Civic Intelligence

Smith & Burgess LLC

Plan context: Smith & Burgess 401(K) Plan

EIN 20-8739445 • Houston, TX • 13 filings • 1 plans

7600 West Tidwell RoadSuite 600Houston, TX 77040
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$12,278,603

2024 Contributions

$1,068,448

Historical Graphs

Total Assets Over Time

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

$12,278,603$6,139,302$0201220182024YearValue
$12,278,603Latest year 2024

Participants Over Time

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

135680201220182024YearValue
86Latest 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
2024186$12,278,603$1,068,448$12,424iApproximate average salary by contribution assumption: employee only about $310,595 at 4% or $207,064 at 6%; with 50% employer match about $207,064 at 4% or $138,042 at 6%; with 100% employer match about $155,298 at 4% or $103,532 at 6%.
Smith & Burgess 401(K) Plan-86$12,278,603$1,068,448$12,424iApproximate average salary by contribution assumption: employee only about $310,595 at 4% or $207,064 at 6%; with 50% employer match about $207,064 at 4% or $138,042 at 6%; with 100% employer match about $155,298 at 4% or $103,532 at 6%.
2023183$10,550,911$1,076,963$12,975iApproximate average salary by contribution assumption: employee only about $324,386 at 4% or $216,258 at 6%; with 50% employer match about $216,258 at 4% or $144,172 at 6%; with 100% employer match about $162,193 at 4% or $108,129 at 6%.
Smith & Burgess 401(K) Plan-83$10,550,911$1,076,963$12,975iApproximate average salary by contribution assumption: employee only about $324,386 at 4% or $216,258 at 6%; with 50% employer match about $216,258 at 4% or $144,172 at 6%; with 100% employer match about $162,193 at 4% or $108,129 at 6%.
2022184$8,978,627$1,055,172$12,562iApproximate average salary by contribution assumption: employee only about $314,039 at 4% or $209,360 at 6%; with 50% employer match about $209,360 at 4% or $139,573 at 6%; with 100% employer match about $157,020 at 4% or $104,680 at 6%.
Smith & Burgess 401(K) Plan-84$8,978,627$1,055,172$12,562iApproximate average salary by contribution assumption: employee only about $314,039 at 4% or $209,360 at 6%; with 50% employer match about $209,360 at 4% or $139,573 at 6%; with 100% employer match about $157,020 at 4% or $104,680 at 6%.
2021184$11,284,784$1,034,650$12,317iApproximate average salary by contribution assumption: employee only about $307,932 at 4% or $205,288 at 6%; with 50% employer match about $205,288 at 4% or $136,858 at 6%; with 100% employer match about $153,966 at 4% or $102,644 at 6%.
Smith & Burgess 401(K) Plan-84$11,284,784$1,034,650$12,317iApproximate average salary by contribution assumption: employee only about $307,932 at 4% or $205,288 at 6%; with 50% employer match about $205,288 at 4% or $136,858 at 6%; with 100% employer match about $153,966 at 4% or $102,644 at 6%.
2020188$8,940,898$1,194,156$13,570iApproximate average salary by contribution assumption: employee only about $339,249 at 4% or $226,166 at 6%; with 50% employer match about $226,166 at 4% or $150,777 at 6%; with 100% employer match about $169,624 at 4% or $113,083 at 6%.
Smith & Burgess 401(K) Plan-88$8,940,898$1,194,156$13,570iApproximate average salary by contribution assumption: employee only about $339,249 at 4% or $226,166 at 6%; with 50% employer match about $226,166 at 4% or $150,777 at 6%; with 100% employer match about $169,624 at 4% or $113,083 at 6%.
20191135$7,681,962$1,213,814$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,854 at 6%; with 50% employer match about $149,854 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
Smith & Burgess 401(K) Plan-135$7,681,962$1,213,814$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,854 at 6%; with 50% employer match about $149,854 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
