Civic Intelligence

Smith, Stratton, Wise, Heher & Brennan

Plan context: Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan

EIN 21-0626061 • Princeton, NJ • 32 filings • 10 plans

2 Research WayPrinceton, NJ 08540
Current Snapshot

Latest Year

2018

2018 Participants

16

2018 Assets

$12,109,510

2018 Contributions

$209,142

Historical Graphs

Total Assets Over Time

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

$13,684,976$6,842,488$0199920092017YearValue
$12,109,510Latest year 2017

Participants Over Time

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

94470199920082017YearValue
16Latest year 2017

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
201810$0$0-
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-0---
2017116$12,109,510$209,142$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,238 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-16$12,109,510$209,142$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,238 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
2016117$13,684,976$216,814$12,754iApproximate average salary by contribution assumption: employee only about $318,844 at 4% or $212,563 at 6%; with 50% employer match about $212,563 at 4% or $141,708 at 6%; with 100% employer match about $159,422 at 4% or $106,281 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-17$13,684,976$216,814$12,754iApproximate average salary by contribution assumption: employee only about $318,844 at 4% or $212,563 at 6%; with 50% employer match about $212,563 at 4% or $141,708 at 6%; with 100% employer match about $159,422 at 4% or $106,281 at 6%.
2015118$12,336,589$277,442$15,413iApproximate average salary by contribution assumption: employee only about $385,336 at 4% or $256,891 at 6%; with 50% employer match about $256,891 at 4% or $171,260 at 6%; with 100% employer match about $192,668 at 4% or $128,445 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-18$12,336,589$277,442$15,413iApproximate average salary by contribution assumption: employee only about $385,336 at 4% or $256,891 at 6%; with 50% employer match about $256,891 at 4% or $171,260 at 6%; with 100% employer match about $192,668 at 4% or $128,445 at 6%.
2014121$12,422,076$314,150$14,960iApproximate average salary by contribution assumption: employee only about $373,988 at 4% or $249,325 at 6%; with 50% employer match about $249,325 at 4% or $166,217 at 6%; with 100% employer match about $186,994 at 4% or $124,663 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-21$12,422,076$314,150$14,960iApproximate average salary by contribution assumption: employee only about $373,988 at 4% or $249,325 at 6%; with 50% employer match about $249,325 at 4% or $166,217 at 6%; with 100% employer match about $186,994 at 4% or $124,663 at 6%.
2013123$11,374,812$372,053$16,176iApproximate average salary by contribution assumption: employee only about $404,405 at 4% or $269,604 at 6%; with 50% employer match about $269,604 at 4% or $179,736 at 6%; with 100% employer match about $202,203 at 4% or $134,802 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-23$11,374,812$372,053$16,176iApproximate average salary by contribution assumption: employee only about $404,405 at 4% or $269,604 at 6%; with 50% employer match about $269,604 at 4% or $179,736 at 6%; with 100% employer match about $202,203 at 4% or $134,802 at 6%.
2012124$9,191,007$375,571$15,649iApproximate average salary by contribution assumption: employee only about $391,220 at 4% or $260,813 at 6%; with 50% employer match about $260,813 at 4% or $173,875 at 6%; with 100% employer match about $195,610 at 4% or $130,407 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-24$9,191,007$375,571$15,649iApproximate average salary by contribution assumption: employee only about $391,220 at 4% or $260,813 at 6%; with 50% employer match about $260,813 at 4% or $173,875 at 6%; with 100% employer match about $195,610 at 4% or $130,407 at 6%.
