Smith, Evans & Schmitt Inc.
Plan context: S.E.S. Insurance Services Inc. 401K Plan
EIN 33-0305416 • Santa Ana, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
30
2017 Assets
$1,915,911
2017 Contributions
$45,013
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $45,013 | - |
| S.E.S. Insurance Services Inc. 401K Plan | - | 0 | $0 | $45,013 | - |
| 2016 | 1 | 30 | $1,915,911 | $195,979 | $6,533iApproximate average salary by contribution assumption: employee only about $163,316 at 4% or $108,877 at 6%; with 50% employer match about $108,877 at 4% or $72,585 at 6%; with 100% employer match about $81,658 at 4% or $54,439 at 6%. |
| S.E.S. Insurance Services Inc. 401K Plan | - | 30 | $1,915,911 | $195,979 | $6,533iApproximate average salary by contribution assumption: employee only about $163,316 at 4% or $108,877 at 6%; with 50% employer match about $108,877 at 4% or $72,585 at 6%; with 100% employer match about $81,658 at 4% or $54,439 at 6%. |
| 2015 | 1 | 25 | $1,630,814 | $171,142 | $6,846iApproximate average salary by contribution assumption: employee only about $171,142 at 4% or $114,095 at 6%; with 50% employer match about $114,095 at 4% or $76,063 at 6%; with 100% employer match about $85,571 at 4% or $57,047 at 6%. |
| S.E.S. Insurance Services Inc. 401K Plan | - | 25 | $1,630,814 | $171,142 | $6,846iApproximate average salary by contribution assumption: employee only about $171,142 at 4% or $114,095 at 6%; with 50% employer match about $114,095 at 4% or $76,063 at 6%; with 100% employer match about $85,571 at 4% or $57,047 at 6%. |
| 2014 | 1 | 19 | $1,579,975 | $1,553,849 | $81,782iApproximate average salary by contribution assumption: employee only about $2,044,538 at 4% or $1,363,025 at 6%; with 50% employer match about $1,363,025 at 4% or $908,684 at 6%; with 100% employer match about $1,022,269 at 4% or $681,513 at 6%. |
| S.E.S. Insurance Services Inc. 401K Plan | - | 19 | $1,579,975 | $1,553,849 | $81,782iApproximate average salary by contribution assumption: employee only about $2,044,538 at 4% or $1,363,025 at 6%; with 50% employer match about $1,363,025 at 4% or $908,684 at 6%; with 100% employer match about $1,022,269 at 4% or $681,513 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| S.E.S. Insurance Services Inc. 401K Plan | - | 0 | - | - | - |
| 1999 | 1 | 10 | $114,504 | $0 | - |
| S.E.S. Insurance Services Inc. 401K Plan | - | 10 | $114,504 | - | - |