Civic Intelligence

R.A. Smith & Associates Inc.

Plan context: R.A. Smith & Associates Inc. Incentive and Savings Plan

EIN 39-1318572 • Brookfield, WI • 121 filings • 48 plans

16745 W Bluemound RdBrookfield, WI 53005-5938
Current Snapshot

Latest Year

2024

2024 Participants

211

2024 Assets

$55,911,049

2024 Contributions

$3,392,622

Historical Graphs

Total Assets Over Time

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

$55,911,049$27,955,525$0199920122024YearValue
$55,911,049Latest year 2024

Participants Over Time

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

2721360199920122024YearValue
211Latest year 2024

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
20246211$55,911,049$3,392,622$16,079iApproximate average salary by contribution assumption: employee only about $401,969 at 4% or $267,980 at 6%; with 50% employer match about $267,980 at 4% or $178,653 at 6%; with 100% employer match about $200,985 at 4% or $133,990 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-211$55,911,049$3,392,622$16,079iApproximate average salary by contribution assumption: employee only about $401,969 at 4% or $267,980 at 6%; with 50% employer match about $267,980 at 4% or $178,653 at 6%; with 100% employer match about $200,985 at 4% or $133,990 at 6%.
R.A. Smith National Inc. Std-195---
R.A. Smith National Inc. Ltd-195---
R a Smith & Associates Inc. Dental & Health Care Plan-147---
R.A. Smith National Ad&D-195---
R.A. Smith National Life/Dependent Life Ins-195---
20236216$50,921,235$3,634,298$16,825iApproximate average salary by contribution assumption: employee only about $420,636 at 4% or $280,424 at 6%; with 50% employer match about $280,424 at 4% or $186,949 at 6%; with 100% employer match about $210,318 at 4% or $140,212 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-216$50,921,235$3,634,298$16,825iApproximate average salary by contribution assumption: employee only about $420,636 at 4% or $280,424 at 6%; with 50% employer match about $280,424 at 4% or $186,949 at 6%; with 100% employer match about $210,318 at 4% or $140,212 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-159---
R.A. Smith National Inc. Std-194---
R.A. Smith National Inc. Ltd-194---
R.A. Smith National Life/Dependent Life Ins-194---
R.A. Smith National Ad&D-194---
20226223$45,469,010$2,831,602$12,698iApproximate average salary by contribution assumption: employee only about $317,444 at 4% or $211,629 at 6%; with 50% employer match about $211,629 at 4% or $141,086 at 6%; with 100% employer match about $158,722 at 4% or $105,815 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-223$45,469,010$2,831,602$12,698iApproximate average salary by contribution assumption: employee only about $317,444 at 4% or $211,629 at 6%; with 50% employer match about $211,629 at 4% or $141,086 at 6%; with 100% employer match about $158,722 at 4% or $105,815 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-161---
R.A. Smith National Inc. Std-192---
R.A. Smith National Inc. Ltd-192---
R.A. Smith National Life/Dependent Life Ins-192---
R.A. Smith National Ad&D-192---
20216213$53,549,298$2,940,553$13,805iApproximate average salary by contribution assumption: employee only about $345,135 at 4% or $230,090 at 6%; with 50% employer match about $230,090 at 4% or $153,393 at 6%; with 100% employer match about $172,568 at 4% or $115,045 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-213$53,549,298$2,940,553$13,805iApproximate average salary by contribution assumption: employee only about $345,135 at 4% or $230,090 at 6%; with 50% employer match about $230,090 at 4% or $153,393 at 6%; with 100% employer match about $172,568 at 4% or $115,045 at 6%.
R.A. Smith National Ad&D-192---
R.A. Smith National Life/Dependent Life Ins-192---
R.A. Smith National Inc. Ltd-192---
R.A. Smith National Inc. Std-192---
R a Smith & Associates Inc. Dental & Health Care Plan-161---
20206215$47,016,120$2,842,962$13,223iApproximate average salary by contribution assumption: employee only about $330,577 at 4% or $220,385 at 6%; with 50% employer match about $220,385 at 4% or $146,923 at 6%; with 100% employer match about $165,288 at 4% or $110,192 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-215$47,016,120$2,842,962$13,223iApproximate average salary by contribution assumption: employee only about $330,577 at 4% or $220,385 at 6%; with 50% employer match about $220,385 at 4% or $146,923 at 6%; with 100% employer match about $165,288 at 4% or $110,192 at 6%.
R.A. Smith National Life/Dependent Life Ins-191---
R.A. Smith National Ad&D-191---
R.A. Smith National Inc. Ltd-191---
R.A. Smith National Inc. Std-191---
R a Smith & Associates Inc. Dental & Health Care Plan-161---