2011224$7,851,491$373,687$15,570iApproximate average salary by contribution assumption: employee only about $389,257 at 4% or $259,505 at 6%; with 50% employer match about $259,505 at 4% or $173,003 at 6%; with 100% employer match about $194,629 at 4% or $129,752 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-24$7,851,491$329,046$13,710iApproximate average salary by contribution assumption: employee only about $342,756 at 4% or $228,504 at 6%; with 50% employer match about $228,504 at 4% or $152,336 at 6%; with 100% employer match about $171,378 at 4% or $114,252 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-11-$44,641$4,058iApproximate average salary by contribution assumption: employee only about $101,457 at 4% or $67,638 at 6%; with 50% employer match about $67,638 at 4% or $45,092 at 6%; with 100% employer match about $50,728 at 4% or $33,819 at 6%.
2010225$7,849,022$415,956$16,638iApproximate average salary by contribution assumption: employee only about $415,956 at 4% or $277,304 at 6%; with 50% employer match about $277,304 at 4% or $184,869 at 6%; with 100% employer match about $207,978 at 4% or $138,652 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-25$7,848,635$356,605$14,264iApproximate average salary by contribution assumption: employee only about $356,605 at 4% or $237,737 at 6%; with 50% employer match about $237,737 at 4% or $158,491 at 6%; with 100% employer match about $178,303 at 4% or $118,868 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-12$387$59,351$4,946iApproximate average salary by contribution assumption: employee only about $123,648 at 4% or $82,432 at 6%; with 50% employer match about $82,432 at 4% or $54,955 at 6%; with 100% employer match about $61,824 at 4% or $41,216 at 6%.
2009244$6,603,137$543,352$12,349iApproximate average salary by contribution assumption: employee only about $308,723 at 4% or $205,815 at 6%; with 50% employer match about $205,815 at 4% or $137,210 at 6%; with 100% employer match about $154,361 at 4% or $102,908 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-44$6,603,085$476,778$10,836iApproximate average salary by contribution assumption: employee only about $270,897 at 4% or $180,598 at 6%; with 50% employer match about $180,598 at 4% or $120,398 at 6%; with 100% employer match about $135,448 at 4% or $90,299 at 6%.
SMITH STRATTON WISE HEHER BRENNAN CAFETERIA PLAN-13$52$66,574$5,121iApproximate average salary by contribution assumption: employee only about $128,027 at 4% or $85,351 at 6%; with 50% employer match about $85,351 at 4% or $56,901 at 6%; with 100% employer match about $64,013 at 4% or $42,676 at 6%.
2008227$4,710,068$574,980$21,296iApproximate average salary by contribution assumption: employee only about $532,389 at 4% or $354,926 at 6%; with 50% employer match about $354,926 at 4% or $236,617 at 6%; with 100% employer match about $266,194 at 4% or $177,463 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-27$4,710,068$504,099$18,670iApproximate average salary by contribution assumption: employee only about $466,758 at 4% or $311,172 at 6%; with 50% employer match about $311,172 at 4% or $207,448 at 6%; with 100% employer match about $233,379 at 4% or $155,586 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-15-$70,881$4,725iApproximate average salary by contribution assumption: employee only about $118,135 at 4% or $78,757 at 6%; with 50% employer match about $78,757 at 4% or $52,504 at 6%; with 100% employer match about $59,067 at 4% or $39,378 at 6%.
2007227$0$0-
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-17---
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-27---
2006229$5,670,710$605,061$20,864iApproximate average salary by contribution assumption: employee only about $521,604 at 4% or $347,736 at 6%; with 50% employer match about $347,736 at 4% or $231,824 at 6%; with 100% employer match about $260,802 at 4% or $173,868 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-29$5,669,682$548,460$18,912iApproximate average salary by contribution assumption: employee only about $472,810 at 4% or $315,207 at 6%; with 50% employer match about $315,207 at 4% or $210,138 at 6%; with 100% employer match about $236,405 at 4% or $157,603 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-14$1,028$56,601$4,043iApproximate average salary by contribution assumption: employee only about $101,073 at 4% or $67,382 at 6%; with 50% employer match about $67,382 at 4% or $44,921 at 6%; with 100% employer match about $50,537 at 4% or $33,691 at 6%.
