Civic Intelligence

Smith & Gesteland Certified Public Accountants

Plan context: Smith & Gesteland Certified Public Accountants 401K Savings Plan

EIN 39-0857178 • Middleton, WI • 20 filings • 4 plans

8383 Greenway BlvdSte 500Middleton, WI 53562-3529
Current Snapshot

Latest Year

2018

2018 Participants

108

2018 Assets

$30,370,210

2018 Contributions

$1,439,916

Historical Graphs

Total Assets Over Time

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

$30,370,210$15,185,105$0199920082017YearValue
$30,370,210Latest year 2017

Participants Over Time

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

108540199920082017YearValue
108Latest year 2017

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
201810$0$0-
Smith & Gesteland Certified Public Accountants 401K Savings Plan-0$0--
20171108$30,370,210$1,439,916$13,333iApproximate average salary by contribution assumption: employee only about $333,314 at 4% or $222,209 at 6%; with 50% employer match about $222,209 at 4% or $148,140 at 6%; with 100% employer match about $166,657 at 4% or $111,105 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-108$30,370,210$1,439,916$13,333iApproximate average salary by contribution assumption: employee only about $333,314 at 4% or $222,209 at 6%; with 50% employer match about $222,209 at 4% or $148,140 at 6%; with 100% employer match about $166,657 at 4% or $111,105 at 6%.
20161107$26,612,196$1,511,181$14,123iApproximate average salary by contribution assumption: employee only about $353,080 at 4% or $235,386 at 6%; with 50% employer match about $235,386 at 4% or $156,924 at 6%; with 100% employer match about $176,540 at 4% or $117,693 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-107$26,612,196$1,511,181$14,123iApproximate average salary by contribution assumption: employee only about $353,080 at 4% or $235,386 at 6%; with 50% employer match about $235,386 at 4% or $156,924 at 6%; with 100% employer match about $176,540 at 4% or $117,693 at 6%.
20151106$24,421,609$1,389,193$13,106iApproximate average salary by contribution assumption: employee only about $327,640 at 4% or $218,427 at 6%; with 50% employer match about $218,427 at 4% or $145,618 at 6%; with 100% employer match about $163,820 at 4% or $109,213 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-106$24,421,609$1,389,193$13,106iApproximate average salary by contribution assumption: employee only about $327,640 at 4% or $218,427 at 6%; with 50% employer match about $218,427 at 4% or $145,618 at 6%; with 100% employer match about $163,820 at 4% or $109,213 at 6%.
2014177$23,478,587$983,183$12,769iApproximate average salary by contribution assumption: employee only about $319,215 at 4% or $212,810 at 6%; with 50% employer match about $212,810 at 4% or $141,873 at 6%; with 100% employer match about $159,608 at 4% or $106,405 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-77$23,478,587$983,183$12,769iApproximate average salary by contribution assumption: employee only about $319,215 at 4% or $212,810 at 6%; with 50% employer match about $212,810 at 4% or $141,873 at 6%; with 100% employer match about $159,608 at 4% or $106,405 at 6%.
2013196$21,601,962$1,918,308$19,982iApproximate average salary by contribution assumption: employee only about $499,559 at 4% or $333,040 at 6%; with 50% employer match about $333,040 at 4% or $222,026 at 6%; with 100% employer match about $249,780 at 4% or $166,520 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-96$21,601,962$1,918,308$19,982iApproximate average salary by contribution assumption: employee only about $499,559 at 4% or $333,040 at 6%; with 50% employer match about $333,040 at 4% or $222,026 at 6%; with 100% employer match about $249,780 at 4% or $166,520 at 6%.
2012192$17,411,436$1,535,606$16,691iApproximate average salary by contribution assumption: employee only about $417,284 at 4% or $278,189 at 6%; with 50% employer match about $278,189 at 4% or $185,460 at 6%; with 100% employer match about $208,642 at 4% or $139,095 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-92$17,411,436$1,535,606$16,691iApproximate average salary by contribution assumption: employee only about $417,284 at 4% or $278,189 at 6%; with 50% employer match about $278,189 at 4% or $185,460 at 6%; with 100% employer match about $208,642 at 4% or $139,095 at 6%.
2011188$14,258,066$1,493,628$16,973iApproximate average salary by contribution assumption: employee only about $424,326 at 4% or $282,884 at 6%; with 50% employer match about $282,884 at 4% or $188,589 at 6%; with 100% employer match about $212,163 at 4% or $141,442 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-88$14,258,066$1,493,628$16,973iApproximate average salary by contribution assumption: employee only about $424,326 at 4% or $282,884 at 6%; with 50% employer match about $282,884 at 4% or $188,589 at 6%; with 100% employer match about $212,163 at 4% or $141,442 at 6%.
2010188$13,721,980$1,134,861$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-88$13,721,980$1,134,861$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
2009194$11,762,956$1,132,958$12,053iApproximate average salary by contribution assumption: employee only about $301,319 at 4% or $200,879 at 6%; with 50% employer match about $200,879 at 4% or $133,919 at 6%; with 100% employer match about $150,659 at 4% or $100,440 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-94$11,762,956$1,132,958$12,053iApproximate average salary by contribution assumption: employee only about $301,319 at 4% or $200,879 at 6%; with 50% employer match about $200,879 at 4% or $133,919 at 6%; with 100% employer match about $150,659 at 4% or $100,440 at 6%.
