Roc Management
Plan context: Sms Inc 401(K) Profit Sharing Plan
EIN 36-4164790 • Lisle, IL • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,055,523
2024 Contributions
$37,521
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,055,523 | $37,521 | $3,752iApproximate average salary by contribution assumption: employee only about $93,803 at 4% or $62,535 at 6%; with 50% employer match about $62,535 at 4% or $41,690 at 6%; with 100% employer match about $46,901 at 4% or $31,268 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 10 | $1,055,523 | $37,521 | $3,752iApproximate average salary by contribution assumption: employee only about $93,803 at 4% or $62,535 at 6%; with 50% employer match about $62,535 at 4% or $41,690 at 6%; with 100% employer match about $46,901 at 4% or $31,268 at 6%. |
| 2023 | 1 | 11 | $978,897 | $17,955 | $1,632iApproximate average salary by contribution assumption: employee only about $40,807 at 4% or $27,205 at 6%; with 50% employer match about $27,205 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 11 | $978,897 | $17,955 | $1,632iApproximate average salary by contribution assumption: employee only about $40,807 at 4% or $27,205 at 6%; with 50% employer match about $27,205 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%. |
| 2022 | 1 | 11 | $880,918 | $14,806 | $1,346iApproximate average salary by contribution assumption: employee only about $33,650 at 4% or $22,433 at 6%; with 50% employer match about $22,433 at 4% or $14,956 at 6%; with 100% employer match about $16,825 at 4% or $11,217 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 11 | $880,918 | $14,806 | $1,346iApproximate average salary by contribution assumption: employee only about $33,650 at 4% or $22,433 at 6%; with 50% employer match about $22,433 at 4% or $14,956 at 6%; with 100% employer match about $16,825 at 4% or $11,217 at 6%. |
| 2021 | 1 | 9 | $1,249,790 | $9,904 | $1,100iApproximate average salary by contribution assumption: employee only about $27,511 at 4% or $18,341 at 6%; with 50% employer match about $18,341 at 4% or $12,227 at 6%; with 100% employer match about $13,756 at 4% or $9,170 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 9 | $1,249,790 | $9,904 | $1,100iApproximate average salary by contribution assumption: employee only about $27,511 at 4% or $18,341 at 6%; with 50% employer match about $18,341 at 4% or $12,227 at 6%; with 100% employer match about $13,756 at 4% or $9,170 at 6%. |
| 2020 | 1 | 10 | $1,269,114 | $191,278 | $19,128iApproximate average salary by contribution assumption: employee only about $478,195 at 4% or $318,797 at 6%; with 50% employer match about $318,797 at 4% or $212,531 at 6%; with 100% employer match about $239,098 at 4% or $159,398 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 10 | $1,269,114 | $191,278 | $19,128iApproximate average salary by contribution assumption: employee only about $478,195 at 4% or $318,797 at 6%; with 50% employer match about $318,797 at 4% or $212,531 at 6%; with 100% employer match about $239,098 at 4% or $159,398 at 6%. |
| 2019 | 1 | 10 | $1,047,475 | $78,129 | $7,813iApproximate average salary by contribution assumption: employee only about $195,323 at 4% or $130,215 at 6%; with 50% employer match about $130,215 at 4% or $86,810 at 6%; with 100% employer match about $97,661 at 4% or $65,108 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 10 | $1,047,475 | $78,129 | $7,813iApproximate average salary by contribution assumption: employee only about $195,323 at 4% or $130,215 at 6%; with 50% employer match about $130,215 at 4% or $86,810 at 6%; with 100% employer match about $97,661 at 4% or $65,108 at 6%. |
| 2018 | 1 | 10 | $847,791 | $82,716 | $8,272iApproximate average salary by contribution assumption: employee only about $206,790 at 4% or $137,860 at 6%; with 50% employer match about $137,860 at 4% or $91,907 at 6%; with 100% employer match about $103,395 at 4% or $68,930 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 10 | $847,791 | $82,716 | $8,272iApproximate average salary by contribution assumption: employee only about $206,790 at 4% or $137,860 at 6%; with 50% employer match about $137,860 at 4% or $91,907 at 6%; with 100% employer match about $103,395 at 4% or $68,930 at 6%. |
| 2017 | 1 | 10 | $792,465 | $82,952 | $8,295iApproximate average salary by contribution assumption: employee only about $207,380 at 4% or $138,253 at 6%; with 50% employer match about $138,253 at 4% or $92,169 at 6%; with 100% employer match about $103,690 at 4% or $69,127 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 10 | $792,465 | $82,952 | $8,295iApproximate average salary by contribution assumption: employee only about $207,380 at 4% or $138,253 at 6%; with 50% employer match about $138,253 at 4% or $92,169 at 6%; with 100% employer match about $103,690 at 4% or $69,127 at 6%. |
| 2016 | 1 | 11 | $748,813 | $102,139 | $9,285iApproximate average salary by contribution assumption: employee only about $232,134 at 4% or $154,756 at 6%; with 50% employer match about $154,756 at 4% or $103,171 at 6%; with 100% employer match about $116,067 at 4% or $77,378 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 11 | $748,813 | $102,139 | $9,285iApproximate average salary by contribution assumption: employee only about $232,134 at 4% or $154,756 at 6%; with 50% employer match about $154,756 at 4% or $103,171 at 6%; with 100% employer match about $116,067 at 4% or $77,378 at 6%. |
| 2015 | 1 | 11 | $888,491 | $92,470 | $8,406iApproximate average salary by contribution assumption: employee only about $210,159 at 4% or $140,106 at 6%; with 50% employer match about $140,106 at 4% or $93,404 at 6%; with 100% employer match about $105,080 at 4% or $70,053 at 6%. |
| Sms Inc 401(K) Profit Sharing Plan | - | 11 | $888,491 | $92,470 | $8,406iApproximate average salary by contribution assumption: employee only about $210,159 at 4% or $140,106 at 6%; with 50% employer match about $140,106 at 4% or $93,404 at 6%; with 100% employer match about $105,080 at 4% or $70,053 at 6%. |