Civic Intelligence

Smith Hanley Associates LLC

Plan context: Smith Hanley Associates 401(K) Plan

EIN 46-0955273 • Southport, CT • 10 filings • 3 plans

107 John StreetSouthport, CT 06890
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,175,264

2024 Contributions

$4,949

Historical Graphs

Total Assets Over Time

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

$5,175,264$2,587,632$0201220162024YearValue
$5,175,264Latest year 2024

Participants Over Time

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

27140201220162024YearValue
14Latest 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
2024114$5,175,264$4,949$354iApproximate average salary by contribution assumption: employee only about $8,838 at 4% or $5,892 at 6%; with 50% employer match about $5,892 at 4% or $3,928 at 6%; with 100% employer match about $4,419 at 4% or $2,946 at 6%.
Smith Hanley Associates 401(K) Plan-14$5,175,264$4,949$354iApproximate average salary by contribution assumption: employee only about $8,838 at 4% or $5,892 at 6%; with 50% employer match about $5,892 at 4% or $3,928 at 6%; with 100% employer match about $4,419 at 4% or $2,946 at 6%.
202010$0$18,365-
SMITH HANLEY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST-0$0$18,365-
2019118$3,406,575$258,808$14,378iApproximate average salary by contribution assumption: employee only about $359,456 at 4% or $239,637 at 6%; with 50% employer match about $239,637 at 4% or $159,758 at 6%; with 100% employer match about $179,728 at 4% or $119,819 at 6%.
SMITH HANLEY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST-18$3,406,575$258,808$14,378iApproximate average salary by contribution assumption: employee only about $359,456 at 4% or $239,637 at 6%; with 50% employer match about $239,637 at 4% or $159,758 at 6%; with 100% employer match about $179,728 at 4% or $119,819 at 6%.
2018122$3,741,200$672,926$30,588iApproximate average salary by contribution assumption: employee only about $764,689 at 4% or $509,792 at 6%; with 50% employer match about $509,792 at 4% or $339,862 at 6%; with 100% employer match about $382,344 at 4% or $254,896 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-22$3,741,200$672,926$30,588iApproximate average salary by contribution assumption: employee only about $764,689 at 4% or $509,792 at 6%; with 50% employer match about $509,792 at 4% or $339,862 at 6%; with 100% employer match about $382,344 at 4% or $254,896 at 6%.
2017122$3,411,581$264,871$12,040iApproximate average salary by contribution assumption: employee only about $300,990 at 4% or $200,660 at 6%; with 50% employer match about $200,660 at 4% or $133,773 at 6%; with 100% employer match about $150,495 at 4% or $100,330 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-22$3,411,581$264,871$12,040iApproximate average salary by contribution assumption: employee only about $300,990 at 4% or $200,660 at 6%; with 50% employer match about $200,660 at 4% or $133,773 at 6%; with 100% employer match about $150,495 at 4% or $100,330 at 6%.
2016127$2,951,593$320,706$11,878iApproximate average salary by contribution assumption: employee only about $296,950 at 4% or $197,967 at 6%; with 50% employer match about $197,967 at 4% or $131,978 at 6%; with 100% employer match about $148,475 at 4% or $98,983 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-27$2,951,593$320,706$11,878iApproximate average salary by contribution assumption: employee only about $296,950 at 4% or $197,967 at 6%; with 50% employer match about $197,967 at 4% or $131,978 at 6%; with 100% employer match about $148,475 at 4% or $98,983 at 6%.
2015125$2,481,865$259,923$10,397iApproximate average salary by contribution assumption: employee only about $259,923 at 4% or $173,282 at 6%; with 50% employer match about $173,282 at 4% or $115,521 at 6%; with 100% employer match about $129,962 at 4% or $86,641 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-25$2,481,865$259,923$10,397iApproximate average salary by contribution assumption: employee only about $259,923 at 4% or $173,282 at 6%; with 50% employer match about $173,282 at 4% or $115,521 at 6%; with 100% employer match about $129,962 at 4% or $86,641 at 6%.
2014121$2,294,821$997,439$47,497iApproximate average salary by contribution assumption: employee only about $1,187,427 at 4% or $791,618 at 6%; with 50% employer match about $791,618 at 4% or $527,746 at 6%; with 100% employer match about $593,714 at 4% or $395,809 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-21$2,294,821$997,439$47,497iApproximate average salary by contribution assumption: employee only about $1,187,427 at 4% or $791,618 at 6%; with 50% employer match about $791,618 at 4% or $527,746 at 6%; with 100% employer match about $593,714 at 4% or $395,809 at 6%.
2013121$1,228,552$1,164,437$55,449iApproximate average salary by contribution assumption: employee only about $1,386,235 at 4% or $924,156 at 6%; with 50% employer match about $924,156 at 4% or $616,104 at 6%; with 100% employer match about $693,117 at 4% or $462,078 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-21$1,228,552$1,164,437$55,449iApproximate average salary by contribution assumption: employee only about $1,386,235 at 4% or $924,156 at 6%; with 50% employer match about $924,156 at 4% or $616,104 at 6%; with 100% employer match about $693,117 at 4% or $462,078 at 6%.
2012111$14,998$14,948$1,359iApproximate average salary by contribution assumption: employee only about $33,973 at 4% or $22,648 at 6%; with 50% employer match about $22,648 at 4% or $15,099 at 6%; with 100% employer match about $16,986 at 4% or $11,324 at 6%.
SMITH HANLEY ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-11$14,998$14,948$1,359iApproximate average salary by contribution assumption: employee only about $33,973 at 4% or $22,648 at 6%; with 50% employer match about $22,648 at 4% or $15,099 at 6%; with 100% employer match about $16,986 at 4% or $11,324 at 6%.