SMITH SCHAFER AND ASSOCIATES, LTD.
Plan context: Smith Schafer and Associates Ltd. 401(K) Plan and Trust
EIN 41-1489071 • Minneapolis, MN • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
110
2024 Assets
$30,075,454
2024 Contributions
$2,284,080
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 | 110 | $30,075,454 | $2,284,080 | $20,764iApproximate average salary by contribution assumption: employee only about $519,109 at 4% or $346,073 at 6%; with 50% employer match about $346,073 at 4% or $230,715 at 6%; with 100% employer match about $259,555 at 4% or $173,036 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 110 | $30,075,454 | $2,284,080 | $20,764iApproximate average salary by contribution assumption: employee only about $519,109 at 4% or $346,073 at 6%; with 50% employer match about $346,073 at 4% or $230,715 at 6%; with 100% employer match about $259,555 at 4% or $173,036 at 6%. |
| 2023 | 1 | 101 | $26,178,649 | $2,048,524 | $20,282iApproximate average salary by contribution assumption: employee only about $507,060 at 4% or $338,040 at 6%; with 50% employer match about $338,040 at 4% or $225,360 at 6%; with 100% employer match about $253,530 at 4% or $169,020 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 101 | $26,178,649 | $2,048,524 | $20,282iApproximate average salary by contribution assumption: employee only about $507,060 at 4% or $338,040 at 6%; with 50% employer match about $338,040 at 4% or $225,360 at 6%; with 100% employer match about $253,530 at 4% or $169,020 at 6%. |
| 2022 | 1 | 97 | $23,806,427 | $1,727,235 | $17,807iApproximate average salary by contribution assumption: employee only about $445,164 at 4% or $296,776 at 6%; with 50% employer match about $296,776 at 4% or $197,851 at 6%; with 100% employer match about $222,582 at 4% or $148,388 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 97 | $23,806,427 | $1,727,235 | $17,807iApproximate average salary by contribution assumption: employee only about $445,164 at 4% or $296,776 at 6%; with 50% employer match about $296,776 at 4% or $197,851 at 6%; with 100% employer match about $222,582 at 4% or $148,388 at 6%. |
| 2021 | 1 | 97 | $26,457,120 | $1,634,048 | $16,846iApproximate average salary by contribution assumption: employee only about $421,146 at 4% or $280,764 at 6%; with 50% employer match about $280,764 at 4% or $187,176 at 6%; with 100% employer match about $210,573 at 4% or $140,382 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 97 | $26,457,120 | $1,634,048 | $16,846iApproximate average salary by contribution assumption: employee only about $421,146 at 4% or $280,764 at 6%; with 50% employer match about $280,764 at 4% or $187,176 at 6%; with 100% employer match about $210,573 at 4% or $140,382 at 6%. |
| 2020 | 1 | 93 | $23,288,856 | $2,164,635 | $23,276iApproximate average salary by contribution assumption: employee only about $581,891 at 4% or $387,927 at 6%; with 50% employer match about $387,927 at 4% or $258,618 at 6%; with 100% employer match about $290,946 at 4% or $193,964 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 93 | $23,288,856 | $2,164,635 | $23,276iApproximate average salary by contribution assumption: employee only about $581,891 at 4% or $387,927 at 6%; with 50% employer match about $387,927 at 4% or $258,618 at 6%; with 100% employer match about $290,946 at 4% or $193,964 at 6%. |
| 2019 | 1 | 105 | $19,420,595 | $1,534,034 | $14,610iApproximate average salary by contribution assumption: employee only about $365,246 at 4% or $243,497 at 6%; with 50% employer match about $243,497 at 4% or $162,332 at 6%; with 100% employer match about $182,623 at 4% or $121,749 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 105 | $19,420,595 | $1,534,034 | $14,610iApproximate average salary by contribution assumption: employee only about $365,246 at 4% or $243,497 at 6%; with 50% employer match about $243,497 at 4% or $162,332 at 6%; with 100% employer match about $182,623 at 4% or $121,749 at 6%. |
| 2018 | 1 | 101 | $14,751,299 | $1,544,721 | $15,294iApproximate average salary by contribution assumption: employee only about $382,357 at 4% or $254,904 at 6%; with 50% employer match about $254,904 at 4% or $169,936 at 6%; with 100% employer match about $191,178 at 4% or $127,452 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 101 | $14,751,299 | $1,544,721 | $15,294iApproximate average salary by contribution assumption: employee only about $382,357 at 4% or $254,904 at 6%; with 50% employer match about $254,904 at 4% or $169,936 at 6%; with 100% employer match about $191,178 at 4% or $127,452 at 6%. |
