Civic Intelligence

Smith, Moses & Company LLC

Plan context: Smith, Moses & Company LLC 401(K) Profit Sharing Plan

EIN 31-1457296 • Beavercreek, OH • 11 filings • 1 plans

2149 North Fairfield Rd.Suite BBeavercreek, OH 45431
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,895,982

2024 Contributions

$331,776

Historical Graphs

Total Assets Over Time

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

$3,895,982$1,947,991$0201420192024YearValue
$3,895,982Latest year 2024

Participants Over Time

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

1580201420192024YearValue
15Latest 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
2024115$3,895,982$331,776$22,118iApproximate average salary by contribution assumption: employee only about $552,960 at 4% or $368,640 at 6%; with 50% employer match about $368,640 at 4% or $245,760 at 6%; with 100% employer match about $276,480 at 4% or $184,320 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-15$3,895,982$331,776$22,118iApproximate average salary by contribution assumption: employee only about $552,960 at 4% or $368,640 at 6%; with 50% employer match about $368,640 at 4% or $245,760 at 6%; with 100% employer match about $276,480 at 4% or $184,320 at 6%.
2023114$3,035,320$316,721$22,623iApproximate average salary by contribution assumption: employee only about $565,573 at 4% or $377,049 at 6%; with 50% employer match about $377,049 at 4% or $251,366 at 6%; with 100% employer match about $282,787 at 4% or $188,524 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-14$3,035,320$316,721$22,623iApproximate average salary by contribution assumption: employee only about $565,573 at 4% or $377,049 at 6%; with 50% employer match about $377,049 at 4% or $251,366 at 6%; with 100% employer match about $282,787 at 4% or $188,524 at 6%.
2022111$2,252,093$279,927$25,448iApproximate average salary by contribution assumption: employee only about $636,198 at 4% or $424,132 at 6%; with 50% employer match about $424,132 at 4% or $282,755 at 6%; with 100% employer match about $318,099 at 4% or $212,066 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-11$2,252,093$279,927$25,448iApproximate average salary by contribution assumption: employee only about $636,198 at 4% or $424,132 at 6%; with 50% employer match about $424,132 at 4% or $282,755 at 6%; with 100% employer match about $318,099 at 4% or $212,066 at 6%.
2021110$2,392,144$184,026$18,403iApproximate average salary by contribution assumption: employee only about $460,065 at 4% or $306,710 at 6%; with 50% employer match about $306,710 at 4% or $204,473 at 6%; with 100% employer match about $230,032 at 4% or $153,355 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-10$2,392,144$184,026$18,403iApproximate average salary by contribution assumption: employee only about $460,065 at 4% or $306,710 at 6%; with 50% employer match about $306,710 at 4% or $204,473 at 6%; with 100% employer match about $230,032 at 4% or $153,355 at 6%.
202019$1,893,100$522,053$58,006iApproximate average salary by contribution assumption: employee only about $1,450,147 at 4% or $966,765 at 6%; with 50% employer match about $966,765 at 4% or $644,510 at 6%; with 100% employer match about $725,074 at 4% or $483,382 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-9$1,893,100$522,053$58,006iApproximate average salary by contribution assumption: employee only about $1,450,147 at 4% or $966,765 at 6%; with 50% employer match about $966,765 at 4% or $644,510 at 6%; with 100% employer match about $725,074 at 4% or $483,382 at 6%.
201919$1,155,901$178,715$19,857iApproximate average salary by contribution assumption: employee only about $496,431 at 4% or $330,954 at 6%; with 50% employer match about $330,954 at 4% or $220,636 at 6%; with 100% employer match about $248,215 at 4% or $165,477 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-9$1,155,901$178,715$19,857iApproximate average salary by contribution assumption: employee only about $496,431 at 4% or $330,954 at 6%; with 50% employer match about $330,954 at 4% or $220,636 at 6%; with 100% employer match about $248,215 at 4% or $165,477 at 6%.
201819$812,162$300,738$33,415iApproximate average salary by contribution assumption: employee only about $835,383 at 4% or $556,922 at 6%; with 50% employer match about $556,922 at 4% or $371,281 at 6%; with 100% employer match about $417,692 at 4% or $278,461 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-9$812,162$300,738$33,415iApproximate average salary by contribution assumption: employee only about $835,383 at 4% or $556,922 at 6%; with 50% employer match about $556,922 at 4% or $371,281 at 6%; with 100% employer match about $417,692 at 4% or $278,461 at 6%.
201717$605,082$159,279$22,754iApproximate average salary by contribution assumption: employee only about $568,854 at 4% or $379,236 at 6%; with 50% employer match about $379,236 at 4% or $252,824 at 6%; with 100% employer match about $284,427 at 4% or $189,618 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-7$605,082$159,279$22,754iApproximate average salary by contribution assumption: employee only about $568,854 at 4% or $379,236 at 6%; with 50% employer match about $379,236 at 4% or $252,824 at 6%; with 100% employer match about $284,427 at 4% or $189,618 at 6%.
201616$366,159$135,688$22,615iApproximate average salary by contribution assumption: employee only about $565,367 at 4% or $376,911 at 6%; with 50% employer match about $376,911 at 4% or $251,274 at 6%; with 100% employer match about $282,683 at 4% or $188,456 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-6$366,159$135,688$22,615iApproximate average salary by contribution assumption: employee only about $565,367 at 4% or $376,911 at 6%; with 50% employer match about $376,911 at 4% or $251,274 at 6%; with 100% employer match about $282,683 at 4% or $188,456 at 6%.
201517$212,003$124,300$17,757iApproximate average salary by contribution assumption: employee only about $443,929 at 4% or $295,952 at 6%; with 50% employer match about $295,952 at 4% or $197,302 at 6%; with 100% employer match about $221,964 at 4% or $147,976 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-7$212,003$124,300$17,757iApproximate average salary by contribution assumption: employee only about $443,929 at 4% or $295,952 at 6%; with 50% employer match about $295,952 at 4% or $197,302 at 6%; with 100% employer match about $221,964 at 4% or $147,976 at 6%.
201416$93,929$92,898$15,483iApproximate average salary by contribution assumption: employee only about $387,075 at 4% or $258,050 at 6%; with 50% employer match about $258,050 at 4% or $172,033 at 6%; with 100% employer match about $193,538 at 4% or $129,025 at 6%.
Smith, Moses & Company LLC 401(K) Profit Sharing Plan-6$93,929$92,898$15,483iApproximate average salary by contribution assumption: employee only about $387,075 at 4% or $258,050 at 6%; with 50% employer match about $258,050 at 4% or $172,033 at 6%; with 100% employer match about $193,538 at 4% or $129,025 at 6%.