Civic Intelligence

Smith & Associates, Ltd.

Plan context: Smith & Associates Ltd.401K Profit Sharing Plan

EIN 36-3736640 • Chicago, IL • 27 filings • 7 plans

230 W. Monroe St. - Ste. 2540Chicago, IL 60606-4902
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$6,519,409

2025 Contributions

$312,044

Historical Graphs

Total Assets Over Time

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

$6,519,409$3,259,705$0199920132025YearValue
$6,519,409Latest year 2025

Participants Over Time

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

24120199920122025YearValue
24Latest year 2025

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
2025124$6,519,409$312,044$13,002iApproximate average salary by contribution assumption: employee only about $325,046 at 4% or $216,697 at 6%; with 50% employer match about $216,697 at 4% or $144,465 at 6%; with 100% employer match about $162,523 at 4% or $108,349 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-24$6,519,409$312,044$13,002iApproximate average salary by contribution assumption: employee only about $325,046 at 4% or $216,697 at 6%; with 50% employer match about $216,697 at 4% or $144,465 at 6%; with 100% employer match about $162,523 at 4% or $108,349 at 6%.
2024123$5,673,257$276,198$12,009iApproximate average salary by contribution assumption: employee only about $300,215 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-23$5,673,257$276,198$12,009iApproximate average salary by contribution assumption: employee only about $300,215 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%.
2023124$5,004,142$234,803$9,783iApproximate average salary by contribution assumption: employee only about $244,586 at 4% or $163,058 at 6%; with 50% employer match about $163,058 at 4% or $108,705 at 6%; with 100% employer match about $122,293 at 4% or $81,529 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-24$5,004,142$234,803$9,783iApproximate average salary by contribution assumption: employee only about $244,586 at 4% or $163,058 at 6%; with 50% employer match about $163,058 at 4% or $108,705 at 6%; with 100% employer match about $122,293 at 4% or $81,529 at 6%.
2022123$4,352,175$208,487$9,065iApproximate average salary by contribution assumption: employee only about $226,616 at 4% or $151,078 at 6%; with 50% employer match about $151,078 at 4% or $100,718 at 6%; with 100% employer match about $113,308 at 4% or $75,539 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-23$4,352,175$208,487$9,065iApproximate average salary by contribution assumption: employee only about $226,616 at 4% or $151,078 at 6%; with 50% employer match about $151,078 at 4% or $100,718 at 6%; with 100% employer match about $113,308 at 4% or $75,539 at 6%.
2021121$5,104,806$211,140$10,054iApproximate average salary by contribution assumption: employee only about $251,357 at 4% or $167,571 at 6%; with 50% employer match about $167,571 at 4% or $111,714 at 6%; with 100% employer match about $125,679 at 4% or $83,786 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-21$5,104,806$211,140$10,054iApproximate average salary by contribution assumption: employee only about $251,357 at 4% or $167,571 at 6%; with 50% employer match about $167,571 at 4% or $111,714 at 6%; with 100% employer match about $125,679 at 4% or $83,786 at 6%.
2020120$4,341,701$218,525$10,926iApproximate average salary by contribution assumption: employee only about $273,156 at 4% or $182,104 at 6%; with 50% employer match about $182,104 at 4% or $121,403 at 6%; with 100% employer match about $136,578 at 4% or $91,052 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-20$4,341,701$218,525$10,926iApproximate average salary by contribution assumption: employee only about $273,156 at 4% or $182,104 at 6%; with 50% employer match about $182,104 at 4% or $121,403 at 6%; with 100% employer match about $136,578 at 4% or $91,052 at 6%.
2019119$3,578,945$241,030$12,686iApproximate average salary by contribution assumption: employee only about $317,145 at 4% or $211,430 at 6%; with 50% employer match about $211,430 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-19$3,578,945$241,030$12,686iApproximate average salary by contribution assumption: employee only about $317,145 at 4% or $211,430 at 6%; with 50% employer match about $211,430 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
2018119$2,833,715$265,773$13,988iApproximate average salary by contribution assumption: employee only about $349,701 at 4% or $233,134 at 6%; with 50% employer match about $233,134 at 4% or $155,423 at 6%; with 100% employer match about $174,851 at 4% or $116,567 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-19$2,833,715$265,773$13,988iApproximate average salary by contribution assumption: employee only about $349,701 at 4% or $233,134 at 6%; with 50% employer match about $233,134 at 4% or $155,423 at 6%; with 100% employer match about $174,851 at 4% or $116,567 at 6%.