2018196$5,379,451$894,370$9,316iApproximate average salary by contribution assumption: employee only about $232,909 at 4% or $155,273 at 6%; with 50% employer match about $155,273 at 4% or $103,515 at 6%; with 100% employer match about $116,454 at 4% or $77,636 at 6%.
Smith & Burgess 401(K) Plan-96$5,379,451$894,370$9,316iApproximate average salary by contribution assumption: employee only about $232,909 at 4% or $155,273 at 6%; with 50% employer match about $155,273 at 4% or $103,515 at 6%; with 100% employer match about $116,454 at 4% or $77,636 at 6%.
2017192$5,732,931$821,153$8,926iApproximate average salary by contribution assumption: employee only about $223,139 at 4% or $148,760 at 6%; with 50% employer match about $148,760 at 4% or $99,173 at 6%; with 100% employer match about $111,570 at 4% or $74,380 at 6%.
Smith & Burgess 401(K) Plan-92$5,732,931$821,153$8,926iApproximate average salary by contribution assumption: employee only about $223,139 at 4% or $148,760 at 6%; with 50% employer match about $148,760 at 4% or $99,173 at 6%; with 100% employer match about $111,570 at 4% or $74,380 at 6%.
2016192$4,229,924$1,194,896$12,988iApproximate average salary by contribution assumption: employee only about $324,700 at 4% or $216,467 at 6%; with 50% employer match about $216,467 at 4% or $144,311 at 6%; with 100% employer match about $162,350 at 4% or $108,233 at 6%.
Smith & Burgess 401(K) Plan-92$4,229,924$1,194,896$12,988iApproximate average salary by contribution assumption: employee only about $324,700 at 4% or $216,467 at 6%; with 50% employer match about $216,467 at 4% or $144,311 at 6%; with 100% employer match about $162,350 at 4% or $108,233 at 6%.
2015182$3,296,969$819,886$9,999iApproximate average salary by contribution assumption: employee only about $249,965 at 4% or $166,643 at 6%; with 50% employer match about $166,643 at 4% or $111,096 at 6%; with 100% employer match about $124,983 at 4% or $83,322 at 6%.
Smith & Burgess 401(K) Plan-82$3,296,969$819,886$9,999iApproximate average salary by contribution assumption: employee only about $249,965 at 4% or $166,643 at 6%; with 50% employer match about $166,643 at 4% or $111,096 at 6%; with 100% employer match about $124,983 at 4% or $83,322 at 6%.
2014169$2,778,399$639,716$9,271iApproximate average salary by contribution assumption: employee only about $231,781 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,260 at 6%.
Smith & Burgess 401(K) Plan-69$2,778,399$639,716$9,271iApproximate average salary by contribution assumption: employee only about $231,781 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,260 at 6%.
2013154$2,388,780$585,282$10,839iApproximate average salary by contribution assumption: employee only about $270,964 at 4% or $180,643 at 6%; with 50% employer match about $180,643 at 4% or $120,428 at 6%; with 100% employer match about $135,482 at 4% or $90,321 at 6%.
Smith & Burgess 401(K) Plan-54$2,388,780$585,282$10,839iApproximate average salary by contribution assumption: employee only about $270,964 at 4% or $180,643 at 6%; with 50% employer match about $180,643 at 4% or $120,428 at 6%; with 100% employer match about $135,482 at 4% or $90,321 at 6%.
2012142$1,474,834$546,743$13,018iApproximate average salary by contribution assumption: employee only about $325,442 at 4% or $216,962 at 6%; with 50% employer match about $216,962 at 4% or $144,641 at 6%; with 100% employer match about $162,721 at 4% or $108,481 at 6%.
Smith & Burgess 401(K) Plan-42$1,474,834$546,743$13,018iApproximate average salary by contribution assumption: employee only about $325,442 at 4% or $216,962 at 6%; with 50% employer match about $216,962 at 4% or $144,641 at 6%; with 100% employer match about $162,721 at 4% or $108,481 at 6%.