Civic Intelligence

Baum, Smith & Clemens LLP

Plan context: Baum, Smith & Clemens 401K Profit Sharing Plan

EIN 23-2315910 • Harleysville, PA • 28 filings • 5 plans

2060 Detwiler Rd, Suite 125Harleysville, PA 19438
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$8,949,470

2024 Contributions

$370,675

Historical Graphs

Total Assets Over Time

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

$12,752,754$6,376,377$0199920132024YearValue
$8,949,470Latest year 2024

Participants Over Time

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

36180199920122024YearValue
26Latest 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
2024126$8,949,470$370,675$14,257iApproximate average salary by contribution assumption: employee only about $356,418 at 4% or $237,612 at 6%; with 50% employer match about $237,612 at 4% or $158,408 at 6%; with 100% employer match about $178,209 at 4% or $118,806 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-26$8,949,470$370,675$14,257iApproximate average salary by contribution assumption: employee only about $356,418 at 4% or $237,612 at 6%; with 50% employer match about $237,612 at 4% or $158,408 at 6%; with 100% employer match about $178,209 at 4% or $118,806 at 6%.
2023130$12,614,921$393,922$13,131iApproximate average salary by contribution assumption: employee only about $328,268 at 4% or $218,846 at 6%; with 50% employer match about $218,846 at 4% or $145,897 at 6%; with 100% employer match about $164,134 at 4% or $109,423 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-30$12,614,921$393,922$13,131iApproximate average salary by contribution assumption: employee only about $328,268 at 4% or $218,846 at 6%; with 50% employer match about $218,846 at 4% or $145,897 at 6%; with 100% employer match about $164,134 at 4% or $109,423 at 6%.
2022128$10,982,604$359,693$12,846iApproximate average salary by contribution assumption: employee only about $321,154 at 4% or $214,103 at 6%; with 50% employer match about $214,103 at 4% or $142,735 at 6%; with 100% employer match about $160,577 at 4% or $107,051 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$10,982,604$359,693$12,846iApproximate average salary by contribution assumption: employee only about $321,154 at 4% or $214,103 at 6%; with 50% employer match about $214,103 at 4% or $142,735 at 6%; with 100% employer match about $160,577 at 4% or $107,051 at 6%.
2021127$12,752,754$361,053$13,372iApproximate average salary by contribution assumption: employee only about $334,308 at 4% or $222,872 at 6%; with 50% employer match about $222,872 at 4% or $148,581 at 6%; with 100% employer match about $167,154 at 4% or $111,436 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-27$12,752,754$361,053$13,372iApproximate average salary by contribution assumption: employee only about $334,308 at 4% or $222,872 at 6%; with 50% employer match about $222,872 at 4% or $148,581 at 6%; with 100% employer match about $167,154 at 4% or $111,436 at 6%.
2020127$11,059,394$337,345$12,494iApproximate average salary by contribution assumption: employee only about $312,356 at 4% or $208,238 at 6%; with 50% employer match about $208,238 at 4% or $138,825 at 6%; with 100% employer match about $156,178 at 4% or $104,119 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-27$11,059,394$337,345$12,494iApproximate average salary by contribution assumption: employee only about $312,356 at 4% or $208,238 at 6%; with 50% employer match about $208,238 at 4% or $138,825 at 6%; with 100% employer match about $156,178 at 4% or $104,119 at 6%.
2019125$9,448,510$311,830$12,473iApproximate average salary by contribution assumption: employee only about $311,830 at 4% or $207,887 at 6%; with 50% employer match about $207,887 at 4% or $138,591 at 6%; with 100% employer match about $155,915 at 4% or $103,943 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-25$9,448,510$311,830$12,473iApproximate average salary by contribution assumption: employee only about $311,830 at 4% or $207,887 at 6%; with 50% employer match about $207,887 at 4% or $138,591 at 6%; with 100% employer match about $155,915 at 4% or $103,943 at 6%.
2018128$9,706,910$262,807$9,386iApproximate average salary by contribution assumption: employee only about $234,649 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,288 at 6%; with 100% employer match about $117,325 at 4% or $78,216 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$9,706,910$262,807$9,386iApproximate average salary by contribution assumption: employee only about $234,649 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,288 at 6%; with 100% employer match about $117,325 at 4% or $78,216 at 6%.
