Civic Intelligence

Ohagan, Smith & Amundsen, L.L.C.

Plan context: Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan

EIN 36-4189382 • 45 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

437

2024 Assets

$142,646,674

2024 Contributions

$9,520,141

Historical Graphs

Total Assets Over Time

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

$142,646,674$71,323,337$0199920122024YearValue
$142,646,674Latest year 2024

Participants Over Time

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

4372190199920122024YearValue
437Latest 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
20242437$142,646,674$9,520,141$21,785iApproximate average salary by contribution assumption: employee only about $544,630 at 4% or $363,087 at 6%; with 50% employer match about $363,087 at 4% or $242,058 at 6%; with 100% employer match about $272,315 at 4% or $181,543 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-437$142,646,674$9,520,141$21,785iApproximate average salary by contribution assumption: employee only about $544,630 at 4% or $363,087 at 6%; with 50% employer match about $363,087 at 4% or $242,058 at 6%; with 100% employer match about $272,315 at 4% or $181,543 at 6%.
Smithamundsen LLC Flexible Benefit Plan-385---
20232403$126,432,751$30,640,690$76,031iApproximate average salary by contribution assumption: employee only about $1,900,787 at 4% or $1,267,191 at 6%; with 50% employer match about $1,267,191 at 4% or $844,794 at 6%; with 100% employer match about $950,394 at 4% or $633,596 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-403$126,432,751$30,640,690$76,031iApproximate average salary by contribution assumption: employee only about $1,900,787 at 4% or $1,267,191 at 6%; with 50% employer match about $1,267,191 at 4% or $844,794 at 6%; with 100% employer match about $950,394 at 4% or $633,596 at 6%.
Smithamundsen LLC Flexible Benefit Plan-358---
20222386$85,444,395$6,650,798$17,230iApproximate average salary by contribution assumption: employee only about $430,751 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,445 at 6%; with 100% employer match about $215,376 at 4% or $143,584 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-386$85,444,395$6,650,798$17,230iApproximate average salary by contribution assumption: employee only about $430,751 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,445 at 6%; with 100% employer match about $215,376 at 4% or $143,584 at 6%.
Smithamundsen LLC Flexible Benefit Plan-270---
20212291$103,555,278$6,413,166$22,038iApproximate average salary by contribution assumption: employee only about $550,959 at 4% or $367,306 at 6%; with 50% employer match about $367,306 at 4% or $244,871 at 6%; with 100% employer match about $275,480 at 4% or $183,653 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-291$103,555,278$6,413,166$22,038iApproximate average salary by contribution assumption: employee only about $550,959 at 4% or $367,306 at 6%; with 50% employer match about $367,306 at 4% or $244,871 at 6%; with 100% employer match about $275,480 at 4% or $183,653 at 6%.
Smithamundsen LLC Flexible Benefit Plan-268---
20202296$90,018,646$5,694,346$19,238iApproximate average salary by contribution assumption: employee only about $480,941 at 4% or $320,628 at 6%; with 50% employer match about $320,628 at 4% or $213,752 at 6%; with 100% employer match about $240,471 at 4% or $160,314 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-296$90,018,646$5,694,346$19,238iApproximate average salary by contribution assumption: employee only about $480,941 at 4% or $320,628 at 6%; with 50% employer match about $320,628 at 4% or $213,752 at 6%; with 100% employer match about $240,471 at 4% or $160,314 at 6%.
Smithamundsen LLC Flexible Benefit Plan-273---
20192304$77,012,639$5,368,148$17,658iApproximate average salary by contribution assumption: employee only about $441,460 at 4% or $294,306 at 6%; with 50% employer match about $294,306 at 4% or $196,204 at 6%; with 100% employer match about $220,730 at 4% or $147,153 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-304$77,012,639$5,368,148$17,658iApproximate average salary by contribution assumption: employee only about $441,460 at 4% or $294,306 at 6%; with 50% employer match about $294,306 at 4% or $196,204 at 6%; with 100% employer match about $220,730 at 4% or $147,153 at 6%.
