Civic Intelligence

Smith & Oropeza, Pl

Plan context: Smith & Oropeza, Pl 401(K) Plan

EIN 26-0733782 • Key West, FL • 16 filings • 3 plans

138 Simonton StreetKey West, FL 33040
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,290,041

2024 Contributions

$115,249

Historical Graphs

Total Assets Over Time

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

$1,290,041$645,021$0200920172024YearValue
$1,290,041Latest year 2024

Participants Over Time

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

21110200920172024YearValue
21Latest 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
2024121$1,290,041$115,249$5,488iApproximate average salary by contribution assumption: employee only about $137,201 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,601 at 4% or $45,734 at 6%.
Smith & Oropeza, Pl 401(K) Plan-21$1,290,041$115,249$5,488iApproximate average salary by contribution assumption: employee only about $137,201 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,601 at 4% or $45,734 at 6%.
2023120$1,059,896$121,848$6,092iApproximate average salary by contribution assumption: employee only about $152,310 at 4% or $101,540 at 6%; with 50% employer match about $101,540 at 4% or $67,693 at 6%; with 100% employer match about $76,155 at 4% or $50,770 at 6%.
Smith & Oropeza, Pl 401(K) Plan-20$1,059,896$121,848$6,092iApproximate average salary by contribution assumption: employee only about $152,310 at 4% or $101,540 at 6%; with 50% employer match about $101,540 at 4% or $67,693 at 6%; with 100% employer match about $76,155 at 4% or $50,770 at 6%.
2022117$792,186$87,403$5,141iApproximate average salary by contribution assumption: employee only about $128,534 at 4% or $85,689 at 6%; with 50% employer match about $85,689 at 4% or $57,126 at 6%; with 100% employer match about $64,267 at 4% or $42,845 at 6%.
Smith & Oropeza, Pl 401(K) Plan-17$792,186$87,403$5,141iApproximate average salary by contribution assumption: employee only about $128,534 at 4% or $85,689 at 6%; with 50% employer match about $85,689 at 4% or $57,126 at 6%; with 100% employer match about $64,267 at 4% or $42,845 at 6%.
2021118$871,454$82,771$4,598iApproximate average salary by contribution assumption: employee only about $114,960 at 4% or $76,640 at 6%; with 50% employer match about $76,640 at 4% or $51,093 at 6%; with 100% employer match about $57,480 at 4% or $38,320 at 6%.
Smith & Oropeza, Pl 401(K) Plan-18$871,454$82,771$4,598iApproximate average salary by contribution assumption: employee only about $114,960 at 4% or $76,640 at 6%; with 50% employer match about $76,640 at 4% or $51,093 at 6%; with 100% employer match about $57,480 at 4% or $38,320 at 6%.
2020115$664,611$82,619$5,508iApproximate average salary by contribution assumption: employee only about $137,698 at 4% or $91,799 at 6%; with 50% employer match about $91,799 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,899 at 6%.
Smith & Oropeza, Pl 401(K) Plan-15$664,611$82,619$5,508iApproximate average salary by contribution assumption: employee only about $137,698 at 4% or $91,799 at 6%; with 50% employer match about $91,799 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,899 at 6%.
2019113$566,765$74,240$5,711iApproximate average salary by contribution assumption: employee only about $142,769 at 4% or $95,179 at 6%; with 50% employer match about $95,179 at 4% or $63,453 at 6%; with 100% employer match about $71,385 at 4% or $47,590 at 6%.
Smith & Oropeza, Pl 401(K) Plan-13$566,765$74,240$5,711iApproximate average salary by contribution assumption: employee only about $142,769 at 4% or $95,179 at 6%; with 50% employer match about $95,179 at 4% or $63,453 at 6%; with 100% employer match about $71,385 at 4% or $47,590 at 6%.
2018112$447,642$125,465$10,455iApproximate average salary by contribution assumption: employee only about $261,385 at 4% or $174,257 at 6%; with 50% employer match about $174,257 at 4% or $116,171 at 6%; with 100% employer match about $130,693 at 4% or $87,128 at 6%.
Smith & Oropeza, Pl 401(K) Plan-12$447,642$125,465$10,455iApproximate average salary by contribution assumption: employee only about $261,385 at 4% or $174,257 at 6%; with 50% employer match about $174,257 at 4% or $116,171 at 6%; with 100% employer match about $130,693 at 4% or $87,128 at 6%.
