Civic Intelligence

THE SMILE SPOT, LLC

Plan context: THE SMILE SPOT, LLC CASH BALANCE PLAN

EIN 45-3931925 • Southbury, CT • 19 filings • 6 plans

250 Main Street SouthSouthbury, CT 06488
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$3,544,060

2025 Contributions

$203,132

Historical Graphs

Total Assets Over Time

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

$3,544,060$1,772,030$0201420192024YearValue
$3,544,060Latest year 2024

Participants Over Time

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

1790201420192024YearValue
17Latest 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
202510$0$0-
THE SMILE SPOT, LLC CASH BALANCE PLAN-0$0$0-
2024217$3,544,060$203,132$11,949iApproximate average salary by contribution assumption: employee only about $298,724 at 4% or $199,149 at 6%; with 50% employer match about $199,149 at 4% or $132,766 at 6%; with 100% employer match about $149,362 at 4% or $99,575 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-15$1,961,352$0-
THE SMILE SPOT, LLC 401(K) PLAN-17$1,582,708$203,132$11,949iApproximate average salary by contribution assumption: employee only about $298,724 at 4% or $199,149 at 6%; with 50% employer match about $199,149 at 4% or $132,766 at 6%; with 100% employer match about $149,362 at 4% or $99,575 at 6%.
2023214$3,039,694$450,485$32,178iApproximate average salary by contribution assumption: employee only about $804,438 at 4% or $536,292 at 6%; with 50% employer match about $536,292 at 4% or $357,528 at 6%; with 100% employer match about $402,219 at 4% or $268,146 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-14$1,818,089$308,160$22,011iApproximate average salary by contribution assumption: employee only about $550,286 at 4% or $366,857 at 6%; with 50% employer match about $366,857 at 4% or $244,571 at 6%; with 100% employer match about $275,143 at 4% or $183,429 at 6%.
THE SMILE SPOT, LLC 401(K) PLAN-13$1,221,605$142,325$10,948iApproximate average salary by contribution assumption: employee only about $273,702 at 4% or $182,468 at 6%; with 50% employer match about $182,468 at 4% or $121,645 at 6%; with 100% employer match about $136,851 at 4% or $91,234 at 6%.
2022213$2,387,284$336,573$25,890iApproximate average salary by contribution assumption: employee only about $647,256 at 4% or $431,504 at 6%; with 50% employer match about $431,504 at 4% or $287,669 at 6%; with 100% employer match about $323,628 at 4% or $215,752 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-13$1,378,177$197,653$15,204iApproximate average salary by contribution assumption: employee only about $380,102 at 4% or $253,401 at 6%; with 50% employer match about $253,401 at 4% or $168,934 at 6%; with 100% employer match about $190,051 at 4% or $126,701 at 6%.
THE SMILE SPOT, LLC 401(K) PLAN-12$1,009,107$138,920$11,577iApproximate average salary by contribution assumption: employee only about $289,417 at 4% or $192,944 at 6%; with 50% employer match about $192,944 at 4% or $128,630 at 6%; with 100% employer match about $144,708 at 4% or $96,472 at 6%.
2021216$2,449,135$529,293$33,081iApproximate average salary by contribution assumption: employee only about $827,020 at 4% or $551,347 at 6%; with 50% employer match about $551,347 at 4% or $367,565 at 6%; with 100% employer match about $413,510 at 4% or $275,673 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-13$1,330,915$374,000$28,769iApproximate average salary by contribution assumption: employee only about $719,231 at 4% or $479,487 at 6%; with 50% employer match about $479,487 at 4% or $319,658 at 6%; with 100% employer match about $359,615 at 4% or $239,744 at 6%.
THE SMILE SPOT, LLC 401(K) COMPASS RETIREMENT PLAN-16$1,118,220$155,293$9,706iApproximate average salary by contribution assumption: employee only about $242,645 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,842 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%.
2020215$1,724,451$423,441$28,229iApproximate average salary by contribution assumption: employee only about $705,735 at 4% or $470,490 at 6%; with 50% employer match about $470,490 at 4% or $313,660 at 6%; with 100% employer match about $352,868 at 4% or $235,245 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-12$891,698$274,000$22,833iApproximate average salary by contribution assumption: employee only about $570,833 at 4% or $380,556 at 6%; with 50% employer match about $380,556 at 4% or $253,704 at 6%; with 100% employer match about $285,417 at 4% or $190,278 at 6%.