| 2017 | 1 | 100 | $17,189,195 | $2,749,620 | $27,496iApproximate average salary by contribution assumption: employee only about $687,405 at 4% or $458,270 at 6%; with 50% employer match about $458,270 at 4% or $305,513 at 6%; with 100% employer match about $343,703 at 4% or $229,135 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 100 | $17,189,195 | $2,749,620 | $27,496iApproximate average salary by contribution assumption: employee only about $687,405 at 4% or $458,270 at 6%; with 50% employer match about $458,270 at 4% or $305,513 at 6%; with 100% employer match about $343,703 at 4% or $229,135 at 6%. |
| 2016 | 1 | 85 | $12,222,280 | $1,096,530 | $12,900iApproximate average salary by contribution assumption: employee only about $322,509 at 4% or $215,006 at 6%; with 50% employer match about $215,006 at 4% or $143,337 at 6%; with 100% employer match about $161,254 at 4% or $107,503 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 85 | $12,222,280 | $1,096,530 | $12,900iApproximate average salary by contribution assumption: employee only about $322,509 at 4% or $215,006 at 6%; with 50% employer match about $215,006 at 4% or $143,337 at 6%; with 100% employer match about $161,254 at 4% or $107,503 at 6%. |
| 2015 | 1 | 79 | $10,866,414 | $1,094,580 | $13,855iApproximate average salary by contribution assumption: employee only about $346,386 at 4% or $230,924 at 6%; with 50% employer match about $230,924 at 4% or $153,949 at 6%; with 100% employer match about $173,193 at 4% or $115,462 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 79 | $10,866,414 | $1,094,580 | $13,855iApproximate average salary by contribution assumption: employee only about $346,386 at 4% or $230,924 at 6%; with 50% employer match about $230,924 at 4% or $153,949 at 6%; with 100% employer match about $173,193 at 4% or $115,462 at 6%. |
| 2014 | 1 | 80 | $10,613,640 | $842,642 | $10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,550 at 6%; with 50% employer match about $175,550 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 80 | $10,613,640 | $842,642 | $10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,550 at 6%; with 50% employer match about $175,550 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%. |
| 2013 | 1 | 94 | $9,529,191 | $867,003 | $9,223iApproximate average salary by contribution assumption: employee only about $230,586 at 4% or $153,724 at 6%; with 50% employer match about $153,724 at 4% or $102,483 at 6%; with 100% employer match about $115,293 at 4% or $76,862 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 94 | $9,529,191 | $867,003 | $9,223iApproximate average salary by contribution assumption: employee only about $230,586 at 4% or $153,724 at 6%; with 50% employer match about $153,724 at 4% or $102,483 at 6%; with 100% employer match about $115,293 at 4% or $76,862 at 6%. |
| 2012 | 1 | 96 | $7,578,114 | $862,581 | $8,985iApproximate average salary by contribution assumption: employee only about $224,630 at 4% or $149,754 at 6%; with 50% employer match about $149,754 at 4% or $99,836 at 6%; with 100% employer match about $112,315 at 4% or $74,877 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 96 | $7,578,114 | $862,581 | $8,985iApproximate average salary by contribution assumption: employee only about $224,630 at 4% or $149,754 at 6%; with 50% employer match about $149,754 at 4% or $99,836 at 6%; with 100% employer match about $112,315 at 4% or $74,877 at 6%. |
| 2011 | 1 | 88 | $6,008,828 | $668,021 | $7,591iApproximate average salary by contribution assumption: employee only about $189,779 at 4% or $126,519 at 6%; with 50% employer match about $126,519 at 4% or $84,346 at 6%; with 100% employer match about $94,889 at 4% or $63,260 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 88 | $6,008,828 | $668,021 | $7,591iApproximate average salary by contribution assumption: employee only about $189,779 at 4% or $126,519 at 6%; with 50% employer match about $126,519 at 4% or $84,346 at 6%; with 100% employer match about $94,889 at 4% or $63,260 at 6%. |
