Civic Intelligence

Drs. Smith, Szabo, Valade Ltd.

Plan context: Smith, Szabo, Valade 401(K) & Profit Sharing Plan

EIN 20-5753430 • Sylvania, OH • 17 filings • 2 plans

7640 W. Sylvania Ave., Suite MSylvania, OH 43560
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,877,445

2024 Contributions

$172,476

Historical Graphs

Total Assets Over Time

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

$1,877,445$938,723$0200920172024YearValue
$1,877,445Latest year 2024

Participants Over Time

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

1580200720162024YearValue
7Latest 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
202417$1,877,445$172,476$24,639iApproximate average salary by contribution assumption: employee only about $615,986 at 4% or $410,657 at 6%; with 50% employer match about $410,657 at 4% or $273,771 at 6%; with 100% employer match about $307,993 at 4% or $205,329 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-7$1,877,445$172,476$24,639iApproximate average salary by contribution assumption: employee only about $615,986 at 4% or $410,657 at 6%; with 50% employer match about $410,657 at 4% or $273,771 at 6%; with 100% employer match about $307,993 at 4% or $205,329 at 6%.
202317$1,556,938$160,334$22,905iApproximate average salary by contribution assumption: employee only about $572,621 at 4% or $381,748 at 6%; with 50% employer match about $381,748 at 4% or $254,498 at 6%; with 100% employer match about $286,311 at 4% or $190,874 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-7$1,556,938$160,334$22,905iApproximate average salary by contribution assumption: employee only about $572,621 at 4% or $381,748 at 6%; with 50% employer match about $381,748 at 4% or $254,498 at 6%; with 100% employer match about $286,311 at 4% or $190,874 at 6%.
202217$1,210,049$134,224$19,175iApproximate average salary by contribution assumption: employee only about $479,371 at 4% or $319,581 at 6%; with 50% employer match about $319,581 at 4% or $213,054 at 6%; with 100% employer match about $239,686 at 4% or $159,790 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-7$1,210,049$134,224$19,175iApproximate average salary by contribution assumption: employee only about $479,371 at 4% or $319,581 at 6%; with 50% employer match about $319,581 at 4% or $213,054 at 6%; with 100% employer match about $239,686 at 4% or $159,790 at 6%.
202117$1,275,289$141,555$20,222iApproximate average salary by contribution assumption: employee only about $505,554 at 4% or $337,036 at 6%; with 50% employer match about $337,036 at 4% or $224,690 at 6%; with 100% employer match about $252,777 at 4% or $168,518 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-7$1,275,289$141,555$20,222iApproximate average salary by contribution assumption: employee only about $505,554 at 4% or $337,036 at 6%; with 50% employer match about $337,036 at 4% or $224,690 at 6%; with 100% employer match about $252,777 at 4% or $168,518 at 6%.
202017$1,036,144$135,395$19,342iApproximate average salary by contribution assumption: employee only about $483,554 at 4% or $322,369 at 6%; with 50% employer match about $322,369 at 4% or $214,913 at 6%; with 100% employer match about $241,777 at 4% or $161,185 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-7$1,036,144$135,395$19,342iApproximate average salary by contribution assumption: employee only about $483,554 at 4% or $322,369 at 6%; with 50% employer match about $322,369 at 4% or $214,913 at 6%; with 100% employer match about $241,777 at 4% or $161,185 at 6%.
201915$777,096$132,959$26,592iApproximate average salary by contribution assumption: employee only about $664,795 at 4% or $443,197 at 6%; with 50% employer match about $443,197 at 4% or $295,464 at 6%; with 100% employer match about $332,398 at 4% or $221,598 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-5$777,096$132,959$26,592iApproximate average salary by contribution assumption: employee only about $664,795 at 4% or $443,197 at 6%; with 50% employer match about $443,197 at 4% or $295,464 at 6%; with 100% employer match about $332,398 at 4% or $221,598 at 6%.
201815$536,498$67,709$13,542iApproximate average salary by contribution assumption: employee only about $338,545 at 4% or $225,697 at 6%; with 50% employer match about $225,697 at 4% or $150,464 at 6%; with 100% employer match about $169,273 at 4% or $112,848 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-5$536,498$67,709$13,542iApproximate average salary by contribution assumption: employee only about $338,545 at 4% or $225,697 at 6%; with 50% employer match about $225,697 at 4% or $150,464 at 6%; with 100% employer match about $169,273 at 4% or $112,848 at 6%.