Smithamundsen LLC Flexible Benefit Plan-285---
20182309$62,632,999$5,402,852$17,485iApproximate average salary by contribution assumption: employee only about $437,124 at 4% or $291,416 at 6%; with 50% employer match about $291,416 at 4% or $194,277 at 6%; with 100% employer match about $218,562 at 4% or $145,708 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-309$62,632,999$5,402,852$17,485iApproximate average salary by contribution assumption: employee only about $437,124 at 4% or $291,416 at 6%; with 50% employer match about $291,416 at 4% or $194,277 at 6%; with 100% employer match about $218,562 at 4% or $145,708 at 6%.
Smithamundsen LLC Flexible Benefit Plan-288---
20172295$61,960,081$4,849,371$16,439iApproximate average salary by contribution assumption: employee only about $410,964 at 4% or $273,976 at 6%; with 50% employer match about $273,976 at 4% or $182,651 at 6%; with 100% employer match about $205,482 at 4% or $136,988 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-295$61,960,081$4,849,371$16,439iApproximate average salary by contribution assumption: employee only about $410,964 at 4% or $273,976 at 6%; with 50% employer match about $273,976 at 4% or $182,651 at 6%; with 100% employer match about $205,482 at 4% or $136,988 at 6%.
Smithamundsen LLC Flexible Benefit Plan-280---
20162284$49,799,751$5,287,568$18,618iApproximate average salary by contribution assumption: employee only about $465,455 at 4% or $310,303 at 6%; with 50% employer match about $310,303 at 4% or $206,869 at 6%; with 100% employer match about $232,727 at 4% or $155,152 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-284$49,799,751$5,287,568$18,618iApproximate average salary by contribution assumption: employee only about $465,455 at 4% or $310,303 at 6%; with 50% employer match about $310,303 at 4% or $206,869 at 6%; with 100% employer match about $232,727 at 4% or $155,152 at 6%.
Smithamundsen LLC Flexible Benefit Plan-255---
20152264$45,451,477$3,449,876$13,068iApproximate average salary by contribution assumption: employee only about $326,693 at 4% or $217,795 at 6%; with 50% employer match about $217,795 at 4% or $145,197 at 6%; with 100% employer match about $163,346 at 4% or $108,898 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-264$45,451,477$3,449,876$13,068iApproximate average salary by contribution assumption: employee only about $326,693 at 4% or $217,795 at 6%; with 50% employer match about $217,795 at 4% or $145,197 at 6%; with 100% employer match about $163,346 at 4% or $108,898 at 6%.
Smithamundsen LLC Flexible Benefit Plan-225---
20142258$45,480,092$3,434,948$13,314iApproximate average salary by contribution assumption: employee only about $332,844 at 4% or $221,896 at 6%; with 50% employer match about $221,896 at 4% or $147,931 at 6%; with 100% employer match about $166,422 at 4% or $110,948 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-258$45,480,092$3,434,948$13,314iApproximate average salary by contribution assumption: employee only about $332,844 at 4% or $221,896 at 6%; with 50% employer match about $221,896 at 4% or $147,931 at 6%; with 100% employer match about $166,422 at 4% or $110,948 at 6%.
Smithamundsen LLC Flexible Benefit Plan-233---
20132251$42,227,436$3,289,864$13,107iApproximate average salary by contribution assumption: employee only about $327,676 at 4% or $218,450 at 6%; with 50% employer match about $218,450 at 4% or $145,634 at 6%; with 100% employer match about $163,838 at 4% or $109,225 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-251$42,227,436$3,289,864$13,107iApproximate average salary by contribution assumption: employee only about $327,676 at 4% or $218,450 at 6%; with 50% employer match about $218,450 at 4% or $145,634 at 6%; with 100% employer match about $163,838 at 4% or $109,225 at 6%.
Smithamundsen LLC Flexible Benefit Plan-218---
