S.M. Wilson & Co.
Plan context: S.M. Wilson & Co. 401K Savings Plan
EIN 37-0699952 • St. Louis, MO • 47 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
99
2025 Assets
$45,777,667
2025 Contributions
$231,202
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $231,202 | - |
| S.M. Wilson & Co. 401K Savings Plan | - | 0 | - | $231,202 | - |
| 2024 | 2 | 99 | $45,777,667 | $2,272,935 | $22,959iApproximate average salary by contribution assumption: employee only about $573,973 at 4% or $382,649 at 6%; with 50% employer match about $382,649 at 4% or $255,099 at 6%; with 100% employer match about $286,987 at 4% or $191,324 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 99 | $31,714,511 | $1,010,552 | $10,208iApproximate average salary by contribution assumption: employee only about $255,190 at 4% or $170,127 at 6%; with 50% employer match about $170,127 at 4% or $113,418 at 6%; with 100% employer match about $127,595 at 4% or $85,063 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 89 | $14,063,156 | $1,262,383 | $14,184iApproximate average salary by contribution assumption: employee only about $354,602 at 4% or $236,401 at 6%; with 50% employer match about $236,401 at 4% or $157,601 at 6%; with 100% employer match about $177,301 at 4% or $118,201 at 6%. |
| 2023 | 2 | 112 | $31,729,674 | $2,412,236 | $21,538iApproximate average salary by contribution assumption: employee only about $538,446 at 4% or $358,964 at 6%; with 50% employer match about $358,964 at 4% or $239,309 at 6%; with 100% employer match about $269,223 at 4% or $179,482 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 112 | $19,953,087 | $1,200,417 | $10,718iApproximate average salary by contribution assumption: employee only about $267,950 at 4% or $178,633 at 6%; with 50% employer match about $178,633 at 4% or $119,089 at 6%; with 100% employer match about $133,975 at 4% or $89,317 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 89 | $11,776,587 | $1,211,819 | $13,616iApproximate average salary by contribution assumption: employee only about $340,399 at 4% or $226,932 at 6%; with 50% employer match about $226,932 at 4% or $151,288 at 6%; with 100% employer match about $170,199 at 4% or $113,466 at 6%. |
| 2022 | 2 | 113 | $23,670,391 | $2,034,881 | $18,008iApproximate average salary by contribution assumption: employee only about $450,195 at 4% or $300,130 at 6%; with 50% employer match about $300,130 at 4% or $200,087 at 6%; with 100% employer match about $225,097 at 4% or $150,065 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 113 | $13,137,483 | $761,805 | $6,742iApproximate average salary by contribution assumption: employee only about $168,541 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,270 at 4% or $56,180 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 85 | $10,532,908 | $1,273,076 | $14,977iApproximate average salary by contribution assumption: employee only about $374,434 at 4% or $249,623 at 6%; with 50% employer match about $249,623 at 4% or $166,415 at 6%; with 100% employer match about $187,217 at 4% or $124,811 at 6%. |
| 2021 | 2 | 114 | $26,395,943 | $2,391,328 | $20,977iApproximate average salary by contribution assumption: employee only about $524,414 at 4% or $349,609 at 6%; with 50% employer match about $349,609 at 4% or $233,073 at 6%; with 100% employer match about $262,207 at 4% or $174,805 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 83 | $15,511,479 | $1,196,402 | $14,414iApproximate average salary by contribution assumption: employee only about $360,362 at 4% or $240,241 at 6%; with 50% employer match about $240,241 at 4% or $160,161 at 6%; with 100% employer match about $180,181 at 4% or $120,121 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 114 | $10,884,464 | $1,194,926 | $10,482iApproximate average salary by contribution assumption: employee only about $262,045 at 4% or $174,697 at 6%; with 50% employer match about $174,697 at 4% or $116,465 at 6%; with 100% employer match about $131,023 at 4% or $87,348 at 6%. |
| 2020 | 2 | 93 | $26,842,249 | $1,623,712 | $17,459iApproximate average salary by contribution assumption: employee only about $436,482 at 4% or $290,988 at 6%; with 50% employer match about $290,988 at 4% or $193,992 at 6%; with 100% employer match about $218,241 at 4% or $145,494 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 83 | $17,091,367 | $1,068,030 | $12,868iApproximate average salary by contribution assumption: employee only about $321,696 at 4% or $214,464 at 6%; with 50% employer match about $214,464 at 4% or $142,976 at 6%; with 100% employer match about $160,848 at 4% or $107,232 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 93 | $9,750,882 | $555,682 | $5,975iApproximate average salary by contribution assumption: employee only about $149,377 at 4% or $99,585 at 6%; with 50% employer match about $99,585 at 4% or $66,390 at 6%; with 100% employer match about $74,688 at 4% or $49,792 at 6%. |
