Civic Intelligence

Jason Addison Smith Consulting

Plan context: Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust

EIN 33-0604465 • Upland, CA • 21 filings • 4 plans

PO Box 2002Upland, CA 91785
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$1,880,171

2024 Contributions

$266,644

Historical Graphs

Total Assets Over Time

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

$1,880,171$940,086$0200320142024YearValue
$1,880,171Latest year 2024

Participants Over Time

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

108540200320142024YearValue
37Latest 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
2024137$1,880,171$266,644$7,207iApproximate average salary by contribution assumption: employee only about $180,165 at 4% or $120,110 at 6%; with 50% employer match about $120,110 at 4% or $80,073 at 6%; with 100% employer match about $90,082 at 4% or $60,055 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-37$1,880,171$266,644$7,207iApproximate average salary by contribution assumption: employee only about $180,165 at 4% or $120,110 at 6%; with 50% employer match about $120,110 at 4% or $80,073 at 6%; with 100% employer match about $90,082 at 4% or $60,055 at 6%.
2023131$1,445,362$212,298$6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,092 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-31$1,445,362$212,298$6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,092 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%.
2022130$1,118,619$149,899$4,997iApproximate average salary by contribution assumption: employee only about $124,916 at 4% or $83,277 at 6%; with 50% employer match about $83,277 at 4% or $55,518 at 6%; with 100% employer match about $62,458 at 4% or $41,639 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-30$1,118,619$149,899$4,997iApproximate average salary by contribution assumption: employee only about $124,916 at 4% or $83,277 at 6%; with 50% employer match about $83,277 at 4% or $55,518 at 6%; with 100% employer match about $62,458 at 4% or $41,639 at 6%.
2021130$1,189,192$120,359$4,012iApproximate average salary by contribution assumption: employee only about $100,299 at 4% or $66,866 at 6%; with 50% employer match about $66,866 at 4% or $44,577 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-30$1,189,192$120,359$4,012iApproximate average salary by contribution assumption: employee only about $100,299 at 4% or $66,866 at 6%; with 50% employer match about $66,866 at 4% or $44,577 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
2020128$1,068,817$101,267$3,617iApproximate average salary by contribution assumption: employee only about $90,417 at 4% or $60,278 at 6%; with 50% employer match about $60,278 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-28$1,068,817$101,267$3,617iApproximate average salary by contribution assumption: employee only about $90,417 at 4% or $60,278 at 6%; with 50% employer match about $60,278 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%.
2019134$987,430$150,118$4,415iApproximate average salary by contribution assumption: employee only about $110,381 at 4% or $73,587 at 6%; with 50% employer match about $73,587 at 4% or $49,058 at 6%; with 100% employer match about $55,190 at 4% or $36,794 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-34$987,430$150,118$4,415iApproximate average salary by contribution assumption: employee only about $110,381 at 4% or $73,587 at 6%; with 50% employer match about $73,587 at 4% or $49,058 at 6%; with 100% employer match about $55,190 at 4% or $36,794 at 6%.
2018134$840,315$186,626$5,489iApproximate average salary by contribution assumption: employee only about $137,225 at 4% or $91,483 at 6%; with 50% employer match about $91,483 at 4% or $60,989 at 6%; with 100% employer match about $68,613 at 4% or $45,742 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-34$840,315$186,626$5,489iApproximate average salary by contribution assumption: employee only about $137,225 at 4% or $91,483 at 6%; with 50% employer match about $91,483 at 4% or $60,989 at 6%; with 100% employer match about $68,613 at 4% or $45,742 at 6%.
2017137$1,006,074$284,659$7,693iApproximate average salary by contribution assumption: employee only about $192,337 at 4% or $128,225 at 6%; with 50% employer match about $128,225 at 4% or $85,483 at 6%; with 100% employer match about $96,169 at 4% or $64,112 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-37$1,006,074$284,659$7,693iApproximate average salary by contribution assumption: employee only about $192,337 at 4% or $128,225 at 6%; with 50% employer match about $128,225 at 4% or $85,483 at 6%; with 100% employer match about $96,169 at 4% or $64,112 at 6%.
2016143$1,137,129$273,854$6,369iApproximate average salary by contribution assumption: employee only about $159,217 at 4% or $106,145 at 6%; with 50% employer match about $106,145 at 4% or $70,763 at 6%; with 100% employer match about $79,609 at 4% or $53,072 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-43$1,137,129$273,854$6,369iApproximate average salary by contribution assumption: employee only about $159,217 at 4% or $106,145 at 6%; with 50% employer match about $106,145 at 4% or $70,763 at 6%; with 100% employer match about $79,609 at 4% or $53,072 at 6%.
2015145$913,788$233,960$5,199iApproximate average salary by contribution assumption: employee only about $129,978 at 4% or $86,652 at 6%; with 50% employer match about $86,652 at 4% or $57,768 at 6%; with 100% employer match about $64,989 at 4% or $43,326 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-45$913,788$233,960$5,199iApproximate average salary by contribution assumption: employee only about $129,978 at 4% or $86,652 at 6%; with 50% employer match about $86,652 at 4% or $57,768 at 6%; with 100% employer match about $64,989 at 4% or $43,326 at 6%.
