Civic Intelligence

Smith Roberts & Associates Inc.

Plan context: SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN

EIN 35-2004974 • Indianapolis, IN • 32 filings • 6 plans

6501 Bluff RoadIndianapolis, IN 46217
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$981,454

2024 Contributions

$79,000

Historical Graphs

Total Assets Over Time

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

$3,389,864$1,694,932$0199920142024YearValue
$981,454Latest year 2024

Participants Over Time

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

1470199920122024YearValue
7Latest 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
202417$981,454$0-
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-7$981,454$0-
202327$2,495,200$79,000$11,286iApproximate average salary by contribution assumption: employee only about $282,143 at 4% or $188,095 at 6%; with 50% employer match about $188,095 at 4% or $125,397 at 6%; with 100% employer match about $141,071 at 4% or $94,048 at 6%.
Smith Roberts & Associates Inc. 401K Plan-3$1,591,303$29,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-7$903,897$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
202227$3,389,864$448,291$64,042iApproximate average salary by contribution assumption: employee only about $1,601,039 at 4% or $1,067,360 at 6%; with 50% employer match about $1,067,360 at 4% or $711,573 at 6%; with 100% employer match about $800,520 at 4% or $533,680 at 6%.
Smith Roberts & Associates Inc. 401K Plan-7$2,611,727$51,601$7,372iApproximate average salary by contribution assumption: employee only about $184,289 at 4% or $122,860 at 6%; with 50% employer match about $122,860 at 4% or $81,906 at 6%; with 100% employer match about $92,145 at 4% or $61,430 at 6%.
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-7$778,137$396,690$56,670iApproximate average salary by contribution assumption: employee only about $1,416,750 at 4% or $944,500 at 6%; with 50% employer match about $944,500 at 4% or $629,667 at 6%; with 100% employer match about $708,375 at 4% or $472,250 at 6%.
202137$3,370,704$669,308$95,615iApproximate average salary by contribution assumption: employee only about $2,390,386 at 4% or $1,593,590 at 6%; with 50% employer match about $1,593,590 at 4% or $1,062,394 at 6%; with 100% employer match about $1,195,193 at 4% or $796,795 at 6%.
Smith Roberts & Associates Inc. 401K Plan-7$2,937,829$497,259$71,037iApproximate average salary by contribution assumption: employee only about $1,775,925 at 4% or $1,183,950 at 6%; with 50% employer match about $1,183,950 at 4% or $789,300 at 6%; with 100% employer match about $887,963 at 4% or $591,975 at 6%.
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-7$432,875$142,303$20,329iApproximate average salary by contribution assumption: employee only about $508,225 at 4% or $338,817 at 6%; with 50% employer match about $338,817 at 4% or $225,878 at 6%; with 100% employer match about $254,113 at 4% or $169,408 at 6%.
SMITH ROBERTS & ASSOCIATES CBIN BENEFIT PLAN-0$0$29,746-
202027$2,718,483$215,992$30,856iApproximate average salary by contribution assumption: employee only about $771,400 at 4% or $514,267 at 6%; with 50% employer match about $514,267 at 4% or $342,844 at 6%; with 100% employer match about $385,700 at 4% or $257,133 at 6%.
Smith Roberts & Associates Inc. 401K Plan-7$2,440,570$82,162$11,737iApproximate average salary by contribution assumption: employee only about $293,436 at 4% or $195,624 at 6%; with 50% employer match about $195,624 at 4% or $130,416 at 6%; with 100% employer match about $146,718 at 4% or $97,812 at 6%.
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-7$277,913$133,830$19,119iApproximate average salary by contribution assumption: employee only about $477,964 at 4% or $318,643 at 6%; with 50% employer match about $318,643 at 4% or $212,429 at 6%; with 100% employer match about $238,982 at 4% or $159,321 at 6%.
201926$2,204,181$209,233$34,872iApproximate average salary by contribution assumption: employee only about $871,804 at 4% or $581,203 at 6%; with 50% employer match about $581,203 at 4% or $387,469 at 6%; with 100% employer match about $435,902 at 4% or $290,601 at 6%.
Smith Roberts & Associates Inc. 401K Plan-5$2,070,789$75,841$15,168iApproximate average salary by contribution assumption: employee only about $379,205 at 4% or $252,803 at 6%; with 50% employer match about $252,803 at 4% or $168,536 at 6%; with 100% employer match about $189,603 at 4% or $126,402 at 6%.
SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN-6$133,392$133,392$22,232iApproximate average salary by contribution assumption: employee only about $555,800 at 4% or $370,533 at 6%; with 50% employer match about $370,533 at 4% or $247,022 at 6%; with 100% employer match about $277,900 at 4% or $185,267 at 6%.
201815$1,648,595$147,860$29,572iApproximate average salary by contribution assumption: employee only about $739,300 at 4% or $492,867 at 6%; with 50% employer match about $492,867 at 4% or $328,578 at 6%; with 100% employer match about $369,650 at 4% or $246,433 at 6%.
Smith Roberts & Associates Inc. 401K Plan-5$1,648,595$147,860$29,572iApproximate average salary by contribution assumption: employee only about $739,300 at 4% or $492,867 at 6%; with 50% employer match about $492,867 at 4% or $328,578 at 6%; with 100% employer match about $369,650 at 4% or $246,433 at 6%.
201716$1,621,419$224,689$37,448iApproximate average salary by contribution assumption: employee only about $936,204 at 4% or $624,136 at 6%; with 50% employer match about $624,136 at 4% or $416,091 at 6%; with 100% employer match about $468,102 at 4% or $312,068 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$1,621,419$224,689$37,448iApproximate average salary by contribution assumption: employee only about $936,204 at 4% or $624,136 at 6%; with 50% employer match about $624,136 at 4% or $416,091 at 6%; with 100% employer match about $468,102 at 4% or $312,068 at 6%.
201616$1,906,014$93,464$15,577iApproximate average salary by contribution assumption: employee only about $389,433 at 4% or $259,622 at 6%; with 50% employer match about $259,622 at 4% or $173,081 at 6%; with 100% employer match about $194,717 at 4% or $129,811 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$1,906,014$93,464$15,577iApproximate average salary by contribution assumption: employee only about $389,433 at 4% or $259,622 at 6%; with 50% employer match about $259,622 at 4% or $173,081 at 6%; with 100% employer match about $194,717 at 4% or $129,811 at 6%.
201516$1,698,463$113,478$18,913iApproximate average salary by contribution assumption: employee only about $472,825 at 4% or $315,217 at 6%; with 50% employer match about $315,217 at 4% or $210,144 at 6%; with 100% employer match about $236,413 at 4% or $157,608 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$1,698,463$113,478$18,913iApproximate average salary by contribution assumption: employee only about $472,825 at 4% or $315,217 at 6%; with 50% employer match about $315,217 at 4% or $210,144 at 6%; with 100% employer match about $236,413 at 4% or $157,608 at 6%.
201416$1,594,008$108,469$18,078iApproximate average salary by contribution assumption: employee only about $451,954 at 4% or $301,303 at 6%; with 50% employer match about $301,303 at 4% or $200,869 at 6%; with 100% employer match about $225,977 at 4% or $150,651 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$1,594,008$108,469$18,078iApproximate average salary by contribution assumption: employee only about $451,954 at 4% or $301,303 at 6%; with 50% employer match about $301,303 at 4% or $200,869 at 6%; with 100% employer match about $225,977 at 4% or $150,651 at 6%.
201316$1,406,949$102,174$17,029iApproximate average salary by contribution assumption: employee only about $425,725 at 4% or $283,817 at 6%; with 50% employer match about $283,817 at 4% or $189,211 at 6%; with 100% employer match about $212,863 at 4% or $141,908 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$1,406,949$102,174$17,029iApproximate average salary by contribution assumption: employee only about $425,725 at 4% or $283,817 at 6%; with 50% employer match about $283,817 at 4% or $189,211 at 6%; with 100% employer match about $212,863 at 4% or $141,908 at 6%.
201217$1,060,260$100,447$14,350iApproximate average salary by contribution assumption: employee only about $358,739 at 4% or $239,160 at 6%; with 50% employer match about $239,160 at 4% or $159,440 at 6%; with 100% employer match about $179,370 at 4% or $119,580 at 6%.
Smith Roberts & Associates Inc. 401K Plan-7$1,060,260$100,447$14,350iApproximate average salary by contribution assumption: employee only about $358,739 at 4% or $239,160 at 6%; with 50% employer match about $239,160 at 4% or $159,440 at 6%; with 100% employer match about $179,370 at 4% or $119,580 at 6%.