2008181$8,291,173$1,149,151$14,187iApproximate average salary by contribution assumption: employee only about $354,676 at 4% or $236,451 at 6%; with 50% employer match about $236,451 at 4% or $157,634 at 6%; with 100% employer match about $177,338 at 4% or $118,225 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-81$8,291,173$1,149,151$14,187iApproximate average salary by contribution assumption: employee only about $354,676 at 4% or $236,451 at 6%; with 50% employer match about $236,451 at 4% or $157,634 at 6%; with 100% employer match about $177,338 at 4% or $118,225 at 6%.
2007175$13,797,066$1,144,810$15,264iApproximate average salary by contribution assumption: employee only about $381,603 at 4% or $254,402 at 6%; with 50% employer match about $254,402 at 4% or $169,601 at 6%; with 100% employer match about $190,802 at 4% or $127,201 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-75$13,797,066$1,144,810$15,264iApproximate average salary by contribution assumption: employee only about $381,603 at 4% or $254,402 at 6%; with 50% employer match about $254,402 at 4% or $169,601 at 6%; with 100% employer match about $190,802 at 4% or $127,201 at 6%.
2006191$12,948,781$583,901$6,416iApproximate average salary by contribution assumption: employee only about $160,412 at 4% or $106,942 at 6%; with 50% employer match about $106,942 at 4% or $71,294 at 6%; with 100% employer match about $80,206 at 4% or $53,471 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-91$12,948,781$583,901$6,416iApproximate average salary by contribution assumption: employee only about $160,412 at 4% or $106,942 at 6%; with 50% employer match about $106,942 at 4% or $71,294 at 6%; with 100% employer match about $80,206 at 4% or $53,471 at 6%.
2005184$11,208,081$531,194$6,324iApproximate average salary by contribution assumption: employee only about $158,093 at 4% or $105,396 at 6%; with 50% employer match about $105,396 at 4% or $70,264 at 6%; with 100% employer match about $79,047 at 4% or $52,698 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-84$11,208,081$531,194$6,324iApproximate average salary by contribution assumption: employee only about $158,093 at 4% or $105,396 at 6%; with 50% employer match about $105,396 at 4% or $70,264 at 6%; with 100% employer match about $79,047 at 4% or $52,698 at 6%.
2004181$9,576,726$969,849$11,973iApproximate average salary by contribution assumption: employee only about $299,336 at 4% or $199,557 at 6%; with 50% employer match about $199,557 at 4% or $133,038 at 6%; with 100% employer match about $149,668 at 4% or $99,779 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-81$9,576,726$969,849$11,973iApproximate average salary by contribution assumption: employee only about $299,336 at 4% or $199,557 at 6%; with 50% employer match about $199,557 at 4% or $133,038 at 6%; with 100% employer match about $149,668 at 4% or $99,779 at 6%.
2003177$8,724,844$1,471,566$19,111iApproximate average salary by contribution assumption: employee only about $477,781 at 4% or $318,521 at 6%; with 50% employer match about $318,521 at 4% or $212,347 at 6%; with 100% employer match about $238,891 at 4% or $159,260 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-77$8,724,844$1,471,566$19,111iApproximate average salary by contribution assumption: employee only about $477,781 at 4% or $318,521 at 6%; with 50% employer match about $318,521 at 4% or $212,347 at 6%; with 100% employer match about $238,891 at 4% or $159,260 at 6%.
2002197$5,730,185$796,730$8,214iApproximate average salary by contribution assumption: employee only about $205,343 at 4% or $136,895 at 6%; with 50% employer match about $136,895 at 4% or $91,263 at 6%; with 100% employer match about $102,671 at 4% or $68,448 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-97$5,730,185$796,730$8,214iApproximate average salary by contribution assumption: employee only about $205,343 at 4% or $136,895 at 6%; with 50% employer match about $136,895 at 4% or $91,263 at 6%; with 100% employer match about $102,671 at 4% or $68,448 at 6%.
2001182$6,256,334$754,435$9,200iApproximate average salary by contribution assumption: employee only about $230,011 at 4% or $153,340 at 6%; with 50% employer match about $153,340 at 4% or $102,227 at 6%; with 100% employer match about $115,005 at 4% or $76,670 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-82$6,256,334$754,435$9,200iApproximate average salary by contribution assumption: employee only about $230,011 at 4% or $153,340 at 6%; with 50% employer match about $153,340 at 4% or $102,227 at 6%; with 100% employer match about $115,005 at 4% or $76,670 at 6%.
2000191$6,405,406$735,811$8,086iApproximate average salary by contribution assumption: employee only about $202,146 at 4% or $134,764 at 6%; with 50% employer match about $134,764 at 4% or $89,843 at 6%; with 100% employer match about $101,073 at 4% or $67,382 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-91$6,405,406$735,811$8,086iApproximate average salary by contribution assumption: employee only about $202,146 at 4% or $134,764 at 6%; with 50% employer match about $134,764 at 4% or $89,843 at 6%; with 100% employer match about $101,073 at 4% or $67,382 at 6%.
1999173$6,102,508$650,506$8,911iApproximate average salary by contribution assumption: employee only about $222,776 at 4% or $148,517 at 6%; with 50% employer match about $148,517 at 4% or $99,012 at 6%; with 100% employer match about $111,388 at 4% or $74,259 at 6%.
Smith & Gesteland Certified Public Accountants 401K Savings Plan-73$6,102,508$650,506$8,911iApproximate average salary by contribution assumption: employee only about $222,776 at 4% or $148,517 at 6%; with 50% employer match about $148,517 at 4% or $99,012 at 6%; with 100% employer match about $111,388 at 4% or $74,259 at 6%.