Smith Haughey Rice & Roegge PC
Plan context: Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC.
EIN 38-2234596 • 61 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
104
2024 Assets
$40,480,402
2024 Contributions
$1,751,660
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 | 2 | 104 | $40,480,402 | $1,751,660 | $16,843iApproximate average salary by contribution assumption: employee only about $421,072 at 4% or $280,715 at 6%; with 50% employer match about $280,715 at 4% or $187,143 at 6%; with 100% employer match about $210,536 at 4% or $140,357 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 104 | $40,480,402 | $1,751,660 | $16,843iApproximate average salary by contribution assumption: employee only about $421,072 at 4% or $280,715 at 6%; with 50% employer match about $280,715 at 4% or $187,143 at 6%; with 100% employer match about $210,536 at 4% or $140,357 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 84 | - | - | - |
| 2023 | 2 | 107 | $39,885,381 | $1,489,550 | $13,921iApproximate average salary by contribution assumption: employee only about $348,026 at 4% or $232,017 at 6%; with 50% employer match about $232,017 at 4% or $154,678 at 6%; with 100% employer match about $174,013 at 4% or $116,009 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 107 | $39,885,381 | $1,489,550 | $13,921iApproximate average salary by contribution assumption: employee only about $348,026 at 4% or $232,017 at 6%; with 50% employer match about $232,017 at 4% or $154,678 at 6%; with 100% employer match about $174,013 at 4% or $116,009 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 93 | - | - | - |
| 2022 | 2 | 116 | $35,263,432 | $1,242,085 | $10,708iApproximate average salary by contribution assumption: employee only about $267,691 at 4% or $178,460 at 6%; with 50% employer match about $178,460 at 4% or $118,974 at 6%; with 100% employer match about $133,845 at 4% or $89,230 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 116 | $35,263,432 | $1,242,085 | $10,708iApproximate average salary by contribution assumption: employee only about $267,691 at 4% or $178,460 at 6%; with 50% employer match about $178,460 at 4% or $118,974 at 6%; with 100% employer match about $133,845 at 4% or $89,230 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 98 | - | - | - |
| 2021 | 2 | 115 | $42,422,574 | $1,460,545 | $12,700iApproximate average salary by contribution assumption: employee only about $317,510 at 4% or $211,673 at 6%; with 50% employer match about $211,673 at 4% or $141,115 at 6%; with 100% employer match about $158,755 at 4% or $105,837 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 115 | $42,422,574 | $1,460,545 | $12,700iApproximate average salary by contribution assumption: employee only about $317,510 at 4% or $211,673 at 6%; with 50% employer match about $211,673 at 4% or $141,115 at 6%; with 100% employer match about $158,755 at 4% or $105,837 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 98 | - | - | - |
| 2020 | 2 | 117 | $37,148,845 | $1,130,599 | $9,663iApproximate average salary by contribution assumption: employee only about $241,581 at 4% or $161,054 at 6%; with 50% employer match about $161,054 at 4% or $107,369 at 6%; with 100% employer match about $120,790 at 4% or $80,527 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 117 | $37,148,845 | $1,130,599 | $9,663iApproximate average salary by contribution assumption: employee only about $241,581 at 4% or $161,054 at 6%; with 50% employer match about $161,054 at 4% or $107,369 at 6%; with 100% employer match about $120,790 at 4% or $80,527 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 99 | - | - | - |
| 2019 | 2 | 117 | $36,071,533 | $1,508,155 | $12,890iApproximate average salary by contribution assumption: employee only about $322,255 at 4% or $214,837 at 6%; with 50% employer match about $214,837 at 4% or $143,225 at 6%; with 100% employer match about $161,128 at 4% or $107,418 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 117 | $36,071,533 | $1,508,155 | $12,890iApproximate average salary by contribution assumption: employee only about $322,255 at 4% or $214,837 at 6%; with 50% employer match about $214,837 at 4% or $143,225 at 6%; with 100% employer match about $161,128 at 4% or $107,418 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 103 | - | - | - |
