 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-6$660,810$37,921$6,320iApproximate average salary by contribution assumption: employee only about $158,004 at 4% or $105,336 at 6%; with 50% employer match about $105,336 at 4% or $70,224 at 6%; with 100% employer match about $79,002 at 4% or $52,668 at 6%.
200916$508,980$37,225$6,204iApproximate average salary by contribution assumption: employee only about $155,104 at 4% or $103,403 at 6%; with 50% employer match about $103,403 at 4% or $68,935 at 6%; with 100% employer match about $77,552 at 4% or $51,701 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-6$508,980$37,225$6,204iApproximate average salary by contribution assumption: employee only about $155,104 at 4% or $103,403 at 6%; with 50% employer match about $103,403 at 4% or $68,935 at 6%; with 100% employer match about $77,552 at 4% or $51,701 at 6%.
200816$0$0-
Stevenson Smith, CPA'S LLC 401(K) Plan-6---
200716$0$0-
Stevenson Smith, CPA'S LLC 401(K) Plan-6---
200615$464,171$62,589$12,518iApproximate average salary by contribution assumption: employee only about $312,945 at 4% or $208,630 at 6%; with 50% employer match about $208,630 at 4% or $139,087 at 6%; with 100% employer match about $156,473 at 4% or $104,315 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-5$464,171$62,589$12,518iApproximate average salary by contribution assumption: employee only about $312,945 at 4% or $208,630 at 6%; with 50% employer match about $208,630 at 4% or $139,087 at 6%; with 100% employer match about $156,473 at 4% or $104,315 at 6%.
200516$358,239$276,184$46,031iApproximate average salary by contribution assumption: employee only about $1,150,767 at 4% or $767,178 at 6%; with 50% employer match about $767,178 at 4% or $511,452 at 6%; with 100% employer match about $575,383 at 4% or $383,589 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-6$358,239$276,184$46,031iApproximate average salary by contribution assumption: employee only about $1,150,767 at 4% or $767,178 at 6%; with 50% employer match about $767,178 at 4% or $511,452 at 6%; with 100% employer match about $575,383 at 4% or $383,589 at 6%.
200414$199,039$179,299$44,825iApproximate average salary by contribution assumption: employee only about $1,120,619 at 4% or $747,079 at 6%; with 50% employer match about $747,079 at 4% or $498,053 at 6%; with 100% employer match about $560,309 at 4% or $373,540 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-4$199,039$179,299$44,825iApproximate average salary by contribution assumption: employee only about $1,120,619 at 4% or $747,079 at 6%; with 50% employer match about $747,079 at 4% or $498,053 at 6%; with 100% employer match about $560,309 at 4% or $373,540 at 6%.
200312$4,200$4,200$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Stevenson Smith, CPA'S LLC 401(K) Plan-2$4,200$4,200$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.