Civic Intelligence

Root Spitznas & Smiley Inc.

Plan context: Root Spitznas & Smiley Inc. 401K Plan

EIN 25-1381610 • 25 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$4,217,267

2023 Contributions

$67,492

Historical Graphs

Total Assets Over Time

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

$5,171,421$2,585,711$0199920142023YearValue
$4,217,267Latest year 2023

Participants Over Time

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

1260199920112023YearValue
4Latest year 2023

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
202314$4,217,267$67,492$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-4$4,217,267$67,492$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
202215$3,048,883$65,823$13,165iApproximate average salary by contribution assumption: employee only about $329,115 at 4% or $219,410 at 6%; with 50% employer match about $219,410 at 4% or $146,273 at 6%; with 100% employer match about $164,558 at 4% or $109,705 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-5$3,048,883$65,823$13,165iApproximate average salary by contribution assumption: employee only about $329,115 at 4% or $219,410 at 6%; with 50% employer match about $219,410 at 4% or $146,273 at 6%; with 100% employer match about $164,558 at 4% or $109,705 at 6%.
202114$2,720,120$67,741$16,935iApproximate average salary by contribution assumption: employee only about $423,381 at 4% or $282,254 at 6%; with 50% employer match about $282,254 at 4% or $188,169 at 6%; with 100% employer match about $211,691 at 4% or $141,127 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-4$2,720,120$67,741$16,935iApproximate average salary by contribution assumption: employee only about $423,381 at 4% or $282,254 at 6%; with 50% employer match about $282,254 at 4% or $188,169 at 6%; with 100% employer match about $211,691 at 4% or $141,127 at 6%.
202015$5,171,421$69,815$13,963iApproximate average salary by contribution assumption: employee only about $349,075 at 4% or $232,717 at 6%; with 50% employer match about $232,717 at 4% or $155,144 at 6%; with 100% employer match about $174,538 at 4% or $116,358 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-5$5,171,421$69,815$13,963iApproximate average salary by contribution assumption: employee only about $349,075 at 4% or $232,717 at 6%; with 50% employer match about $232,717 at 4% or $155,144 at 6%; with 100% employer match about $174,538 at 4% or $116,358 at 6%.
201916$3,779,645$100,851$16,809iApproximate average salary by contribution assumption: employee only about $420,213 at 4% or $280,142 at 6%; with 50% employer match about $280,142 at 4% or $186,761 at 6%; with 100% employer match about $210,106 at 4% or $140,071 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-6$3,779,645$100,851$16,809iApproximate average salary by contribution assumption: employee only about $420,213 at 4% or $280,142 at 6%; with 50% employer match about $280,142 at 4% or $186,761 at 6%; with 100% employer match about $210,106 at 4% or $140,071 at 6%.
201817$4,912,274$81,749$11,678iApproximate average salary by contribution assumption: employee only about $291,961 at 4% or $194,640 at 6%; with 50% employer match about $194,640 at 4% or $129,760 at 6%; with 100% employer match about $145,980 at 4% or $97,320 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-7$4,912,274$81,749$11,678iApproximate average salary by contribution assumption: employee only about $291,961 at 4% or $194,640 at 6%; with 50% employer match about $194,640 at 4% or $129,760 at 6%; with 100% employer match about $145,980 at 4% or $97,320 at 6%.
201718$4,667,300$132,940$16,618iApproximate average salary by contribution assumption: employee only about $415,438 at 4% or $276,958 at 6%; with 50% employer match about $276,958 at 4% or $184,639 at 6%; with 100% employer match about $207,719 at 4% or $138,479 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-8$4,667,300$132,940$16,618iApproximate average salary by contribution assumption: employee only about $415,438 at 4% or $276,958 at 6%; with 50% employer match about $276,958 at 4% or $184,639 at 6%; with 100% employer match about $207,719 at 4% or $138,479 at 6%.
201618$4,392,940$113,853$14,232iApproximate average salary by contribution assumption: employee only about $355,791 at 4% or $237,194 at 6%; with 50% employer match about $237,194 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,597 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-8$4,392,940$113,853$14,232iApproximate average salary by contribution assumption: employee only about $355,791 at 4% or $237,194 at 6%; with 50% employer match about $237,194 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,597 at 6%.
201518$4,062,681$114,673$14,334iApproximate average salary by contribution assumption: employee only about $358,353 at 4% or $238,902 at 6%; with 50% employer match about $238,902 at 4% or $159,268 at 6%; with 100% employer match about $179,177 at 4% or $119,451 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-8$4,062,681$114,673$14,334iApproximate average salary by contribution assumption: employee only about $358,353 at 4% or $238,902 at 6%; with 50% employer match about $238,902 at 4% or $159,268 at 6%; with 100% employer match about $179,177 at 4% or $119,451 at 6%.
201418$3,893,420$114,242$14,280iApproximate average salary by contribution assumption: employee only about $357,006 at 4% or $238,004 at 6%; with 50% employer match about $238,004 at 4% or $158,669 at 6%; with 100% employer match about $178,503 at 4% or $119,002 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-8$3,893,420$114,242$14,280iApproximate average salary by contribution assumption: employee only about $357,006 at 4% or $238,004 at 6%; with 50% employer match about $238,004 at 4% or $158,669 at 6%; with 100% employer match about $178,503 at 4% or $119,002 at 6%.