| 2018 | 2 | 115 | $36,058,037 | $1,136,329 | $9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 115 | $36,058,037 | $1,136,329 | $9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 101 | - | - | - |
| 2017 | 2 | 125 | $40,471,008 | $1,316,298 | $10,530iApproximate average salary by contribution assumption: employee only about $263,260 at 4% or $175,506 at 6%; with 50% employer match about $175,506 at 4% or $117,004 at 6%; with 100% employer match about $131,630 at 4% or $87,753 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 112 | $40,471,008 | $1,316,298 | $11,753iApproximate average salary by contribution assumption: employee only about $293,817 at 4% or $195,878 at 6%; with 50% employer match about $195,878 at 4% or $130,585 at 6%; with 100% employer match about $146,908 at 4% or $97,939 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 125 | - | - | - |
| 2016 | 2 | 140 | $38,186,726 | $1,510,839 | $10,792iApproximate average salary by contribution assumption: employee only about $269,793 at 4% or $179,862 at 6%; with 50% employer match about $179,862 at 4% or $119,908 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 140 | $38,186,726 | $1,510,839 | $10,792iApproximate average salary by contribution assumption: employee only about $269,793 at 4% or $179,862 at 6%; with 50% employer match about $179,862 at 4% or $119,908 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 125 | - | - | - |
| 2015 | 2 | 142 | $42,283,053 | $1,550,914 | $10,922iApproximate average salary by contribution assumption: employee only about $273,048 at 4% or $182,032 at 6%; with 50% employer match about $182,032 at 4% or $121,355 at 6%; with 100% employer match about $136,524 at 4% or $91,016 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 142 | $42,283,053 | $1,550,914 | $10,922iApproximate average salary by contribution assumption: employee only about $273,048 at 4% or $182,032 at 6%; with 50% employer match about $182,032 at 4% or $121,355 at 6%; with 100% employer match about $136,524 at 4% or $91,016 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 131 | - | - | - |
| 2014 | 2 | 162 | $47,886,932 | $1,422,498 | $8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,348 at 6%; with 50% employer match about $146,348 at 4% or $97,565 at 6%; with 100% employer match about $109,761 at 4% or $73,174 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 162 | $47,886,932 | $1,422,498 | $8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,348 at 6%; with 50% employer match about $146,348 at 4% or $97,565 at 6%; with 100% employer match about $109,761 at 4% or $73,174 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 138 | - | - | - |
| 2013 | 2 | 159 | $45,395,040 | $1,343,991 | $8,453iApproximate average salary by contribution assumption: employee only about $211,319 at 4% or $140,880 at 6%; with 50% employer match about $140,880 at 4% or $93,920 at 6%; with 100% employer match about $105,660 at 4% or $70,440 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 159 | $45,395,040 | $1,343,991 | $8,453iApproximate average salary by contribution assumption: employee only about $211,319 at 4% or $140,880 at 6%; with 50% employer match about $140,880 at 4% or $93,920 at 6%; with 100% employer match about $105,660 at 4% or $70,440 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 137 | - | - | - |
| 2012 | 2 | 168 | $41,056,992 | $1,527,322 | $9,091iApproximate average salary by contribution assumption: employee only about $227,280 at 4% or $151,520 at 6%; with 50% employer match about $151,520 at 4% or $101,013 at 6%; with 100% employer match about $113,640 at 4% or $75,760 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 168 | $41,056,992 | $1,527,322 | $9,091iApproximate average salary by contribution assumption: employee only about $227,280 at 4% or $151,520 at 6%; with 50% employer match about $151,520 at 4% or $101,013 at 6%; with 100% employer match about $113,640 at 4% or $75,760 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 139 | - | - | - |