20196208$40,937,297$3,012,100$14,481iApproximate average salary by contribution assumption: employee only about $362,031 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,903 at 6%; with 100% employer match about $181,016 at 4% or $120,677 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-208$40,937,297$3,012,100$14,481iApproximate average salary by contribution assumption: employee only about $362,031 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,903 at 6%; with 100% employer match about $181,016 at 4% or $120,677 at 6%.
R.A. Smith National Inc. Std-184---
R.A. Smith National Inc. Ltd-184---
R a Smith & Associates Inc. Dental & Health Care Plan-148---
R.A. Smith National Ad&D-184---
R.A. Smith National Life/Dependent Life Ins-184---
20186213$34,312,239$2,978,397$13,983iApproximate average salary by contribution assumption: employee only about $349,577 at 4% or $233,051 at 6%; with 50% employer match about $233,051 at 4% or $155,368 at 6%; with 100% employer match about $174,789 at 4% or $116,526 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-213$34,312,239$2,978,397$13,983iApproximate average salary by contribution assumption: employee only about $349,577 at 4% or $233,051 at 6%; with 50% employer match about $233,051 at 4% or $155,368 at 6%; with 100% employer match about $174,789 at 4% or $116,526 at 6%.
R.A. Smith National Inc. Std-188---
R.A. Smith National Inc. Ltd-188---
R.A. Smith National Ad&D-188---
R.A. Smith National Life/Dependent Life Ins-188---
R a Smith & Associates Inc. Dental & Health Care Plan-149---
20176192$36,323,573$1,974,837$10,286iApproximate average salary by contribution assumption: employee only about $257,140 at 4% or $171,427 at 6%; with 50% employer match about $171,427 at 4% or $114,285 at 6%; with 100% employer match about $128,570 at 4% or $85,713 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-192$36,323,573$1,974,837$10,286iApproximate average salary by contribution assumption: employee only about $257,140 at 4% or $171,427 at 6%; with 50% employer match about $171,427 at 4% or $114,285 at 6%; with 100% employer match about $128,570 at 4% or $85,713 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-138---
R.A. Smith National Inc. Ltd-161---
R.A. Smith National Life/Dependent Life Ins-161---
R.A. Smith National Ad&D-161---
R.A. Smith National Inc. Std-161---
20166194$30,219,791$2,122,834$10,942iApproximate average salary by contribution assumption: employee only about $273,561 at 4% or $182,374 at 6%; with 50% employer match about $182,374 at 4% or $121,583 at 6%; with 100% employer match about $136,781 at 4% or $91,187 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-194$30,219,791$2,122,834$10,942iApproximate average salary by contribution assumption: employee only about $273,561 at 4% or $182,374 at 6%; with 50% employer match about $182,374 at 4% or $121,583 at 6%; with 100% employer match about $136,781 at 4% or $91,187 at 6%.
R.A. Smith National Life/Dependent Life Ins-170---
R.A. Smith National Ad&D-170---
R.A. Smith National Inc. Std-170---
R.A. Smith National Inc. Ltd-170---
R a Smith & Associates Inc. Dental & Health Care Plan-150---
20156191$27,139,549$1,971,226$10,321iApproximate average salary by contribution assumption: employee only about $258,014 at 4% or $172,009 at 6%; with 50% employer match about $172,009 at 4% or $114,673 at 6%; with 100% employer match about $129,007 at 4% or $86,005 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-191$27,139,549$1,971,226$10,321iApproximate average salary by contribution assumption: employee only about $258,014 at 4% or $172,009 at 6%; with 50% employer match about $172,009 at 4% or $114,673 at 6%; with 100% employer match about $129,007 at 4% or $86,005 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-139---
R.A. Smith National Inc. Std-164---
R.A. Smith National Inc. Ltd-164---
R.A. Smith National Life/Dependent Life Ins-164---
R.A. Smith National Ad&D-164---
20146178$26,526,303$2,802,003$15,742iApproximate average salary by contribution assumption: employee only about $393,540 at 4% or $262,360 at 6%; with 50% employer match about $262,360 at 4% or $174,907 at 6%; with 100% employer match about $196,770 at 4% or $131,180 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-178$26,526,303$2,802,003$15,742iApproximate average salary by contribution assumption: employee only about $393,540 at 4% or $262,360 at 6%; with 50% employer match about $262,360 at 4% or $174,907 at 6%; with 100% employer match about $196,770 at 4% or $131,180 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-155---
R a Smith & Associates Inc. Dental & Health Care Plan-155---
R a Smith & Associates Inc. Dental & Health Care Plan-155---
R a Smith & Associates Inc. Dental & Health Care Plan-155---
R a Smith & Associates Inc. Dental & Health Care Plan-131---
20134157$23,250,242$1,504,223$9,581iApproximate average salary by contribution assumption: employee only about $239,526 at 4% or $159,684 at 6%; with 50% employer match about $159,684 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-157$23,250,242$1,504,223$9,581iApproximate average salary by contribution assumption: employee only about $239,526 at 4% or $159,684 at 6%; with 50% employer match about $159,684 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-123---
