Kenneth Neumann / Joel Smith & Associ
Plan context: Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust
EIN 38-2844272 • Southfield, MI • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
68
2024 Assets
$13,079,858
2024 Contributions
$842,195
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 | 68 | $13,079,858 | $842,195 | $12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 68 | $13,079,858 | $842,195 | $12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%. |
| 2023 | 1 | 73 | $12,295,833 | $788,425 | $10,800iApproximate average salary by contribution assumption: employee only about $270,009 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 73 | $12,295,833 | $788,425 | $10,800iApproximate average salary by contribution assumption: employee only about $270,009 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%. |
| 2022 | 1 | 71 | $11,544,483 | $809,172 | $11,397iApproximate average salary by contribution assumption: employee only about $284,920 at 4% or $189,946 at 6%; with 50% employer match about $189,946 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,973 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 71 | $11,544,483 | $809,172 | $11,397iApproximate average salary by contribution assumption: employee only about $284,920 at 4% or $189,946 at 6%; with 50% employer match about $189,946 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,973 at 6%. |
| 2021 | 1 | 66 | $14,571,070 | $735,397 | $11,142iApproximate average salary by contribution assumption: employee only about $278,559 at 4% or $185,706 at 6%; with 50% employer match about $185,706 at 4% or $123,804 at 6%; with 100% employer match about $139,280 at 4% or $92,853 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 66 | $14,571,070 | $735,397 | $11,142iApproximate average salary by contribution assumption: employee only about $278,559 at 4% or $185,706 at 6%; with 50% employer match about $185,706 at 4% or $123,804 at 6%; with 100% employer match about $139,280 at 4% or $92,853 at 6%. |
| 2020 | 1 | 71 | $12,316,701 | $676,942 | $9,534iApproximate average salary by contribution assumption: employee only about $238,360 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,453 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 71 | $12,316,701 | $676,942 | $9,534iApproximate average salary by contribution assumption: employee only about $238,360 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,453 at 6%. |
| 2019 | 1 | 78 | $12,074,312 | $829,942 | $10,640iApproximate average salary by contribution assumption: employee only about $266,007 at 4% or $177,338 at 6%; with 50% employer match about $177,338 at 4% or $118,225 at 6%; with 100% employer match about $133,004 at 4% or $88,669 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 78 | $12,074,312 | $829,942 | $10,640iApproximate average salary by contribution assumption: employee only about $266,007 at 4% or $177,338 at 6%; with 50% employer match about $177,338 at 4% or $118,225 at 6%; with 100% employer match about $133,004 at 4% or $88,669 at 6%. |
| 2018 | 1 | 79 | $9,752,178 | $769,695 | $9,743iApproximate average salary by contribution assumption: employee only about $243,574 at 4% or $162,383 at 6%; with 50% employer match about $162,383 at 4% or $108,255 at 6%; with 100% employer match about $121,787 at 4% or $81,191 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 79 | $9,752,178 | $769,695 | $9,743iApproximate average salary by contribution assumption: employee only about $243,574 at 4% or $162,383 at 6%; with 50% employer match about $162,383 at 4% or $108,255 at 6%; with 100% employer match about $121,787 at 4% or $81,191 at 6%. |
| 2017 | 1 | 77 | $9,827,019 | $723,548 | $9,397iApproximate average salary by contribution assumption: employee only about $234,918 at 4% or $156,612 at 6%; with 50% employer match about $156,612 at 4% or $104,408 at 6%; with 100% employer match about $117,459 at 4% or $78,306 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 77 | $9,827,019 | $723,548 | $9,397iApproximate average salary by contribution assumption: employee only about $234,918 at 4% or $156,612 at 6%; with 50% employer match about $156,612 at 4% or $104,408 at 6%; with 100% employer match about $117,459 at 4% or $78,306 at 6%. |
