Gabriel, Roeder, Smith & Company
Plan context: Gabriel, Roeder, Smith & Company Savings and Thrift Plan
EIN 38-1691268 • 64 filings • 10 plans
Current Snapshot
Latest Year
2015
2015 Participants
125
2015 Assets
$33,770,552
2015 Contributions
$746,136
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 125 | $33,770,552 | $746,136 | $5,969iApproximate average salary by contribution assumption: employee only about $149,227 at 4% or $99,485 at 6%; with 50% employer match about $99,485 at 4% or $66,323 at 6%; with 100% employer match about $74,614 at 4% or $49,742 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 124 | $33,770,552 | $746,136 | $6,017iApproximate average salary by contribution assumption: employee only about $150,431 at 4% or $100,287 at 6%; with 50% employer match about $100,287 at 4% or $66,858 at 6%; with 100% employer match about $75,215 at 4% or $50,144 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 125 | - | - | - |
| 2014 | 4 | 126 | $59,268,947 | $3,251,556 | $25,806iApproximate average salary by contribution assumption: employee only about $645,150 at 4% or $430,100 at 6%; with 50% employer match about $430,100 at 4% or $286,733 at 6%; with 100% employer match about $322,575 at 4% or $215,050 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 126 | $34,461,860 | $2,166,515 | $17,195iApproximate average salary by contribution assumption: employee only about $429,864 at 4% or $286,576 at 6%; with 50% employer match about $286,576 at 4% or $191,051 at 6%; with 100% employer match about $214,932 at 4% or $143,288 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 126 | $14,941,135 | $1,017,985 | $8,079iApproximate average salary by contribution assumption: employee only about $201,981 at 4% or $134,654 at 6%; with 50% employer match about $134,654 at 4% or $89,769 at 6%; with 100% employer match about $100,991 at 4% or $67,327 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 109 | $9,865,952 | $67,056 | $615iApproximate average salary by contribution assumption: employee only about $15,380 at 4% or $10,253 at 6%; with 50% employer match about $10,253 at 4% or $6,835 at 6%; with 100% employer match about $7,690 at 4% or $5,127 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 125 | - | - | - |
| 2013 | 4 | 128 | $56,094,761 | $3,911,002 | $30,555iApproximate average salary by contribution assumption: employee only about $763,868 at 4% or $509,245 at 6%; with 50% employer match about $509,245 at 4% or $339,497 at 6%; with 100% employer match about $381,934 at 4% or $254,623 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 125 | $32,437,552 | $1,579,805 | $12,638iApproximate average salary by contribution assumption: employee only about $315,961 at 4% or $210,641 at 6%; with 50% employer match about $210,641 at 4% or $140,427 at 6%; with 100% employer match about $157,981 at 4% or $105,320 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 128 | $14,853,008 | $2,158,253 | $16,861iApproximate average salary by contribution assumption: employee only about $421,534 at 4% or $281,023 at 6%; with 50% employer match about $281,023 at 4% or $187,348 at 6%; with 100% employer match about $210,767 at 4% or $140,511 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 103 | $8,804,201 | $172,944 | $1,679iApproximate average salary by contribution assumption: employee only about $41,977 at 4% or $27,984 at 6%; with 50% employer match about $27,984 at 4% or $18,656 at 6%; with 100% employer match about $20,988 at 4% or $13,992 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 124 | - | - | - |
| 2012 | 4 | 123 | $48,537,089 | $3,471,831 | $28,226iApproximate average salary by contribution assumption: employee only about $705,657 at 4% or $470,438 at 6%; with 50% employer match about $470,438 at 4% or $313,625 at 6%; with 100% employer match about $352,828 at 4% or $235,219 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 117 | $27,704,496 | $1,722,210 | $14,720iApproximate average salary by contribution assumption: employee only about $367,994 at 4% or $245,329 at 6%; with 50% employer match about $245,329 at 4% or $163,553 at 6%; with 100% employer match about $183,997 at 4% or $122,665 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 123 | $11,622,036 | $1,249,621 | $10,160iApproximate average salary by contribution assumption: employee only about $253,988 at 4% or $169,325 at 6%; with 50% employer match about $169,325 at 4% or $112,884 at 6%; with 100% employer match about $126,994 at 4% or $84,663 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 95 | $9,210,557 | $500,000 | $5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,789 at 4% or $43,860 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 123 | - | - | - |
