Foster & Smith Inc.
Plan context: Foster & Smith Inc. Retirement Savings Plan
EIN 39-1433211 • Rhinelander, WI • 24 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
439
2016 Assets
$5,581,476
2016 Contributions
$243,212
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Foster & Smith Inc. Retirement Savings Plan | - | 0 | - | - | - |
| 2015 | 1 | 0 | $5,581,476 | $243,212 | - |
| Foster & Smith Inc. Retirement Savings Plan | - | 0 | $5,581,476 | $243,212 | - |
| 2014 | 2 | 439 | $15,810,852 | $1,120,189 | $2,552iApproximate average salary by contribution assumption: employee only about $63,792 at 4% or $42,528 at 6%; with 50% employer match about $42,528 at 4% or $28,352 at 6%; with 100% employer match about $31,896 at 4% or $21,264 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 439 | $15,810,852 | $1,120,189 | $2,552iApproximate average salary by contribution assumption: employee only about $63,792 at 4% or $42,528 at 6%; with 50% employer match about $42,528 at 4% or $28,352 at 6%; with 100% employer match about $31,896 at 4% or $21,264 at 6%. |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 0 | - | - | - |
| 2013 | 3 | 447 | $14,844,520 | $1,131,173 | $2,531iApproximate average salary by contribution assumption: employee only about $63,265 at 4% or $42,176 at 6%; with 50% employer match about $42,176 at 4% or $28,118 at 6%; with 100% employer match about $31,632 at 4% or $21,088 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 447 | $14,844,520 | $1,131,173 | $2,531iApproximate average salary by contribution assumption: employee only about $63,265 at 4% or $42,176 at 6%; with 50% employer match about $42,176 at 4% or $28,118 at 6%; with 100% employer match about $31,632 at 4% or $21,088 at 6%. |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 229 | - | - | - |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 229 | - | - | - |
| 2012 | 2 | 459 | $11,885,301 | $1,134,632 | $2,472iApproximate average salary by contribution assumption: employee only about $61,799 at 4% or $41,199 at 6%; with 50% employer match about $41,199 at 4% or $27,466 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 459 | $11,885,301 | $1,134,632 | $2,472iApproximate average salary by contribution assumption: employee only about $61,799 at 4% or $41,199 at 6%; with 50% employer match about $41,199 at 4% or $27,466 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%. |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 226 | - | - | - |
| 2011 | 2 | 452 | $10,505,700 | $1,159,578 | $2,565iApproximate average salary by contribution assumption: employee only about $64,136 at 4% or $42,757 at 6%; with 50% employer match about $42,757 at 4% or $28,505 at 6%; with 100% employer match about $32,068 at 4% or $21,379 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 452 | $10,505,700 | $1,159,578 | $2,565iApproximate average salary by contribution assumption: employee only about $64,136 at 4% or $42,757 at 6%; with 50% employer match about $42,757 at 4% or $28,505 at 6%; with 100% employer match about $32,068 at 4% or $21,379 at 6%. |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 239 | - | - | - |
| 2010 | 2 | 437 | $9,974,910 | $1,245,314 | $2,850iApproximate average salary by contribution assumption: employee only about $71,242 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,663 at 6%; with 100% employer match about $35,621 at 4% or $23,747 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 437 | $9,974,910 | $1,245,314 | $2,850iApproximate average salary by contribution assumption: employee only about $71,242 at 4% or $47,495 at 6%; with 50% employer match about $47,495 at 4% or $31,663 at 6%; with 100% employer match about $35,621 at 4% or $23,747 at 6%. |
| Foster & Smith Inc Health Reimbursement Arrangement | - | 242 | - | - | - |
| 2009 | 1 | 473 | $8,514,626 | $1,078,461 | $2,280iApproximate average salary by contribution assumption: employee only about $57,001 at 4% or $38,001 at 6%; with 50% employer match about $38,001 at 4% or $25,334 at 6%; with 100% employer match about $28,501 at 4% or $19,000 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 473 | $8,514,626 | $1,078,461 | $2,280iApproximate average salary by contribution assumption: employee only about $57,001 at 4% or $38,001 at 6%; with 50% employer match about $38,001 at 4% or $25,334 at 6%; with 100% employer match about $28,501 at 4% or $19,000 at 6%. |
| 2008 | 1 | 502 | $6,101,624 | $992,236 | $1,977iApproximate average salary by contribution assumption: employee only about $49,414 at 4% or $32,943 at 6%; with 50% employer match about $32,943 at 4% or $21,962 at 6%; with 100% employer match about $24,707 at 4% or $16,471 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 502 | $6,101,624 | $992,236 | $1,977iApproximate average salary by contribution assumption: employee only about $49,414 at 4% or $32,943 at 6%; with 50% employer match about $32,943 at 4% or $21,962 at 6%; with 100% employer match about $24,707 at 4% or $16,471 at 6%. |