| 2019 | 2 | 122 | $25,728,285 | $1,987,350 | $16,290iApproximate average salary by contribution assumption: employee only about $407,244 at 4% or $271,496 at 6%; with 50% employer match about $271,496 at 4% or $180,997 at 6%; with 100% employer match about $203,622 at 4% or $135,748 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 104 | $15,587,932 | $1,394,668 | $13,410iApproximate average salary by contribution assumption: employee only about $335,257 at 4% or $223,504 at 6%; with 50% employer match about $223,504 at 4% or $149,003 at 6%; with 100% employer match about $167,628 at 4% or $111,752 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 122 | $10,140,353 | $592,682 | $4,858iApproximate average salary by contribution assumption: employee only about $121,451 at 4% or $80,967 at 6%; with 50% employer match about $80,967 at 4% or $53,978 at 6%; with 100% employer match about $60,726 at 4% or $40,484 at 6%. |
| 2018 | 2 | 128 | $21,656,199 | $1,791,377 | $13,995iApproximate average salary by contribution assumption: employee only about $349,878 at 4% or $233,252 at 6%; with 50% employer match about $233,252 at 4% or $155,501 at 6%; with 100% employer match about $174,939 at 4% or $116,626 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 109 | $12,264,062 | $1,235,695 | $11,337iApproximate average salary by contribution assumption: employee only about $283,416 at 4% or $188,944 at 6%; with 50% employer match about $188,944 at 4% or $125,963 at 6%; with 100% employer match about $141,708 at 4% or $94,472 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 128 | $9,392,137 | $555,682 | $4,341iApproximate average salary by contribution assumption: employee only about $108,532 at 4% or $72,354 at 6%; with 50% employer match about $72,354 at 4% or $48,236 at 6%; with 100% employer match about $54,266 at 4% or $36,177 at 6%. |
| 2017 | 2 | 116 | $21,775,652 | $1,628,869 | $14,042iApproximate average salary by contribution assumption: employee only about $351,049 at 4% or $234,033 at 6%; with 50% employer match about $234,033 at 4% or $156,022 at 6%; with 100% employer match about $175,525 at 4% or $117,016 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 98 | $13,295,100 | $1,154,887 | $11,785iApproximate average salary by contribution assumption: employee only about $294,614 at 4% or $196,409 at 6%; with 50% employer match about $196,409 at 4% or $130,940 at 6%; with 100% employer match about $147,307 at 4% or $98,205 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 116 | $8,480,552 | $473,982 | $4,086iApproximate average salary by contribution assumption: employee only about $102,151 at 4% or $68,101 at 6%; with 50% employer match about $68,101 at 4% or $45,401 at 6%; with 100% employer match about $51,076 at 4% or $34,050 at 6%. |
| 2016 | 2 | 113 | $19,557,892 | $1,398,259 | $12,374iApproximate average salary by contribution assumption: employee only about $309,349 at 4% or $206,233 at 6%; with 50% employer match about $206,233 at 4% or $137,489 at 6%; with 100% employer match about $154,675 at 4% or $103,116 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 105 | $11,994,833 | $987,863 | $9,408iApproximate average salary by contribution assumption: employee only about $235,205 at 4% or $156,804 at 6%; with 50% employer match about $156,804 at 4% or $104,536 at 6%; with 100% employer match about $117,603 at 4% or $78,402 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 113 | $7,563,059 | $410,396 | $3,632iApproximate average salary by contribution assumption: employee only about $90,796 at 4% or $60,530 at 6%; with 50% employer match about $60,530 at 4% or $40,354 at 6%; with 100% employer match about $45,398 at 4% or $30,265 at 6%. |
| 2015 | 2 | 114 | $18,433,543 | $1,569,978 | $13,772iApproximate average salary by contribution assumption: employee only about $344,293 at 4% or $229,529 at 6%; with 50% employer match about $229,529 at 4% or $153,019 at 6%; with 100% employer match about $172,147 at 4% or $114,764 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 112 | $11,454,889 | $1,059,972 | $9,464iApproximate average salary by contribution assumption: employee only about $236,601 at 4% or $157,734 at 6%; with 50% employer match about $157,734 at 4% or $105,156 at 6%; with 100% employer match about $118,300 at 4% or $78,867 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 114 | $6,978,654 | $510,006 | $4,474iApproximate average salary by contribution assumption: employee only about $111,843 at 4% or $74,562 at 6%; with 50% employer match about $74,562 at 4% or $49,708 at 6%; with 100% employer match about $55,922 at 4% or $37,281 at 6%. |