2014178$765,323$164,224$2,105iApproximate average salary by contribution assumption: employee only about $52,636 at 4% or $35,091 at 6%; with 50% employer match about $35,091 at 4% or $23,394 at 6%; with 100% employer match about $26,318 at 4% or $17,545 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-78$765,323$164,224$2,105iApproximate average salary by contribution assumption: employee only about $52,636 at 4% or $35,091 at 6%; with 50% employer match about $35,091 at 4% or $23,394 at 6%; with 100% employer match about $26,318 at 4% or $17,545 at 6%.
2013170$604,649$153,571$2,194iApproximate average salary by contribution assumption: employee only about $54,847 at 4% or $36,565 at 6%; with 50% employer match about $36,565 at 4% or $24,376 at 6%; with 100% employer match about $27,423 at 4% or $18,282 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-70$604,649$153,571$2,194iApproximate average salary by contribution assumption: employee only about $54,847 at 4% or $36,565 at 6%; with 50% employer match about $36,565 at 4% or $24,376 at 6%; with 100% employer match about $27,423 at 4% or $18,282 at 6%.
2012181$450,622$143,102$1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,445 at 6%; with 50% employer match about $29,445 at 4% or $19,630 at 6%; with 100% employer match about $22,084 at 4% or $14,722 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-81$450,622$143,102$1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,445 at 6%; with 50% employer match about $29,445 at 4% or $19,630 at 6%; with 100% employer match about $22,084 at 4% or $14,722 at 6%.
20111108$389,333$111,989$1,037iApproximate average salary by contribution assumption: employee only about $25,923 at 4% or $17,282 at 6%; with 50% employer match about $17,282 at 4% or $11,522 at 6%; with 100% employer match about $12,962 at 4% or $8,641 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-108$389,333$111,989$1,037iApproximate average salary by contribution assumption: employee only about $25,923 at 4% or $17,282 at 6%; with 50% employer match about $17,282 at 4% or $11,522 at 6%; with 100% employer match about $12,962 at 4% or $8,641 at 6%.
2010162$363,958$133,241$2,149iApproximate average salary by contribution assumption: employee only about $53,726 at 4% or $35,817 at 6%; with 50% employer match about $35,817 at 4% or $23,878 at 6%; with 100% employer match about $26,863 at 4% or $17,909 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-62$363,958$133,241$2,149iApproximate average salary by contribution assumption: employee only about $53,726 at 4% or $35,817 at 6%; with 50% employer match about $35,817 at 4% or $23,878 at 6%; with 100% employer match about $26,863 at 4% or $17,909 at 6%.
2009114$258,183$116,943$8,353iApproximate average salary by contribution assumption: employee only about $208,827 at 4% or $139,218 at 6%; with 50% employer match about $139,218 at 4% or $92,812 at 6%; with 100% employer match about $104,413 at 4% or $69,609 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-14$258,183$116,943$8,353iApproximate average salary by contribution assumption: employee only about $208,827 at 4% or $139,218 at 6%; with 50% employer match about $139,218 at 4% or $92,812 at 6%; with 100% employer match about $104,413 at 4% or $69,609 at 6%.
2008170$127,624$91,114$1,302iApproximate average salary by contribution assumption: employee only about $32,541 at 4% or $21,694 at 6%; with 50% employer match about $21,694 at 4% or $14,463 at 6%; with 100% employer match about $16,270 at 4% or $10,847 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-70$127,624$91,114$1,302iApproximate average salary by contribution assumption: employee only about $32,541 at 4% or $21,694 at 6%; with 50% employer match about $21,694 at 4% or $14,463 at 6%; with 100% employer match about $16,270 at 4% or $10,847 at 6%.
2007188$127,272$56,082$637iApproximate average salary by contribution assumption: employee only about $15,932 at 4% or $10,622 at 6%; with 50% employer match about $10,622 at 4% or $7,081 at 6%; with 100% employer match about $7,966 at 4% or $5,311 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-88$127,272$56,082$637iApproximate average salary by contribution assumption: employee only about $15,932 at 4% or $10,622 at 6%; with 50% employer match about $10,622 at 4% or $7,081 at 6%; with 100% employer match about $7,966 at 4% or $5,311 at 6%.
20061100$69,497$54,219$542iApproximate average salary by contribution assumption: employee only about $13,555 at 4% or $9,037 at 6%; with 50% employer match about $9,037 at 4% or $6,024 at 6%; with 100% employer match about $6,777 at 4% or $4,518 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-100$69,497$54,219$542iApproximate average salary by contribution assumption: employee only about $13,555 at 4% or $9,037 at 6%; with 50% employer match about $9,037 at 4% or $6,024 at 6%; with 100% employer match about $6,777 at 4% or $4,518 at 6%.
2004142$5,319$4,712$112iApproximate average salary by contribution assumption: employee only about $2,805 at 4% or $1,870 at 6%; with 50% employer match about $1,870 at 4% or $1,247 at 6%; with 100% employer match about $1,402 at 4% or $935 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-42$5,319$4,712$112iApproximate average salary by contribution assumption: employee only about $2,805 at 4% or $1,870 at 6%; with 50% employer match about $1,870 at 4% or $1,247 at 6%; with 100% employer match about $1,402 at 4% or $935 at 6%.
2003149$1,068$1,020$21iApproximate average salary by contribution assumption: employee only about $520 at 4% or $347 at 6%; with 50% employer match about $347 at 4% or $231 at 6%; with 100% employer match about $260 at 4% or $173 at 6%.
Jason Addison Smith Consulting 401K Profit Sharing Plan & Trust-49$1,068$1,020$21iApproximate average salary by contribution assumption: employee only about $520 at 4% or $347 at 6%; with 50% employer match about $347 at 4% or $231 at 6%; with 100% employer match about $260 at 4% or $173 at 6%.