Civic Intelligence

SMARTYSTREETS LLC

Plan context: SMARTY 401(K) PLAN

EIN 20-8026185 • Provo, UT • 8 filings • 2 plans

3214 N University Ave#409Provo, UT 84604
Current Snapshot

Latest Year

2025

2025 Participants

145

2025 Assets

$6,006,464

2025 Contributions

$1,366,037

Historical Graphs

Total Assets Over Time

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

$6,006,464$3,003,232$0201820222025YearValue
$6,006,464Latest year 2025

Participants Over Time

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

145730201820222025YearValue
145Latest 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
20251145$6,006,464$1,366,037$9,421iApproximate average salary by contribution assumption: employee only about $235,524 at 4% or $157,016 at 6%; with 50% employer match about $157,016 at 4% or $104,677 at 6%; with 100% employer match about $117,762 at 4% or $78,508 at 6%.
SMARTY 401(K) PLAN-145$6,006,464$1,366,037$9,421iApproximate average salary by contribution assumption: employee only about $235,524 at 4% or $157,016 at 6%; with 50% employer match about $157,016 at 4% or $104,677 at 6%; with 100% employer match about $117,762 at 4% or $78,508 at 6%.
20241114$4,138,203$1,552,894$13,622iApproximate average salary by contribution assumption: employee only about $340,547 at 4% or $227,031 at 6%; with 50% employer match about $227,031 at 4% or $151,354 at 6%; with 100% employer match about $170,273 at 4% or $113,516 at 6%.
SMARTY 401(K) PLAN-114$4,138,203$1,552,894$13,622iApproximate average salary by contribution assumption: employee only about $340,547 at 4% or $227,031 at 6%; with 50% employer match about $227,031 at 4% or $151,354 at 6%; with 100% employer match about $170,273 at 4% or $113,516 at 6%.
2023189$2,530,314$907,050$10,192iApproximate average salary by contribution assumption: employee only about $254,789 at 4% or $169,860 at 6%; with 50% employer match about $169,860 at 4% or $113,240 at 6%; with 100% employer match about $127,395 at 4% or $84,930 at 6%.
SMARTY 401(K) PLAN-89$2,530,314$907,050$10,192iApproximate average salary by contribution assumption: employee only about $254,789 at 4% or $169,860 at 6%; with 50% employer match about $169,860 at 4% or $113,240 at 6%; with 100% employer match about $127,395 at 4% or $84,930 at 6%.
2022166$1,368,508$591,695$8,965iApproximate average salary by contribution assumption: employee only about $224,127 at 4% or $149,418 at 6%; with 50% employer match about $149,418 at 4% or $99,612 at 6%; with 100% employer match about $112,063 at 4% or $74,709 at 6%.
SMARTY 401(K) PLAN-66$1,368,508$591,695$8,965iApproximate average salary by contribution assumption: employee only about $224,127 at 4% or $149,418 at 6%; with 50% employer match about $149,418 at 4% or $99,612 at 6%; with 100% employer match about $112,063 at 4% or $74,709 at 6%.
2021139$1,171,740$461,439$11,832iApproximate average salary by contribution assumption: employee only about $295,794 at 4% or $197,196 at 6%; with 50% employer match about $197,196 at 4% or $131,464 at 6%; with 100% employer match about $147,897 at 4% or $98,598 at 6%.
SMARTYSTREETS 401(K) PLAN-39$1,171,740$461,439$11,832iApproximate average salary by contribution assumption: employee only about $295,794 at 4% or $197,196 at 6%; with 50% employer match about $197,196 at 4% or $131,464 at 6%; with 100% employer match about $147,897 at 4% or $98,598 at 6%.
2020131$728,969$253,052$8,163iApproximate average salary by contribution assumption: employee only about $204,074 at 4% or $136,049 at 6%; with 50% employer match about $136,049 at 4% or $90,700 at 6%; with 100% employer match about $102,037 at 4% or $68,025 at 6%.
SMARTYSTREETS 401(K) PLAN-31$728,969$253,052$8,163iApproximate average salary by contribution assumption: employee only about $204,074 at 4% or $136,049 at 6%; with 50% employer match about $136,049 at 4% or $90,700 at 6%; with 100% employer match about $102,037 at 4% or $68,025 at 6%.
2019126$391,571$228,601$8,792iApproximate average salary by contribution assumption: employee only about $219,809 at 4% or $146,539 at 6%; with 50% employer match about $146,539 at 4% or $97,693 at 6%; with 100% employer match about $109,904 at 4% or $73,270 at 6%.
SMARTYSTREETS 401(K) PLAN-26$391,571$228,601$8,792iApproximate average salary by contribution assumption: employee only about $219,809 at 4% or $146,539 at 6%; with 50% employer match about $146,539 at 4% or $97,693 at 6%; with 100% employer match about $109,904 at 4% or $73,270 at 6%.
2018120$113,059$122,177$6,109iApproximate average salary by contribution assumption: employee only about $152,721 at 4% or $101,814 at 6%; with 50% employer match about $101,814 at 4% or $67,876 at 6%; with 100% employer match about $76,361 at 4% or $50,907 at 6%.
SMARTYSTREETS 401(K) PLAN-20$113,059$122,177$6,109iApproximate average salary by contribution assumption: employee only about $152,721 at 4% or $101,814 at 6%; with 50% employer match about $101,814 at 4% or $67,876 at 6%; with 100% employer match about $76,361 at 4% or $50,907 at 6%.