Smith Sawyer & Smith Inc.
Plan context: Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan
EIN 35-0903270 • Rochester, IN • 26 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
10
2017 Assets
$3,193,833
2017 Contributions
$124,102
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 | 10 | $3,193,833 | $124,102 | $12,410iApproximate average salary by contribution assumption: employee only about $310,255 at 4% or $206,837 at 6%; with 50% employer match about $206,837 at 4% or $137,891 at 6%; with 100% employer match about $155,128 at 4% or $103,418 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 10 | $3,193,833 | $124,102 | $12,410iApproximate average salary by contribution assumption: employee only about $310,255 at 4% or $206,837 at 6%; with 50% employer match about $206,837 at 4% or $137,891 at 6%; with 100% employer match about $155,128 at 4% or $103,418 at 6%. |
| 2016 | 1 | 11 | $2,796,756 | $107,412 | $9,765iApproximate average salary by contribution assumption: employee only about $244,118 at 4% or $162,745 at 6%; with 50% employer match about $162,745 at 4% or $108,497 at 6%; with 100% employer match about $122,059 at 4% or $81,373 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 11 | $2,796,756 | $107,412 | $9,765iApproximate average salary by contribution assumption: employee only about $244,118 at 4% or $162,745 at 6%; with 50% employer match about $162,745 at 4% or $108,497 at 6%; with 100% employer match about $122,059 at 4% or $81,373 at 6%. |
| 2015 | 1 | 11 | $2,544,450 | $88,839 | $8,076iApproximate average salary by contribution assumption: employee only about $201,907 at 4% or $134,605 at 6%; with 50% employer match about $134,605 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 11 | $2,544,450 | $88,839 | $8,076iApproximate average salary by contribution assumption: employee only about $201,907 at 4% or $134,605 at 6%; with 50% employer match about $134,605 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%. |
| 2014 | 1 | 12 | $2,551,258 | $82,143 | $6,845iApproximate average salary by contribution assumption: employee only about $171,131 at 4% or $114,088 at 6%; with 50% employer match about $114,088 at 4% or $76,058 at 6%; with 100% employer match about $85,566 at 4% or $57,044 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 12 | $2,551,258 | $82,143 | $6,845iApproximate average salary by contribution assumption: employee only about $171,131 at 4% or $114,088 at 6%; with 50% employer match about $114,088 at 4% or $76,058 at 6%; with 100% employer match about $85,566 at 4% or $57,044 at 6%. |
| 2013 | 1 | 15 | $3,398,117 | $152,242 | $10,149iApproximate average salary by contribution assumption: employee only about $253,737 at 4% or $169,158 at 6%; with 50% employer match about $169,158 at 4% or $112,772 at 6%; with 100% employer match about $126,868 at 4% or $84,579 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 15 | $3,398,117 | $152,242 | $10,149iApproximate average salary by contribution assumption: employee only about $253,737 at 4% or $169,158 at 6%; with 50% employer match about $169,158 at 4% or $112,772 at 6%; with 100% employer match about $126,868 at 4% or $84,579 at 6%. |
| 2012 | 1 | 15 | $3,119,704 | $109,707 | $7,314iApproximate average salary by contribution assumption: employee only about $182,845 at 4% or $121,897 at 6%; with 50% employer match about $121,897 at 4% or $81,264 at 6%; with 100% employer match about $91,423 at 4% or $60,948 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 15 | $3,119,704 | $109,707 | $7,314iApproximate average salary by contribution assumption: employee only about $182,845 at 4% or $121,897 at 6%; with 50% employer match about $121,897 at 4% or $81,264 at 6%; with 100% employer match about $91,423 at 4% or $60,948 at 6%. |
| 2011 | 1 | 16 | $2,835,572 | $117,453 | $7,341iApproximate average salary by contribution assumption: employee only about $183,520 at 4% or $122,347 at 6%; with 50% employer match about $122,347 at 4% or $81,565 at 6%; with 100% employer match about $91,760 at 4% or $61,173 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 16 | $2,835,572 | $117,453 | $7,341iApproximate average salary by contribution assumption: employee only about $183,520 at 4% or $122,347 at 6%; with 50% employer match about $122,347 at 4% or $81,565 at 6%; with 100% employer match about $91,760 at 4% or $61,173 at 6%. |
| 2010 | 1 | 15 | $2,787,920 | $129,739 | $8,649iApproximate average salary by contribution assumption: employee only about $216,232 at 4% or $144,154 at 6%; with 50% employer match about $144,154 at 4% or $96,103 at 6%; with 100% employer match about $108,116 at 4% or $72,077 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 15 | $2,787,920 | $129,739 | $8,649iApproximate average salary by contribution assumption: employee only about $216,232 at 4% or $144,154 at 6%; with 50% employer match about $144,154 at 4% or $96,103 at 6%; with 100% employer match about $108,116 at 4% or $72,077 at 6%. |
