Civic Intelligence

Sml Financial Services PC

Plan context: Sml Financial Services PC 401K

EIN 45-3836735 • 10 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,421,411

2025 Contributions

$219,613

Historical Graphs

Total Assets Over Time

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

$2,421,411$1,210,706$0201620212025YearValue
$2,421,411Latest year 2025

Participants Over Time

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

530201620212025YearValue
5Latest year 2025

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
202515$2,421,411$219,613$43,923iApproximate average salary by contribution assumption: employee only about $1,098,065 at 4% or $732,043 at 6%; with 50% employer match about $732,043 at 4% or $488,029 at 6%; with 100% employer match about $549,033 at 4% or $366,022 at 6%.
Sml Financial Services PC 401K-5$2,421,411$219,613$43,923iApproximate average salary by contribution assumption: employee only about $1,098,065 at 4% or $732,043 at 6%; with 50% employer match about $732,043 at 4% or $488,029 at 6%; with 100% employer match about $549,033 at 4% or $366,022 at 6%.
202415$1,888,126$316,463$63,293iApproximate average salary by contribution assumption: employee only about $1,582,315 at 4% or $1,054,877 at 6%; with 50% employer match about $1,054,877 at 4% or $703,251 at 6%; with 100% employer match about $791,158 at 4% or $527,438 at 6%.
Sml Financial Services PC 401K-5$1,888,126$316,463$63,293iApproximate average salary by contribution assumption: employee only about $1,582,315 at 4% or $1,054,877 at 6%; with 50% employer match about $1,054,877 at 4% or $703,251 at 6%; with 100% employer match about $791,158 at 4% or $527,438 at 6%.
202313$1,275,804$157,493$52,498iApproximate average salary by contribution assumption: employee only about $1,312,442 at 4% or $874,961 at 6%; with 50% employer match about $874,961 at 4% or $583,307 at 6%; with 100% employer match about $656,221 at 4% or $437,481 at 6%.
Sml Financial Services PC 401K-3$1,275,804$157,493$52,498iApproximate average salary by contribution assumption: employee only about $1,312,442 at 4% or $874,961 at 6%; with 50% employer match about $874,961 at 4% or $583,307 at 6%; with 100% employer match about $656,221 at 4% or $437,481 at 6%.
202213$862,823$104,709$34,903iApproximate average salary by contribution assumption: employee only about $872,575 at 4% or $581,717 at 6%; with 50% employer match about $581,717 at 4% or $387,811 at 6%; with 100% employer match about $436,288 at 4% or $290,858 at 6%.
Sml Financial Services PC 401K-3$862,823$104,709$34,903iApproximate average salary by contribution assumption: employee only about $872,575 at 4% or $581,717 at 6%; with 50% employer match about $581,717 at 4% or $387,811 at 6%; with 100% employer match about $436,288 at 4% or $290,858 at 6%.
202113$1,074,810$134,262$44,754iApproximate average salary by contribution assumption: employee only about $1,118,850 at 4% or $745,900 at 6%; with 50% employer match about $745,900 at 4% or $497,267 at 6%; with 100% employer match about $559,425 at 4% or $372,950 at 6%.
Sml Financial Services PC 401K-3$1,074,810$134,262$44,754iApproximate average salary by contribution assumption: employee only about $1,118,850 at 4% or $745,900 at 6%; with 50% employer match about $745,900 at 4% or $497,267 at 6%; with 100% employer match about $559,425 at 4% or $372,950 at 6%.
202013$859,094$99,740$33,247iApproximate average salary by contribution assumption: employee only about $831,167 at 4% or $554,111 at 6%; with 50% employer match about $554,111 at 4% or $369,407 at 6%; with 100% employer match about $415,583 at 4% or $277,056 at 6%.
Sml Financial Services PC 401K-3$859,094$99,740$33,247iApproximate average salary by contribution assumption: employee only about $831,167 at 4% or $554,111 at 6%; with 50% employer match about $554,111 at 4% or $369,407 at 6%; with 100% employer match about $415,583 at 4% or $277,056 at 6%.
201913$563,850$77,010$25,670iApproximate average salary by contribution assumption: employee only about $641,750 at 4% or $427,833 at 6%; with 50% employer match about $427,833 at 4% or $285,222 at 6%; with 100% employer match about $320,875 at 4% or $213,917 at 6%.
Sml Financial Services PC 401K-3$563,850$77,010$25,670iApproximate average salary by contribution assumption: employee only about $641,750 at 4% or $427,833 at 6%; with 50% employer match about $427,833 at 4% or $285,222 at 6%; with 100% employer match about $320,875 at 4% or $213,917 at 6%.
201813$370,669$89,230$29,743iApproximate average salary by contribution assumption: employee only about $743,583 at 4% or $495,722 at 6%; with 50% employer match about $495,722 at 4% or $330,481 at 6%; with 100% employer match about $371,792 at 4% or $247,861 at 6%.
Sml Financial Services PC 401K-3$370,669$89,230$29,743iApproximate average salary by contribution assumption: employee only about $743,583 at 4% or $495,722 at 6%; with 50% employer match about $495,722 at 4% or $330,481 at 6%; with 100% employer match about $371,792 at 4% or $247,861 at 6%.
201713$341,705$132,937$44,312iApproximate average salary by contribution assumption: employee only about $1,107,808 at 4% or $738,539 at 6%; with 50% employer match about $738,539 at 4% or $492,359 at 6%; with 100% employer match about $553,904 at 4% or $369,269 at 6%.
Sml Financial Services PC 401K-3$341,705$132,937$44,312iApproximate average salary by contribution assumption: employee only about $1,107,808 at 4% or $738,539 at 6%; with 50% employer match about $738,539 at 4% or $492,359 at 6%; with 100% employer match about $553,904 at 4% or $369,269 at 6%.
201613$172,382$137,741$45,914iApproximate average salary by contribution assumption: employee only about $1,147,842 at 4% or $765,228 at 6%; with 50% employer match about $765,228 at 4% or $510,152 at 6%; with 100% employer match about $573,921 at 4% or $382,614 at 6%.
Sml Financial Services PC 401K-3$172,382$137,741$45,914iApproximate average salary by contribution assumption: employee only about $1,147,842 at 4% or $765,228 at 6%; with 50% employer match about $765,228 at 4% or $510,152 at 6%; with 100% employer match about $573,921 at 4% or $382,614 at 6%.