| 2007 | 1 | 516 | $8,451,202 | $1,106,879 | $2,145iApproximate average salary by contribution assumption: employee only about $53,628 at 4% or $35,752 at 6%; with 50% employer match about $35,752 at 4% or $23,835 at 6%; with 100% employer match about $26,814 at 4% or $17,876 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 516 | $8,451,202 | $1,106,879 | $2,145iApproximate average salary by contribution assumption: employee only about $53,628 at 4% or $35,752 at 6%; with 50% employer match about $35,752 at 4% or $23,835 at 6%; with 100% employer match about $26,814 at 4% or $17,876 at 6%. |
| 2006 | 1 | 391 | $7,176,748 | $884,130 | $2,261iApproximate average salary by contribution assumption: employee only about $56,530 at 4% or $37,687 at 6%; with 50% employer match about $37,687 at 4% or $25,124 at 6%; with 100% employer match about $28,265 at 4% or $18,843 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 391 | $7,176,748 | $884,130 | $2,261iApproximate average salary by contribution assumption: employee only about $56,530 at 4% or $37,687 at 6%; with 50% employer match about $37,687 at 4% or $25,124 at 6%; with 100% employer match about $28,265 at 4% or $18,843 at 6%. |
| 2005 | 1 | 409 | $5,820,873 | $852,922 | $2,085iApproximate average salary by contribution assumption: employee only about $52,135 at 4% or $34,756 at 6%; with 50% employer match about $34,756 at 4% or $23,171 at 6%; with 100% employer match about $26,067 at 4% or $17,378 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 409 | $5,820,873 | $852,922 | $2,085iApproximate average salary by contribution assumption: employee only about $52,135 at 4% or $34,756 at 6%; with 50% employer match about $34,756 at 4% or $23,171 at 6%; with 100% employer match about $26,067 at 4% or $17,378 at 6%. |
| 2004 | 1 | 378 | $5,201,186 | $813,321 | $2,152iApproximate average salary by contribution assumption: employee only about $53,791 at 4% or $35,861 at 6%; with 50% employer match about $35,861 at 4% or $23,907 at 6%; with 100% employer match about $26,896 at 4% or $17,930 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 378 | $5,201,186 | $813,321 | $2,152iApproximate average salary by contribution assumption: employee only about $53,791 at 4% or $35,861 at 6%; with 50% employer match about $35,861 at 4% or $23,907 at 6%; with 100% employer match about $26,896 at 4% or $17,930 at 6%. |
| 2003 | 1 | 398 | $4,169,327 | $688,555 | $1,730iApproximate average salary by contribution assumption: employee only about $43,251 at 4% or $28,834 at 6%; with 50% employer match about $28,834 at 4% or $19,223 at 6%; with 100% employer match about $21,625 at 4% or $14,417 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 398 | $4,169,327 | $688,555 | $1,730iApproximate average salary by contribution assumption: employee only about $43,251 at 4% or $28,834 at 6%; with 50% employer match about $28,834 at 4% or $19,223 at 6%; with 100% employer match about $21,625 at 4% or $14,417 at 6%. |
| 2002 | 1 | 228 | $2,890,715 | $693,321 | $3,041iApproximate average salary by contribution assumption: employee only about $76,022 at 4% or $50,681 at 6%; with 50% employer match about $50,681 at 4% or $33,788 at 6%; with 100% employer match about $38,011 at 4% or $25,341 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 228 | $2,890,715 | $693,321 | $3,041iApproximate average salary by contribution assumption: employee only about $76,022 at 4% or $50,681 at 6%; with 50% employer match about $50,681 at 4% or $33,788 at 6%; with 100% employer match about $38,011 at 4% or $25,341 at 6%. |
| 2001 | 1 | 226 | $2,729,812 | $572,759 | $2,534iApproximate average salary by contribution assumption: employee only about $63,358 at 4% or $42,239 at 6%; with 50% employer match about $42,239 at 4% or $28,159 at 6%; with 100% employer match about $31,679 at 4% or $21,119 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 226 | $2,729,812 | $572,759 | $2,534iApproximate average salary by contribution assumption: employee only about $63,358 at 4% or $42,239 at 6%; with 50% employer match about $42,239 at 4% or $28,159 at 6%; with 100% employer match about $31,679 at 4% or $21,119 at 6%. |
| 2000 | 1 | 209 | $2,592,017 | $443,144 | $2,120iApproximate average salary by contribution assumption: employee only about $53,008 at 4% or $35,338 at 6%; with 50% employer match about $35,338 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,669 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 209 | $2,592,017 | $443,144 | $2,120iApproximate average salary by contribution assumption: employee only about $53,008 at 4% or $35,338 at 6%; with 50% employer match about $35,338 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,669 at 6%. |
| 1999 | 1 | 150 | $2,491,643 | $588,106 | $3,921iApproximate average salary by contribution assumption: employee only about $98,018 at 4% or $65,345 at 6%; with 50% employer match about $65,345 at 4% or $43,563 at 6%; with 100% employer match about $49,009 at 4% or $32,673 at 6%. |
| Foster & Smith Inc. Retirement Savings Plan | - | 150 | $2,491,643 | $588,106 | $3,921iApproximate average salary by contribution assumption: employee only about $98,018 at 4% or $65,345 at 6%; with 50% employer match about $65,345 at 4% or $43,563 at 6%; with 100% employer match about $49,009 at 4% or $32,673 at 6%. |