Civic Intelligence

Smith-Mundwiller Securities LLC

Plan context: Smith-Mundwiller Securities LLC 401K Plan

EIN 20-0276555 • Weldon Springs, MO • 19 filings • 4 plans

756 Hillenkamp DriveWeldon Springs, MO 63304
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$410,420

2024 Contributions

$65,764

Historical Graphs

Total Assets Over Time

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

$628,518$314,259$0200420142024YearValue
$410,420Latest year 2024

Participants Over Time

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

320200420132024YearValue
3Latest 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
202413$410,420$65,764$21,921iApproximate average salary by contribution assumption: employee only about $548,033 at 4% or $365,356 at 6%; with 50% employer match about $365,356 at 4% or $243,570 at 6%; with 100% employer match about $274,017 at 4% or $182,678 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$410,420$65,764$21,921iApproximate average salary by contribution assumption: employee only about $548,033 at 4% or $365,356 at 6%; with 50% employer match about $365,356 at 4% or $243,570 at 6%; with 100% employer match about $274,017 at 4% or $182,678 at 6%.
202313$334,408$26,892$8,964iApproximate average salary by contribution assumption: employee only about $224,100 at 4% or $149,400 at 6%; with 50% employer match about $149,400 at 4% or $99,600 at 6%; with 100% employer match about $112,050 at 4% or $74,700 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$334,408$26,892$8,964iApproximate average salary by contribution assumption: employee only about $224,100 at 4% or $149,400 at 6%; with 50% employer match about $149,400 at 4% or $99,600 at 6%; with 100% employer match about $112,050 at 4% or $74,700 at 6%.
202012$197,452$64,648$32,324iApproximate average salary by contribution assumption: employee only about $808,100 at 4% or $538,733 at 6%; with 50% employer match about $538,733 at 4% or $359,156 at 6%; with 100% employer match about $404,050 at 4% or $269,367 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$197,452$64,648$32,324iApproximate average salary by contribution assumption: employee only about $808,100 at 4% or $538,733 at 6%; with 50% employer match about $538,733 at 4% or $359,156 at 6%; with 100% employer match about $404,050 at 4% or $269,367 at 6%.
201912$149,341$62,457$31,229iApproximate average salary by contribution assumption: employee only about $780,713 at 4% or $520,475 at 6%; with 50% employer match about $520,475 at 4% or $346,983 at 6%; with 100% employer match about $390,356 at 4% or $260,238 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$149,341$62,457$31,229iApproximate average salary by contribution assumption: employee only about $780,713 at 4% or $520,475 at 6%; with 50% employer match about $520,475 at 4% or $346,983 at 6%; with 100% employer match about $390,356 at 4% or $260,238 at 6%.
201812$87,614$61,302$30,651iApproximate average salary by contribution assumption: employee only about $766,275 at 4% or $510,850 at 6%; with 50% employer match about $510,850 at 4% or $340,567 at 6%; with 100% employer match about $383,138 at 4% or $255,425 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$87,614$61,302$30,651iApproximate average salary by contribution assumption: employee only about $766,275 at 4% or $510,850 at 6%; with 50% employer match about $510,850 at 4% or $340,567 at 6%; with 100% employer match about $383,138 at 4% or $255,425 at 6%.
201712$130,318$60,096$30,048iApproximate average salary by contribution assumption: employee only about $751,200 at 4% or $500,800 at 6%; with 50% employer match about $500,800 at 4% or $333,867 at 6%; with 100% employer match about $375,600 at 4% or $250,400 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$130,318$60,096$30,048iApproximate average salary by contribution assumption: employee only about $751,200 at 4% or $500,800 at 6%; with 50% employer match about $500,800 at 4% or $333,867 at 6%; with 100% employer match about $375,600 at 4% or $250,400 at 6%.
201612$70,625$59,954$29,977iApproximate average salary by contribution assumption: employee only about $749,425 at 4% or $499,617 at 6%; with 50% employer match about $499,617 at 4% or $333,078 at 6%; with 100% employer match about $374,713 at 4% or $249,808 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$70,625$59,954$29,977iApproximate average salary by contribution assumption: employee only about $749,425 at 4% or $499,617 at 6%; with 50% employer match about $499,617 at 4% or $333,078 at 6%; with 100% employer match about $374,713 at 4% or $249,808 at 6%.
201513$349,156$59,954$19,985iApproximate average salary by contribution assumption: employee only about $499,617 at 4% or $333,078 at 6%; with 50% employer match about $333,078 at 4% or $222,052 at 6%; with 100% employer match about $249,808 at 4% or $166,539 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$349,156$59,954$19,985iApproximate average salary by contribution assumption: employee only about $499,617 at 4% or $333,078 at 6%; with 50% employer match about $333,078 at 4% or $222,052 at 6%; with 100% employer match about $249,808 at 4% or $166,539 at 6%.
