Civic Intelligence

Smith & Stephens PC

Plan context: Smith & Stephens PC 401(K) Plan

EIN 26-2682919 • Missoula, MT • 16 filings • 2 plans

315 W Pine StMissoula, MT 59802
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$300,159

2025 Contributions

$53,551

Historical Graphs

Total Assets Over Time

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

$1,839,098$919,549$0201020182025YearValue
$300,159Latest year 2025

Participants Over Time

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

740201020182025YearValue
7Latest year 2025

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
202517$300,159$53,551$7,650iApproximate average salary by contribution assumption: employee only about $191,254 at 4% or $127,502 at 6%; with 50% employer match about $127,502 at 4% or $85,002 at 6%; with 100% employer match about $95,627 at 4% or $63,751 at 6%.
Smith & Stephens PC 401(K) Plan-7$300,159$53,551$7,650iApproximate average salary by contribution assumption: employee only about $191,254 at 4% or $127,502 at 6%; with 50% employer match about $127,502 at 4% or $85,002 at 6%; with 100% employer match about $95,627 at 4% or $63,751 at 6%.
202416$212,384$28,561$4,760iApproximate average salary by contribution assumption: employee only about $119,004 at 4% or $79,336 at 6%; with 50% employer match about $79,336 at 4% or $52,891 at 6%; with 100% employer match about $59,502 at 4% or $39,668 at 6%.
Smith & Stephens PC 401(K) Plan-6$212,384$28,561$4,760iApproximate average salary by contribution assumption: employee only about $119,004 at 4% or $79,336 at 6%; with 50% employer match about $79,336 at 4% or $52,891 at 6%; with 100% employer match about $59,502 at 4% or $39,668 at 6%.
202316$1,788,063$15,878$2,646iApproximate average salary by contribution assumption: employee only about $66,158 at 4% or $44,106 at 6%; with 50% employer match about $44,106 at 4% or $29,404 at 6%; with 100% employer match about $33,079 at 4% or $22,053 at 6%.
Smith & Stephens PC 401(K) Plan-6$1,788,063$15,878$2,646iApproximate average salary by contribution assumption: employee only about $66,158 at 4% or $44,106 at 6%; with 50% employer match about $44,106 at 4% or $29,404 at 6%; with 100% employer match about $33,079 at 4% or $22,053 at 6%.
202216$1,520,930$14,163$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
Smith & Stephens PC 401(K) Plan-6$1,520,930$14,163$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
202116$1,839,098$35,304$5,884iApproximate average salary by contribution assumption: employee only about $147,100 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,033 at 6%.
Smith & Stephens PC 401(K) Plan-6$1,839,098$35,304$5,884iApproximate average salary by contribution assumption: employee only about $147,100 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,033 at 6%.
202016$1,550,246$94,840$15,807iApproximate average salary by contribution assumption: employee only about $395,167 at 4% or $263,444 at 6%; with 50% employer match about $263,444 at 4% or $175,630 at 6%; with 100% employer match about $197,583 at 4% or $131,722 at 6%.
Smith & Stephens PC 401(K) Plan-6$1,550,246$94,840$15,807iApproximate average salary by contribution assumption: employee only about $395,167 at 4% or $263,444 at 6%; with 50% employer match about $263,444 at 4% or $175,630 at 6%; with 100% employer match about $197,583 at 4% or $131,722 at 6%.
201917$1,292,928$54,011$7,716iApproximate average salary by contribution assumption: employee only about $192,896 at 4% or $128,598 at 6%; with 50% employer match about $128,598 at 4% or $85,732 at 6%; with 100% employer match about $96,448 at 4% or $64,299 at 6%.
Smith & Stephens PC 401(K) Plan-7$1,292,928$54,011$7,716iApproximate average salary by contribution assumption: employee only about $192,896 at 4% or $128,598 at 6%; with 50% employer match about $128,598 at 4% or $85,732 at 6%; with 100% employer match about $96,448 at 4% or $64,299 at 6%.