201716$892,988$42,233$7,039iApproximate average salary by contribution assumption: employee only about $175,971 at 4% or $117,314 at 6%; with 50% employer match about $117,314 at 4% or $78,209 at 6%; with 100% employer match about $87,985 at 4% or $58,657 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$892,988$42,233$7,039iApproximate average salary by contribution assumption: employee only about $175,971 at 4% or $117,314 at 6%; with 50% employer match about $117,314 at 4% or $78,209 at 6%; with 100% employer match about $87,985 at 4% or $58,657 at 6%.
201616$696,565$43,579$7,263iApproximate average salary by contribution assumption: employee only about $181,579 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,526 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$696,565$43,579$7,263iApproximate average salary by contribution assumption: employee only about $181,579 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,526 at 6%.
201516$613,953$65,098$10,850iApproximate average salary by contribution assumption: employee only about $271,242 at 4% or $180,828 at 6%; with 50% employer match about $180,828 at 4% or $120,552 at 6%; with 100% employer match about $135,621 at 4% or $90,414 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$613,953$65,098$10,850iApproximate average salary by contribution assumption: employee only about $271,242 at 4% or $180,828 at 6%; with 50% employer match about $180,828 at 4% or $120,552 at 6%; with 100% employer match about $135,621 at 4% or $90,414 at 6%.
201416$551,633$64,320$10,720iApproximate average salary by contribution assumption: employee only about $268,000 at 4% or $178,667 at 6%; with 50% employer match about $178,667 at 4% or $119,111 at 6%; with 100% employer match about $134,000 at 4% or $89,333 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$551,633$64,320$10,720iApproximate average salary by contribution assumption: employee only about $268,000 at 4% or $178,667 at 6%; with 50% employer match about $178,667 at 4% or $119,111 at 6%; with 100% employer match about $134,000 at 4% or $89,333 at 6%.
201316$469,075$35,843$5,974iApproximate average salary by contribution assumption: employee only about $149,346 at 4% or $99,564 at 6%; with 50% employer match about $99,564 at 4% or $66,376 at 6%; with 100% employer match about $74,673 at 4% or $49,782 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$469,075$35,843$5,974iApproximate average salary by contribution assumption: employee only about $149,346 at 4% or $99,564 at 6%; with 50% employer match about $99,564 at 4% or $66,376 at 6%; with 100% employer match about $74,673 at 4% or $49,782 at 6%.
201216$357,045$38,084$6,347iApproximate average salary by contribution assumption: employee only about $158,683 at 4% or $105,789 at 6%; with 50% employer match about $105,789 at 4% or $70,526 at 6%; with 100% employer match about $79,342 at 4% or $52,894 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$357,045$38,084$6,347iApproximate average salary by contribution assumption: employee only about $158,683 at 4% or $105,789 at 6%; with 50% employer match about $105,789 at 4% or $70,526 at 6%; with 100% employer match about $79,342 at 4% or $52,894 at 6%.
201116$269,397$54,344$9,057iApproximate average salary by contribution assumption: employee only about $226,433 at 4% or $150,956 at 6%; with 50% employer match about $150,956 at 4% or $100,637 at 6%; with 100% employer match about $113,217 at 4% or $75,478 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$269,397$54,344$9,057iApproximate average salary by contribution assumption: employee only about $226,433 at 4% or $150,956 at 6%; with 50% employer match about $150,956 at 4% or $100,637 at 6%; with 100% employer match about $113,217 at 4% or $75,478 at 6%.
201016$228,099$66,131$11,022iApproximate average salary by contribution assumption: employee only about $275,546 at 4% or $183,697 at 6%; with 50% employer match about $183,697 at 4% or $122,465 at 6%; with 100% employer match about $137,773 at 4% or $91,849 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$228,099$66,131$11,022iApproximate average salary by contribution assumption: employee only about $275,546 at 4% or $183,697 at 6%; with 50% employer match about $183,697 at 4% or $122,465 at 6%; with 100% employer match about $137,773 at 4% or $91,849 at 6%.
200916$141,869$52,812$8,802iApproximate average salary by contribution assumption: employee only about $220,050 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-6$141,869$52,812$8,802iApproximate average salary by contribution assumption: employee only about $220,050 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
2007115$0$0-
Smith, Szabo, Valade 401(K) & Profit Sharing Plan-15---