Civic Intelligence

Smith, Brennan & Dickerson

Plan context: Smith, Brennan & Dickerson 401K Plan

EIN 33-0691350 • Irvine, CA • 42 filings • 9 plans

7700 Irvine Center DriveSuite 200Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,243,853

2024 Contributions

$98,424

Historical Graphs

Total Assets Over Time

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

$4,728,833$2,364,417$0199920122024YearValue
$3,243,853Latest year 2024

Participants Over Time

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

27140199920122024YearValue
5Latest 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
202415$3,243,853$98,424$19,685iApproximate average salary by contribution assumption: employee only about $492,120 at 4% or $328,080 at 6%; with 50% employer match about $328,080 at 4% or $218,720 at 6%; with 100% employer match about $246,060 at 4% or $164,040 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$3,243,853$98,424$19,685iApproximate average salary by contribution assumption: employee only about $492,120 at 4% or $328,080 at 6%; with 50% employer match about $328,080 at 4% or $218,720 at 6%; with 100% employer match about $246,060 at 4% or $164,040 at 6%.
202315$4,728,833$44,547$8,909iApproximate average salary by contribution assumption: employee only about $222,735 at 4% or $148,490 at 6%; with 50% employer match about $148,490 at 4% or $98,993 at 6%; with 100% employer match about $111,368 at 4% or $74,245 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$4,728,833$44,547$8,909iApproximate average salary by contribution assumption: employee only about $222,735 at 4% or $148,490 at 6%; with 50% employer match about $148,490 at 4% or $98,993 at 6%; with 100% employer match about $111,368 at 4% or $74,245 at 6%.
202215$3,981,495$88,449$17,690iApproximate average salary by contribution assumption: employee only about $442,245 at 4% or $294,830 at 6%; with 50% employer match about $294,830 at 4% or $196,553 at 6%; with 100% employer match about $221,123 at 4% or $147,415 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$3,981,495$88,449$17,690iApproximate average salary by contribution assumption: employee only about $442,245 at 4% or $294,830 at 6%; with 50% employer match about $294,830 at 4% or $196,553 at 6%; with 100% employer match about $221,123 at 4% or $147,415 at 6%.
202116$4,550,578$82,452$13,742iApproximate average salary by contribution assumption: employee only about $343,550 at 4% or $229,033 at 6%; with 50% employer match about $229,033 at 4% or $152,689 at 6%; with 100% employer match about $171,775 at 4% or $114,517 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$4,550,578$82,452$13,742iApproximate average salary by contribution assumption: employee only about $343,550 at 4% or $229,033 at 6%; with 50% employer match about $229,033 at 4% or $152,689 at 6%; with 100% employer match about $171,775 at 4% or $114,517 at 6%.
202016$4,192,878$88,482$14,747iApproximate average salary by contribution assumption: employee only about $368,675 at 4% or $245,783 at 6%; with 50% employer match about $245,783 at 4% or $163,856 at 6%; with 100% employer match about $184,338 at 4% or $122,892 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$4,192,878$88,482$14,747iApproximate average salary by contribution assumption: employee only about $368,675 at 4% or $245,783 at 6%; with 50% employer match about $245,783 at 4% or $163,856 at 6%; with 100% employer match about $184,338 at 4% or $122,892 at 6%.
201916$3,735,749$90,909$15,152iApproximate average salary by contribution assumption: employee only about $378,788 at 4% or $252,525 at 6%; with 50% employer match about $252,525 at 4% or $168,350 at 6%; with 100% employer match about $189,394 at 4% or $126,263 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$3,735,749$90,909$15,152iApproximate average salary by contribution assumption: employee only about $378,788 at 4% or $252,525 at 6%; with 50% employer match about $252,525 at 4% or $168,350 at 6%; with 100% employer match about $189,394 at 4% or $126,263 at 6%.