| 2009 | 1 | 16 | $2,493,758 | $146,473 | $9,155iApproximate average salary by contribution assumption: employee only about $228,864 at 4% or $152,576 at 6%; with 50% employer match about $152,576 at 4% or $101,717 at 6%; with 100% employer match about $114,432 at 4% or $76,288 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 16 | $2,493,758 | $146,473 | $9,155iApproximate average salary by contribution assumption: employee only about $228,864 at 4% or $152,576 at 6%; with 50% employer match about $152,576 at 4% or $101,717 at 6%; with 100% employer match about $114,432 at 4% or $76,288 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 15 | - | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 15 | - | - | - |
| 2006 | 1 | 13 | $3,397,199 | $171,401 | $13,185iApproximate average salary by contribution assumption: employee only about $329,617 at 4% or $219,745 at 6%; with 50% employer match about $219,745 at 4% or $146,497 at 6%; with 100% employer match about $164,809 at 4% or $109,872 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 13 | $3,397,199 | $171,401 | $13,185iApproximate average salary by contribution assumption: employee only about $329,617 at 4% or $219,745 at 6%; with 50% employer match about $219,745 at 4% or $146,497 at 6%; with 100% employer match about $164,809 at 4% or $109,872 at 6%. |
| 2005 | 2 | 14 | $2,967,129 | $156,510 | $11,179iApproximate average salary by contribution assumption: employee only about $279,482 at 4% or $186,321 at 6%; with 50% employer match about $186,321 at 4% or $124,214 at 6%; with 100% employer match about $139,741 at 4% or $93,161 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 14 | $2,967,129 | $156,510 | $11,179iApproximate average salary by contribution assumption: employee only about $279,482 at 4% or $186,321 at 6%; with 50% employer match about $186,321 at 4% or $124,214 at 6%; with 100% employer match about $139,741 at 4% or $93,161 at 6%. |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 18 | $2,875,946 | $80,782 | $4,488iApproximate average salary by contribution assumption: employee only about $112,197 at 4% or $74,798 at 6%; with 50% employer match about $74,798 at 4% or $49,865 at 6%; with 100% employer match about $56,099 at 4% or $37,399 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 18 | $2,507,897 | $78,967 | $4,387iApproximate average salary by contribution assumption: employee only about $109,676 at 4% or $73,118 at 6%; with 50% employer match about $73,118 at 4% or $48,745 at 6%; with 100% employer match about $54,838 at 4% or $36,559 at 6%. |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 18 | $368,049 | $1,815 | $101iApproximate average salary by contribution assumption: employee only about $2,521 at 4% or $1,681 at 6%; with 50% employer match about $1,681 at 4% or $1,120 at 6%; with 100% employer match about $1,260 at 4% or $840 at 6%. |
| 2003 | 2 | 16 | $2,616,670 | $11,952 | $747iApproximate average salary by contribution assumption: employee only about $18,675 at 4% or $12,450 at 6%; with 50% employer match about $12,450 at 4% or $8,300 at 6%; with 100% employer match about $9,338 at 4% or $6,225 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 16 | $2,231,944 | $10,652 | $666iApproximate average salary by contribution assumption: employee only about $16,644 at 4% or $11,096 at 6%; with 50% employer match about $11,096 at 4% or $7,397 at 6%; with 100% employer match about $8,322 at 4% or $5,548 at 6%. |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 15 | $384,726 | $1,300 | $87iApproximate average salary by contribution assumption: employee only about $2,167 at 4% or $1,444 at 6%; with 50% employer match about $1,444 at 4% or $963 at 6%; with 100% employer match about $1,083 at 4% or $722 at 6%. |
| 2002 | 2 | 14 | $0 | $0 | - |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 14 | - | - | - |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 14 | - | - | - |
| 2001 | 2 | 17 | $0 | $0 | - |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 17 | - | - | - |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 17 | - | - | - |
| 2000 | 2 | 16 | $0 | $0 | - |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 16 | - | - | - |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 16 | - | - | - |
| 1999 | 2 | 16 | $3,309,459 | $127,782 | $7,986iApproximate average salary by contribution assumption: employee only about $199,659 at 4% or $133,106 at 6%; with 50% employer match about $133,106 at 4% or $88,738 at 6%; with 100% employer match about $99,830 at 4% or $66,553 at 6%. |
| Smith Sawyer & Smith Inc. 401K/Profit Sharing Plan | - | 16 | $2,998,675 | $68,433 | $4,277iApproximate average salary by contribution assumption: employee only about $106,927 at 4% or $71,284 at 6%; with 50% employer match about $71,284 at 4% or $47,523 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%. |
| Smith, Sawyer, Smith Inc. Employer Contributory Retirement Plan | - | 15 | $310,784 | $59,349 | $3,957iApproximate average salary by contribution assumption: employee only about $98,915 at 4% or $65,943 at 6%; with 50% employer match about $65,943 at 4% or $43,962 at 6%; with 100% employer match about $49,458 at 4% or $32,972 at 6%. |