Sand Gibbs Marcu Smilk & Sherman
Plan context: Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan
EIN 23-1933875 • Newtown Square, PA • 21 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$5,089,190
2020 Contributions
$27,845
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 11 | $5,089,190 | $27,845 | $2,531iApproximate average salary by contribution assumption: employee only about $63,284 at 4% or $42,189 at 6%; with 50% employer match about $42,189 at 4% or $28,126 at 6%; with 100% employer match about $31,642 at 4% or $21,095 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | $5,089,190 | $27,845 | $2,531iApproximate average salary by contribution assumption: employee only about $63,284 at 4% or $42,189 at 6%; with 50% employer match about $42,189 at 4% or $28,126 at 6%; with 100% employer match about $31,642 at 4% or $21,095 at 6%. |
| 2019 | 1 | 15 | $5,824,265 | $55,210 | $3,681iApproximate average salary by contribution assumption: employee only about $92,017 at 4% or $61,344 at 6%; with 50% employer match about $61,344 at 4% or $40,896 at 6%; with 100% employer match about $46,008 at 4% or $30,672 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 15 | $5,824,265 | $55,210 | $3,681iApproximate average salary by contribution assumption: employee only about $92,017 at 4% or $61,344 at 6%; with 50% employer match about $61,344 at 4% or $40,896 at 6%; with 100% employer match about $46,008 at 4% or $30,672 at 6%. |
| 2018 | 1 | 16 | $4,678,001 | $92,978 | $5,811iApproximate average salary by contribution assumption: employee only about $145,278 at 4% or $96,852 at 6%; with 50% employer match about $96,852 at 4% or $64,568 at 6%; with 100% employer match about $72,639 at 4% or $48,426 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $4,678,001 | $92,978 | $5,811iApproximate average salary by contribution assumption: employee only about $145,278 at 4% or $96,852 at 6%; with 50% employer match about $96,852 at 4% or $64,568 at 6%; with 100% employer match about $72,639 at 4% or $48,426 at 6%. |
| 2017 | 1 | 16 | $5,080,468 | $118,321 | $7,395iApproximate average salary by contribution assumption: employee only about $184,877 at 4% or $123,251 at 6%; with 50% employer match about $123,251 at 4% or $82,167 at 6%; with 100% employer match about $92,438 at 4% or $61,626 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $5,080,468 | $118,321 | $7,395iApproximate average salary by contribution assumption: employee only about $184,877 at 4% or $123,251 at 6%; with 50% employer match about $123,251 at 4% or $82,167 at 6%; with 100% employer match about $92,438 at 4% or $61,626 at 6%. |
| 2016 | 1 | 17 | $4,300,692 | $122,097 | $7,182iApproximate average salary by contribution assumption: employee only about $179,554 at 4% or $119,703 at 6%; with 50% employer match about $119,703 at 4% or $79,802 at 6%; with 100% employer match about $89,777 at 4% or $59,851 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 17 | $4,300,692 | $122,097 | $7,182iApproximate average salary by contribution assumption: employee only about $179,554 at 4% or $119,703 at 6%; with 50% employer match about $119,703 at 4% or $79,802 at 6%; with 100% employer match about $89,777 at 4% or $59,851 at 6%. |
| 2015 | 1 | 17 | $4,052,292 | $125,801 | $7,400iApproximate average salary by contribution assumption: employee only about $185,001 at 4% or $123,334 at 6%; with 50% employer match about $123,334 at 4% or $82,223 at 6%; with 100% employer match about $92,501 at 4% or $61,667 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 17 | $4,052,292 | $125,801 | $7,400iApproximate average salary by contribution assumption: employee only about $185,001 at 4% or $123,334 at 6%; with 50% employer match about $123,334 at 4% or $82,223 at 6%; with 100% employer match about $92,501 at 4% or $61,667 at 6%. |
| 2014 | 1 | 17 | $4,101,434 | $113,479 | $6,675iApproximate average salary by contribution assumption: employee only about $166,881 at 4% or $111,254 at 6%; with 50% employer match about $111,254 at 4% or $74,169 at 6%; with 100% employer match about $83,440 at 4% or $55,627 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 17 | $4,101,434 | $113,479 | $6,675iApproximate average salary by contribution assumption: employee only about $166,881 at 4% or $111,254 at 6%; with 50% employer match about $111,254 at 4% or $74,169 at 6%; with 100% employer match about $83,440 at 4% or $55,627 at 6%. |
| 2013 | 1 | 17 | $3,781,008 | $101,756 | $5,986iApproximate average salary by contribution assumption: employee only about $149,641 at 4% or $99,761 at 6%; with 50% employer match about $99,761 at 4% or $66,507 at 6%; with 100% employer match about $74,821 at 4% or $49,880 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 17 | $3,781,008 | $101,756 | $5,986iApproximate average salary by contribution assumption: employee only about $149,641 at 4% or $99,761 at 6%; with 50% employer match about $99,761 at 4% or $66,507 at 6%; with 100% employer match about $74,821 at 4% or $49,880 at 6%. |
| 2012 | 1 | 16 | $3,141,777 | $87,035 | $5,440iApproximate average salary by contribution assumption: employee only about $135,992 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,441 at 6%; with 100% employer match about $67,996 at 4% or $45,331 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $3,141,777 | $87,035 | $5,440iApproximate average salary by contribution assumption: employee only about $135,992 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,441 at 6%; with 100% employer match about $67,996 at 4% or $45,331 at 6%. |
