Smith Moore and Associates Inc
Plan context: Smith Moore and Associates Inc 401K Profit Sharing Plan
EIN 26-1677380 • Sacramento, CA • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$1,241,507
2024 Contributions
$123,024
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $1,241,507 | $123,024 | $5,126iApproximate average salary by contribution assumption: employee only about $128,150 at 4% or $85,433 at 6%; with 50% employer match about $85,433 at 4% or $56,956 at 6%; with 100% employer match about $64,075 at 4% or $42,717 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 24 | $1,241,507 | $123,024 | $5,126iApproximate average salary by contribution assumption: employee only about $128,150 at 4% or $85,433 at 6%; with 50% employer match about $85,433 at 4% or $56,956 at 6%; with 100% employer match about $64,075 at 4% or $42,717 at 6%. |
| 2023 | 1 | 26 | $1,101,979 | $67,485 | $2,596iApproximate average salary by contribution assumption: employee only about $64,889 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 26 | $1,101,979 | $67,485 | $2,596iApproximate average salary by contribution assumption: employee only about $64,889 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| 2022 | 1 | 17 | $839,262 | $44,182 | $2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 17 | $839,262 | $44,182 | $2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%. |
| 2021 | 1 | 21 | $1,382,104 | $67,984 | $3,237iApproximate average salary by contribution assumption: employee only about $80,933 at 4% or $53,956 at 6%; with 50% employer match about $53,956 at 4% or $35,970 at 6%; with 100% employer match about $40,467 at 4% or $26,978 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 21 | $1,382,104 | $67,984 | $3,237iApproximate average salary by contribution assumption: employee only about $80,933 at 4% or $53,956 at 6%; with 50% employer match about $53,956 at 4% or $35,970 at 6%; with 100% employer match about $40,467 at 4% or $26,978 at 6%. |
| 2020 | 1 | 21 | $1,145,146 | $65,532 | $3,121iApproximate average salary by contribution assumption: employee only about $78,014 at 4% or $52,010 at 6%; with 50% employer match about $52,010 at 4% or $34,673 at 6%; with 100% employer match about $39,007 at 4% or $26,005 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 21 | $1,145,146 | $65,532 | $3,121iApproximate average salary by contribution assumption: employee only about $78,014 at 4% or $52,010 at 6%; with 50% employer match about $52,010 at 4% or $34,673 at 6%; with 100% employer match about $39,007 at 4% or $26,005 at 6%. |
| 2019 | 1 | 18 | $851,761 | $66,001 | $3,667iApproximate average salary by contribution assumption: employee only about $91,668 at 4% or $61,112 at 6%; with 50% employer match about $61,112 at 4% or $40,741 at 6%; with 100% employer match about $45,834 at 4% or $30,556 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 18 | $851,761 | $66,001 | $3,667iApproximate average salary by contribution assumption: employee only about $91,668 at 4% or $61,112 at 6%; with 50% employer match about $61,112 at 4% or $40,741 at 6%; with 100% employer match about $45,834 at 4% or $30,556 at 6%. |
| 2018 | 1 | 19 | $691,882 | $63,924 | $3,364iApproximate average salary by contribution assumption: employee only about $84,111 at 4% or $56,074 at 6%; with 50% employer match about $56,074 at 4% or $37,382 at 6%; with 100% employer match about $42,055 at 4% or $28,037 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 19 | $691,882 | $63,924 | $3,364iApproximate average salary by contribution assumption: employee only about $84,111 at 4% or $56,074 at 6%; with 50% employer match about $56,074 at 4% or $37,382 at 6%; with 100% employer match about $42,055 at 4% or $28,037 at 6%. |
| 2017 | 1 | 17 | $678,670 | $53,564 | $3,151iApproximate average salary by contribution assumption: employee only about $78,771 at 4% or $52,514 at 6%; with 50% employer match about $52,514 at 4% or $35,009 at 6%; with 100% employer match about $39,385 at 4% or $26,257 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 17 | $678,670 | $53,564 | $3,151iApproximate average salary by contribution assumption: employee only about $78,771 at 4% or $52,514 at 6%; with 50% employer match about $52,514 at 4% or $35,009 at 6%; with 100% employer match about $39,385 at 4% or $26,257 at 6%. |
| 2016 | 1 | 13 | $511,476 | $51,744 | $3,980iApproximate average salary by contribution assumption: employee only about $99,508 at 4% or $66,338 at 6%; with 50% employer match about $66,338 at 4% or $44,226 at 6%; with 100% employer match about $49,754 at 4% or $33,169 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 13 | $511,476 | $51,744 | $3,980iApproximate average salary by contribution assumption: employee only about $99,508 at 4% or $66,338 at 6%; with 50% employer match about $66,338 at 4% or $44,226 at 6%; with 100% employer match about $49,754 at 4% or $33,169 at 6%. |
