CALDWELL COUNTY SMART START
Plan context: CALDWELL COUNTY SMART START 401(K) PLAN
EIN 20-1090467 • Hudson, NC • 16 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$377,627
2024 Contributions
$30,117
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 | 8 | $377,627 | $30,117 | $3,765iApproximate average salary by contribution assumption: employee only about $94,116 at 4% or $62,744 at 6%; with 50% employer match about $62,744 at 4% or $41,829 at 6%; with 100% employer match about $47,058 at 4% or $31,372 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 8 | $377,627 | $30,117 | $3,765iApproximate average salary by contribution assumption: employee only about $94,116 at 4% or $62,744 at 6%; with 50% employer match about $62,744 at 4% or $41,829 at 6%; with 100% employer match about $47,058 at 4% or $31,372 at 6%. |
| 2023 | 1 | 6 | $314,148 | $74,820 | $12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 6 | $314,148 | $74,820 | $12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%. |
| 2022 | 1 | 5 | $204,197 | $40,379 | $8,076iApproximate average salary by contribution assumption: employee only about $201,895 at 4% or $134,597 at 6%; with 50% employer match about $134,597 at 4% or $89,731 at 6%; with 100% employer match about $100,948 at 4% or $67,298 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $204,197 | $40,379 | $8,076iApproximate average salary by contribution assumption: employee only about $201,895 at 4% or $134,597 at 6%; with 50% employer match about $134,597 at 4% or $89,731 at 6%; with 100% employer match about $100,948 at 4% or $67,298 at 6%. |
| 2021 | 1 | 5 | $197,357 | $35,807 | $7,161iApproximate average salary by contribution assumption: employee only about $179,035 at 4% or $119,357 at 6%; with 50% employer match about $119,357 at 4% or $79,571 at 6%; with 100% employer match about $89,518 at 4% or $59,678 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $197,357 | $35,807 | $7,161iApproximate average salary by contribution assumption: employee only about $179,035 at 4% or $119,357 at 6%; with 50% employer match about $119,357 at 4% or $79,571 at 6%; with 100% employer match about $89,518 at 4% or $59,678 at 6%. |
| 2020 | 1 | 5 | $142,100 | $32,380 | $6,476iApproximate average salary by contribution assumption: employee only about $161,900 at 4% or $107,933 at 6%; with 50% employer match about $107,933 at 4% or $71,956 at 6%; with 100% employer match about $80,950 at 4% or $53,967 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $142,100 | $32,380 | $6,476iApproximate average salary by contribution assumption: employee only about $161,900 at 4% or $107,933 at 6%; with 50% employer match about $107,933 at 4% or $71,956 at 6%; with 100% employer match about $80,950 at 4% or $53,967 at 6%. |
| 2019 | 1 | 5 | $84,543 | $10,809 | $2,162iApproximate average salary by contribution assumption: employee only about $54,045 at 4% or $36,030 at 6%; with 50% employer match about $36,030 at 4% or $24,020 at 6%; with 100% employer match about $27,023 at 4% or $18,015 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $84,543 | $10,809 | $2,162iApproximate average salary by contribution assumption: employee only about $54,045 at 4% or $36,030 at 6%; with 50% employer match about $36,030 at 4% or $24,020 at 6%; with 100% employer match about $27,023 at 4% or $18,015 at 6%. |
| 2018 | 1 | 5 | $61,612 | $7,607 | $1,521iApproximate average salary by contribution assumption: employee only about $38,035 at 4% or $25,357 at 6%; with 50% employer match about $25,357 at 4% or $16,904 at 6%; with 100% employer match about $19,018 at 4% or $12,678 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $61,612 | $7,607 | $1,521iApproximate average salary by contribution assumption: employee only about $38,035 at 4% or $25,357 at 6%; with 50% employer match about $25,357 at 4% or $16,904 at 6%; with 100% employer match about $19,018 at 4% or $12,678 at 6%. |
| 2017 | 1 | 5 | $54,130 | $10,837 | $2,167iApproximate average salary by contribution assumption: employee only about $54,185 at 4% or $36,123 at 6%; with 50% employer match about $36,123 at 4% or $24,082 at 6%; with 100% employer match about $27,093 at 4% or $18,062 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $54,130 | $10,837 | $2,167iApproximate average salary by contribution assumption: employee only about $54,185 at 4% or $36,123 at 6%; with 50% employer match about $36,123 at 4% or $24,082 at 6%; with 100% employer match about $27,093 at 4% or $18,062 at 6%. |
| 2016 | 1 | 5 | $36,393 | $10,869 | $2,174iApproximate average salary by contribution assumption: employee only about $54,345 at 4% or $36,230 at 6%; with 50% employer match about $36,230 at 4% or $24,153 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 5 | $36,393 | $10,869 | $2,174iApproximate average salary by contribution assumption: employee only about $54,345 at 4% or $36,230 at 6%; with 50% employer match about $36,230 at 4% or $24,153 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%. |
| 2015 | 1 | 6 | $51,529 | $28,092 | $4,682iApproximate average salary by contribution assumption: employee only about $117,050 at 4% or $78,033 at 6%; with 50% employer match about $78,033 at 4% or $52,022 at 6%; with 100% employer match about $58,525 at 4% or $39,017 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 6 | $51,529 | $28,092 | $4,682iApproximate average salary by contribution assumption: employee only about $117,050 at 4% or $78,033 at 6%; with 50% employer match about $78,033 at 4% or $52,022 at 6%; with 100% employer match about $58,525 at 4% or $39,017 at 6%. |
| 2014 | 1 | 2 | $23,923 | $23,916 | $11,958iApproximate average salary by contribution assumption: employee only about $298,950 at 4% or $199,300 at 6%; with 50% employer match about $199,300 at 4% or $132,867 at 6%; with 100% employer match about $149,475 at 4% or $99,650 at 6%. |
| CALDWELL COUNTY SMART START 401(K) PLAN | - | 2 | $23,923 | $23,916 | $11,958iApproximate average salary by contribution assumption: employee only about $298,950 at 4% or $199,300 at 6%; with 50% employer match about $199,300 at 4% or $132,867 at 6%; with 100% employer match about $149,475 at 4% or $99,650 at 6%. |
| 2006 | 2 | 147 | $0 | $0 | - |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY - SCHEDULE A 70254 | - | 147 | - | - | - |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY - SCHEDULE A | - | 147 | - | - | - |
| 2005 | 1 | 118 | $0 | $0 | - |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY - SHEDULE A 70254 | - | 118 | - | - | - |
| 2004 | 2 | 131 | $0 | $0 | - |
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY SCHEDULE A 70254 | - | 131 | - | - | - |
| CALDWELL COUNTY SMART START SCHEDULE A 70254 | - | 131 | - | - | - |