Civic Intelligence

Bonner & Smith LLC

Plan context: BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST

EIN 20-8009955 • Lubbock, TX • 13 filings • 4 plans

5308 114th StreetLubbock, TX 79424
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$3,135,500

2025 Contributions

$150,220

Historical Graphs

Total Assets Over Time

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

$6,306,045$3,153,023$0202020232025YearValue
$3,135,500Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202524$3,135,500$150,220$37,555iApproximate average salary by contribution assumption: employee only about $938,875 at 4% or $625,917 at 6%; with 50% employer match about $625,917 at 4% or $417,278 at 6%; with 100% employer match about $469,438 at 4% or $312,958 at 6%.
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST-4$2,802,475$49,350$12,338iApproximate average salary by contribution assumption: employee only about $308,438 at 4% or $205,625 at 6%; with 50% employer match about $205,625 at 4% or $137,083 at 6%; with 100% employer match about $154,219 at 4% or $102,813 at 6%.
Bonner & Smith LLC 401(K) Profit Sharing Plan and Trust-4$333,025$100,870$25,218iApproximate average salary by contribution assumption: employee only about $630,438 at 4% or $420,292 at 6%; with 50% employer match about $420,292 at 4% or $280,194 at 6%; with 100% employer match about $315,219 at 4% or $210,146 at 6%.
202424$2,516,230$247,118$61,780iApproximate average salary by contribution assumption: employee only about $1,544,488 at 4% or $1,029,658 at 6%; with 50% employer match about $1,029,658 at 4% or $686,439 at 6%; with 100% employer match about $772,244 at 4% or $514,829 at 6%.
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST-4$2,323,624$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Bonner & Smith LLC 401(K) Profit Sharing Plan and Trust-4$192,606$97,118$24,280iApproximate average salary by contribution assumption: employee only about $606,988 at 4% or $404,658 at 6%; with 50% employer match about $404,658 at 4% or $269,772 at 6%; with 100% employer match about $303,494 at 4% or $202,329 at 6%.
202324$1,958,923$418,403$104,601iApproximate average salary by contribution assumption: employee only about $2,615,019 at 4% or $1,743,346 at 6%; with 50% employer match about $1,743,346 at 4% or $1,162,231 at 6%; with 100% employer match about $1,307,509 at 4% or $871,673 at 6%.
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST-4$1,884,550$325,928$81,482iApproximate average salary by contribution assumption: employee only about $2,037,050 at 4% or $1,358,033 at 6%; with 50% employer match about $1,358,033 at 4% or $905,356 at 6%; with 100% employer match about $1,018,525 at 4% or $679,017 at 6%.
Bonner & Smith LLC 401(K) Profit Sharing Plan and Trust-4$74,373$92,475$23,119iApproximate average salary by contribution assumption: employee only about $577,969 at 4% or $385,313 at 6%; with 50% employer match about $385,313 at 4% or $256,875 at 6%; with 100% employer match about $288,984 at 4% or $192,656 at 6%.
202234$5,993,809$5,660,334$1,415,084iApproximate average salary by contribution assumption: employee only about $35,377,088 at 4% or $23,584,725 at 6%; with 50% employer match about $23,584,725 at 4% or $15,723,150 at 6%; with 100% employer match about $17,688,544 at 4% or $11,792,363 at 6%.
Bonner & Smith LLC 401(K) Profit Sharing Plan and Trust-4$4,641,680$5,284,742$1,321,186iApproximate average salary by contribution assumption: employee only about $33,029,638 at 4% or $22,019,758 at 6%; with 50% employer match about $22,019,758 at 4% or $14,679,839 at 6%; with 100% employer match about $16,514,819 at 4% or $11,009,879 at 6%.
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST-4$1,352,129$375,592$93,898iApproximate average salary by contribution assumption: employee only about $2,347,450 at 4% or $1,564,967 at 6%; with 50% employer match about $1,564,967 at 4% or $1,043,311 at 6%; with 100% employer match about $1,173,725 at 4% or $782,483 at 6%.
BONNER & SMITH LLC-0$0$0-
202134$6,306,045$396,361$99,090iApproximate average salary by contribution assumption: employee only about $2,477,256 at 4% or $1,651,504 at 6%; with 50% employer match about $1,651,504 at 4% or $1,101,003 at 6%; with 100% employer match about $1,238,628 at 4% or $825,752 at 6%.
BONNER & SMITH LLC-2$5,259,679$0-
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST-4$1,017,100$315,571$78,893iApproximate average salary by contribution assumption: employee only about $1,972,319 at 4% or $1,314,879 at 6%; with 50% employer match about $1,314,879 at 4% or $876,586 at 6%; with 100% employer match about $986,159 at 4% or $657,440 at 6%.
Bonner & Smith LLC 401(K) Profit Sharing Plan and Trust-4$29,266$80,790$20,198iApproximate average salary by contribution assumption: employee only about $504,938 at 4% or $336,625 at 6%; with 50% employer match about $336,625 at 4% or $224,417 at 6%; with 100% employer match about $252,469 at 4% or $168,313 at 6%.
202012$4,581,281$667,515$333,758iApproximate average salary by contribution assumption: employee only about $8,343,938 at 4% or $5,562,625 at 6%; with 50% employer match about $5,562,625 at 4% or $3,708,417 at 6%; with 100% employer match about $4,171,969 at 4% or $2,781,313 at 6%.
BONNER & SMITH, LLC-2$4,581,281$667,515$333,758iApproximate average salary by contribution assumption: employee only about $8,343,938 at 4% or $5,562,625 at 6%; with 50% employer match about $5,562,625 at 4% or $3,708,417 at 6%; with 100% employer match about $4,171,969 at 4% or $2,781,313 at 6%.