Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$2,336,077
2025 Contributions
$190,902
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $2,336,077 | $190,902 | $7,342iApproximate average salary by contribution assumption: employee only about $183,560 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,187 at 6%. |
| SMBW PLLC 401(K) PLAN | - | 26 | $2,336,077 | $190,902 | $7,342iApproximate average salary by contribution assumption: employee only about $183,560 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,187 at 6%. |
| 2024 | 1 | 25 | $1,813,600 | $301,185 | $12,047iApproximate average salary by contribution assumption: employee only about $301,185 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,593 at 4% or $100,395 at 6%. |
| SMBW PLLC 401(K) PLAN | - | 25 | $1,813,600 | $301,185 | $12,047iApproximate average salary by contribution assumption: employee only about $301,185 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,593 at 4% or $100,395 at 6%. |
| 2023 | 1 | 24 | $1,308,464 | $219,324 | $9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%. |
| SMBW PLLC 401(K) PLAN | - | 24 | $1,308,464 | $219,324 | $9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%. |
| 2022 | 1 | 25 | $966,189 | $208,023 | $8,321iApproximate average salary by contribution assumption: employee only about $208,023 at 4% or $138,682 at 6%; with 50% employer match about $138,682 at 4% or $92,455 at 6%; with 100% employer match about $104,012 at 4% or $69,341 at 6%. |
| SMBW PLLC 401(K) PLAN | - | 25 | $966,189 | $208,023 | $8,321iApproximate average salary by contribution assumption: employee only about $208,023 at 4% or $138,682 at 6%; with 50% employer match about $138,682 at 4% or $92,455 at 6%; with 100% employer match about $104,012 at 4% or $69,341 at 6%. |
| 2021 | 1 | 18 | $983,889 | $964,285 | $53,571iApproximate average salary by contribution assumption: employee only about $1,339,285 at 4% or $892,856 at 6%; with 50% employer match about $892,856 at 4% or $595,238 at 6%; with 100% employer match about $669,642 at 4% or $446,428 at 6%. |
| SMBW PLLC 401(K) PLAN | - | 18 | $983,889 | $964,285 | $53,571iApproximate average salary by contribution assumption: employee only about $1,339,285 at 4% or $892,856 at 6%; with 50% employer match about $892,856 at 4% or $595,238 at 6%; with 100% employer match about $669,642 at 4% or $446,428 at 6%. |