| 2016 | 1 | 71 | $7,765,631 | $687,125 | $9,678iApproximate average salary by contribution assumption: employee only about $241,945 at 4% or $161,297 at 6%; with 50% employer match about $161,297 at 4% or $107,531 at 6%; with 100% employer match about $120,973 at 4% or $80,648 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 71 | $7,765,631 | $687,125 | $9,678iApproximate average salary by contribution assumption: employee only about $241,945 at 4% or $161,297 at 6%; with 50% employer match about $161,297 at 4% or $107,531 at 6%; with 100% employer match about $120,973 at 4% or $80,648 at 6%. |
| 2015 | 1 | 65 | $7,139,099 | $657,615 | $10,117iApproximate average salary by contribution assumption: employee only about $252,929 at 4% or $168,619 at 6%; with 50% employer match about $168,619 at 4% or $112,413 at 6%; with 100% employer match about $126,464 at 4% or $84,310 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 65 | $7,139,099 | $657,615 | $10,117iApproximate average salary by contribution assumption: employee only about $252,929 at 4% or $168,619 at 6%; with 50% employer match about $168,619 at 4% or $112,413 at 6%; with 100% employer match about $126,464 at 4% or $84,310 at 6%. |
| 2014 | 1 | 56 | $6,836,145 | $514,111 | $9,181iApproximate average salary by contribution assumption: employee only about $229,514 at 4% or $153,009 at 6%; with 50% employer match about $153,009 at 4% or $102,006 at 6%; with 100% employer match about $114,757 at 4% or $76,505 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 56 | $6,836,145 | $514,111 | $9,181iApproximate average salary by contribution assumption: employee only about $229,514 at 4% or $153,009 at 6%; with 50% employer match about $153,009 at 4% or $102,006 at 6%; with 100% employer match about $114,757 at 4% or $76,505 at 6%. |
| 2013 | 1 | 49 | $6,561,332 | $587,271 | $11,985iApproximate average salary by contribution assumption: employee only about $299,628 at 4% or $199,752 at 6%; with 50% employer match about $199,752 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 49 | $6,561,332 | $587,271 | $11,985iApproximate average salary by contribution assumption: employee only about $299,628 at 4% or $199,752 at 6%; with 50% employer match about $199,752 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%. |
| 2012 | 1 | 45 | $5,203,154 | $417,673 | $9,282iApproximate average salary by contribution assumption: employee only about $232,041 at 4% or $154,694 at 6%; with 50% employer match about $154,694 at 4% or $103,129 at 6%; with 100% employer match about $116,020 at 4% or $77,347 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 45 | $5,203,154 | $417,673 | $9,282iApproximate average salary by contribution assumption: employee only about $232,041 at 4% or $154,694 at 6%; with 50% employer match about $154,694 at 4% or $103,129 at 6%; with 100% employer match about $116,020 at 4% or $77,347 at 6%. |
| 2011 | 1 | 46 | $4,758,886 | $400,153 | $8,699iApproximate average salary by contribution assumption: employee only about $217,474 at 4% or $144,983 at 6%; with 50% employer match about $144,983 at 4% or $96,655 at 6%; with 100% employer match about $108,737 at 4% or $72,491 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 46 | $4,758,886 | $400,153 | $8,699iApproximate average salary by contribution assumption: employee only about $217,474 at 4% or $144,983 at 6%; with 50% employer match about $144,983 at 4% or $96,655 at 6%; with 100% employer match about $108,737 at 4% or $72,491 at 6%. |
| 2010 | 1 | 46 | $4,669,037 | $336,715 | $7,320iApproximate average salary by contribution assumption: employee only about $182,997 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,499 at 4% or $60,999 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 46 | $4,669,037 | $336,715 | $7,320iApproximate average salary by contribution assumption: employee only about $182,997 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,499 at 4% or $60,999 at 6%. |
| 2009 | 1 | 50 | $3,746,167 | $378,587 | $7,572iApproximate average salary by contribution assumption: employee only about $189,294 at 4% or $126,196 at 6%; with 50% employer match about $126,196 at 4% or $84,130 at 6%; with 100% employer match about $94,647 at 4% or $63,098 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 50 | $3,746,167 | $378,587 | $7,572iApproximate average salary by contribution assumption: employee only about $189,294 at 4% or $126,196 at 6%; with 50% employer match about $126,196 at 4% or $84,130 at 6%; with 100% employer match about $94,647 at 4% or $63,098 at 6%. |
| 2008 | 1 | 40 | $2,758,273 | $331,743 | $8,294iApproximate average salary by contribution assumption: employee only about $207,339 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 40 | $2,758,273 | $331,743 | $8,294iApproximate average salary by contribution assumption: employee only about $207,339 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%. |
