Civic Intelligence

Sma Management Inc.

Plan context: Sma Management Inc. 401(K) Profit Sharing Plan

EIN 20-2121964 • Santa Monica, CA • 10 filings • 2 plans

729 Montana Ave., Suite 6Santa Monica, CA 90403-1369
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$378,815

2015 Contributions

$22,827

Historical Graphs

Total Assets Over Time

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

$378,815$189,408$0200620122015YearValue
$378,815Latest year 2015

Participants Over Time

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

630200620112015YearValue
3Latest year 2015

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
201513$378,815$22,827$7,609iApproximate average salary by contribution assumption: employee only about $190,225 at 4% or $126,817 at 6%; with 50% employer match about $126,817 at 4% or $84,544 at 6%; with 100% employer match about $95,113 at 4% or $63,408 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-3$378,815$22,827$7,609iApproximate average salary by contribution assumption: employee only about $190,225 at 4% or $126,817 at 6%; with 50% employer match about $126,817 at 4% or $84,544 at 6%; with 100% employer match about $95,113 at 4% or $63,408 at 6%.
201413$370,468$34,150$11,383iApproximate average salary by contribution assumption: employee only about $284,583 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,481 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-3$370,468$34,150$11,383iApproximate average salary by contribution assumption: employee only about $284,583 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,481 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%.
201313$321,650$25,653$8,551iApproximate average salary by contribution assumption: employee only about $213,775 at 4% or $142,517 at 6%; with 50% employer match about $142,517 at 4% or $95,011 at 6%; with 100% employer match about $106,888 at 4% or $71,258 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-3$321,650$25,653$8,551iApproximate average salary by contribution assumption: employee only about $213,775 at 4% or $142,517 at 6%; with 50% employer match about $142,517 at 4% or $95,011 at 6%; with 100% employer match about $106,888 at 4% or $71,258 at 6%.
201215$366,803$73,575$14,715iApproximate average salary by contribution assumption: employee only about $367,875 at 4% or $245,250 at 6%; with 50% employer match about $245,250 at 4% or $163,500 at 6%; with 100% employer match about $183,938 at 4% or $122,625 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-5$366,803$73,575$14,715iApproximate average salary by contribution assumption: employee only about $367,875 at 4% or $245,250 at 6%; with 50% employer match about $245,250 at 4% or $163,500 at 6%; with 100% employer match about $183,938 at 4% or $122,625 at 6%.
201116$319,687$42,834$7,139iApproximate average salary by contribution assumption: employee only about $178,475 at 4% or $118,983 at 6%; with 50% employer match about $118,983 at 4% or $79,322 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-6$319,687$42,834$7,139iApproximate average salary by contribution assumption: employee only about $178,475 at 4% or $118,983 at 6%; with 50% employer match about $118,983 at 4% or $79,322 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%.
201016$290,384$61,616$10,269iApproximate average salary by contribution assumption: employee only about $256,733 at 4% or $171,156 at 6%; with 50% employer match about $171,156 at 4% or $114,104 at 6%; with 100% employer match about $128,367 at 4% or $85,578 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-6$290,384$61,616$10,269iApproximate average salary by contribution assumption: employee only about $256,733 at 4% or $171,156 at 6%; with 50% employer match about $171,156 at 4% or $114,104 at 6%; with 100% employer match about $128,367 at 4% or $85,578 at 6%.
200916$202,220$74,565$12,428iApproximate average salary by contribution assumption: employee only about $310,688 at 4% or $207,125 at 6%; with 50% employer match about $207,125 at 4% or $138,083 at 6%; with 100% employer match about $155,344 at 4% or $103,563 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-6$202,220$74,565$12,428iApproximate average salary by contribution assumption: employee only about $310,688 at 4% or $207,125 at 6%; with 50% employer match about $207,125 at 4% or $138,083 at 6%; with 100% employer match about $155,344 at 4% or $103,563 at 6%.
200816$0$0-
Sma Management Inc. 401(K) Profit Sharing Plan-6---
200716$0$0-
Sma Management Inc. 401(K) Profit Sharing Plan-6---
200615$16,261$16,261$3,252iApproximate average salary by contribution assumption: employee only about $81,305 at 4% or $54,203 at 6%; with 50% employer match about $54,203 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
Sma Management Inc. 401(K) Profit Sharing Plan-5$16,261$16,261$3,252iApproximate average salary by contribution assumption: employee only about $81,305 at 4% or $54,203 at 6%; with 50% employer match about $54,203 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.