Civic Intelligence

Smead Capital Management

Plan context: Smead Capital Management 401K Plan

EIN 26-0218243 • Phoenix, AZ • 17 filings • 3 plans

2502 E Camelback Rd Ste 210Phoenix, AZ 85016-4284
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$7,004,054

2024 Contributions

$587,679

Historical Graphs

Total Assets Over Time

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

$7,004,054$3,502,027$0200820162024YearValue
$7,004,054Latest year 2024

Participants Over Time

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

20100200820162024YearValue
20Latest 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
2024120$7,004,054$587,679$29,384iApproximate average salary by contribution assumption: employee only about $734,599 at 4% or $489,733 at 6%; with 50% employer match about $489,733 at 4% or $326,488 at 6%; with 100% employer match about $367,299 at 4% or $244,866 at 6%.
Smead Capital Management 401K Plan-20$7,004,054$587,679$29,384iApproximate average salary by contribution assumption: employee only about $734,599 at 4% or $489,733 at 6%; with 50% employer match about $489,733 at 4% or $326,488 at 6%; with 100% employer match about $367,299 at 4% or $244,866 at 6%.
2023117$6,095,098$817,885$48,111iApproximate average salary by contribution assumption: employee only about $1,202,772 at 4% or $801,848 at 6%; with 50% employer match about $801,848 at 4% or $534,565 at 6%; with 100% employer match about $601,386 at 4% or $400,924 at 6%.
Smead Capital Management 401K Plan-17$6,095,098$817,885$48,111iApproximate average salary by contribution assumption: employee only about $1,202,772 at 4% or $801,848 at 6%; with 50% employer match about $801,848 at 4% or $534,565 at 6%; with 100% employer match about $601,386 at 4% or $400,924 at 6%.
2022117$4,498,837$431,605$25,389iApproximate average salary by contribution assumption: employee only about $634,713 at 4% or $423,142 at 6%; with 50% employer match about $423,142 at 4% or $282,095 at 6%; with 100% employer match about $317,357 at 4% or $211,571 at 6%.
Smead Capital Management 401K Plan-17$4,498,837$431,605$25,389iApproximate average salary by contribution assumption: employee only about $634,713 at 4% or $423,142 at 6%; with 50% employer match about $423,142 at 4% or $282,095 at 6%; with 100% employer match about $317,357 at 4% or $211,571 at 6%.
2021118$5,354,758$378,561$21,031iApproximate average salary by contribution assumption: employee only about $525,779 at 4% or $350,519 at 6%; with 50% employer match about $350,519 at 4% or $233,680 at 6%; with 100% employer match about $262,890 at 4% or $175,260 at 6%.
Smead Capital Management 401K Plan-18$5,354,758$378,561$21,031iApproximate average salary by contribution assumption: employee only about $525,779 at 4% or $350,519 at 6%; with 50% employer match about $350,519 at 4% or $233,680 at 6%; with 100% employer match about $262,890 at 4% or $175,260 at 6%.
2020116$3,508,348$330,506$20,657iApproximate average salary by contribution assumption: employee only about $516,416 at 4% or $344,277 at 6%; with 50% employer match about $344,277 at 4% or $229,518 at 6%; with 100% employer match about $258,208 at 4% or $172,139 at 6%.
Smead Capital Management 401K Plan-16$3,508,348$330,506$20,657iApproximate average salary by contribution assumption: employee only about $516,416 at 4% or $344,277 at 6%; with 50% employer match about $344,277 at 4% or $229,518 at 6%; with 100% employer match about $258,208 at 4% or $172,139 at 6%.
2019117$3,370,994$487,309$28,665iApproximate average salary by contribution assumption: employee only about $716,631 at 4% or $477,754 at 6%; with 50% employer match about $477,754 at 4% or $318,503 at 6%; with 100% employer match about $358,315 at 4% or $238,877 at 6%.
Smead Capital Management 401K Plan-17$3,370,994$487,309$28,665iApproximate average salary by contribution assumption: employee only about $716,631 at 4% or $477,754 at 6%; with 50% employer match about $477,754 at 4% or $318,503 at 6%; with 100% employer match about $358,315 at 4% or $238,877 at 6%.
2018117$2,323,966$432,562$25,445iApproximate average salary by contribution assumption: employee only about $636,121 at 4% or $424,080 at 6%; with 50% employer match about $424,080 at 4% or $282,720 at 6%; with 100% employer match about $318,060 at 4% or $212,040 at 6%.
Smead Capital Management 401K Plan-17$2,323,966$432,562$25,445iApproximate average salary by contribution assumption: employee only about $636,121 at 4% or $424,080 at 6%; with 50% employer match about $424,080 at 4% or $282,720 at 6%; with 100% employer match about $318,060 at 4% or $212,040 at 6%.
2017118$2,401,826$408,109$22,673iApproximate average salary by contribution assumption: employee only about $566,818 at 4% or $377,879 at 6%; with 50% employer match about $377,879 at 4% or $251,919 at 6%; with 100% employer match about $283,409 at 4% or $188,939 at 6%.
Smead Capital Management 401K Plan-18$2,401,826$408,109$22,673iApproximate average salary by contribution assumption: employee only about $566,818 at 4% or $377,879 at 6%; with 50% employer match about $377,879 at 4% or $251,919 at 6%; with 100% employer match about $283,409 at 4% or $188,939 at 6%.