| 2015 | 1 | 17 | $450,411 | $69,755 | $4,103iApproximate average salary by contribution assumption: employee only about $102,581 at 4% or $68,387 at 6%; with 50% employer match about $68,387 at 4% or $45,592 at 6%; with 100% employer match about $51,290 at 4% or $34,194 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 17 | $450,411 | $69,755 | $4,103iApproximate average salary by contribution assumption: employee only about $102,581 at 4% or $68,387 at 6%; with 50% employer match about $68,387 at 4% or $45,592 at 6%; with 100% employer match about $51,290 at 4% or $34,194 at 6%. |
| 2014 | 1 | 21 | $436,822 | $55,444 | $2,640iApproximate average salary by contribution assumption: employee only about $66,005 at 4% or $44,003 at 6%; with 50% employer match about $44,003 at 4% or $29,335 at 6%; with 100% employer match about $33,002 at 4% or $22,002 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 21 | $436,822 | $55,444 | $2,640iApproximate average salary by contribution assumption: employee only about $66,005 at 4% or $44,003 at 6%; with 50% employer match about $44,003 at 4% or $29,335 at 6%; with 100% employer match about $33,002 at 4% or $22,002 at 6%. |
| 2013 | 1 | 21 | $730,414 | $90,969 | $4,332iApproximate average salary by contribution assumption: employee only about $108,296 at 4% or $72,198 at 6%; with 50% employer match about $72,198 at 4% or $48,132 at 6%; with 100% employer match about $54,148 at 4% or $36,099 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 21 | $730,414 | $90,969 | $4,332iApproximate average salary by contribution assumption: employee only about $108,296 at 4% or $72,198 at 6%; with 50% employer match about $72,198 at 4% or $48,132 at 6%; with 100% employer match about $54,148 at 4% or $36,099 at 6%. |
| 2012 | 1 | 19 | $510,431 | $99,138 | $5,218iApproximate average salary by contribution assumption: employee only about $130,445 at 4% or $86,963 at 6%; with 50% employer match about $86,963 at 4% or $57,975 at 6%; with 100% employer match about $65,222 at 4% or $43,482 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 19 | $510,431 | $99,138 | $5,218iApproximate average salary by contribution assumption: employee only about $130,445 at 4% or $86,963 at 6%; with 50% employer match about $86,963 at 4% or $57,975 at 6%; with 100% employer match about $65,222 at 4% or $43,482 at 6%. |
| 2011 | 1 | 17 | $348,417 | $64,631 | $3,802iApproximate average salary by contribution assumption: employee only about $95,046 at 4% or $63,364 at 6%; with 50% employer match about $63,364 at 4% or $42,242 at 6%; with 100% employer match about $47,523 at 4% or $31,682 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 17 | $348,417 | $64,631 | $3,802iApproximate average salary by contribution assumption: employee only about $95,046 at 4% or $63,364 at 6%; with 50% employer match about $63,364 at 4% or $42,242 at 6%; with 100% employer match about $47,523 at 4% or $31,682 at 6%. |
| 2010 | 1 | 12 | $113,043 | $63,502 | $5,292iApproximate average salary by contribution assumption: employee only about $132,296 at 4% or $88,197 at 6%; with 50% employer match about $88,197 at 4% or $58,798 at 6%; with 100% employer match about $66,148 at 4% or $44,099 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 12 | $113,043 | $63,502 | $5,292iApproximate average salary by contribution assumption: employee only about $132,296 at 4% or $88,197 at 6%; with 50% employer match about $88,197 at 4% or $58,798 at 6%; with 100% employer match about $66,148 at 4% or $44,099 at 6%. |
| 2009 | 1 | 15 | $224,255 | $76,348 | $5,090iApproximate average salary by contribution assumption: employee only about $127,247 at 4% or $84,831 at 6%; with 50% employer match about $84,831 at 4% or $56,554 at 6%; with 100% employer match about $63,623 at 4% or $42,416 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 15 | $224,255 | $76,348 | $5,090iApproximate average salary by contribution assumption: employee only about $127,247 at 4% or $84,831 at 6%; with 50% employer match about $84,831 at 4% or $56,554 at 6%; with 100% employer match about $63,623 at 4% or $42,416 at 6%. |
| 2008 | 1 | 12 | $111,951 | $61,504 | $5,125iApproximate average salary by contribution assumption: employee only about $128,133 at 4% or $85,422 at 6%; with 50% employer match about $85,422 at 4% or $56,948 at 6%; with 100% employer match about $64,067 at 4% or $42,711 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 12 | $111,951 | $61,504 | $5,125iApproximate average salary by contribution assumption: employee only about $128,133 at 4% or $85,422 at 6%; with 50% employer match about $85,422 at 4% or $56,948 at 6%; with 100% employer match about $64,067 at 4% or $42,711 at 6%. |
| 2007 | 1 | 6 | $88,516 | $62,070 | $10,345iApproximate average salary by contribution assumption: employee only about $258,625 at 4% or $172,417 at 6%; with 50% employer match about $172,417 at 4% or $114,944 at 6%; with 100% employer match about $129,313 at 4% or $86,208 at 6%. |
| Smith Moore and Associates Inc 401K Profit Sharing Plan | - | 6 | $88,516 | $62,070 | $10,345iApproximate average salary by contribution assumption: employee only about $258,625 at 4% or $172,417 at 6%; with 50% employer match about $172,417 at 4% or $114,944 at 6%; with 100% employer match about $129,313 at 4% or $86,208 at 6%. |