201817$1,037,431$57,031$8,147iApproximate average salary by contribution assumption: employee only about $203,682 at 4% or $135,788 at 6%; with 50% employer match about $135,788 at 4% or $90,525 at 6%; with 100% employer match about $101,841 at 4% or $67,894 at 6%.
Smith & Stephens PC 401(K) Plan-7$1,037,431$57,031$8,147iApproximate average salary by contribution assumption: employee only about $203,682 at 4% or $135,788 at 6%; with 50% employer match about $135,788 at 4% or $90,525 at 6%; with 100% employer match about $101,841 at 4% or $67,894 at 6%.
201717$1,044,721$60,105$8,586iApproximate average salary by contribution assumption: employee only about $214,661 at 4% or $143,107 at 6%; with 50% employer match about $143,107 at 4% or $95,405 at 6%; with 100% employer match about $107,330 at 4% or $71,554 at 6%.
Smith & Stephens PC 401(K) Plan-7$1,044,721$60,105$8,586iApproximate average salary by contribution assumption: employee only about $214,661 at 4% or $143,107 at 6%; with 50% employer match about $143,107 at 4% or $95,405 at 6%; with 100% employer match about $107,330 at 4% or $71,554 at 6%.
201617$869,294$40,237$5,748iApproximate average salary by contribution assumption: employee only about $143,704 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,852 at 4% or $47,901 at 6%.
Smith & Stephens PC 401(K) Plan-7$869,294$40,237$5,748iApproximate average salary by contribution assumption: employee only about $143,704 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,852 at 4% or $47,901 at 6%.
201516$781,350$29,331$4,889iApproximate average salary by contribution assumption: employee only about $122,213 at 4% or $81,475 at 6%; with 50% employer match about $81,475 at 4% or $54,317 at 6%; with 100% employer match about $61,106 at 4% or $40,738 at 6%.
Smith & Stephens PC 401(K) Plan-6$781,350$29,331$4,889iApproximate average salary by contribution assumption: employee only about $122,213 at 4% or $81,475 at 6%; with 50% employer match about $81,475 at 4% or $54,317 at 6%; with 100% employer match about $61,106 at 4% or $40,738 at 6%.
201415$771,139$46,100$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.
Smith & Stephens PC 401(K) Plan-5$771,139$46,100$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.
201314$670,785$64,586$16,147iApproximate average salary by contribution assumption: employee only about $403,663 at 4% or $269,108 at 6%; with 50% employer match about $269,108 at 4% or $179,406 at 6%; with 100% employer match about $201,831 at 4% or $134,554 at 6%.
Smith & Stephens PC 401(K) Plan-4$670,785$64,586$16,147iApproximate average salary by contribution assumption: employee only about $403,663 at 4% or $269,108 at 6%; with 50% employer match about $269,108 at 4% or $179,406 at 6%; with 100% employer match about $201,831 at 4% or $134,554 at 6%.
201213$526,145$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Smith & Stephens PC 401(K) Plan-3$526,145$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201114$457,143$31,880$7,970iApproximate average salary by contribution assumption: employee only about $199,250 at 4% or $132,833 at 6%; with 50% employer match about $132,833 at 4% or $88,556 at 6%; with 100% employer match about $99,625 at 4% or $66,417 at 6%.
Smith & Stephens PC 401(K) Plan-4$457,143$31,880$7,970iApproximate average salary by contribution assumption: employee only about $199,250 at 4% or $132,833 at 6%; with 50% employer match about $132,833 at 4% or $88,556 at 6%; with 100% employer match about $99,625 at 4% or $66,417 at 6%.
201014$436,437$426,924$106,731iApproximate average salary by contribution assumption: employee only about $2,668,275 at 4% or $1,778,850 at 6%; with 50% employer match about $1,778,850 at 4% or $1,185,900 at 6%; with 100% employer match about $1,334,138 at 4% or $889,425 at 6%.
Smith & Stephens PC 401(K) Plan-4$436,437$426,924$106,731iApproximate average salary by contribution assumption: employee only about $2,668,275 at 4% or $1,778,850 at 6%; with 50% employer match about $1,778,850 at 4% or $1,185,900 at 6%; with 100% employer match about $1,334,138 at 4% or $889,425 at 6%.