2017114$450,649$74,045$5,289iApproximate average salary by contribution assumption: employee only about $132,223 at 4% or $88,149 at 6%; with 50% employer match about $88,149 at 4% or $58,766 at 6%; with 100% employer match about $66,112 at 4% or $44,074 at 6%.
Smith & Oropeza, Pl 401(K) Plan-14$450,649$74,045$5,289iApproximate average salary by contribution assumption: employee only about $132,223 at 4% or $88,149 at 6%; with 50% employer match about $88,149 at 4% or $58,766 at 6%; with 100% employer match about $66,112 at 4% or $44,074 at 6%.
2016113$511,077$75,723$5,825iApproximate average salary by contribution assumption: employee only about $145,621 at 4% or $97,081 at 6%; with 50% employer match about $97,081 at 4% or $64,721 at 6%; with 100% employer match about $72,811 at 4% or $48,540 at 6%.
Smith & Oropeza, Pl 401(K) Plan-13$511,077$75,723$5,825iApproximate average salary by contribution assumption: employee only about $145,621 at 4% or $97,081 at 6%; with 50% employer match about $97,081 at 4% or $64,721 at 6%; with 100% employer match about $72,811 at 4% or $48,540 at 6%.
201518$425,459$58,483$7,310iApproximate average salary by contribution assumption: employee only about $182,759 at 4% or $121,840 at 6%; with 50% employer match about $121,840 at 4% or $81,226 at 6%; with 100% employer match about $91,380 at 4% or $60,920 at 6%.
Smith & Oropeza, Pl 401(K) Plan-8$425,459$58,483$7,310iApproximate average salary by contribution assumption: employee only about $182,759 at 4% or $121,840 at 6%; with 50% employer match about $121,840 at 4% or $81,226 at 6%; with 100% employer match about $91,380 at 4% or $60,920 at 6%.
201416$378,676$56,328$9,388iApproximate average salary by contribution assumption: employee only about $234,700 at 4% or $156,467 at 6%; with 50% employer match about $156,467 at 4% or $104,311 at 6%; with 100% employer match about $117,350 at 4% or $78,233 at 6%.
Smith & Oropeza, Pl 401(K) Plan-6$378,676$56,328$9,388iApproximate average salary by contribution assumption: employee only about $234,700 at 4% or $156,467 at 6%; with 50% employer match about $156,467 at 4% or $104,311 at 6%; with 100% employer match about $117,350 at 4% or $78,233 at 6%.
201315$311,149$49,358$9,872iApproximate average salary by contribution assumption: employee only about $246,790 at 4% or $164,527 at 6%; with 50% employer match about $164,527 at 4% or $109,684 at 6%; with 100% employer match about $123,395 at 4% or $82,263 at 6%.
Smith & Oropeza, Pl 401(K) Plan-5$311,149$49,358$9,872iApproximate average salary by contribution assumption: employee only about $246,790 at 4% or $164,527 at 6%; with 50% employer match about $164,527 at 4% or $109,684 at 6%; with 100% employer match about $123,395 at 4% or $82,263 at 6%.
201214$211,956$41,943$10,486iApproximate average salary by contribution assumption: employee only about $262,144 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,508 at 6%; with 100% employer match about $131,072 at 4% or $87,381 at 6%.
Smith & Oropeza, Pl 401(K) Plan-4$211,956$41,943$10,486iApproximate average salary by contribution assumption: employee only about $262,144 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,508 at 6%; with 100% employer match about $131,072 at 4% or $87,381 at 6%.
201113$149,219$19,236$6,412iApproximate average salary by contribution assumption: employee only about $160,300 at 4% or $106,867 at 6%; with 50% employer match about $106,867 at 4% or $71,244 at 6%; with 100% employer match about $80,150 at 4% or $53,433 at 6%.
Smith & Oropeza, Pl 401(K) Plan-3$149,219$19,236$6,412iApproximate average salary by contribution assumption: employee only about $160,300 at 4% or $106,867 at 6%; with 50% employer match about $106,867 at 4% or $71,244 at 6%; with 100% employer match about $80,150 at 4% or $53,433 at 6%.
201012$133,053$42,530$21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%.
Smith & Oropeza, Pl 401(K) Plan-2$133,053$42,530$21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%.
200911$76,106$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Smith & Oropeza, Pl 401(K) Plan-1$76,106$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.