Civic Intelligence

A J Smith Ins. Agency Inc.

Plan context: A J Smith Ins. Agency Retirement Plan

EIN 46-3451337 • 13 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$795,242

2025 Contributions

$89,013

Historical Graphs

Total Assets Over Time

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

$795,242$397,621$0201320192025YearValue
$795,242Latest year 2025

Participants Over Time

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

530201320192025YearValue
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$795,242$0-
A J Smith Ins. Agency Retirement Plan-5$795,242--
202414$620,352$0-
A J Smith Ins. Agency Retirement Plan-4$620,352--
202315$504,932$0-
A J Smith Ins. Agency Retirement Plan-5$504,932--
202215$422,753$0-
A J Smith Ins. Agency Retirement Plan-5$422,753--
202113$466,764$0-
A J Smith Ins. Agency Retirement Plan-3$466,764--
202012$512,525$0-
A J Smith Ins. Agency Retirement Plan-2$512,525--
201913$588,763$0-
A J Smith Ins. Agency Retirement Plan-3$588,763--
201812$420,000$0-
A J Smith Ins. Agency Retirement Plan-2$420,000--
201712$400,000$0-
A J Smith Ins. Agency Retirement Plan-2$400,000--
201612$230,011$0-
A J Smith Ins. Agency Retirement Plan-2$230,011--
201512$93,522$0-
A J Smith Ins. Agency Retirement Plan-2$93,522--
201411$30,200$0-
A J Smith Ins. Agency Retirement Plan-1$30,200--
201311$85,000$89,013$89,013iApproximate average salary by contribution assumption: employee only about $2,225,325 at 4% or $1,483,550 at 6%; with 50% employer match about $1,483,550 at 4% or $989,033 at 6%; with 100% employer match about $1,112,663 at 4% or $741,775 at 6%.
A J Smith Ins. Agency Retirement Plan-1$85,000$89,013$89,013iApproximate average salary by contribution assumption: employee only about $2,225,325 at 4% or $1,483,550 at 6%; with 50% employer match about $1,483,550 at 4% or $989,033 at 6%; with 100% employer match about $1,112,663 at 4% or $741,775 at 6%.