Civic Intelligence

Smith & Smith CPA PC.

Plan context: Smith & Smith CPA PC. 401(K) Plan

EIN 45-4023924 • Cary, NC • 10 filings • 1 plans

1150 Executive CircleSuite 5Cary, NC 27511
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,379,918

2025 Contributions

$251,235

Historical Graphs

Total Assets Over Time

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

$3,379,918$1,689,959$0201620212025YearValue
$3,379,918Latest year 2025

Participants Over Time

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

1160201620212025YearValue
11Latest 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
2025111$3,379,918$251,235$22,840iApproximate average salary by contribution assumption: employee only about $570,989 at 4% or $380,659 at 6%; with 50% employer match about $380,659 at 4% or $253,773 at 6%; with 100% employer match about $285,494 at 4% or $190,330 at 6%.
Smith & Smith CPA PC. 401(K) Plan-11$3,379,918$251,235$22,840iApproximate average salary by contribution assumption: employee only about $570,989 at 4% or $380,659 at 6%; with 50% employer match about $380,659 at 4% or $253,773 at 6%; with 100% employer match about $285,494 at 4% or $190,330 at 6%.
202416$2,640,887$239,346$39,891iApproximate average salary by contribution assumption: employee only about $997,275 at 4% or $664,850 at 6%; with 50% employer match about $664,850 at 4% or $443,233 at 6%; with 100% employer match about $498,638 at 4% or $332,425 at 6%.
Smith & Smith CPA PC. 401(K) Plan-6$2,640,887$239,346$39,891iApproximate average salary by contribution assumption: employee only about $997,275 at 4% or $664,850 at 6%; with 50% employer match about $664,850 at 4% or $443,233 at 6%; with 100% employer match about $498,638 at 4% or $332,425 at 6%.
202319$2,145,878$231,406$25,712iApproximate average salary by contribution assumption: employee only about $642,794 at 4% or $428,530 at 6%; with 50% employer match about $428,530 at 4% or $285,686 at 6%; with 100% employer match about $321,397 at 4% or $214,265 at 6%.
Smith & Smith CPA PC. 401(K) Plan-9$2,145,878$231,406$25,712iApproximate average salary by contribution assumption: employee only about $642,794 at 4% or $428,530 at 6%; with 50% employer match about $428,530 at 4% or $285,686 at 6%; with 100% employer match about $321,397 at 4% or $214,265 at 6%.
202218$1,623,571$210,641$26,330iApproximate average salary by contribution assumption: employee only about $658,253 at 4% or $438,835 at 6%; with 50% employer match about $438,835 at 4% or $292,557 at 6%; with 100% employer match about $329,127 at 4% or $219,418 at 6%.
Smith & Smith CPA PC. 401(K) Plan-8$1,623,571$210,641$26,330iApproximate average salary by contribution assumption: employee only about $658,253 at 4% or $438,835 at 6%; with 50% employer match about $438,835 at 4% or $292,557 at 6%; with 100% employer match about $329,127 at 4% or $219,418 at 6%.
202117$1,725,371$199,783$28,540iApproximate average salary by contribution assumption: employee only about $713,511 at 4% or $475,674 at 6%; with 50% employer match about $475,674 at 4% or $317,116 at 6%; with 100% employer match about $356,755 at 4% or $237,837 at 6%.
Smith & Smith CPA PC. 401(K) Plan-7$1,725,371$199,783$28,540iApproximate average salary by contribution assumption: employee only about $713,511 at 4% or $475,674 at 6%; with 50% employer match about $475,674 at 4% or $317,116 at 6%; with 100% employer match about $356,755 at 4% or $237,837 at 6%.
202017$1,344,988$198,838$28,405iApproximate average salary by contribution assumption: employee only about $710,136 at 4% or $473,424 at 6%; with 50% employer match about $473,424 at 4% or $315,616 at 6%; with 100% employer match about $355,068 at 4% or $236,712 at 6%.
Smith & Smith CPA PC. 401(K) Plan-7$1,344,988$198,838$28,405iApproximate average salary by contribution assumption: employee only about $710,136 at 4% or $473,424 at 6%; with 50% employer match about $473,424 at 4% or $315,616 at 6%; with 100% employer match about $355,068 at 4% or $236,712 at 6%.
201918$977,235$185,228$23,154iApproximate average salary by contribution assumption: employee only about $578,838 at 4% or $385,892 at 6%; with 50% employer match about $385,892 at 4% or $257,261 at 6%; with 100% employer match about $289,419 at 4% or $192,946 at 6%.
Smith & Smith CPA PC. 401(K) Plan-8$977,235$185,228$23,154iApproximate average salary by contribution assumption: employee only about $578,838 at 4% or $385,892 at 6%; with 50% employer match about $385,892 at 4% or $257,261 at 6%; with 100% employer match about $289,419 at 4% or $192,946 at 6%.
201818$645,095$175,925$21,991iApproximate average salary by contribution assumption: employee only about $549,766 at 4% or $366,510 at 6%; with 50% employer match about $366,510 at 4% or $244,340 at 6%; with 100% employer match about $274,883 at 4% or $183,255 at 6%.
Smith & Smith CPA PC. 401(K) Plan-8$645,095$175,925$21,991iApproximate average salary by contribution assumption: employee only about $549,766 at 4% or $366,510 at 6%; with 50% employer match about $366,510 at 4% or $244,340 at 6%; with 100% employer match about $274,883 at 4% or $183,255 at 6%.
201717$529,884$164,903$23,558iApproximate average salary by contribution assumption: employee only about $588,939 at 4% or $392,626 at 6%; with 50% employer match about $392,626 at 4% or $261,751 at 6%; with 100% employer match about $294,470 at 4% or $196,313 at 6%.
Smith & Smith CPA PC. 401(K) Plan-7$529,884$164,903$23,558iApproximate average salary by contribution assumption: employee only about $588,939 at 4% or $392,626 at 6%; with 50% employer match about $392,626 at 4% or $261,751 at 6%; with 100% employer match about $294,470 at 4% or $196,313 at 6%.
201616$307,663$288,989$48,165iApproximate average salary by contribution assumption: employee only about $1,204,121 at 4% or $802,747 at 6%; with 50% employer match about $802,747 at 4% or $535,165 at 6%; with 100% employer match about $602,060 at 4% or $401,374 at 6%.
Smith & Smith CPA PC. 401(K) Plan-6$307,663$288,989$48,165iApproximate average salary by contribution assumption: employee only about $1,204,121 at 4% or $802,747 at 6%; with 50% employer match about $802,747 at 4% or $535,165 at 6%; with 100% employer match about $602,060 at 4% or $401,374 at 6%.