20122227$34,531,109$2,912,288$12,829iApproximate average salary by contribution assumption: employee only about $320,737 at 4% or $213,824 at 6%; with 50% employer match about $213,824 at 4% or $142,550 at 6%; with 100% employer match about $160,368 at 4% or $106,912 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-227$34,531,109$2,912,288$12,829iApproximate average salary by contribution assumption: employee only about $320,737 at 4% or $213,824 at 6%; with 50% employer match about $213,824 at 4% or $142,550 at 6%; with 100% employer match about $160,368 at 4% or $106,912 at 6%.
Smithamundsen LLC Flexible Benefit Plan-202---
20112214$29,815,093$2,516,746$11,760iApproximate average salary by contribution assumption: employee only about $294,012 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-214$29,815,093$2,516,746$11,760iApproximate average salary by contribution assumption: employee only about $294,012 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
Smithamundsen LLC Flexible Benefit Plan-193---
20102331$29,620,126$2,911,754$8,797iApproximate average salary by contribution assumption: employee only about $219,921 at 4% or $146,614 at 6%; with 50% employer match about $146,614 at 4% or $97,743 at 6%; with 100% employer match about $109,960 at 4% or $73,307 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-214$29,620,126$2,911,754$13,606iApproximate average salary by contribution assumption: employee only about $340,158 at 4% or $226,772 at 6%; with 50% employer match about $226,772 at 4% or $151,181 at 6%; with 100% employer match about $170,079 at 4% or $113,386 at 6%.
Smithamundsen LLC Flexible Benefit Plan-331---
20091221$24,041,176$2,553,637$11,555iApproximate average salary by contribution assumption: employee only about $288,873 at 4% or $192,582 at 6%; with 50% employer match about $192,582 at 4% or $128,388 at 6%; with 100% employer match about $144,436 at 4% or $96,291 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-221$24,041,176$2,553,637$11,555iApproximate average salary by contribution assumption: employee only about $288,873 at 4% or $192,582 at 6%; with 50% employer match about $192,582 at 4% or $128,388 at 6%; with 100% employer match about $144,436 at 4% or $96,291 at 6%.
20081211$17,832,831$2,283,991$10,825iApproximate average salary by contribution assumption: employee only about $270,615 at 4% or $180,410 at 6%; with 50% employer match about $180,410 at 4% or $120,273 at 6%; with 100% employer match about $135,308 at 4% or $90,205 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-211$17,832,831$2,283,991$10,825iApproximate average salary by contribution assumption: employee only about $270,615 at 4% or $180,410 at 6%; with 50% employer match about $180,410 at 4% or $120,273 at 6%; with 100% employer match about $135,308 at 4% or $90,205 at 6%.
20071198$23,609,700$2,181,459$11,017iApproximate average salary by contribution assumption: employee only about $275,437 at 4% or $183,624 at 6%; with 50% employer match about $183,624 at 4% or $122,416 at 6%; with 100% employer match about $137,718 at 4% or $91,812 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-198$23,609,700$2,181,459$11,017iApproximate average salary by contribution assumption: employee only about $275,437 at 4% or $183,624 at 6%; with 50% employer match about $183,624 at 4% or $122,416 at 6%; with 100% employer match about $137,718 at 4% or $91,812 at 6%.
20061207$24,184,051$2,202,226$10,639iApproximate average salary by contribution assumption: employee only about $265,969 at 4% or $177,313 at 6%; with 50% employer match about $177,313 at 4% or $118,209 at 6%; with 100% employer match about $132,985 at 4% or $88,656 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-207$24,184,051$2,202,226$10,639iApproximate average salary by contribution assumption: employee only about $265,969 at 4% or $177,313 at 6%; with 50% employer match about $177,313 at 4% or $118,209 at 6%; with 100% employer match about $132,985 at 4% or $88,656 at 6%.
20051219$19,928,813$2,301,427$10,509iApproximate average salary by contribution assumption: employee only about $262,720 at 4% or $175,147 at 6%; with 50% employer match about $175,147 at 4% or $116,764 at 6%; with 100% employer match about $131,360 at 4% or $87,573 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-219$19,928,813$2,301,427$10,509iApproximate average salary by contribution assumption: employee only about $262,720 at 4% or $175,147 at 6%; with 50% employer match about $175,147 at 4% or $116,764 at 6%; with 100% employer match about $131,360 at 4% or $87,573 at 6%.
