Civic Intelligence

Steely & Smith LLC D/B/A Steely & Smith Insurance

Plan context: Steely & Smith LLC Employee Profit Sharing Plan

EIN 20-3383671 • Doylestown, PA • 19 filings • 2 plans

P. O. Box 890Doylestown, PA 18901
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,004,751

2024 Contributions

$50,366

Historical Graphs

Total Assets Over Time

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

$1,024,333$512,167$0200620152023YearValue
$1,004,751Latest year 2023

Participants Over Time

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

630200620152023YearValue
5Latest year 2023

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
202410$0$50,366-
Steely & Smith LLC Employee Profit Sharing Plan-0$0$50,366-
202315$1,004,751$80,791$16,158iApproximate average salary by contribution assumption: employee only about $403,955 at 4% or $269,303 at 6%; with 50% employer match about $269,303 at 4% or $179,536 at 6%; with 100% employer match about $201,978 at 4% or $134,652 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$1,004,751$80,791$16,158iApproximate average salary by contribution assumption: employee only about $403,955 at 4% or $269,303 at 6%; with 50% employer match about $269,303 at 4% or $179,536 at 6%; with 100% employer match about $201,978 at 4% or $134,652 at 6%.
202215$804,802$77,630$15,526iApproximate average salary by contribution assumption: employee only about $388,150 at 4% or $258,767 at 6%; with 50% employer match about $258,767 at 4% or $172,511 at 6%; with 100% employer match about $194,075 at 4% or $129,383 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$804,802$77,630$15,526iApproximate average salary by contribution assumption: employee only about $388,150 at 4% or $258,767 at 6%; with 50% employer match about $258,767 at 4% or $172,511 at 6%; with 100% employer match about $194,075 at 4% or $129,383 at 6%.
202115$859,968$71,229$14,246iApproximate average salary by contribution assumption: employee only about $356,145 at 4% or $237,430 at 6%; with 50% employer match about $237,430 at 4% or $158,287 at 6%; with 100% employer match about $178,073 at 4% or $118,715 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$859,968$71,229$14,246iApproximate average salary by contribution assumption: employee only about $356,145 at 4% or $237,430 at 6%; with 50% employer match about $237,430 at 4% or $158,287 at 6%; with 100% employer match about $178,073 at 4% or $118,715 at 6%.
202014$848,230$44,774$11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-4$848,230$44,774$11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%.
201916$1,024,333$70,374$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$1,024,333$70,374$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
201815$854,894$54,168$10,834iApproximate average salary by contribution assumption: employee only about $270,840 at 4% or $180,560 at 6%; with 50% employer match about $180,560 at 4% or $120,373 at 6%; with 100% employer match about $135,420 at 4% or $90,280 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$854,894$54,168$10,834iApproximate average salary by contribution assumption: employee only about $270,840 at 4% or $180,560 at 6%; with 50% employer match about $180,560 at 4% or $120,373 at 6%; with 100% employer match about $135,420 at 4% or $90,280 at 6%.
201716$923,669$53,945$8,991iApproximate average salary by contribution assumption: employee only about $224,771 at 4% or $149,847 at 6%; with 50% employer match about $149,847 at 4% or $99,898 at 6%; with 100% employer match about $112,385 at 4% or $74,924 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$923,669$53,945$8,991iApproximate average salary by contribution assumption: employee only about $224,771 at 4% or $149,847 at 6%; with 50% employer match about $149,847 at 4% or $99,898 at 6%; with 100% employer match about $112,385 at 4% or $74,924 at 6%.
201616$841,960$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$841,960$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
201516$804,274$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$804,274$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
201416$801,047$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$801,047$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
201316$772,279$23,639$3,940iApproximate average salary by contribution assumption: employee only about $98,496 at 4% or $65,664 at 6%; with 50% employer match about $65,664 at 4% or $43,776 at 6%; with 100% employer match about $49,248 at 4% or $32,832 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$772,279$23,639$3,940iApproximate average salary by contribution assumption: employee only about $98,496 at 4% or $65,664 at 6%; with 50% employer match about $65,664 at 4% or $43,776 at 6%; with 100% employer match about $49,248 at 4% or $32,832 at 6%.
201216$706,446$22,877$3,813iApproximate average salary by contribution assumption: employee only about $95,321 at 4% or $63,547 at 6%; with 50% employer match about $63,547 at 4% or $42,365 at 6%; with 100% employer match about $47,660 at 4% or $31,774 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$706,446$22,877$3,813iApproximate average salary by contribution assumption: employee only about $95,321 at 4% or $63,547 at 6%; with 50% employer match about $63,547 at 4% or $42,365 at 6%; with 100% employer match about $47,660 at 4% or $31,774 at 6%.
201116$657,485$22,877$3,813iApproximate average salary by contribution assumption: employee only about $95,321 at 4% or $63,547 at 6%; with 50% employer match about $63,547 at 4% or $42,365 at 6%; with 100% employer match about $47,660 at 4% or $31,774 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$657,485$22,877$3,813iApproximate average salary by contribution assumption: employee only about $95,321 at 4% or $63,547 at 6%; with 50% employer match about $63,547 at 4% or $42,365 at 6%; with 100% employer match about $47,660 at 4% or $31,774 at 6%.
201016$639,111$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$639,111$29,203$4,867iApproximate average salary by contribution assumption: employee only about $121,679 at 4% or $81,119 at 6%; with 50% employer match about $81,119 at 4% or $54,080 at 6%; with 100% employer match about $60,840 at 4% or $40,560 at 6%.
200916$495,420$26,551$4,425iApproximate average salary by contribution assumption: employee only about $110,629 at 4% or $73,753 at 6%; with 50% employer match about $73,753 at 4% or $49,169 at 6%; with 100% employer match about $55,315 at 4% or $36,876 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-6$495,420$26,551$4,425iApproximate average salary by contribution assumption: employee only about $110,629 at 4% or $73,753 at 6%; with 50% employer match about $73,753 at 4% or $49,169 at 6%; with 100% employer match about $55,315 at 4% or $36,876 at 6%.
200815$407,975$34,203$6,841iApproximate average salary by contribution assumption: employee only about $171,015 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$407,975$34,203$6,841iApproximate average salary by contribution assumption: employee only about $171,015 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
200715$0$0-
Steely & Smith LLC Employee Profit Sharing Plan-5---
200615$427,209$33,806$6,761iApproximate average salary by contribution assumption: employee only about $169,030 at 4% or $112,687 at 6%; with 50% employer match about $112,687 at 4% or $75,124 at 6%; with 100% employer match about $84,515 at 4% or $56,343 at 6%.
Steely & Smith LLC Employee Profit Sharing Plan-5$427,209$33,806$6,761iApproximate average salary by contribution assumption: employee only about $169,030 at 4% or $112,687 at 6%; with 50% employer match about $112,687 at 4% or $75,124 at 6%; with 100% employer match about $84,515 at 4% or $56,343 at 6%.