| 2007 | 1 | 47 | $0 | $0 | - |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 47 | - | - | - |
| 2006 | 1 | 47 | $4,739,009 | $392,904 | $8,360iApproximate average salary by contribution assumption: employee only about $208,991 at 4% or $139,328 at 6%; with 50% employer match about $139,328 at 4% or $92,885 at 6%; with 100% employer match about $104,496 at 4% or $69,664 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 47 | $4,739,009 | $392,904 | $8,360iApproximate average salary by contribution assumption: employee only about $208,991 at 4% or $139,328 at 6%; with 50% employer match about $139,328 at 4% or $92,885 at 6%; with 100% employer match about $104,496 at 4% or $69,664 at 6%. |
| 2005 | 1 | 43 | $4,310,220 | $324,312 | $7,542iApproximate average salary by contribution assumption: employee only about $188,553 at 4% or $125,702 at 6%; with 50% employer match about $125,702 at 4% or $83,802 at 6%; with 100% employer match about $94,277 at 4% or $62,851 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 43 | $4,310,220 | $324,312 | $7,542iApproximate average salary by contribution assumption: employee only about $188,553 at 4% or $125,702 at 6%; with 50% employer match about $125,702 at 4% or $83,802 at 6%; with 100% employer match about $94,277 at 4% or $62,851 at 6%. |
| 2004 | 1 | 41 | $3,758,338 | $285,091 | $6,953iApproximate average salary by contribution assumption: employee only about $173,836 at 4% or $115,891 at 6%; with 50% employer match about $115,891 at 4% or $77,260 at 6%; with 100% employer match about $86,918 at 4% or $57,945 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 41 | $3,758,338 | $285,091 | $6,953iApproximate average salary by contribution assumption: employee only about $173,836 at 4% or $115,891 at 6%; with 50% employer match about $115,891 at 4% or $77,260 at 6%; with 100% employer match about $86,918 at 4% or $57,945 at 6%. |
| 2003 | 1 | 36 | $3,162,565 | $256,958 | $7,138iApproximate average salary by contribution assumption: employee only about $178,443 at 4% or $118,962 at 6%; with 50% employer match about $118,962 at 4% or $79,308 at 6%; with 100% employer match about $89,222 at 4% or $59,481 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 36 | $3,162,565 | $256,958 | $7,138iApproximate average salary by contribution assumption: employee only about $178,443 at 4% or $118,962 at 6%; with 50% employer match about $118,962 at 4% or $79,308 at 6%; with 100% employer match about $89,222 at 4% or $59,481 at 6%. |
| 2002 | 1 | 34 | $2,509,913 | $284,066 | $8,355iApproximate average salary by contribution assumption: employee only about $208,872 at 4% or $139,248 at 6%; with 50% employer match about $139,248 at 4% or $92,832 at 6%; with 100% employer match about $104,436 at 4% or $69,624 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 34 | $2,509,913 | $284,066 | $8,355iApproximate average salary by contribution assumption: employee only about $208,872 at 4% or $139,248 at 6%; with 50% employer match about $139,248 at 4% or $92,832 at 6%; with 100% employer match about $104,436 at 4% or $69,624 at 6%. |
| 2001 | 1 | 41 | $2,563,750 | $242,064 | $5,904iApproximate average salary by contribution assumption: employee only about $147,600 at 4% or $98,400 at 6%; with 50% employer match about $98,400 at 4% or $65,600 at 6%; with 100% employer match about $73,800 at 4% or $49,200 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 41 | $2,563,750 | $242,064 | $5,904iApproximate average salary by contribution assumption: employee only about $147,600 at 4% or $98,400 at 6%; with 50% employer match about $98,400 at 4% or $65,600 at 6%; with 100% employer match about $73,800 at 4% or $49,200 at 6%. |
| 2000 | 1 | 37 | $0 | $0 | - |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 37 | - | - | - |
| 1999 | 1 | 38 | $2,680,822 | $227,701 | $5,992iApproximate average salary by contribution assumption: employee only about $149,803 at 4% or $99,869 at 6%; with 50% employer match about $99,869 at 4% or $66,579 at 6%; with 100% employer match about $74,902 at 4% or $49,934 at 6%. |
| Kenneth Neumann / Joel Smith & Associates Inc. Employee Savings Plan & Trust | - | 38 | $2,680,822 | $227,701 | $5,992iApproximate average salary by contribution assumption: employee only about $149,803 at 4% or $99,869 at 6%; with 50% employer match about $99,869 at 4% or $66,579 at 6%; with 100% employer match about $74,902 at 4% or $49,934 at 6%. |