| 2011 | 1 | 16 | $2,751,221 | $88,772 | $5,548iApproximate average salary by contribution assumption: employee only about $138,706 at 4% or $92,471 at 6%; with 50% employer match about $92,471 at 4% or $61,647 at 6%; with 100% employer match about $69,353 at 4% or $46,235 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $2,751,221 | $88,772 | $5,548iApproximate average salary by contribution assumption: employee only about $138,706 at 4% or $92,471 at 6%; with 50% employer match about $92,471 at 4% or $61,647 at 6%; with 100% employer match about $69,353 at 4% or $46,235 at 6%. |
| 2010 | 1 | 16 | $2,935,606 | $84,356 | $5,272iApproximate average salary by contribution assumption: employee only about $131,806 at 4% or $87,871 at 6%; with 50% employer match about $87,871 at 4% or $58,581 at 6%; with 100% employer match about $65,903 at 4% or $43,935 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $2,935,606 | $84,356 | $5,272iApproximate average salary by contribution assumption: employee only about $131,806 at 4% or $87,871 at 6%; with 50% employer match about $87,871 at 4% or $58,581 at 6%; with 100% employer match about $65,903 at 4% or $43,935 at 6%. |
| 2009 | 1 | 17 | $2,458,962 | $72,032 | $4,237iApproximate average salary by contribution assumption: employee only about $105,929 at 4% or $70,620 at 6%; with 50% employer match about $70,620 at 4% or $47,080 at 6%; with 100% employer match about $52,965 at 4% or $35,310 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 17 | $2,458,962 | $72,032 | $4,237iApproximate average salary by contribution assumption: employee only about $105,929 at 4% or $70,620 at 6%; with 50% employer match about $70,620 at 4% or $47,080 at 6%; with 100% employer match about $52,965 at 4% or $35,310 at 6%. |
| 2008 | 1 | 10 | $1,757,445 | $88,758 | $8,876iApproximate average salary by contribution assumption: employee only about $221,895 at 4% or $147,930 at 6%; with 50% employer match about $147,930 at 4% or $98,620 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 10 | $1,757,445 | $88,758 | $8,876iApproximate average salary by contribution assumption: employee only about $221,895 at 4% or $147,930 at 6%; with 50% employer match about $147,930 at 4% or $98,620 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 11 | $2,424,336 | $89,993 | $8,181iApproximate average salary by contribution assumption: employee only about $204,530 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,177 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | $2,424,336 | $89,993 | $8,181iApproximate average salary by contribution assumption: employee only about $204,530 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,177 at 6%. |
| 2005 | 1 | 12 | $2,104,220 | $79,787 | $6,649iApproximate average salary by contribution assumption: employee only about $166,223 at 4% or $110,815 at 6%; with 50% employer match about $110,815 at 4% or $73,877 at 6%; with 100% employer match about $83,111 at 4% or $55,408 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 12 | $2,104,220 | $79,787 | $6,649iApproximate average salary by contribution assumption: employee only about $166,223 at 4% or $110,815 at 6%; with 50% employer match about $110,815 at 4% or $73,877 at 6%; with 100% employer match about $83,111 at 4% or $55,408 at 6%. |
| 2004 | 1 | 11 | $0 | $0 | - |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | - | - | - |
| 2003 | 1 | 11 | $1,699,223 | $70,024 | $6,366iApproximate average salary by contribution assumption: employee only about $159,145 at 4% or $106,097 at 6%; with 50% employer match about $106,097 at 4% or $70,731 at 6%; with 100% employer match about $79,573 at 4% or $53,048 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | $1,699,223 | $70,024 | $6,366iApproximate average salary by contribution assumption: employee only about $159,145 at 4% or $106,097 at 6%; with 50% employer match about $106,097 at 4% or $70,731 at 6%; with 100% employer match about $79,573 at 4% or $53,048 at 6%. |
| 2002 | 1 | 11 | $1,561,033 | $78,816 | $7,165iApproximate average salary by contribution assumption: employee only about $179,127 at 4% or $119,418 at 6%; with 50% employer match about $119,418 at 4% or $79,612 at 6%; with 100% employer match about $89,564 at 4% or $59,709 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | $1,561,033 | $78,816 | $7,165iApproximate average salary by contribution assumption: employee only about $179,127 at 4% or $119,418 at 6%; with 50% employer match about $119,418 at 4% or $79,612 at 6%; with 100% employer match about $89,564 at 4% or $59,709 at 6%. |
| 2001 | 1 | 11 | $1,894,621 | $82,809 | $7,528iApproximate average salary by contribution assumption: employee only about $188,202 at 4% or $125,468 at 6%; with 50% employer match about $125,468 at 4% or $83,645 at 6%; with 100% employer match about $94,101 at 4% or $62,734 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 11 | $1,894,621 | $82,809 | $7,528iApproximate average salary by contribution assumption: employee only about $188,202 at 4% or $125,468 at 6%; with 50% employer match about $125,468 at 4% or $83,645 at 6%; with 100% employer match about $94,101 at 4% or $62,734 at 6%. |
| 2000 | 1 | 16 | $2,170,842 | $102,747 | $6,422iApproximate average salary by contribution assumption: employee only about $160,542 at 4% or $107,028 at 6%; with 50% employer match about $107,028 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%. |
| Sand Gibbs Marcu Smilk & Sherman 401(K) Profit Sharing Plan | - | 16 | $2,170,842 | $102,747 | $6,422iApproximate average salary by contribution assumption: employee only about $160,542 at 4% or $107,028 at 6%; with 50% employer match about $107,028 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%. |