R a Smith & Associates Inc. Dental & Health Care Plan-127---
R a Smith & Associates Inc. Dental & Health Care Plan-115---
20129136$18,810,967$1,234,402$9,076iApproximate average salary by contribution assumption: employee only about $226,912 at 4% or $151,275 at 6%; with 50% employer match about $151,275 at 4% or $100,850 at 6%; with 100% employer match about $113,456 at 4% or $75,637 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-136$18,810,967$1,234,402$9,076iApproximate average salary by contribution assumption: employee only about $226,912 at 4% or $151,275 at 6%; with 50% employer match about $151,275 at 4% or $100,850 at 6%; with 100% employer match about $113,456 at 4% or $75,637 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-115---
R a Smith & Associates Inc. Dental & Health Care Plan-123---
R a Smith & Associates Inc. Dental & Health Care Plan-118---
R a Smith & Associates Inc. Dental & Health Care Plan-118---
R a Smith & Associates Inc. Dental & Health Care Plan-122---
R a Smith & Associates Inc. Dental & Health Care Plan-122---
R a Smith & Associates Inc. Dental & Health Care Plan-122---
R a Smith & Associates Inc. Dental & Health Care Plan-122---
20112149$17,485,764$1,074,392$7,211iApproximate average salary by contribution assumption: employee only about $180,267 at 4% or $120,178 at 6%; with 50% employer match about $120,178 at 4% or $80,119 at 6%; with 100% employer match about $90,134 at 4% or $60,089 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-149$17,485,764$1,074,392$7,211iApproximate average salary by contribution assumption: employee only about $180,267 at 4% or $120,178 at 6%; with 50% employer match about $120,178 at 4% or $80,119 at 6%; with 100% employer match about $90,134 at 4% or $60,089 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-103---
20105146$18,029,232$965,272$6,611iApproximate average salary by contribution assumption: employee only about $165,286 at 4% or $110,191 at 6%; with 50% employer match about $110,191 at 4% or $73,461 at 6%; with 100% employer match about $82,643 at 4% or $55,095 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-146$18,029,232$965,272$6,611iApproximate average salary by contribution assumption: employee only about $165,286 at 4% or $110,191 at 6%; with 50% employer match about $110,191 at 4% or $73,461 at 6%; with 100% employer match about $82,643 at 4% or $55,095 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-124---
R a Smith & Associates Inc. Dental & Health Care Plan-111---
R a Smith & Associates Inc. Dental & Health Care Plan-111---
R a Smith & Associates Inc. Dental & Health Care Plan-111---
20096166$17,442,767$926,216$5,580iApproximate average salary by contribution assumption: employee only about $139,490 at 4% or $92,994 at 6%; with 50% employer match about $92,994 at 4% or $61,996 at 6%; with 100% employer match about $69,745 at 4% or $46,497 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-166$17,442,767$926,216$5,580iApproximate average salary by contribution assumption: employee only about $139,490 at 4% or $92,994 at 6%; with 50% employer match about $92,994 at 4% or $61,996 at 6%; with 100% employer match about $69,745 at 4% or $46,497 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-128---
R a Smith & Associates Inc. Dental & Health Care Plan-127---
R a Smith & Associates Inc. Dental & Health Care Plan-117---
R a Smith & Associates Inc. Dental & Health Care Plan-127---
R a Smith & Associates Inc. Dental & Health Care Plan-127---
20083252$14,683,297$1,620,760$6,432iApproximate average salary by contribution assumption: employee only about $160,790 at 4% or $107,193 at 6%; with 50% employer match about $107,193 at 4% or $71,462 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-252$14,683,297$1,620,760$6,432iApproximate average salary by contribution assumption: employee only about $160,790 at 4% or $107,193 at 6%; with 50% employer match about $107,193 at 4% or $71,462 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%.
R.A. Smith National Inc. Std-180---
R a Smith & Associates Inc. Dental & Health Care Plan-166---
20074272$20,807,054$1,785,286$6,564iApproximate average salary by contribution assumption: employee only about $164,089 at 4% or $109,393 at 6%; with 50% employer match about $109,393 at 4% or $72,928 at 6%; with 100% employer match about $82,044 at 4% or $54,696 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-272$20,807,054$1,785,286$6,564iApproximate average salary by contribution assumption: employee only about $164,089 at 4% or $109,393 at 6%; with 50% employer match about $109,393 at 4% or $72,928 at 6%; with 100% employer match about $82,044 at 4% or $54,696 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-199---
Stop Loss-203---
R.A. Smith National Inc. Std-203---