THE SMILE SPOT, LLC 401(K) COMPASS RETIREMENT PLAN-15$832,753$149,441$9,963iApproximate average salary by contribution assumption: employee only about $249,068 at 4% or $166,046 at 6%; with 50% employer match about $166,046 at 4% or $110,697 at 6%; with 100% employer match about $124,534 at 4% or $83,023 at 6%.
2019213$1,127,338$458,037$35,234iApproximate average salary by contribution assumption: employee only about $880,840 at 4% or $587,227 at 6%; with 50% employer match about $587,227 at 4% or $391,485 at 6%; with 100% employer match about $440,420 at 4% or $293,613 at 6%.
THE SMILE SPOT, LLC 401(K) COMPASS RETIREMENT PLAN-13$568,064$121,671$9,359iApproximate average salary by contribution assumption: employee only about $233,983 at 4% or $155,988 at 6%; with 50% employer match about $155,988 at 4% or $103,992 at 6%; with 100% employer match about $116,991 at 4% or $77,994 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-10$559,274$336,366$33,637iApproximate average salary by contribution assumption: employee only about $840,915 at 4% or $560,610 at 6%; with 50% employer match about $560,610 at 4% or $373,740 at 6%; with 100% employer match about $420,458 at 4% or $280,305 at 6%.
2018212$559,925$256,254$21,355iApproximate average salary by contribution assumption: employee only about $533,863 at 4% or $355,908 at 6%; with 50% employer match about $355,908 at 4% or $237,272 at 6%; with 100% employer match about $266,931 at 4% or $177,954 at 6%.
THE SMILE SPOT, LLC 401(K) PLAN-12$353,526$49,855$4,155iApproximate average salary by contribution assumption: employee only about $103,865 at 4% or $69,243 at 6%; with 50% employer match about $69,243 at 4% or $46,162 at 6%; with 100% employer match about $51,932 at 4% or $34,622 at 6%.
THE SMILE SPOT, LLC CASH BALANCE PLAN-8$206,399$206,399$25,800iApproximate average salary by contribution assumption: employee only about $644,997 at 4% or $429,998 at 6%; with 50% employer match about $429,998 at 4% or $286,665 at 6%; with 100% employer match about $322,498 at 4% or $214,999 at 6%.
201718$332,704$92,756$11,595iApproximate average salary by contribution assumption: employee only about $289,863 at 4% or $193,242 at 6%; with 50% employer match about $193,242 at 4% or $128,828 at 6%; with 100% employer match about $144,931 at 4% or $96,621 at 6%.
THE SMILE SPOT. LLC 401(K) PLAN-8$332,704$92,756$11,595iApproximate average salary by contribution assumption: employee only about $289,863 at 4% or $193,242 at 6%; with 50% employer match about $193,242 at 4% or $128,828 at 6%; with 100% employer match about $144,931 at 4% or $96,621 at 6%.
201616$212,391$71,074$11,846iApproximate average salary by contribution assumption: employee only about $296,142 at 4% or $197,428 at 6%; with 50% employer match about $197,428 at 4% or $131,619 at 6%; with 100% employer match about $148,071 at 4% or $98,714 at 6%.
TRI-STATE RETIREMENT PLAN EXCHANGE 401K PLAN-6$212,391$71,074$11,846iApproximate average salary by contribution assumption: employee only about $296,142 at 4% or $197,428 at 6%; with 50% employer match about $197,428 at 4% or $131,619 at 6%; with 100% employer match about $148,071 at 4% or $98,714 at 6%.
201517$138,008$80,765$11,538iApproximate average salary by contribution assumption: employee only about $288,446 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,198 at 6%; with 100% employer match about $144,223 at 4% or $96,149 at 6%.
TRI-STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN-7$138,008$80,765$11,538iApproximate average salary by contribution assumption: employee only about $288,446 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,198 at 6%; with 100% employer match about $144,223 at 4% or $96,149 at 6%.
201413$57,671$57,671$19,224iApproximate average salary by contribution assumption: employee only about $480,592 at 4% or $320,394 at 6%; with 50% employer match about $320,394 at 4% or $213,596 at 6%; with 100% employer match about $240,296 at 4% or $160,197 at 6%.
TRI-STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN-3$57,671$57,671$19,224iApproximate average salary by contribution assumption: employee only about $480,592 at 4% or $320,394 at 6%; with 50% employer match about $320,394 at 4% or $213,596 at 6%; with 100% employer match about $240,296 at 4% or $160,197 at 6%.
THE SMILE SPOT, LLC | EIN 45-3931925 | 2025 Form 5500 Company Profile