201117$869,877$88,166$12,595iApproximate average salary by contribution assumption: employee only about $314,879 at 4% or $209,919 at 6%; with 50% employer match about $209,919 at 4% or $139,946 at 6%; with 100% employer match about $157,439 at 4% or $104,960 at 6%.
Smith Roberts & Associates Inc. 401K Plan-7$869,877$88,166$12,595iApproximate average salary by contribution assumption: employee only about $314,879 at 4% or $209,919 at 6%; with 50% employer match about $209,919 at 4% or $139,946 at 6%; with 100% employer match about $157,439 at 4% or $104,960 at 6%.
201019$1,363,847$15,403$1,711iApproximate average salary by contribution assumption: employee only about $42,786 at 4% or $28,524 at 6%; with 50% employer match about $28,524 at 4% or $19,016 at 6%; with 100% employer match about $21,393 at 4% or $14,262 at 6%.
Smith Roberts & Associates Inc. 401K Plan-9$1,363,847$15,403$1,711iApproximate average salary by contribution assumption: employee only about $42,786 at 4% or $28,524 at 6%; with 50% employer match about $28,524 at 4% or $19,016 at 6%; with 100% employer match about $21,393 at 4% or $14,262 at 6%.
2009111$1,438,388$57,648$5,241iApproximate average salary by contribution assumption: employee only about $131,018 at 4% or $87,345 at 6%; with 50% employer match about $87,345 at 4% or $58,230 at 6%; with 100% employer match about $65,509 at 4% or $43,673 at 6%.
Smith Roberts & Associates Inc. 401K Plan-11$1,438,388$57,648$5,241iApproximate average salary by contribution assumption: employee only about $131,018 at 4% or $87,345 at 6%; with 50% employer match about $87,345 at 4% or $58,230 at 6%; with 100% employer match about $65,509 at 4% or $43,673 at 6%.
2008111$0$0-
Smith Roberts & Associates Inc. 401K Plan-11---
2007114$0$0-
Smith Roberts & Associates Inc. 401K Plan-14---
2006112$1,338,360$199,499$16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,811 at 4% or $138,541 at 6%.
Smith Roberts & Associates Inc. 401K Plan-12$1,338,360$199,499$16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,811 at 4% or $138,541 at 6%.
2005110$1,034,966$142,221$14,222iApproximate average salary by contribution assumption: employee only about $355,553 at 4% or $237,035 at 6%; with 50% employer match about $237,035 at 4% or $158,023 at 6%; with 100% employer match about $177,776 at 4% or $118,518 at 6%.
Smith Roberts & Associates Inc. 401K Plan-10$1,034,966$142,221$14,222iApproximate average salary by contribution assumption: employee only about $355,553 at 4% or $237,035 at 6%; with 50% employer match about $237,035 at 4% or $158,023 at 6%; with 100% employer match about $177,776 at 4% or $118,518 at 6%.
2004110$823,418$133,121$13,312iApproximate average salary by contribution assumption: employee only about $332,803 at 4% or $221,868 at 6%; with 50% employer match about $221,868 at 4% or $147,912 at 6%; with 100% employer match about $166,401 at 4% or $110,934 at 6%.
Smith Roberts & Associates Inc. 401K Plan-10$823,418$133,121$13,312iApproximate average salary by contribution assumption: employee only about $332,803 at 4% or $221,868 at 6%; with 50% employer match about $221,868 at 4% or $147,912 at 6%; with 100% employer match about $166,401 at 4% or $110,934 at 6%.
200319$617,721$99,838$11,093iApproximate average salary by contribution assumption: employee only about $277,328 at 4% or $184,885 at 6%; with 50% employer match about $184,885 at 4% or $123,257 at 6%; with 100% employer match about $138,664 at 4% or $92,443 at 6%.
Smith Roberts & Associates Inc. 401K Plan-9$617,721$99,838$11,093iApproximate average salary by contribution assumption: employee only about $277,328 at 4% or $184,885 at 6%; with 50% employer match about $184,885 at 4% or $123,257 at 6%; with 100% employer match about $138,664 at 4% or $92,443 at 6%.
2002110$0$0-
Smith Roberts & Associates Inc. 401K Plan-10---
2001110$0$0-
Smith Roberts & Associates Inc. 401K Plan-10---
200018$0$0-
Smith Roberts & Associates Inc. 401K Plan-8---
199916$171,930$53,230$8,872iApproximate average salary by contribution assumption: employee only about $221,792 at 4% or $147,861 at 6%; with 50% employer match about $147,861 at 4% or $98,574 at 6%; with 100% employer match about $110,896 at 4% or $73,931 at 6%.
Smith Roberts & Associates Inc. 401K Plan-6$171,930$53,230$8,872iApproximate average salary by contribution assumption: employee only about $221,792 at 4% or $147,861 at 6%; with 50% employer match about $147,861 at 4% or $98,574 at 6%; with 100% employer match about $110,896 at 4% or $73,931 at 6%.