| 2014 | 2 | 115 | $18,168,934 | $1,477,695 | $12,850iApproximate average salary by contribution assumption: employee only about $321,238 at 4% or $214,159 at 6%; with 50% employer match about $214,159 at 4% or $142,772 at 6%; with 100% employer match about $160,619 at 4% or $107,079 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 112 | $12,572,193 | $1,130,013 | $10,089iApproximate average salary by contribution assumption: employee only about $252,235 at 4% or $168,157 at 6%; with 50% employer match about $168,157 at 4% or $112,104 at 6%; with 100% employer match about $126,118 at 4% or $84,078 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 115 | $5,596,741 | $347,682 | $3,023iApproximate average salary by contribution assumption: employee only about $75,583 at 4% or $50,389 at 6%; with 50% employer match about $50,389 at 4% or $33,592 at 6%; with 100% employer match about $37,792 at 4% or $25,194 at 6%. |
| 2013 | 2 | 119 | $15,049,390 | $761,434 | $6,399iApproximate average salary by contribution assumption: employee only about $159,965 at 4% or $106,643 at 6%; with 50% employer match about $106,643 at 4% or $71,096 at 6%; with 100% employer match about $79,983 at 4% or $53,322 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 116 | $11,208,045 | $761,434 | $6,564iApproximate average salary by contribution assumption: employee only about $164,102 at 4% or $109,401 at 6%; with 50% employer match about $109,401 at 4% or $72,934 at 6%; with 100% employer match about $82,051 at 4% or $54,701 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 119 | $3,841,345 | - | - |
| 2012 | 2 | 134 | $14,039,989 | $900,618 | $6,721iApproximate average salary by contribution assumption: employee only about $168,026 at 4% or $112,017 at 6%; with 50% employer match about $112,017 at 4% or $74,678 at 6%; with 100% employer match about $84,013 at 4% or $56,009 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 134 | $9,950,374 | $900,618 | $6,721iApproximate average salary by contribution assumption: employee only about $168,026 at 4% or $112,017 at 6%; with 50% employer match about $112,017 at 4% or $74,678 at 6%; with 100% employer match about $84,013 at 4% or $56,009 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 134 | $4,089,615 | - | - |
| 2011 | 2 | 115 | $14,182,181 | $1,864,715 | $16,215iApproximate average salary by contribution assumption: employee only about $405,373 at 4% or $270,249 at 6%; with 50% employer match about $270,249 at 4% or $180,166 at 6%; with 100% employer match about $202,686 at 4% or $135,124 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 109 | $9,695,664 | $864,715 | $7,933iApproximate average salary by contribution assumption: employee only about $198,329 at 4% or $132,219 at 6%; with 50% employer match about $132,219 at 4% or $88,146 at 6%; with 100% employer match about $99,165 at 4% or $66,110 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 115 | $4,486,517 | $1,000,000 | $8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%. |
| 2010 | 2 | 121 | $12,788,064 | $847,578 | $7,005iApproximate average salary by contribution assumption: employee only about $175,119 at 4% or $116,746 at 6%; with 50% employer match about $116,746 at 4% or $77,831 at 6%; with 100% employer match about $87,560 at 4% or $58,373 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 120 | $9,331,798 | $847,578 | $7,063iApproximate average salary by contribution assumption: employee only about $176,579 at 4% or $117,719 at 6%; with 50% employer match about $117,719 at 4% or $78,479 at 6%; with 100% employer match about $88,289 at 4% or $58,860 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 121 | $3,456,266 | - | - |
| 2009 | 2 | 137 | $11,871,355 | $2,276,927 | $16,620iApproximate average salary by contribution assumption: employee only about $415,498 at 4% or $276,998 at 6%; with 50% employer match about $276,998 at 4% or $184,666 at 6%; with 100% employer match about $207,749 at 4% or $138,499 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 134 | $8,360,546 | $1,276,927 | $9,529iApproximate average salary by contribution assumption: employee only about $238,233 at 4% or $158,822 at 6%; with 50% employer match about $158,822 at 4% or $105,881 at 6%; with 100% employer match about $119,116 at 4% or $79,411 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 137 | $3,510,809 | $1,000,000 | $7,299iApproximate average salary by contribution assumption: employee only about $182,482 at 4% or $121,655 at 6%; with 50% employer match about $121,655 at 4% or $81,103 at 6%; with 100% employer match about $91,241 at 4% or $60,827 at 6%. |
