Civic Intelligence

The Smart Companies. LLC

Plan context: The Smart Companies. LLC 401(K) Ps Plan

EIN 22-3928762 • Fort Myers, FL • 11 filings • 6 plans

2830 Winkler AvenueSuite 105Fort Myers, FL 33916
Current Snapshot

Latest Year

2024

2024 Participants

420

2024 Assets

$14,313,101

2024 Contributions

$2,876,054

Historical Graphs

Total Assets Over Time

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

$14,313,101$7,156,551$0201420192024YearValue
$14,313,101Latest year 2024

Participants Over Time

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

4202100201420192024YearValue
420Latest 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
20241420$14,313,101$2,876,054$6,848iApproximate average salary by contribution assumption: employee only about $171,194 at 4% or $114,129 at 6%; with 50% employer match about $114,129 at 4% or $76,086 at 6%; with 100% employer match about $85,597 at 4% or $57,065 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-420$14,313,101$2,876,054$6,848iApproximate average salary by contribution assumption: employee only about $171,194 at 4% or $114,129 at 6%; with 50% employer match about $114,129 at 4% or $76,086 at 6%; with 100% employer match about $85,597 at 4% or $57,065 at 6%.
20231375$11,137,330$3,012,051$8,032iApproximate average salary by contribution assumption: employee only about $200,803 at 4% or $133,869 at 6%; with 50% employer match about $133,869 at 4% or $89,246 at 6%; with 100% employer match about $100,402 at 4% or $66,934 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-375$11,137,330$3,012,051$8,032iApproximate average salary by contribution assumption: employee only about $200,803 at 4% or $133,869 at 6%; with 50% employer match about $133,869 at 4% or $89,246 at 6%; with 100% employer match about $100,402 at 4% or $66,934 at 6%.
20221338$7,773,337$2,136,968$6,322iApproximate average salary by contribution assumption: employee only about $158,060 at 4% or $105,373 at 6%; with 50% employer match about $105,373 at 4% or $70,249 at 6%; with 100% employer match about $79,030 at 4% or $52,687 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-338$7,773,337$2,136,968$6,322iApproximate average salary by contribution assumption: employee only about $158,060 at 4% or $105,373 at 6%; with 50% employer match about $105,373 at 4% or $70,249 at 6%; with 100% employer match about $79,030 at 4% or $52,687 at 6%.
20211175$7,747,260$1,487,385$8,499iApproximate average salary by contribution assumption: employee only about $212,484 at 4% or $141,656 at 6%; with 50% employer match about $141,656 at 4% or $94,437 at 6%; with 100% employer match about $106,242 at 4% or $70,828 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-175$7,747,260$1,487,385$8,499iApproximate average salary by contribution assumption: employee only about $212,484 at 4% or $141,656 at 6%; with 50% employer match about $141,656 at 4% or $94,437 at 6%; with 100% employer match about $106,242 at 4% or $70,828 at 6%.
20201149$5,629,508$1,325,704$8,897iApproximate average salary by contribution assumption: employee only about $222,434 at 4% or $148,289 at 6%; with 50% employer match about $148,289 at 4% or $98,859 at 6%; with 100% employer match about $111,217 at 4% or $74,145 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-149$5,629,508$1,325,704$8,897iApproximate average salary by contribution assumption: employee only about $222,434 at 4% or $148,289 at 6%; with 50% employer match about $148,289 at 4% or $98,859 at 6%; with 100% employer match about $111,217 at 4% or $74,145 at 6%.
20191146$3,902,491$913,070$6,254iApproximate average salary by contribution assumption: employee only about $156,348 at 4% or $104,232 at 6%; with 50% employer match about $104,232 at 4% or $69,488 at 6%; with 100% employer match about $78,174 at 4% or $52,116 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-146$3,902,491$913,070$6,254iApproximate average salary by contribution assumption: employee only about $156,348 at 4% or $104,232 at 6%; with 50% employer match about $104,232 at 4% or $69,488 at 6%; with 100% employer match about $78,174 at 4% or $52,116 at 6%.
2018181$2,606,196$765,130$9,446iApproximate average salary by contribution assumption: employee only about $236,151 at 4% or $157,434 at 6%; with 50% employer match about $157,434 at 4% or $104,956 at 6%; with 100% employer match about $118,076 at 4% or $78,717 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-81$2,606,196$765,130$9,446iApproximate average salary by contribution assumption: employee only about $236,151 at 4% or $157,434 at 6%; with 50% employer match about $157,434 at 4% or $104,956 at 6%; with 100% employer match about $118,076 at 4% or $78,717 at 6%.
2017172$2,284,284$560,587$7,786iApproximate average salary by contribution assumption: employee only about $194,648 at 4% or $129,766 at 6%; with 50% employer match about $129,766 at 4% or $86,510 at 6%; with 100% employer match about $97,324 at 4% or $64,883 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-72$2,284,284$560,587$7,786iApproximate average salary by contribution assumption: employee only about $194,648 at 4% or $129,766 at 6%; with 50% employer match about $129,766 at 4% or $86,510 at 6%; with 100% employer match about $97,324 at 4% or $64,883 at 6%.
2016160$1,556,410$509,245$8,487iApproximate average salary by contribution assumption: employee only about $212,185 at 4% or $141,457 at 6%; with 50% employer match about $141,457 at 4% or $94,305 at 6%; with 100% employer match about $106,093 at 4% or $70,728 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-60$1,556,410$509,245$8,487iApproximate average salary by contribution assumption: employee only about $212,185 at 4% or $141,457 at 6%; with 50% employer match about $141,457 at 4% or $94,305 at 6%; with 100% employer match about $106,093 at 4% or $70,728 at 6%.
2015148$970,282$428,767$8,933iApproximate average salary by contribution assumption: employee only about $223,316 at 4% or $148,877 at 6%; with 50% employer match about $148,877 at 4% or $99,252 at 6%; with 100% employer match about $111,658 at 4% or $74,439 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-48$970,282$428,767$8,933iApproximate average salary by contribution assumption: employee only about $223,316 at 4% or $148,877 at 6%; with 50% employer match about $148,877 at 4% or $99,252 at 6%; with 100% employer match about $111,658 at 4% or $74,439 at 6%.
2014144$808,666$360,008$8,182iApproximate average salary by contribution assumption: employee only about $204,550 at 4% or $136,367 at 6%; with 50% employer match about $136,367 at 4% or $90,911 at 6%; with 100% employer match about $102,275 at 4% or $68,183 at 6%.
The Smart Companies. LLC 401(K) Ps Plan-44$808,666$360,008$8,182iApproximate average salary by contribution assumption: employee only about $204,550 at 4% or $136,367 at 6%; with 50% employer match about $136,367 at 4% or $90,911 at 6%; with 100% employer match about $102,275 at 4% or $68,183 at 6%.