2016114$1,703,054$312,274$22,305iApproximate average salary by contribution assumption: employee only about $557,632 at 4% or $371,755 at 6%; with 50% employer match about $371,755 at 4% or $247,837 at 6%; with 100% employer match about $278,816 at 4% or $185,877 at 6%.
Smead Capital Management 401K Plan-14$1,703,054$312,274$22,305iApproximate average salary by contribution assumption: employee only about $557,632 at 4% or $371,755 at 6%; with 50% employer match about $371,755 at 4% or $247,837 at 6%; with 100% employer match about $278,816 at 4% or $185,877 at 6%.
2015114$1,324,853$300,756$21,483iApproximate average salary by contribution assumption: employee only about $537,064 at 4% or $358,043 at 6%; with 50% employer match about $358,043 at 4% or $238,695 at 6%; with 100% employer match about $268,532 at 4% or $179,021 at 6%.
Smead Capital Management 401K Plan-14$1,324,853$300,756$21,483iApproximate average salary by contribution assumption: employee only about $537,064 at 4% or $358,043 at 6%; with 50% employer match about $358,043 at 4% or $238,695 at 6%; with 100% employer match about $268,532 at 4% or $179,021 at 6%.
2014112$1,013,703$240,045$20,004iApproximate average salary by contribution assumption: employee only about $500,094 at 4% or $333,396 at 6%; with 50% employer match about $333,396 at 4% or $222,264 at 6%; with 100% employer match about $250,047 at 4% or $166,698 at 6%.
Smead Capital Management 401K Plan-12$1,013,703$240,045$20,004iApproximate average salary by contribution assumption: employee only about $500,094 at 4% or $333,396 at 6%; with 50% employer match about $333,396 at 4% or $222,264 at 6%; with 100% employer match about $250,047 at 4% or $166,698 at 6%.
2013110$666,614$115,317$11,532iApproximate average salary by contribution assumption: employee only about $288,293 at 4% or $192,195 at 6%; with 50% employer match about $192,195 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,098 at 6%.
Smead Capital Management 401K Plan-10$666,614$115,317$11,532iApproximate average salary by contribution assumption: employee only about $288,293 at 4% or $192,195 at 6%; with 50% employer match about $192,195 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,098 at 6%.
201215$396,541$73,799$14,760iApproximate average salary by contribution assumption: employee only about $368,995 at 4% or $245,997 at 6%; with 50% employer match about $245,997 at 4% or $163,998 at 6%; with 100% employer match about $184,498 at 4% or $122,998 at 6%.
Smead Capital Management 401K Plan-5$396,541$73,799$14,760iApproximate average salary by contribution assumption: employee only about $368,995 at 4% or $245,997 at 6%; with 50% employer match about $245,997 at 4% or $163,998 at 6%; with 100% employer match about $184,498 at 4% or $122,998 at 6%.
201117$267,710$61,015$8,716iApproximate average salary by contribution assumption: employee only about $217,911 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,849 at 6%; with 100% employer match about $108,955 at 4% or $72,637 at 6%.
Smead Capital Management 401K Plan-7$267,710$61,015$8,716iApproximate average salary by contribution assumption: employee only about $217,911 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,849 at 6%; with 100% employer match about $108,955 at 4% or $72,637 at 6%.
201017$215,901$58,330$8,333iApproximate average salary by contribution assumption: employee only about $208,321 at 4% or $138,881 at 6%; with 50% employer match about $138,881 at 4% or $92,587 at 6%; with 100% employer match about $104,161 at 4% or $69,440 at 6%.
Smead Capital Management 401K Plan-7$215,901$58,330$8,333iApproximate average salary by contribution assumption: employee only about $208,321 at 4% or $138,881 at 6%; with 50% employer match about $138,881 at 4% or $92,587 at 6%; with 100% employer match about $104,161 at 4% or $69,440 at 6%.
200915$124,988$46,163$9,233iApproximate average salary by contribution assumption: employee only about $230,815 at 4% or $153,877 at 6%; with 50% employer match about $153,877 at 4% or $102,584 at 6%; with 100% employer match about $115,408 at 4% or $76,938 at 6%.
Smead Capital Management 401K Plan-5$124,988$46,163$9,233iApproximate average salary by contribution assumption: employee only about $230,815 at 4% or $153,877 at 6%; with 50% employer match about $153,877 at 4% or $102,584 at 6%; with 100% employer match about $115,408 at 4% or $76,938 at 6%.
200815$51,508$73,510$14,702iApproximate average salary by contribution assumption: employee only about $367,550 at 4% or $245,033 at 6%; with 50% employer match about $245,033 at 4% or $163,356 at 6%; with 100% employer match about $183,775 at 4% or $122,517 at 6%.
Smead Capital Management 401K Plan-5$51,508$73,510$14,702iApproximate average salary by contribution assumption: employee only about $367,550 at 4% or $245,033 at 6%; with 50% employer match about $245,033 at 4% or $163,356 at 6%; with 100% employer match about $183,775 at 4% or $122,517 at 6%.