2017116$2,711,441$216,523$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,545 at 6%; with 50% employer match about $225,545 at 4% or $150,363 at 6%; with 100% employer match about $169,159 at 4% or $112,772 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-16$2,711,441$216,523$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,545 at 6%; with 50% employer match about $225,545 at 4% or $150,363 at 6%; with 100% employer match about $169,159 at 4% or $112,772 at 6%.
2016117$2,243,318$187,041$11,002iApproximate average salary by contribution assumption: employee only about $275,060 at 4% or $183,374 at 6%; with 50% employer match about $183,374 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,687 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-17$2,243,318$187,041$11,002iApproximate average salary by contribution assumption: employee only about $275,060 at 4% or $183,374 at 6%; with 50% employer match about $183,374 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,687 at 6%.
2015116$2,005,583$190,367$11,898iApproximate average salary by contribution assumption: employee only about $297,448 at 4% or $198,299 at 6%; with 50% employer match about $198,299 at 4% or $132,199 at 6%; with 100% employer match about $148,724 at 4% or $99,149 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-16$2,005,583$190,367$11,898iApproximate average salary by contribution assumption: employee only about $297,448 at 4% or $198,299 at 6%; with 50% employer match about $198,299 at 4% or $132,199 at 6%; with 100% employer match about $148,724 at 4% or $99,149 at 6%.
2014116$1,932,919$197,767$12,360iApproximate average salary by contribution assumption: employee only about $309,011 at 4% or $206,007 at 6%; with 50% employer match about $206,007 at 4% or $137,338 at 6%; with 100% employer match about $154,505 at 4% or $103,004 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-16$1,932,919$197,767$12,360iApproximate average salary by contribution assumption: employee only about $309,011 at 4% or $206,007 at 6%; with 50% employer match about $206,007 at 4% or $137,338 at 6%; with 100% employer match about $154,505 at 4% or $103,004 at 6%.
2013114$1,657,634$181,097$12,936iApproximate average salary by contribution assumption: employee only about $323,388 at 4% or $215,592 at 6%; with 50% employer match about $215,592 at 4% or $143,728 at 6%; with 100% employer match about $161,694 at 4% or $107,796 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-14$1,657,634$181,097$12,936iApproximate average salary by contribution assumption: employee only about $323,388 at 4% or $215,592 at 6%; with 50% employer match about $215,592 at 4% or $143,728 at 6%; with 100% employer match about $161,694 at 4% or $107,796 at 6%.
2012113$1,297,250$420,202$32,323iApproximate average salary by contribution assumption: employee only about $808,081 at 4% or $538,721 at 6%; with 50% employer match about $538,721 at 4% or $359,147 at 6%; with 100% employer match about $404,040 at 4% or $269,360 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-13$1,297,250$420,202$32,323iApproximate average salary by contribution assumption: employee only about $808,081 at 4% or $538,721 at 6%; with 50% employer match about $538,721 at 4% or $359,147 at 6%; with 100% employer match about $404,040 at 4% or $269,360 at 6%.
2011111$870,527$126,059$11,460iApproximate average salary by contribution assumption: employee only about $286,498 at 4% or $190,998 at 6%; with 50% employer match about $190,998 at 4% or $127,332 at 6%; with 100% employer match about $143,249 at 4% or $95,499 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-11$870,527$126,059$11,460iApproximate average salary by contribution assumption: employee only about $286,498 at 4% or $190,998 at 6%; with 50% employer match about $190,998 at 4% or $127,332 at 6%; with 100% employer match about $143,249 at 4% or $95,499 at 6%.
2010110$857,753$94,321$9,432iApproximate average salary by contribution assumption: employee only about $235,803 at 4% or $157,202 at 6%; with 50% employer match about $157,202 at 4% or $104,801 at 6%; with 100% employer match about $117,901 at 4% or $78,601 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-10$857,753$94,321$9,432iApproximate average salary by contribution assumption: employee only about $235,803 at 4% or $157,202 at 6%; with 50% employer match about $157,202 at 4% or $104,801 at 6%; with 100% employer match about $117,901 at 4% or $78,601 at 6%.
