Smith, Bucklin and Associates Inc.
Plan context: SMITHBUCKLIN EMPLOYEE STOCK OWNERSHIP PLAN
EIN 36-2420787 • 49 filings • 17 plans
Current Snapshot
Latest Year
2010
2010 Participants
554
2010 Assets
$17,336,987
2010 Contributions
$4,246,388
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 |
|---|---|---|---|---|---|
| 2010 | 4 | 554 | $0 | $0 | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 441 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 554 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 418 | - | - | - |
| SMITHBUCKLIN CORPORATION FLEXIBLE SPENDING PLAN | - | 140 | - | - | - |
| 2009 | 3 | 608 | $0 | $0 | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 608 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 579 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 552 | - | - | - |
| 2008 | 3 | 687 | $0 | $0 | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 673 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 513 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 687 | - | - | - |
| 2007 | 3 | 643 | $0 | $0 | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 638 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 643 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 475 | - | - | - |
| 2006 | 3 | 627 | $0 | $0 | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 627 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 627 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 406 | - | - | - |
| 2005 | 4 | 548 | $17,336,987 | $4,246,388 | $7,749iApproximate average salary by contribution assumption: employee only about $193,722 at 4% or $129,148 at 6%; with 50% employer match about $129,148 at 4% or $86,099 at 6%; with 100% employer match about $96,861 at 4% or $64,574 at 6%. |
| SMITHBUCKLIN EMPLOYEE STOCK OWNERSHIP PLAN | - | 544 | $17,336,987 | $4,246,388 | $7,806iApproximate average salary by contribution assumption: employee only about $195,147 at 4% or $130,098 at 6%; with 50% employer match about $130,098 at 4% or $86,732 at 6%; with 100% employer match about $97,573 at 4% or $65,049 at 6%. |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 546 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 396 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 548 | - | - | - |
| 2004 | 4 | 526 | $33,666,154 | $3,436,859 | $6,534iApproximate average salary by contribution assumption: employee only about $163,349 at 4% or $108,899 at 6%; with 50% employer match about $108,899 at 4% or $72,599 at 6%; with 100% employer match about $81,674 at 4% or $54,450 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 526 | $33,666,154 | $3,436,859 | $6,534iApproximate average salary by contribution assumption: employee only about $163,349 at 4% or $108,899 at 6%; with 50% employer match about $108,899 at 4% or $72,599 at 6%; with 100% employer match about $81,674 at 4% or $54,450 at 6%. |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 385 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 500 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 500 | - | - | - |
| 2003 | 5 | 566 | $32,734,514 | $3,407,007 | $6,019iApproximate average salary by contribution assumption: employee only about $150,486 at 4% or $100,324 at 6%; with 50% employer match about $100,324 at 4% or $66,883 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 566 | $32,734,514 | $3,407,007 | $6,019iApproximate average salary by contribution assumption: employee only about $150,486 at 4% or $100,324 at 6%; with 50% employer match about $100,324 at 4% or $66,883 at 6%; with 100% employer match about $75,243 at 4% or $50,162 at 6%. |
| Smith, Bucklin & Associates Inc. Employees Retirement Plan | - | 0 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 392 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 456 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 498 | - | - | - |
| 2002 | 5 | 555 | $29,458,614 | $3,737,864 | $6,735iApproximate average salary by contribution assumption: employee only about $168,372 at 4% or $112,248 at 6%; with 50% employer match about $112,248 at 4% or $74,832 at 6%; with 100% employer match about $84,186 at 4% or $56,124 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 555 | $29,458,614 | $3,737,864 | $6,735iApproximate average salary by contribution assumption: employee only about $168,372 at 4% or $112,248 at 6%; with 50% employer match about $112,248 at 4% or $74,832 at 6%; with 100% employer match about $84,186 at 4% or $56,124 at 6%. |
| Smith, Bucklin & Associates Inc. Employees Retirement Plan | - | 31 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 423 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 495 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 446 | - | - | - |
| 2001 | 5 | 665 | $33,052,173 | $561,157 | $844iApproximate average salary by contribution assumption: employee only about $21,096 at 4% or $14,064 at 6%; with 50% employer match about $14,064 at 4% or $9,376 at 6%; with 100% employer match about $10,548 at 4% or $7,032 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 639 | $33,052,173 | $561,157 | $878iApproximate average salary by contribution assumption: employee only about $21,954 at 4% or $14,636 at 6%; with 50% employer match about $14,636 at 4% or $9,758 at 6%; with 100% employer match about $10,977 at 4% or $7,318 at 6%. |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 579 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 665 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 453 | - | - | - |
| Smith, Bucklin & Associates Inc. Employees Retirement Plan | - | 36 | - | - | - |
| 2000 | 5 | 668 | $31,223,447 | $4,077,719 | $6,104iApproximate average salary by contribution assumption: employee only about $152,609 at 4% or $101,739 at 6%; with 50% employer match about $101,739 at 4% or $67,826 at 6%; with 100% employer match about $76,305 at 4% or $50,870 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 668 | $31,223,447 | $4,077,719 | $6,104iApproximate average salary by contribution assumption: employee only about $152,609 at 4% or $101,739 at 6%; with 50% employer match about $101,739 at 4% or $67,826 at 6%; with 100% employer match about $76,305 at 4% or $50,870 at 6%. |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 557 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 630 | - | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 400 | - | - | - |
| Smith, Bucklin & Associates Inc. Employees Retirement Plan | - | 36 | - | - | - |
| 1999 | 5 | 579 | $38,091,719 | $3,870,540 | $6,685iApproximate average salary by contribution assumption: employee only about $167,122 at 4% or $111,415 at 6%; with 50% employer match about $111,415 at 4% or $74,276 at 6%; with 100% employer match about $83,561 at 4% or $55,707 at 6%. |
| Smith, Bucklin and Associates Inc. 401K Plan | - | 0 | $37,445,210 | $3,870,540 | - |
| Smith, Bucklin & Associates Inc. Employees Retirement Plan | - | 0 | $646,509 | - | - |
| Smith Bucklin & Associates Inc Short Term Disability Plan | - | 437 | - | - | - |
| Smith, Bucklin & Associates Inc. Group Insurance Plan | - | 579 | - | - | - |
| Smith, Bucklin and Associates Inc. Long Term Disability Plan | - | 557 | - | - | - |