201816$3,278,063$90,312$15,052iApproximate average salary by contribution assumption: employee only about $376,300 at 4% or $250,867 at 6%; with 50% employer match about $250,867 at 4% or $167,244 at 6%; with 100% employer match about $188,150 at 4% or $125,433 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$3,278,063$90,312$15,052iApproximate average salary by contribution assumption: employee only about $376,300 at 4% or $250,867 at 6%; with 50% employer match about $250,867 at 4% or $167,244 at 6%; with 100% employer match about $188,150 at 4% or $125,433 at 6%.
201715$3,366,012$82,239$16,448iApproximate average salary by contribution assumption: employee only about $411,195 at 4% or $274,130 at 6%; with 50% employer match about $274,130 at 4% or $182,753 at 6%; with 100% employer match about $205,598 at 4% or $137,065 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$3,366,012$82,239$16,448iApproximate average salary by contribution assumption: employee only about $411,195 at 4% or $274,130 at 6%; with 50% employer match about $274,130 at 4% or $182,753 at 6%; with 100% employer match about $205,598 at 4% or $137,065 at 6%.
201615$3,042,334$74,641$14,928iApproximate average salary by contribution assumption: employee only about $373,205 at 4% or $248,803 at 6%; with 50% employer match about $248,803 at 4% or $165,869 at 6%; with 100% employer match about $186,603 at 4% or $124,402 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$3,042,334$74,641$14,928iApproximate average salary by contribution assumption: employee only about $373,205 at 4% or $248,803 at 6%; with 50% employer match about $248,803 at 4% or $165,869 at 6%; with 100% employer match about $186,603 at 4% or $124,402 at 6%.
201515$2,811,769$130,426$26,085iApproximate average salary by contribution assumption: employee only about $652,130 at 4% or $434,753 at 6%; with 50% employer match about $434,753 at 4% or $289,836 at 6%; with 100% employer match about $326,065 at 4% or $217,377 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$2,811,769$130,426$26,085iApproximate average salary by contribution assumption: employee only about $652,130 at 4% or $434,753 at 6%; with 50% employer match about $434,753 at 4% or $289,836 at 6%; with 100% employer match about $326,065 at 4% or $217,377 at 6%.
201415$2,766,983$22,226$4,445iApproximate average salary by contribution assumption: employee only about $111,130 at 4% or $74,087 at 6%; with 50% employer match about $74,087 at 4% or $49,391 at 6%; with 100% employer match about $55,565 at 4% or $37,043 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$2,766,983$22,226$4,445iApproximate average salary by contribution assumption: employee only about $111,130 at 4% or $74,087 at 6%; with 50% employer match about $74,087 at 4% or $49,391 at 6%; with 100% employer match about $55,565 at 4% or $37,043 at 6%.
201315$2,558,124$79,214$15,843iApproximate average salary by contribution assumption: employee only about $396,070 at 4% or $264,047 at 6%; with 50% employer match about $264,047 at 4% or $176,031 at 6%; with 100% employer match about $198,035 at 4% or $132,023 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$2,558,124$79,214$15,843iApproximate average salary by contribution assumption: employee only about $396,070 at 4% or $264,047 at 6%; with 50% employer match about $264,047 at 4% or $176,031 at 6%; with 100% employer match about $198,035 at 4% or $132,023 at 6%.
201215$2,042,460$113,573$22,715iApproximate average salary by contribution assumption: employee only about $567,865 at 4% or $378,577 at 6%; with 50% employer match about $378,577 at 4% or $252,384 at 6%; with 100% employer match about $283,933 at 4% or $189,288 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$2,042,460$113,573$22,715iApproximate average salary by contribution assumption: employee only about $567,865 at 4% or $378,577 at 6%; with 50% employer match about $378,577 at 4% or $252,384 at 6%; with 100% employer match about $283,933 at 4% or $189,288 at 6%.
201115$2,053,883$118,118$23,624iApproximate average salary by contribution assumption: employee only about $590,590 at 4% or $393,727 at 6%; with 50% employer match about $393,727 at 4% or $262,484 at 6%; with 100% employer match about $295,295 at 4% or $196,863 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$2,053,883$118,118$23,624iApproximate average salary by contribution assumption: employee only about $590,590 at 4% or $393,727 at 6%; with 50% employer match about $393,727 at 4% or $262,484 at 6%; with 100% employer match about $295,295 at 4% or $196,863 at 6%.