201412$595,633$59,825$29,913iApproximate average salary by contribution assumption: employee only about $747,813 at 4% or $498,542 at 6%; with 50% employer match about $498,542 at 4% or $332,361 at 6%; with 100% employer match about $373,906 at 4% or $249,271 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-2$595,633$59,825$29,913iApproximate average salary by contribution assumption: employee only about $747,813 at 4% or $498,542 at 6%; with 50% employer match about $498,542 at 4% or $332,361 at 6%; with 100% employer match about $373,906 at 4% or $249,271 at 6%.
201313$628,518$51,210$17,070iApproximate average salary by contribution assumption: employee only about $426,750 at 4% or $284,500 at 6%; with 50% employer match about $284,500 at 4% or $189,667 at 6%; with 100% employer match about $213,375 at 4% or $142,250 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$628,518$51,210$17,070iApproximate average salary by contribution assumption: employee only about $426,750 at 4% or $284,500 at 6%; with 50% employer match about $284,500 at 4% or $189,667 at 6%; with 100% employer match about $213,375 at 4% or $142,250 at 6%.
201213$504,178$41,114$13,705iApproximate average salary by contribution assumption: employee only about $342,617 at 4% or $228,411 at 6%; with 50% employer match about $228,411 at 4% or $152,274 at 6%; with 100% employer match about $171,308 at 4% or $114,206 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$504,178$41,114$13,705iApproximate average salary by contribution assumption: employee only about $342,617 at 4% or $228,411 at 6%; with 50% employer match about $228,411 at 4% or $152,274 at 6%; with 100% employer match about $171,308 at 4% or $114,206 at 6%.
201113$481,365$41,816$13,939iApproximate average salary by contribution assumption: employee only about $348,467 at 4% or $232,311 at 6%; with 50% employer match about $232,311 at 4% or $154,874 at 6%; with 100% employer match about $174,233 at 4% or $116,156 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$481,365$41,816$13,939iApproximate average salary by contribution assumption: employee only about $348,467 at 4% or $232,311 at 6%; with 50% employer match about $232,311 at 4% or $154,874 at 6%; with 100% employer match about $174,233 at 4% or $116,156 at 6%.
201013$457,688$62,565$20,855iApproximate average salary by contribution assumption: employee only about $521,375 at 4% or $347,583 at 6%; with 50% employer match about $347,583 at 4% or $231,722 at 6%; with 100% employer match about $260,688 at 4% or $173,792 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$457,688$62,565$20,855iApproximate average salary by contribution assumption: employee only about $521,375 at 4% or $347,583 at 6%; with 50% employer match about $347,583 at 4% or $231,722 at 6%; with 100% employer match about $260,688 at 4% or $173,792 at 6%.
200913$367,695$62,969$20,990iApproximate average salary by contribution assumption: employee only about $524,742 at 4% or $349,828 at 6%; with 50% employer match about $349,828 at 4% or $233,219 at 6%; with 100% employer match about $262,371 at 4% or $174,914 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$367,695$62,969$20,990iApproximate average salary by contribution assumption: employee only about $524,742 at 4% or $349,828 at 6%; with 50% employer match about $349,828 at 4% or $233,219 at 6%; with 100% employer match about $262,371 at 4% or $174,914 at 6%.
200813$257,789$59,143$19,714iApproximate average salary by contribution assumption: employee only about $492,858 at 4% or $328,572 at 6%; with 50% employer match about $328,572 at 4% or $219,048 at 6%; with 100% employer match about $246,429 at 4% or $164,286 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$257,789$59,143$19,714iApproximate average salary by contribution assumption: employee only about $492,858 at 4% or $328,572 at 6%; with 50% employer match about $328,572 at 4% or $219,048 at 6%; with 100% employer match about $246,429 at 4% or $164,286 at 6%.
200713$0$0-
Smith-Mundwiller Securities LLC 401K Plan-3---
200613$188,219$93,546$31,182iApproximate average salary by contribution assumption: employee only about $779,550 at 4% or $519,700 at 6%; with 50% employer match about $519,700 at 4% or $346,467 at 6%; with 100% employer match about $389,775 at 4% or $259,850 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$188,219$93,546$31,182iApproximate average salary by contribution assumption: employee only about $779,550 at 4% or $519,700 at 6%; with 50% employer match about $519,700 at 4% or $346,467 at 6%; with 100% employer match about $389,775 at 4% or $259,850 at 6%.
200513$82,353$45,136$15,045iApproximate average salary by contribution assumption: employee only about $376,133 at 4% or $250,756 at 6%; with 50% employer match about $250,756 at 4% or $167,170 at 6%; with 100% employer match about $188,067 at 4% or $125,378 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$82,353$45,136$15,045iApproximate average salary by contribution assumption: employee only about $376,133 at 4% or $250,756 at 6%; with 50% employer match about $250,756 at 4% or $167,170 at 6%; with 100% employer match about $188,067 at 4% or $125,378 at 6%.
200413$34,763$32,228$10,743iApproximate average salary by contribution assumption: employee only about $268,567 at 4% or $179,044 at 6%; with 50% employer match about $179,044 at 4% or $119,363 at 6%; with 100% employer match about $134,283 at 4% or $89,522 at 6%.
Smith-Mundwiller Securities LLC 401K Plan-3$34,763$32,228$10,743iApproximate average salary by contribution assumption: employee only about $268,567 at 4% or $179,044 at 6%; with 50% employer match about $179,044 at 4% or $119,363 at 6%; with 100% employer match about $134,283 at 4% or $89,522 at 6%.