2017125$11,657,520$277,481$11,099iApproximate average salary by contribution assumption: employee only about $277,481 at 4% or $184,987 at 6%; with 50% employer match about $184,987 at 4% or $123,325 at 6%; with 100% employer match about $138,741 at 4% or $92,494 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-25$11,657,520$277,481$11,099iApproximate average salary by contribution assumption: employee only about $277,481 at 4% or $184,987 at 6%; with 50% employer match about $184,987 at 4% or $123,325 at 6%; with 100% employer match about $138,741 at 4% or $92,494 at 6%.
2016125$9,711,347$282,341$11,294iApproximate average salary by contribution assumption: employee only about $282,341 at 4% or $188,227 at 6%; with 50% employer match about $188,227 at 4% or $125,485 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-25$9,711,347$282,341$11,294iApproximate average salary by contribution assumption: employee only about $282,341 at 4% or $188,227 at 6%; with 50% employer match about $188,227 at 4% or $125,485 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%.
2015126$8,893,895$290,451$11,171iApproximate average salary by contribution assumption: employee only about $279,280 at 4% or $186,187 at 6%; with 50% employer match about $186,187 at 4% or $124,124 at 6%; with 100% employer match about $139,640 at 4% or $93,093 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-26$8,893,895$290,451$11,171iApproximate average salary by contribution assumption: employee only about $279,280 at 4% or $186,187 at 6%; with 50% employer match about $186,187 at 4% or $124,124 at 6%; with 100% employer match about $139,640 at 4% or $93,093 at 6%.
2014128$9,640,528$306,059$10,931iApproximate average salary by contribution assumption: employee only about $273,267 at 4% or $182,178 at 6%; with 50% employer match about $182,178 at 4% or $121,452 at 6%; with 100% employer match about $136,633 at 4% or $91,089 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$9,640,528$306,059$10,931iApproximate average salary by contribution assumption: employee only about $273,267 at 4% or $182,178 at 6%; with 50% employer match about $182,178 at 4% or $121,452 at 6%; with 100% employer match about $136,633 at 4% or $91,089 at 6%.
2013130$8,948,278$309,779$10,326iApproximate average salary by contribution assumption: employee only about $258,149 at 4% or $172,099 at 6%; with 50% employer match about $172,099 at 4% or $114,733 at 6%; with 100% employer match about $129,075 at 4% or $86,050 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-30$8,948,278$309,779$10,326iApproximate average salary by contribution assumption: employee only about $258,149 at 4% or $172,099 at 6%; with 50% employer match about $172,099 at 4% or $114,733 at 6%; with 100% employer match about $129,075 at 4% or $86,050 at 6%.
2012128$7,179,008$292,980$10,464iApproximate average salary by contribution assumption: employee only about $261,589 at 4% or $174,393 at 6%; with 50% employer match about $174,393 at 4% or $116,262 at 6%; with 100% employer match about $130,795 at 4% or $87,196 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$7,179,008$292,980$10,464iApproximate average salary by contribution assumption: employee only about $261,589 at 4% or $174,393 at 6%; with 50% employer match about $174,393 at 4% or $116,262 at 6%; with 100% employer match about $130,795 at 4% or $87,196 at 6%.
2011130$6,371,074$322,682$10,756iApproximate average salary by contribution assumption: employee only about $268,902 at 4% or $179,268 at 6%; with 50% employer match about $179,268 at 4% or $119,512 at 6%; with 100% employer match about $134,451 at 4% or $89,634 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-30$6,371,074$322,682$10,756iApproximate average salary by contribution assumption: employee only about $268,902 at 4% or $179,268 at 6%; with 50% employer match about $179,268 at 4% or $119,512 at 6%; with 100% employer match about $134,451 at 4% or $89,634 at 6%.
2010131$6,528,218$368,361$11,883iApproximate average salary by contribution assumption: employee only about $297,065 at 4% or $198,044 at 6%; with 50% employer match about $198,044 at 4% or $132,029 at 6%; with 100% employer match about $148,533 at 4% or $99,022 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-31$6,528,218$368,361$11,883iApproximate average salary by contribution assumption: employee only about $297,065 at 4% or $198,044 at 6%; with 50% employer match about $198,044 at 4% or $132,029 at 6%; with 100% employer match about $148,533 at 4% or $99,022 at 6%.
2009136$5,514,679$357,883$9,941iApproximate average salary by contribution assumption: employee only about $248,530 at 4% or $165,687 at 6%; with 50% employer match about $165,687 at 4% or $110,458 at 6%; with 100% employer match about $124,265 at 4% or $82,843 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-36$5,514,679$357,883$9,941iApproximate average salary by contribution assumption: employee only about $248,530 at 4% or $165,687 at 6%; with 50% employer match about $165,687 at 4% or $110,458 at 6%; with 100% employer match about $124,265 at 4% or $82,843 at 6%.