| 2011 | 2 | 167 | $38,098,601 | $1,004,443 | $6,015iApproximate average salary by contribution assumption: employee only about $150,366 at 4% or $100,244 at 6%; with 50% employer match about $100,244 at 4% or $66,829 at 6%; with 100% employer match about $75,183 at 4% or $50,122 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 167 | $38,098,601 | $1,004,443 | $6,015iApproximate average salary by contribution assumption: employee only about $150,366 at 4% or $100,244 at 6%; with 50% employer match about $100,244 at 4% or $66,829 at 6%; with 100% employer match about $75,183 at 4% or $50,122 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 142 | - | - | - |
| 2010 | 2 | 162 | $38,877,102 | $1,203,044 | $7,426iApproximate average salary by contribution assumption: employee only about $185,655 at 4% or $123,770 at 6%; with 50% employer match about $123,770 at 4% or $82,513 at 6%; with 100% employer match about $92,827 at 4% or $61,885 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 162 | $38,877,102 | $1,203,044 | $7,426iApproximate average salary by contribution assumption: employee only about $185,655 at 4% or $123,770 at 6%; with 50% employer match about $123,770 at 4% or $82,513 at 6%; with 100% employer match about $92,827 at 4% or $61,885 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 136 | - | - | - |
| 2009 | 2 | 149 | $35,570,200 | $964,499 | $6,473iApproximate average salary by contribution assumption: employee only about $161,829 at 4% or $107,886 at 6%; with 50% employer match about $107,886 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 149 | $35,570,200 | $964,499 | $6,473iApproximate average salary by contribution assumption: employee only about $161,829 at 4% or $107,886 at 6%; with 50% employer match about $107,886 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 137 | - | - | - |
| 2008 | 2 | 148 | $28,969,366 | $1,433,471 | $9,686iApproximate average salary by contribution assumption: employee only about $242,140 at 4% or $161,427 at 6%; with 50% employer match about $161,427 at 4% or $107,618 at 6%; with 100% employer match about $121,070 at 4% or $80,713 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 148 | $28,969,366 | $1,433,471 | $9,686iApproximate average salary by contribution assumption: employee only about $242,140 at 4% or $161,427 at 6%; with 50% employer match about $161,427 at 4% or $107,618 at 6%; with 100% employer match about $121,070 at 4% or $80,713 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 128 | - | - | - |
| 2007 | 3 | 153 | $39,860,070 | $2,021,811 | $13,214iApproximate average salary by contribution assumption: employee only about $330,361 at 4% or $220,241 at 6%; with 50% employer match about $220,241 at 4% or $146,827 at 6%; with 100% employer match about $165,181 at 4% or $110,120 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 151 | $39,860,070 | $2,021,811 | $13,389iApproximate average salary by contribution assumption: employee only about $334,737 at 4% or $223,158 at 6%; with 50% employer match about $223,158 at 4% or $148,772 at 6%; with 100% employer match about $167,368 at 4% or $111,579 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 153 | - | - | - |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 153 | - | - | - |
| 2006 | 3 | 165 | $35,462,458 | $1,633,079 | $9,897iApproximate average salary by contribution assumption: employee only about $247,436 at 4% or $164,957 at 6%; with 50% employer match about $164,957 at 4% or $109,972 at 6%; with 100% employer match about $123,718 at 4% or $82,479 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 151 | $35,462,458 | $1,633,079 | $10,815iApproximate average salary by contribution assumption: employee only about $270,377 at 4% or $180,252 at 6%; with 50% employer match about $180,252 at 4% or $120,168 at 6%; with 100% employer match about $135,189 at 4% or $90,126 at 6%. |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 156 | - | - | - |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 165 | - | - | - |
