SMOOTH MONEY, LLC
Plan context: SMOOTH MONEY, LLC 401(K) PLAN
EIN 20-8635372 • Kaukauna, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$136,592
2025 Contributions
$34,654
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $136,592 | $34,654 | $6,931iApproximate average salary by contribution assumption: employee only about $173,270 at 4% or $115,513 at 6%; with 50% employer match about $115,513 at 4% or $77,009 at 6%; with 100% employer match about $86,635 at 4% or $57,757 at 6%. |
| SMOOTH MONEY, LLC 401(K) PLAN | - | 5 | $136,592 | $34,654 | $6,931iApproximate average salary by contribution assumption: employee only about $173,270 at 4% or $115,513 at 6%; with 50% employer match about $115,513 at 4% or $77,009 at 6%; with 100% employer match about $86,635 at 4% or $57,757 at 6%. |
| 2024 | 1 | 5 | $88,639 | $42,121 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,403 at 6%; with 50% employer match about $140,403 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| SMOOTH MONEY, LLC 401(K) PLAN | - | 5 | $88,639 | $42,121 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,403 at 6%; with 50% employer match about $140,403 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| 2023 | 1 | 6 | $43,513 | $41,959 | $6,993iApproximate average salary by contribution assumption: employee only about $174,829 at 4% or $116,553 at 6%; with 50% employer match about $116,553 at 4% or $77,702 at 6%; with 100% employer match about $87,415 at 4% or $58,276 at 6%. |
| SMOOTH MONEY, LLC 401(K) PLAN | - | 6 | $43,513 | $41,959 | $6,993iApproximate average salary by contribution assumption: employee only about $174,829 at 4% or $116,553 at 6%; with 50% employer match about $116,553 at 4% or $77,702 at 6%; with 100% employer match about $87,415 at 4% or $58,276 at 6%. |