201318$3,612,577$118,092$14,762iApproximate average salary by contribution assumption: employee only about $369,038 at 4% or $246,025 at 6%; with 50% employer match about $246,025 at 4% or $164,017 at 6%; with 100% employer match about $184,519 at 4% or $123,013 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-8$3,612,577$118,092$14,762iApproximate average salary by contribution assumption: employee only about $369,038 at 4% or $246,025 at 6%; with 50% employer match about $246,025 at 4% or $164,017 at 6%; with 100% employer match about $184,519 at 4% or $123,013 at 6%.
201219$3,148,713$123,134$13,682iApproximate average salary by contribution assumption: employee only about $342,039 at 4% or $228,026 at 6%; with 50% employer match about $228,026 at 4% or $152,017 at 6%; with 100% employer match about $171,019 at 4% or $114,013 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-9$3,148,713$123,134$13,682iApproximate average salary by contribution assumption: employee only about $342,039 at 4% or $228,026 at 6%; with 50% employer match about $228,026 at 4% or $152,017 at 6%; with 100% employer match about $171,019 at 4% or $114,013 at 6%.
2011111$2,420,312$121,229$11,021iApproximate average salary by contribution assumption: employee only about $275,520 at 4% or $183,680 at 6%; with 50% employer match about $183,680 at 4% or $122,454 at 6%; with 100% employer match about $137,760 at 4% or $91,840 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-11$2,420,312$121,229$11,021iApproximate average salary by contribution assumption: employee only about $275,520 at 4% or $183,680 at 6%; with 50% employer match about $183,680 at 4% or $122,454 at 6%; with 100% employer match about $137,760 at 4% or $91,840 at 6%.
2010110$2,056,562$119,979$11,998iApproximate average salary by contribution assumption: employee only about $299,948 at 4% or $199,965 at 6%; with 50% employer match about $199,965 at 4% or $133,310 at 6%; with 100% employer match about $149,974 at 4% or $99,983 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-10$2,056,562$119,979$11,998iApproximate average salary by contribution assumption: employee only about $299,948 at 4% or $199,965 at 6%; with 50% employer match about $199,965 at 4% or $133,310 at 6%; with 100% employer match about $149,974 at 4% or $99,983 at 6%.
200919$1,925,643$90,148$10,016iApproximate average salary by contribution assumption: employee only about $250,411 at 4% or $166,941 at 6%; with 50% employer match about $166,941 at 4% or $111,294 at 6%; with 100% employer match about $125,206 at 4% or $83,470 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-9$1,925,643$90,148$10,016iApproximate average salary by contribution assumption: employee only about $250,411 at 4% or $166,941 at 6%; with 50% employer match about $166,941 at 4% or $111,294 at 6%; with 100% employer match about $125,206 at 4% or $83,470 at 6%.
2008110$0$0-
Root Spitznas & Smiley Inc. 401K Plan-10---
2007112$0$0-
Root Spitznas & Smiley Inc. 401K Plan-12---
2006112$2,018,490$109,602$9,134iApproximate average salary by contribution assumption: employee only about $228,338 at 4% or $152,225 at 6%; with 50% employer match about $152,225 at 4% or $101,483 at 6%; with 100% employer match about $114,169 at 4% or $76,113 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-12$2,018,490$109,602$9,134iApproximate average salary by contribution assumption: employee only about $228,338 at 4% or $152,225 at 6%; with 50% employer match about $152,225 at 4% or $101,483 at 6%; with 100% employer match about $114,169 at 4% or $76,113 at 6%.
2005111$1,581,434$97,316$8,847iApproximate average salary by contribution assumption: employee only about $221,173 at 4% or $147,448 at 6%; with 50% employer match about $147,448 at 4% or $98,299 at 6%; with 100% employer match about $110,586 at 4% or $73,724 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-11$1,581,434$97,316$8,847iApproximate average salary by contribution assumption: employee only about $221,173 at 4% or $147,448 at 6%; with 50% employer match about $147,448 at 4% or $98,299 at 6%; with 100% employer match about $110,586 at 4% or $73,724 at 6%.
2004111$1,282,794$91,329$8,303iApproximate average salary by contribution assumption: employee only about $207,566 at 4% or $138,377 at 6%; with 50% employer match about $138,377 at 4% or $92,252 at 6%; with 100% employer match about $103,783 at 4% or $69,189 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-11$1,282,794$91,329$8,303iApproximate average salary by contribution assumption: employee only about $207,566 at 4% or $138,377 at 6%; with 50% employer match about $138,377 at 4% or $92,252 at 6%; with 100% employer match about $103,783 at 4% or $69,189 at 6%.
2003111$0$0-
Root Spitznas & Smiley Inc. 401K Plan-11---
2002111$0$0-
Root Spitznas & Smiley Inc. 401K Plan-11---
2001110$0$0-
Root Spitznas & Smiley Inc. 401K Plan-10---
200019$0$0-
Root Spitznas & Smiley Inc. 401K Plan-9---
1999110$995,431$72,915$7,292iApproximate average salary by contribution assumption: employee only about $182,288 at 4% or $121,525 at 6%; with 50% employer match about $121,525 at 4% or $81,017 at 6%; with 100% employer match about $91,144 at 4% or $60,763 at 6%.
Root Spitznas & Smiley Inc. 401K Plan-10$995,431$72,915$7,292iApproximate average salary by contribution assumption: employee only about $182,288 at 4% or $121,525 at 6%; with 50% employer match about $121,525 at 4% or $81,017 at 6%; with 100% employer match about $91,144 at 4% or $60,763 at 6%.