201026$2,240,795$130,902$21,817iApproximate average salary by contribution assumption: employee only about $545,425 at 4% or $363,617 at 6%; with 50% employer match about $363,617 at 4% or $242,411 at 6%; with 100% employer match about $272,713 at 4% or $181,808 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$2,158,849$130,902$21,817iApproximate average salary by contribution assumption: employee only about $545,425 at 4% or $363,617 at 6%; with 50% employer match about $363,617 at 4% or $242,411 at 6%; with 100% employer match about $272,713 at 4% or $181,808 at 6%.
Smith Ellison Associates' Savings Plan-0$81,946--
200926$1,825,135$134,532$22,422iApproximate average salary by contribution assumption: employee only about $560,550 at 4% or $373,700 at 6%; with 50% employer match about $373,700 at 4% or $249,133 at 6%; with 100% employer match about $280,275 at 4% or $186,850 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$1,754,009$134,532$22,422iApproximate average salary by contribution assumption: employee only about $560,550 at 4% or $373,700 at 6%; with 50% employer match about $373,700 at 4% or $249,133 at 6%; with 100% employer match about $280,275 at 4% or $186,850 at 6%.
Smith Ellison Associates' Savings Plan-0$71,126--
200826$1,374,145$134,142$22,357iApproximate average salary by contribution assumption: employee only about $558,925 at 4% or $372,617 at 6%; with 50% employer match about $372,617 at 4% or $248,411 at 6%; with 100% employer match about $279,463 at 4% or $186,308 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$1,321,037$127,038$21,173iApproximate average salary by contribution assumption: employee only about $529,325 at 4% or $352,883 at 6%; with 50% employer match about $352,883 at 4% or $235,256 at 6%; with 100% employer match about $264,663 at 4% or $176,442 at 6%.
Smith Ellison Associates' Savings Plan-0$53,108$7,104-
200726$0$0-
Smith Ellison Associates' Savings Plan-1---
Smith, Brennan & Dickerson 401K Plan-6---
200625$1,905,840$126,942$25,388iApproximate average salary by contribution assumption: employee only about $634,710 at 4% or $423,140 at 6%; with 50% employer match about $423,140 at 4% or $282,093 at 6%; with 100% employer match about $317,355 at 4% or $211,570 at 6%.
Smith, Brennan & Dickerson 401K Plan-5$1,775,584$114,761$22,952iApproximate average salary by contribution assumption: employee only about $573,805 at 4% or $382,537 at 6%; with 50% employer match about $382,537 at 4% or $255,024 at 6%; with 100% employer match about $286,903 at 4% or $191,268 at 6%.
Smith Ellison Associates' Savings Plan-1$130,256$12,181$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
200526$1,636,091$142,308$23,718iApproximate average salary by contribution assumption: employee only about $592,950 at 4% or $395,300 at 6%; with 50% employer match about $395,300 at 4% or $263,533 at 6%; with 100% employer match about $296,475 at 4% or $197,650 at 6%.
Smith, Brennan & Dickerson 401K Plan-6$1,527,020$128,833$21,472iApproximate average salary by contribution assumption: employee only about $536,804 at 4% or $357,869 at 6%; with 50% employer match about $357,869 at 4% or $238,580 at 6%; with 100% employer match about $268,402 at 4% or $178,935 at 6%.
Smith Ellison Associates' Savings Plan-1$109,071$13,475$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
200427$1,910,658$154,196$22,028iApproximate average salary by contribution assumption: employee only about $550,700 at 4% or $367,133 at 6%; with 50% employer match about $367,133 at 4% or $244,756 at 6%; with 100% employer match about $275,350 at 4% or $183,567 at 6%.
Smith, Brennan & Dickerson 401K Plan-7$1,807,308$132,496$18,928iApproximate average salary by contribution assumption: employee only about $473,200 at 4% or $315,467 at 6%; with 50% employer match about $315,467 at 4% or $210,311 at 6%; with 100% employer match about $236,600 at 4% or $157,733 at 6%.
Smith Ellison Associates' Savings Plan-2$103,350$21,700$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
200339$1,772,549$162,181$18,020iApproximate average salary by contribution assumption: employee only about $450,503 at 4% or $300,335 at 6%; with 50% employer match about $300,335 at 4% or $200,223 at 6%; with 100% employer match about $225,251 at 4% or $150,168 at 6%.