2009111$718,586$61,137$5,558iApproximate average salary by contribution assumption: employee only about $138,948 at 4% or $92,632 at 6%; with 50% employer match about $92,632 at 4% or $61,755 at 6%; with 100% employer match about $69,474 at 4% or $46,316 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-11$718,586$61,137$5,558iApproximate average salary by contribution assumption: employee only about $138,948 at 4% or $92,632 at 6%; with 50% employer match about $92,632 at 4% or $61,755 at 6%; with 100% employer match about $69,474 at 4% or $46,316 at 6%.
2008113$710,565$108,597$8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-13$710,565$108,597$8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%.
200719$755,833$54,546$6,061iApproximate average salary by contribution assumption: employee only about $151,517 at 4% or $101,011 at 6%; with 50% employer match about $101,011 at 4% or $67,341 at 6%; with 100% employer match about $75,758 at 4% or $50,506 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-9$755,833$54,546$6,061iApproximate average salary by contribution assumption: employee only about $151,517 at 4% or $101,011 at 6%; with 50% employer match about $101,011 at 4% or $67,341 at 6%; with 100% employer match about $75,758 at 4% or $50,506 at 6%.
200618$683,352$45,075$5,634iApproximate average salary by contribution assumption: employee only about $140,859 at 4% or $93,906 at 6%; with 50% employer match about $93,906 at 4% or $62,604 at 6%; with 100% employer match about $70,430 at 4% or $46,953 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-8$683,352$45,075$5,634iApproximate average salary by contribution assumption: employee only about $140,859 at 4% or $93,906 at 6%; with 50% employer match about $93,906 at 4% or $62,604 at 6%; with 100% employer match about $70,430 at 4% or $46,953 at 6%.
200517$576,046$49,615$7,088iApproximate average salary by contribution assumption: employee only about $177,196 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,065 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-7$576,046$49,615$7,088iApproximate average salary by contribution assumption: employee only about $177,196 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,065 at 6%.
200418$505,328$43,543$5,443iApproximate average salary by contribution assumption: employee only about $136,072 at 4% or $90,715 at 6%; with 50% employer match about $90,715 at 4% or $60,476 at 6%; with 100% employer match about $68,036 at 4% or $45,357 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-8$505,328$43,543$5,443iApproximate average salary by contribution assumption: employee only about $136,072 at 4% or $90,715 at 6%; with 50% employer match about $90,715 at 4% or $60,476 at 6%; with 100% employer match about $68,036 at 4% or $45,357 at 6%.
200318$412,811$69,236$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-8$412,811$69,236$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
200219$269,995$63,442$7,049iApproximate average salary by contribution assumption: employee only about $176,228 at 4% or $117,485 at 6%; with 50% employer match about $117,485 at 4% or $78,323 at 6%; with 100% employer match about $88,114 at 4% or $58,743 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-9$269,995$63,442$7,049iApproximate average salary by contribution assumption: employee only about $176,228 at 4% or $117,485 at 6%; with 50% employer match about $117,485 at 4% or $78,323 at 6%; with 100% employer match about $88,114 at 4% or $58,743 at 6%.
200118$0$0-
Smith & Associates Ltd.401K Profit Sharing Plan-8---
200018$233,044$51,617$6,452iApproximate average salary by contribution assumption: employee only about $161,303 at 4% or $107,535 at 6%; with 50% employer match about $107,535 at 4% or $71,690 at 6%; with 100% employer match about $80,652 at 4% or $53,768 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-8$233,044$51,617$6,452iApproximate average salary by contribution assumption: employee only about $161,303 at 4% or $107,535 at 6%; with 50% employer match about $107,535 at 4% or $71,690 at 6%; with 100% employer match about $80,652 at 4% or $53,768 at 6%.
199916$227,995$44,294$7,382iApproximate average salary by contribution assumption: employee only about $184,558 at 4% or $123,039 at 6%; with 50% employer match about $123,039 at 4% or $82,026 at 6%; with 100% employer match about $92,279 at 4% or $61,519 at 6%.
Smith & Associates Ltd.401K Profit Sharing Plan-6$227,995$44,294$7,382iApproximate average salary by contribution assumption: employee only about $184,558 at 4% or $123,039 at 6%; with 50% employer match about $123,039 at 4% or $82,026 at 6%; with 100% employer match about $92,279 at 4% or $61,519 at 6%.