| 2010 | 1 | 81 | $5,607,718 | $491,431 | $6,067iApproximate average salary by contribution assumption: employee only about $151,676 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,412 at 6%; with 100% employer match about $75,838 at 4% or $50,559 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 81 | $5,607,718 | $491,431 | $6,067iApproximate average salary by contribution assumption: employee only about $151,676 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,412 at 6%; with 100% employer match about $75,838 at 4% or $50,559 at 6%. |
| 2009 | 1 | 67 | $4,664,459 | $769,260 | $11,481iApproximate average salary by contribution assumption: employee only about $287,037 at 4% or $191,358 at 6%; with 50% employer match about $191,358 at 4% or $127,572 at 6%; with 100% employer match about $143,519 at 4% or $95,679 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 67 | $4,664,459 | $769,260 | $11,481iApproximate average salary by contribution assumption: employee only about $287,037 at 4% or $191,358 at 6%; with 50% employer match about $191,358 at 4% or $127,572 at 6%; with 100% employer match about $143,519 at 4% or $95,679 at 6%. |
| 2008 | 1 | 60 | $3,092,781 | $598,361 | $9,973iApproximate average salary by contribution assumption: employee only about $249,317 at 4% or $166,211 at 6%; with 50% employer match about $166,211 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 60 | $3,092,781 | $598,361 | $9,973iApproximate average salary by contribution assumption: employee only about $249,317 at 4% or $166,211 at 6%; with 50% employer match about $166,211 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| 2007 | 1 | 51 | $0 | $0 | - |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 51 | - | - | - |
| 2006 | 1 | 47 | $3,343,498 | $386,039 | $8,214iApproximate average salary by contribution assumption: employee only about $205,340 at 4% or $136,893 at 6%; with 50% employer match about $136,893 at 4% or $91,262 at 6%; with 100% employer match about $102,670 at 4% or $68,447 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 47 | $3,343,498 | $386,039 | $8,214iApproximate average salary by contribution assumption: employee only about $205,340 at 4% or $136,893 at 6%; with 50% employer match about $136,893 at 4% or $91,262 at 6%; with 100% employer match about $102,670 at 4% or $68,447 at 6%. |
| 2005 | 1 | 42 | $2,662,602 | $362,348 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,842 at 4% or $71,894 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 42 | $2,662,602 | $362,348 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,842 at 4% or $71,894 at 6%. |
| 2004 | 1 | 40 | $2,139,066 | $344,513 | $8,613iApproximate average salary by contribution assumption: employee only about $215,321 at 4% or $143,547 at 6%; with 50% employer match about $143,547 at 4% or $95,698 at 6%; with 100% employer match about $107,660 at 4% or $71,774 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 40 | $2,139,066 | $344,513 | $8,613iApproximate average salary by contribution assumption: employee only about $215,321 at 4% or $143,547 at 6%; with 50% employer match about $143,547 at 4% or $95,698 at 6%; with 100% employer match about $107,660 at 4% or $71,774 at 6%. |
| 2003 | 1 | 25 | $1,659,067 | $253,764 | $10,151iApproximate average salary by contribution assumption: employee only about $253,764 at 4% or $169,176 at 6%; with 50% employer match about $169,176 at 4% or $112,784 at 6%; with 100% employer match about $126,882 at 4% or $84,588 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 25 | $1,659,067 | $253,764 | $10,151iApproximate average salary by contribution assumption: employee only about $253,764 at 4% or $169,176 at 6%; with 50% employer match about $169,176 at 4% or $112,784 at 6%; with 100% employer match about $126,882 at 4% or $84,588 at 6%. |
| 2002 | 1 | 26 | $1,161,006 | $263,394 | $10,131iApproximate average salary by contribution assumption: employee only about $253,263 at 4% or $168,842 at 6%; with 50% employer match about $168,842 at 4% or $112,562 at 6%; with 100% employer match about $126,632 at 4% or $84,421 at 6%. |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 26 | $1,161,006 | $263,394 | $10,131iApproximate average salary by contribution assumption: employee only about $253,263 at 4% or $168,842 at 6%; with 50% employer match about $168,842 at 4% or $112,562 at 6%; with 100% employer match about $126,632 at 4% or $84,421 at 6%. |
| 2001 | 1 | 27 | $0 | $0 | - |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 27 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Smith Schafer and Associates Ltd. 401(K) Plan and Trust | - | 20 | - | - | - |