| 2011 | 4 | 122 | $43,384,578 | $3,734,810 | $30,613iApproximate average salary by contribution assumption: employee only about $765,330 at 4% or $510,220 at 6%; with 50% employer match about $510,220 at 4% or $340,147 at 6%; with 100% employer match about $382,665 at 4% or $255,110 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 122 | $23,745,707 | $2,129,310 | $17,453iApproximate average salary by contribution assumption: employee only about $436,334 at 4% or $290,889 at 6%; with 50% employer match about $290,889 at 4% or $193,926 at 6%; with 100% employer match about $218,167 at 4% or $145,445 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 100 | $10,314,563 | $615,500 | $6,155iApproximate average salary by contribution assumption: employee only about $153,875 at 4% or $102,583 at 6%; with 50% employer match about $102,583 at 4% or $68,389 at 6%; with 100% employer match about $76,938 at 4% or $51,292 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 116 | $9,324,308 | $990,000 | $8,534iApproximate average salary by contribution assumption: employee only about $213,362 at 4% or $142,241 at 6%; with 50% employer match about $142,241 at 4% or $94,828 at 6%; with 100% employer match about $106,681 at 4% or $71,121 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 110 | - | - | - |
| 2010 | 4 | 121 | $41,288,186 | $3,407,213 | $28,159iApproximate average salary by contribution assumption: employee only about $703,970 at 4% or $469,313 at 6%; with 50% employer match about $469,313 at 4% or $312,875 at 6%; with 100% employer match about $351,985 at 4% or $234,657 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 119 | $23,514,484 | $1,795,680 | $15,090iApproximate average salary by contribution assumption: employee only about $377,244 at 4% or $251,496 at 6%; with 50% employer match about $251,496 at 4% or $167,664 at 6%; with 100% employer match about $188,622 at 4% or $125,748 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 107 | $9,737,080 | $663,905 | $6,205iApproximate average salary by contribution assumption: employee only about $155,118 at 4% or $103,412 at 6%; with 50% employer match about $103,412 at 4% or $68,941 at 6%; with 100% employer match about $77,559 at 4% or $51,706 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 121 | $8,036,622 | $947,628 | $7,832iApproximate average salary by contribution assumption: employee only about $195,791 at 4% or $130,527 at 6%; with 50% employer match about $130,527 at 4% or $87,018 at 6%; with 100% employer match about $97,895 at 4% or $65,264 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 116 | - | - | - |
| 2009 | 3 | 120 | $35,413,461 | $3,399,339 | $28,328iApproximate average salary by contribution assumption: employee only about $708,196 at 4% or $472,130 at 6%; with 50% employer match about $472,130 at 4% or $314,754 at 6%; with 100% employer match about $354,098 at 4% or $236,065 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 120 | $19,729,973 | $1,567,525 | $13,063iApproximate average salary by contribution assumption: employee only about $326,568 at 4% or $217,712 at 6%; with 50% employer match about $217,712 at 4% or $145,141 at 6%; with 100% employer match about $163,284 at 4% or $108,856 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 106 | $9,558,394 | $750,000 | $7,075iApproximate average salary by contribution assumption: employee only about $176,887 at 4% or $117,925 at 6%; with 50% employer match about $117,925 at 4% or $78,616 at 6%; with 100% employer match about $88,443 at 4% or $58,962 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 120 | $6,125,094 | $1,081,814 | $9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%. |
| 2008 | 3 | 116 | $21,873,860 | $3,196,997 | $27,560iApproximate average salary by contribution assumption: employee only about $689,008 at 4% or $459,339 at 6%; with 50% employer match about $459,339 at 4% or $306,226 at 6%; with 100% employer match about $344,504 at 4% or $229,669 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 116 | $17,167,014 | $1,689,694 | $14,566iApproximate average salary by contribution assumption: employee only about $364,158 at 4% or $242,772 at 6%; with 50% employer match about $242,772 at 4% or $161,848 at 6%; with 100% employer match about $182,079 at 4% or $121,386 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 90 | $4,706,846 | $1,507,303 | $16,748iApproximate average salary by contribution assumption: employee only about $418,695 at 4% or $279,130 at 6%; with 50% employer match about $279,130 at 4% or $186,087 at 6%; with 100% employer match about $209,348 at 4% or $139,565 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 95 | - | - | - |