Smith, Brennan & Dickerson 401K Plan-9$1,698,037$144,848$16,094iApproximate average salary by contribution assumption: employee only about $402,356 at 4% or $268,237 at 6%; with 50% employer match about $268,237 at 4% or $178,825 at 6%; with 100% employer match about $201,178 at 4% or $134,119 at 6%.
Smith Ellison Associates' Savings Plan-2$74,512$17,333$8,667iApproximate average salary by contribution assumption: employee only about $216,663 at 4% or $144,442 at 6%; with 50% employer match about $144,442 at 4% or $96,294 at 6%; with 100% employer match about $108,331 at 4% or $72,221 at 6%.
Smith, Brennan & Dickerson Money Purchase Pension Plan-0---
200239$1,266,753$185,585$20,621iApproximate average salary by contribution assumption: employee only about $515,514 at 4% or $343,676 at 6%; with 50% employer match about $343,676 at 4% or $229,117 at 6%; with 100% employer match about $257,757 at 4% or $171,838 at 6%.
Smith, Brennan & Dickerson 401K Plan-9$1,080,107$150,201$16,689iApproximate average salary by contribution assumption: employee only about $417,225 at 4% or $278,150 at 6%; with 50% employer match about $278,150 at 4% or $185,433 at 6%; with 100% employer match about $208,613 at 4% or $139,075 at 6%.
Smith, Brennan & Dickerson Money Purchase Pension Plan-9$133,321$29,386$3,265iApproximate average salary by contribution assumption: employee only about $81,628 at 4% or $54,419 at 6%; with 50% employer match about $54,419 at 4% or $36,279 at 6%; with 100% employer match about $40,814 at 4% or $27,209 at 6%.
Smith Ellison Associates' Savings Plan-1$53,325$5,998$5,998iApproximate average salary by contribution assumption: employee only about $149,950 at 4% or $99,967 at 6%; with 50% employer match about $99,967 at 4% or $66,644 at 6%; with 100% employer match about $74,975 at 4% or $49,983 at 6%.
2001312$134,551$34,908$2,909iApproximate average salary by contribution assumption: employee only about $72,725 at 4% or $48,483 at 6%; with 50% employer match about $48,483 at 4% or $32,322 at 6%; with 100% employer match about $36,363 at 4% or $24,242 at 6%.
Smith Ellison Associates' Savings Plan-4$134,551$34,908$8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%.
Smith, Brennan & Dickerson 401K Plan-12---
Smith, Brennan & Dickerson Money Purchase Pension Plan-9---
2000327$1,628,724$228,539$8,464iApproximate average salary by contribution assumption: employee only about $211,610 at 4% or $141,073 at 6%; with 50% employer match about $141,073 at 4% or $94,049 at 6%; with 100% employer match about $105,805 at 4% or $70,537 at 6%.
Smith, Brennan & Dickerson 401K Plan-27$1,349,532$150,294$5,566iApproximate average salary by contribution assumption: employee only about $139,161 at 4% or $92,774 at 6%; with 50% employer match about $92,774 at 4% or $61,849 at 6%; with 100% employer match about $69,581 at 4% or $46,387 at 6%.
Smith, Brennan & Dickerson Money Purchase Pension Plan-16$141,422$31,145$1,947iApproximate average salary by contribution assumption: employee only about $48,664 at 4% or $32,443 at 6%; with 50% employer match about $32,443 at 4% or $21,628 at 6%; with 100% employer match about $24,332 at 4% or $16,221 at 6%.
Smith Ellison Associates' Savings Plan-3$137,770$47,100$15,700iApproximate average salary by contribution assumption: employee only about $392,500 at 4% or $261,667 at 6%; with 50% employer match about $261,667 at 4% or $174,444 at 6%; with 100% employer match about $196,250 at 4% or $130,833 at 6%.
1999225$1,987,299$290,688$11,628iApproximate average salary by contribution assumption: employee only about $290,688 at 4% or $193,792 at 6%; with 50% employer match about $193,792 at 4% or $129,195 at 6%; with 100% employer match about $145,344 at 4% or $96,896 at 6%.
Smith, Brennan & Dickerson 401K Plan-25$1,828,646$252,686$10,107iApproximate average salary by contribution assumption: employee only about $252,686 at 4% or $168,457 at 6%; with 50% employer match about $168,457 at 4% or $112,305 at 6%; with 100% employer match about $126,343 at 4% or $84,229 at 6%.
Smith, Brennan & Dickerson Money Purchase Pension Plan-15$158,653$38,002$2,533iApproximate average salary by contribution assumption: employee only about $63,337 at 4% or $42,224 at 6%; with 50% employer match about $42,224 at 4% or $28,150 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%.