20062269$18,136,200$1,757,739$6,534iApproximate average salary by contribution assumption: employee only about $163,359 at 4% or $108,906 at 6%; with 50% employer match about $108,906 at 4% or $72,604 at 6%; with 100% employer match about $81,679 at 4% or $54,453 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-269$18,136,200$1,757,739$6,534iApproximate average salary by contribution assumption: employee only about $163,359 at 4% or $108,906 at 6%; with 50% employer match about $108,906 at 4% or $72,604 at 6%; with 100% employer match about $81,679 at 4% or $54,453 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-199---
20053249$15,125,699$1,741,176$6,993iApproximate average salary by contribution assumption: employee only about $174,817 at 4% or $116,545 at 6%; with 50% employer match about $116,545 at 4% or $77,696 at 6%; with 100% employer match about $87,408 at 4% or $58,272 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-249$15,125,699$1,741,176$6,993iApproximate average salary by contribution assumption: employee only about $174,817 at 4% or $116,545 at 6%; with 50% employer match about $116,545 at 4% or $77,696 at 6%; with 100% employer match about $87,408 at 4% or $58,272 at 6%.
R.A. Smith National Inc. Std-198---
R a Smith & Associates Inc. Dental & Health Care Plan-196---
20043234$12,517,375$1,509,707$6,452iApproximate average salary by contribution assumption: employee only about $161,293 at 4% or $107,529 at 6%; with 50% employer match about $107,529 at 4% or $71,686 at 6%; with 100% employer match about $80,647 at 4% or $53,764 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-234$12,517,375$1,509,707$6,452iApproximate average salary by contribution assumption: employee only about $161,293 at 4% or $107,529 at 6%; with 50% employer match about $107,529 at 4% or $71,686 at 6%; with 100% employer match about $80,647 at 4% or $53,764 at 6%.
R.A. Smith National Inc. Std-192---
R a Smith & Associates Inc. Dental & Health Care Plan-191---
20033211$10,040,104$1,214,810$5,757iApproximate average salary by contribution assumption: employee only about $143,935 at 4% or $95,957 at 6%; with 50% employer match about $95,957 at 4% or $63,971 at 6%; with 100% employer match about $71,967 at 4% or $47,978 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-211$10,040,104$1,214,810$5,757iApproximate average salary by contribution assumption: employee only about $143,935 at 4% or $95,957 at 6%; with 50% employer match about $95,957 at 4% or $63,971 at 6%; with 100% employer match about $71,967 at 4% or $47,978 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-181---
R.A. Smith National Inc. Std-185---
20023202$7,264,660$1,165,848$5,772iApproximate average salary by contribution assumption: employee only about $144,288 at 4% or $96,192 at 6%; with 50% employer match about $96,192 at 4% or $64,128 at 6%; with 100% employer match about $72,144 at 4% or $48,096 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-202$7,264,660$1,165,848$5,772iApproximate average salary by contribution assumption: employee only about $144,288 at 4% or $96,192 at 6%; with 50% employer match about $96,192 at 4% or $64,128 at 6%; with 100% employer match about $72,144 at 4% or $48,096 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-158---
R.A. Smith National Inc. Std-158---
20013211$7,259,108$1,002,495$4,751iApproximate average salary by contribution assumption: employee only about $118,779 at 4% or $79,186 at 6%; with 50% employer match about $79,186 at 4% or $52,791 at 6%; with 100% employer match about $59,390 at 4% or $39,593 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-211$7,259,108$1,002,495$4,751iApproximate average salary by contribution assumption: employee only about $118,779 at 4% or $79,186 at 6%; with 50% employer match about $79,186 at 4% or $52,791 at 6%; with 100% employer match about $59,390 at 4% or $39,593 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-164---
R.A. Smith National Inc. Std-157---
20003146$6,850,923$903,450$6,188iApproximate average salary by contribution assumption: employee only about $154,700 at 4% or $103,134 at 6%; with 50% employer match about $103,134 at 4% or $68,756 at 6%; with 100% employer match about $77,350 at 4% or $51,567 at 6%.
R.A. Smith & Associates Inc. Incentive and Savings Plan-133$6,850,923$903,450$6,793iApproximate average salary by contribution assumption: employee only about $169,821 at 4% or $113,214 at 6%; with 50% employer match about $113,214 at 4% or $75,476 at 6%; with 100% employer match about $84,911 at 4% or $56,607 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-123---
R.A. Smith National Inc. Std-146---
19992135$6,015,798$1,007,429$7,462iApproximate average salary by contribution assumption: employee only about $186,561 at 4% or $124,374 at 6%; with 50% employer match about $124,374 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%.
R a Smith & Associates Inc. Dental & Health Care Plan-135---