2008127$0$0-
Baum, Smith & Clemens 401K Profit Sharing Plan-27---
2007124$0$0-
Baum, Smith & Clemens 401K Profit Sharing Plan-24---
2006126$5,063,354$324,719$12,489iApproximate average salary by contribution assumption: employee only about $312,230 at 4% or $208,153 at 6%; with 50% employer match about $208,153 at 4% or $138,769 at 6%; with 100% employer match about $156,115 at 4% or $104,077 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-26$5,063,354$324,719$12,489iApproximate average salary by contribution assumption: employee only about $312,230 at 4% or $208,153 at 6%; with 50% employer match about $208,153 at 4% or $138,769 at 6%; with 100% employer match about $156,115 at 4% or $104,077 at 6%.
2005126$4,164,944$334,139$12,852iApproximate average salary by contribution assumption: employee only about $321,288 at 4% or $214,192 at 6%; with 50% employer match about $214,192 at 4% or $142,794 at 6%; with 100% employer match about $160,644 at 4% or $107,096 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-26$4,164,944$334,139$12,852iApproximate average salary by contribution assumption: employee only about $321,288 at 4% or $214,192 at 6%; with 50% employer match about $214,192 at 4% or $142,794 at 6%; with 100% employer match about $160,644 at 4% or $107,096 at 6%.
2004127$3,816,190$305,460$11,313iApproximate average salary by contribution assumption: employee only about $282,833 at 4% or $188,556 at 6%; with 50% employer match about $188,556 at 4% or $125,704 at 6%; with 100% employer match about $141,417 at 4% or $94,278 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-27$3,816,190$305,460$11,313iApproximate average salary by contribution assumption: employee only about $282,833 at 4% or $188,556 at 6%; with 50% employer match about $188,556 at 4% or $125,704 at 6%; with 100% employer match about $141,417 at 4% or $94,278 at 6%.
2003225$3,185,199$279,519$11,181iApproximate average salary by contribution assumption: employee only about $279,519 at 4% or $186,346 at 6%; with 50% employer match about $186,346 at 4% or $124,231 at 6%; with 100% employer match about $139,760 at 4% or $93,173 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-25$3,185,199$279,519$11,181iApproximate average salary by contribution assumption: employee only about $279,519 at 4% or $186,346 at 6%; with 50% employer match about $186,346 at 4% or $124,231 at 6%; with 100% employer match about $139,760 at 4% or $93,173 at 6%.
KOEHLERS INC. PROFIT SHARING PLAN-15---
2002123$2,339,966$229,939$9,997iApproximate average salary by contribution assumption: employee only about $249,934 at 4% or $166,622 at 6%; with 50% employer match about $166,622 at 4% or $111,082 at 6%; with 100% employer match about $124,967 at 4% or $83,311 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-23$2,339,966$229,939$9,997iApproximate average salary by contribution assumption: employee only about $249,934 at 4% or $166,622 at 6%; with 50% employer match about $166,622 at 4% or $111,082 at 6%; with 100% employer match about $124,967 at 4% or $83,311 at 6%.
2001128$2,478,586$264,328$9,440iApproximate average salary by contribution assumption: employee only about $236,007 at 4% or $157,338 at 6%; with 50% employer match about $157,338 at 4% or $104,892 at 6%; with 100% employer match about $118,004 at 4% or $78,669 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$2,478,586$264,328$9,440iApproximate average salary by contribution assumption: employee only about $236,007 at 4% or $157,338 at 6%; with 50% employer match about $157,338 at 4% or $104,892 at 6%; with 100% employer match about $118,004 at 4% or $78,669 at 6%.
2000228$2,453,017$240,151$8,577iApproximate average salary by contribution assumption: employee only about $214,421 at 4% or $142,947 at 6%; with 50% employer match about $142,947 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,474 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-28$2,453,017$240,151$8,577iApproximate average salary by contribution assumption: employee only about $214,421 at 4% or $142,947 at 6%; with 50% employer match about $142,947 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,474 at 6%.
BAUM SMITH & CLEMENS LLP SECTION 125 FLEXIBLE PLAN-0---
1999125$2,536,179$209,551$8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,850 at 6%.
Baum, Smith & Clemens 401K Profit Sharing Plan-25$2,536,179$209,551$8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,850 at 6%.
Baum, Smith & Clemens LLP | EIN 23-2315910 | 2024 Form 5500 Company Profile