| 2007 | 3 | 122 | $22,723,213 | $3,069,337 | $25,159iApproximate average salary by contribution assumption: employee only about $628,963 at 4% or $419,308 at 6%; with 50% employer match about $419,308 at 4% or $279,539 at 6%; with 100% employer match about $314,481 at 4% or $209,654 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 122 | $19,140,223 | $1,964,295 | $16,101iApproximate average salary by contribution assumption: employee only about $402,519 at 4% or $268,346 at 6%; with 50% employer match about $268,346 at 4% or $178,898 at 6%; with 100% employer match about $201,260 at 4% or $134,173 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 96 | $3,582,990 | $1,105,042 | $11,511iApproximate average salary by contribution assumption: employee only about $287,771 at 4% or $191,848 at 6%; with 50% employer match about $191,848 at 4% or $127,898 at 6%; with 100% employer match about $143,886 at 4% or $95,924 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 91 | - | - | - |
| 2006 | 3 | 128 | $28,499,816 | $3,086,341 | $24,112iApproximate average salary by contribution assumption: employee only about $602,801 at 4% or $401,867 at 6%; with 50% employer match about $401,867 at 4% or $267,912 at 6%; with 100% employer match about $301,400 at 4% or $200,934 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 128 | $19,629,682 | $1,831,061 | $14,305iApproximate average salary by contribution assumption: employee only about $357,629 at 4% or $238,419 at 6%; with 50% employer match about $238,419 at 4% or $158,946 at 6%; with 100% employer match about $178,815 at 4% or $119,210 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 99 | $6,253,589 | $585,000 | $5,909iApproximate average salary by contribution assumption: employee only about $147,727 at 4% or $98,485 at 6%; with 50% employer match about $98,485 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,242 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 105 | $2,616,545 | $670,280 | $6,384iApproximate average salary by contribution assumption: employee only about $159,590 at 4% or $106,394 at 6%; with 50% employer match about $106,394 at 4% or $70,929 at 6%; with 100% employer match about $79,795 at 4% or $53,197 at 6%. |
| 2005 | 3 | 128 | $23,708,167 | $2,714,593 | $21,208iApproximate average salary by contribution assumption: employee only about $530,194 at 4% or $353,463 at 6%; with 50% employer match about $353,463 at 4% or $235,642 at 6%; with 100% employer match about $265,097 at 4% or $176,731 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 128 | $15,470,647 | $1,679,146 | $13,118iApproximate average salary by contribution assumption: employee only about $327,958 at 4% or $218,639 at 6%; with 50% employer match about $218,639 at 4% or $145,759 at 6%; with 100% employer match about $163,979 at 4% or $109,319 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 106 | $6,469,407 | $400,000 | $3,774iApproximate average salary by contribution assumption: employee only about $94,340 at 4% or $62,893 at 6%; with 50% employer match about $62,893 at 4% or $41,929 at 6%; with 100% employer match about $47,170 at 4% or $31,447 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 107 | $1,768,113 | $635,447 | $5,939iApproximate average salary by contribution assumption: employee only about $148,469 at 4% or $98,979 at 6%; with 50% employer match about $98,979 at 4% or $65,986 at 6%; with 100% employer match about $74,234 at 4% or $49,490 at 6%. |
| 2004 | 3 | 125 | $20,368,532 | $2,439,909 | $19,519iApproximate average salary by contribution assumption: employee only about $487,982 at 4% or $325,321 at 6%; with 50% employer match about $325,321 at 4% or $216,881 at 6%; with 100% employer match about $243,991 at 4% or $162,661 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 125 | $13,429,346 | $1,450,382 | $11,603iApproximate average salary by contribution assumption: employee only about $290,076 at 4% or $193,384 at 6%; with 50% employer match about $193,384 at 4% or $128,923 at 6%; with 100% employer match about $145,038 at 4% or $96,692 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 107 | $5,816,184 | $400,000 | $3,738iApproximate average salary by contribution assumption: employee only about $93,458 at 4% or $62,305 at 6%; with 50% employer match about $62,305 at 4% or $41,537 at 6%; with 100% employer match about $46,729 at 4% or $31,153 at 6%. |
| GABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 102 | $1,123,002 | $589,527 | $5,780iApproximate average salary by contribution assumption: employee only about $144,492 at 4% or $96,328 at 6%; with 50% employer match about $96,328 at 4% or $64,219 at 6%; with 100% employer match about $72,246 at 4% or $48,164 at 6%. |
| 2003 | 6 | 127 | $11,881,142 | $1,587,182 | $12,497iApproximate average salary by contribution assumption: employee only about $312,437 at 4% or $208,292 at 6%; with 50% employer match about $208,292 at 4% or $138,861 at 6%; with 100% employer match about $156,219 at 4% or $104,146 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 127 | $11,330,476 | $1,036,516 | $8,162iApproximate average salary by contribution assumption: employee only about $204,039 at 4% or $136,026 at 6%; with 50% employer match about $136,026 at 4% or $90,684 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%. |
| GRABRIEL, ROEDER, SMITH & COMPANY DEFINED BENEFIT PENSION PLAN | - | 104 | $550,666 | $550,666 | $5,295iApproximate average salary by contribution assumption: employee only about $132,372 at 4% or $88,248 at 6%; with 50% employer match about $88,248 at 4% or $58,832 at 6%; with 100% employer match about $66,186 at 4% or $44,124 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 102 | - | - | - |
| G.R.S. Pension Plan | - | 0 | - | - | - |
| G.R.S. Pension Plan | - | 0 | - | - | - |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 107 | - | - | - |
| 2002 | 6 | 136 | $24,980,223 | $1,941,532 | $14,276iApproximate average salary by contribution assumption: employee only about $356,899 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,966 at 6%. |
| G.R.S. Pension Plan | - | 0 | $9,584,830 | - | - |
| G.R.S. Pension Plan | - | 130 | $6,511,020 | $710,646 | $5,467iApproximate average salary by contribution assumption: employee only about $136,663 at 4% or $91,108 at 6%; with 50% employer match about $91,108 at 4% or $60,739 at 6%; with 100% employer match about $68,331 at 4% or $45,554 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 100 | $5,354,323 | $567,000 | $5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 130 | $3,530,050 | $663,886 | $5,107iApproximate average salary by contribution assumption: employee only about $127,670 at 4% or $85,114 at 6%; with 50% employer match about $85,114 at 4% or $56,742 at 6%; with 100% employer match about $63,835 at 4% or $42,557 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 112 | - | - | - |
| GABRIEL, ROEDER, SMITH & COMPANY FLEXIBLE BENEFITS PLAN | - | 136 | - | - | - |
| 2001 | 4 | 122 | $0 | $0 | - |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 92 | - | - | - |
| G.R.S. Pension Plan | - | 97 | - | - | - |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 122 | - | - | - |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 104 | - | - | - |
| 2000 | 4 | 93 | $0 | $0 | - |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 84 | - | - | - |
| G.R.S. Pension Plan | - | 81 | - | - | - |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 93 | - | - | - |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 92 | - | - | - |
| 1999 | 4 | 102 | $12,407,688 | $1,116,135 | $10,943iApproximate average salary by contribution assumption: employee only about $273,563 at 4% or $182,375 at 6%; with 50% employer match about $182,375 at 4% or $121,583 at 6%; with 100% employer match about $136,781 at 4% or $91,188 at 6%. |
| G.R.S. Pension Plan | - | 77 | $7,193,985 | $608,049 | $7,897iApproximate average salary by contribution assumption: employee only about $197,419 at 4% or $131,612 at 6%; with 50% employer match about $131,612 at 4% or $87,742 at 6%; with 100% employer match about $98,709 at 4% or $65,806 at 6%. |
| Gabriel, Roeder, Smith & Company Employee Stock Ownership Plan | - | 78 | $2,843,189 | $325,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Gabriel, Roeder, Smith & Company Savings and Thrift Plan | - | 96 | $2,370,514 | $183,086 | $1,907iApproximate average salary by contribution assumption: employee only about $47,679 at 4% or $31,786 at 6%; with 50% employer match about $31,786 at 4% or $21,191 at 6%; with 100% employer match about $23,839 at 4% or $15,893 at 6%. |
| Gabriel, Roeder, Smith & Company Health Insurance Plan | - | 102 | - | - | - |