2005232$5,450,491$607,035$18,970iApproximate average salary by contribution assumption: employee only about $474,246 at 4% or $316,164 at 6%; with 50% employer match about $316,164 at 4% or $210,776 at 6%; with 100% employer match about $237,123 at 4% or $158,082 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-32$5,449,886$553,440$17,295iApproximate average salary by contribution assumption: employee only about $432,375 at 4% or $288,250 at 6%; with 50% employer match about $288,250 at 4% or $192,167 at 6%; with 100% employer match about $216,188 at 4% or $144,125 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-17$605$53,595$3,153iApproximate average salary by contribution assumption: employee only about $78,816 at 4% or $52,544 at 6%; with 50% employer match about $52,544 at 4% or $35,029 at 6%; with 100% employer match about $39,408 at 4% or $26,272 at 6%.
2004223$6,400,520$397,629$17,288iApproximate average salary by contribution assumption: employee only about $432,205 at 4% or $288,137 at 6%; with 50% employer match about $288,137 at 4% or $192,091 at 6%; with 100% employer match about $216,103 at 4% or $144,068 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-23$6,399,536$353,494$15,369iApproximate average salary by contribution assumption: employee only about $384,233 at 4% or $256,155 at 6%; with 50% employer match about $256,155 at 4% or $170,770 at 6%; with 100% employer match about $192,116 at 4% or $128,078 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-13$984$44,135$3,395iApproximate average salary by contribution assumption: employee only about $84,875 at 4% or $56,583 at 6%; with 50% employer match about $56,583 at 4% or $37,722 at 6%; with 100% employer match about $42,438 at 4% or $28,292 at 6%.
2003250$6,887,676$611,521$12,230iApproximate average salary by contribution assumption: employee only about $305,761 at 4% or $203,840 at 6%; with 50% employer match about $203,840 at 4% or $135,894 at 6%; with 100% employer match about $152,880 at 4% or $101,920 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-50$6,887,676$611,521$12,230iApproximate average salary by contribution assumption: employee only about $305,761 at 4% or $203,840 at 6%; with 50% employer match about $203,840 at 4% or $135,894 at 6%; with 100% employer match about $152,880 at 4% or $101,920 at 6%.
SMITH,STRATTON,WISE,HEHER&BRENNAN CAFETERIA PLAN-28---
2002283$5,938,645$682,291$8,220iApproximate average salary by contribution assumption: employee only about $205,509 at 4% or $137,006 at 6%; with 50% employer match about $137,006 at 4% or $91,337 at 6%; with 100% employer match about $102,755 at 4% or $68,503 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-83$5,938,645$682,291$8,220iApproximate average salary by contribution assumption: employee only about $205,509 at 4% or $137,006 at 6%; with 50% employer match about $137,006 at 4% or $91,337 at 6%; with 100% employer match about $102,755 at 4% or $68,503 at 6%.
SMITH, STRATTON, WISE, HEHER & BRENNAN CAFETERIA PLAN-42---
2001291$0$0-
SMITH STRATTON WISE HEHER & BRENNAN CAFETERIA PLAN-49---
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-91---
2000294$8,157,946$851,090$9,054iApproximate average salary by contribution assumption: employee only about $226,354 at 4% or $150,902 at 6%; with 50% employer match about $150,902 at 4% or $100,602 at 6%; with 100% employer match about $113,177 at 4% or $75,451 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-94$8,157,946$851,090$9,054iApproximate average salary by contribution assumption: employee only about $226,354 at 4% or $150,902 at 6%; with 50% employer match about $150,902 at 4% or $100,602 at 6%; with 100% employer match about $113,177 at 4% or $75,451 at 6%.
SMITH STRATTON WISE HEHER & BRENNAN CAFETERIA PLAN-51---
1999192$9,385,561$826,259$8,981iApproximate average salary by contribution assumption: employee only about $224,527 at 4% or $149,685 at 6%; with 50% employer match about $149,685 at 4% or $99,790 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
Smith, Stratton, Wise, Heher & Brennan 401K Savings Plan-92$9,385,561$826,259$8,981iApproximate average salary by contribution assumption: employee only about $224,527 at 4% or $149,685 at 6%; with 50% employer match about $149,685 at 4% or $99,790 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.