| 2008 | 2 | 197 | $9,094,554 | $2,136,240 | $10,844iApproximate average salary by contribution assumption: employee only about $271,096 at 4% or $180,731 at 6%; with 50% employer match about $180,731 at 4% or $120,487 at 6%; with 100% employer match about $135,548 at 4% or $90,365 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 190 | $6,638,897 | $1,386,240 | $7,296iApproximate average salary by contribution assumption: employee only about $182,400 at 4% or $121,600 at 6%; with 50% employer match about $121,600 at 4% or $81,067 at 6%; with 100% employer match about $91,200 at 4% or $60,800 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 197 | $2,455,657 | $750,000 | $3,807iApproximate average salary by contribution assumption: employee only about $95,178 at 4% or $63,452 at 6%; with 50% employer match about $63,452 at 4% or $42,301 at 6%; with 100% employer match about $47,589 at 4% or $31,726 at 6%. |
| 2007 | 2 | 190 | $10,007,098 | $1,139,639 | $5,998iApproximate average salary by contribution assumption: employee only about $149,953 at 4% or $99,968 at 6%; with 50% employer match about $99,968 at 4% or $66,646 at 6%; with 100% employer match about $74,976 at 4% or $49,984 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 168 | $8,634,504 | $1,139,639 | $6,784iApproximate average salary by contribution assumption: employee only about $169,589 at 4% or $113,059 at 6%; with 50% employer match about $113,059 at 4% or $75,373 at 6%; with 100% employer match about $84,795 at 4% or $56,530 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 190 | $1,372,594 | - | - |
| 2006 | 2 | 188 | $8,631,213 | $1,820,500 | $9,684iApproximate average salary by contribution assumption: employee only about $242,088 at 4% or $161,392 at 6%; with 50% employer match about $161,392 at 4% or $107,595 at 6%; with 100% employer match about $121,044 at 4% or $80,696 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 124 | $7,432,703 | $1,320,500 | $10,649iApproximate average salary by contribution assumption: employee only about $266,230 at 4% or $177,487 at 6%; with 50% employer match about $177,487 at 4% or $118,324 at 6%; with 100% employer match about $133,115 at 4% or $88,743 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 188 | $1,198,510 | $500,000 | $2,660iApproximate average salary by contribution assumption: employee only about $66,489 at 4% or $44,326 at 6%; with 50% employer match about $44,326 at 4% or $29,551 at 6%; with 100% employer match about $33,245 at 4% or $22,163 at 6%. |
| 2005 | 2 | 143 | $6,144,603 | $1,257,806 | $8,796iApproximate average salary by contribution assumption: employee only about $219,896 at 4% or $146,597 at 6%; with 50% employer match about $146,597 at 4% or $97,732 at 6%; with 100% employer match about $109,948 at 4% or $73,299 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 98 | $5,644,648 | $757,851 | $7,733iApproximate average salary by contribution assumption: employee only about $193,329 at 4% or $128,886 at 6%; with 50% employer match about $128,886 at 4% or $85,924 at 6%; with 100% employer match about $96,665 at 4% or $64,443 at 6%. |
| S.M. Wilson & Co. Employee Stock Ownership Plan | - | 143 | $499,955 | $499,955 | $3,496iApproximate average salary by contribution assumption: employee only about $87,405 at 4% or $58,270 at 6%; with 50% employer match about $58,270 at 4% or $38,847 at 6%; with 100% employer match about $43,702 at 4% or $29,135 at 6%. |
| 2004 | 1 | 102 | $5,529,724 | $671,755 | $6,586iApproximate average salary by contribution assumption: employee only about $164,646 at 4% or $109,764 at 6%; with 50% employer match about $109,764 at 4% or $73,176 at 6%; with 100% employer match about $82,323 at 4% or $54,882 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 102 | $5,529,724 | $671,755 | $6,586iApproximate average salary by contribution assumption: employee only about $164,646 at 4% or $109,764 at 6%; with 50% employer match about $109,764 at 4% or $73,176 at 6%; with 100% employer match about $82,323 at 4% or $54,882 at 6%. |
| 2003 | 1 | 86 | $4,671,601 | $696,633 | $8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,006 at 6%; with 50% employer match about $135,006 at 4% or $90,004 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 86 | $4,671,601 | $696,633 | $8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,006 at 6%; with 50% employer match about $135,006 at 4% or $90,004 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%. |
| 2002 | 1 | 92 | $0 | $0 | - |
| S.M. Wilson & Co. 401K Savings Plan | - | 92 | - | - | - |
| 2001 | 1 | 54 | $0 | $0 | - |
| S.M. Wilson & Co. 401K Savings Plan | - | 54 | - | - | - |
| 2000 | 1 | 45 | $0 | $0 | - |
| S.M. Wilson & Co. 401K Savings Plan | - | 45 | - | - | - |
| 1999 | 1 | 45 | $4,159,981 | $233,573 | $5,191iApproximate average salary by contribution assumption: employee only about $129,763 at 4% or $86,509 at 6%; with 50% employer match about $86,509 at 4% or $57,672 at 6%; with 100% employer match about $64,881 at 4% or $43,254 at 6%. |
| S.M. Wilson & Co. 401K Savings Plan | - | 45 | $4,159,981 | $233,573 | $5,191iApproximate average salary by contribution assumption: employee only about $129,763 at 4% or $86,509 at 6%; with 50% employer match about $86,509 at 4% or $57,672 at 6%; with 100% employer match about $64,881 at 4% or $43,254 at 6%. |