20041224$17,312,995$2,097,195$9,362iApproximate average salary by contribution assumption: employee only about $234,062 at 4% or $156,041 at 6%; with 50% employer match about $156,041 at 4% or $104,028 at 6%; with 100% employer match about $117,031 at 4% or $78,021 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-224$17,312,995$2,097,195$9,362iApproximate average salary by contribution assumption: employee only about $234,062 at 4% or $156,041 at 6%; with 50% employer match about $156,041 at 4% or $104,028 at 6%; with 100% employer match about $117,031 at 4% or $78,021 at 6%.
20031222$14,222,882$1,668,040$7,514iApproximate average salary by contribution assumption: employee only about $187,842 at 4% or $125,228 at 6%; with 50% employer match about $125,228 at 4% or $83,485 at 6%; with 100% employer match about $93,921 at 4% or $62,614 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-222$14,222,882$1,668,040$7,514iApproximate average salary by contribution assumption: employee only about $187,842 at 4% or $125,228 at 6%; with 50% employer match about $125,228 at 4% or $83,485 at 6%; with 100% employer match about $93,921 at 4% or $62,614 at 6%.
20021187$10,488,835$1,583,544$8,468iApproximate average salary by contribution assumption: employee only about $211,704 at 4% or $141,136 at 6%; with 50% employer match about $141,136 at 4% or $94,091 at 6%; with 100% employer match about $105,852 at 4% or $70,568 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-187$10,488,835$1,583,544$8,468iApproximate average salary by contribution assumption: employee only about $211,704 at 4% or $141,136 at 6%; with 50% employer match about $141,136 at 4% or $94,091 at 6%; with 100% employer match about $105,852 at 4% or $70,568 at 6%.
20011195$11,163,030$1,265,932$6,492iApproximate average salary by contribution assumption: employee only about $162,299 at 4% or $108,199 at 6%; with 50% employer match about $108,199 at 4% or $72,133 at 6%; with 100% employer match about $81,149 at 4% or $54,100 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-195$11,163,030$1,265,932$6,492iApproximate average salary by contribution assumption: employee only about $162,299 at 4% or $108,199 at 6%; with 50% employer match about $108,199 at 4% or $72,133 at 6%; with 100% employer match about $81,149 at 4% or $54,100 at 6%.
20001175$0$0-
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-175---
19995155$11,952,269$1,906,661$12,301iApproximate average salary by contribution assumption: employee only about $307,526 at 4% or $205,017 at 6%; with 50% employer match about $205,017 at 4% or $136,678 at 6%; with 100% employer match about $153,763 at 4% or $102,509 at 6%.
Ohagan, Smith & Amundsen, L.L.C. 401K Salary Savings Plan-155$11,448,908$1,403,300$9,054iApproximate average salary by contribution assumption: employee only about $226,339 at 4% or $150,892 at 6%; with 50% employer match about $150,892 at 4% or $100,595 at 6%; with 100% employer match about $113,169 at 4% or $75,446 at 6%.
Ohagan, Smith & Amundsen, L.L.C. Profit Sharing Plan and Trust-Equity Partners-15$285,968$285,968$19,065iApproximate average salary by contribution assumption: employee only about $476,613 at 4% or $317,742 at 6%; with 50% employer match about $317,742 at 4% or $211,828 at 6%; with 100% employer match about $238,307 at 4% or $158,871 at 6%.
Ohagan, Smith & Amundsen, L.L.C. Profit Sharing Plan and Trust-A-53$114,670$114,670$2,164iApproximate average salary by contribution assumption: employee only about $54,090 at 4% or $36,060 at 6%; with 50% employer match about $36,060 at 4% or $24,040 at 6%; with 100% employer match about $27,045 at 4% or $18,030 at 6%.
Ohagan, Smith & Amundsen, L.L.C. Profit Sharing Plan and Trust-S-84$102,723$102,723$1,223iApproximate average salary by contribution assumption: employee only about $30,572 at 4% or $20,382 at 6%; with 50% employer match about $20,382 at 4% or $13,588 at 6%; with 100% employer match about $15,286 at 4% or $10,191 at 6%.
Ohagan, Smith & Amundsen LLC Presave Benefit Plan-0---