| 2005 | 4 | 163 | $31,214,400 | $2,887,608 | $17,715iApproximate average salary by contribution assumption: employee only about $442,885 at 4% or $295,256 at 6%; with 50% employer match about $295,256 at 4% or $196,838 at 6%; with 100% employer match about $221,442 at 4% or $147,628 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 143 | $31,214,400 | $2,887,608 | $20,193iApproximate average salary by contribution assumption: employee only about $504,827 at 4% or $336,551 at 6%; with 50% employer match about $336,551 at 4% or $224,367 at 6%; with 100% employer match about $252,413 at 4% or $168,276 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 163 | - | - | - |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 160 | - | - | - |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 4 | 163 | $32,619,928 | $1,926,322 | $11,818iApproximate average salary by contribution assumption: employee only about $295,448 at 4% or $196,965 at 6%; with 50% employer match about $196,965 at 4% or $131,310 at 6%; with 100% employer match about $147,724 at 4% or $98,483 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 149 | $30,930,695 | $1,926,322 | $12,928iApproximate average salary by contribution assumption: employee only about $323,208 at 4% or $215,472 at 6%; with 50% employer match about $215,472 at 4% or $143,648 at 6%; with 100% employer match about $161,604 at 4% or $107,736 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 14 | $1,689,233 | - | - |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 163 | - | - | - |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 138 | - | - | - |
| 2003 | 4 | 163 | $28,485,046 | $1,207,891 | $7,410iApproximate average salary by contribution assumption: employee only about $185,259 at 4% or $123,506 at 6%; with 50% employer match about $123,506 at 4% or $82,337 at 6%; with 100% employer match about $92,630 at 4% or $61,753 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 156 | $26,911,992 | $1,207,891 | $7,743iApproximate average salary by contribution assumption: employee only about $193,572 at 4% or $129,048 at 6%; with 50% employer match about $129,048 at 4% or $86,032 at 6%; with 100% employer match about $96,786 at 4% or $64,524 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 14 | $1,573,054 | - | - |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 163 | - | - | - |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 138 | - | - | - |
| 2002 | 3 | 155 | $23,291,927 | $1,201,578 | $7,752iApproximate average salary by contribution assumption: employee only about $193,803 at 4% or $129,202 at 6%; with 50% employer match about $129,202 at 4% or $86,135 at 6%; with 100% employer match about $96,901 at 4% or $64,601 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 146 | $21,946,954 | $1,201,578 | $8,230iApproximate average salary by contribution assumption: employee only about $205,750 at 4% or $137,166 at 6%; with 50% employer match about $137,166 at 4% or $91,444 at 6%; with 100% employer match about $102,875 at 4% or $68,583 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 14 | $1,344,973 | - | - |
| SMITH HAUGHEY RICE & ROEGGE DENTAL PLAN | - | 155 | - | - | - |
| 2001 | 3 | 150 | $25,556,991 | $1,138,832 | $7,592iApproximate average salary by contribution assumption: employee only about $189,805 at 4% or $126,537 at 6%; with 50% employer match about $126,537 at 4% or $84,358 at 6%; with 100% employer match about $94,903 at 4% or $63,268 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 137 | $25,556,991 | $1,138,832 | $8,313iApproximate average salary by contribution assumption: employee only about $207,816 at 4% or $138,544 at 6%; with 50% employer match about $138,544 at 4% or $92,363 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 15 | - | - | - |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 150 | - | - | - |
| 2000 | 3 | 152 | $27,138,493 | $1,384,360 | $9,108iApproximate average salary by contribution assumption: employee only about $227,691 at 4% or $151,794 at 6%; with 50% employer match about $151,794 at 4% or $101,196 at 6%; with 100% employer match about $113,845 at 4% or $75,897 at 6%. |
| Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge PC. | - | 135 | $25,506,213 | $1,384,360 | $10,255iApproximate average salary by contribution assumption: employee only about $256,363 at 4% or $170,909 at 6%; with 50% employer match about $170,909 at 4% or $113,939 at 6%; with 100% employer match about $128,181 at 4% or $85,454 at 6%. |
| SMITH HAUGHEY RICE & ROEGGE SELF EMPLOYMENT RETIREMENT PLAN | - | 15 | $1,632,280 | - | - |
| Smith Haughey Rice & Roegge Employee Benefit Plan | - | 152 | - | - | - |