Civic Intelligence

Smartly Inc.

Plan context: Smartly 401(K) Plan

EIN 46-3786879 • Boulder, CO • 10 filings • 3 plans

2755 Canyon BlvdBoulder, CO 80302
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$4,105,265

2024 Contributions

$1,162,034

Historical Graphs

Total Assets Over Time

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

$4,105,265$2,052,633$0201720212024YearValue
$4,105,265Latest year 2024

Participants Over Time

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

156780201720212024YearValue
55Latest 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
2024155$4,105,265$1,162,034$21,128iApproximate average salary by contribution assumption: employee only about $528,197 at 4% or $352,132 at 6%; with 50% employer match about $352,132 at 4% or $234,754 at 6%; with 100% employer match about $264,099 at 4% or $176,066 at 6%.
Smartly 401(K) Plan-55$4,105,265$1,162,034$21,128iApproximate average salary by contribution assumption: employee only about $528,197 at 4% or $352,132 at 6%; with 50% employer match about $352,132 at 4% or $234,754 at 6%; with 100% employer match about $264,099 at 4% or $176,066 at 6%.
2023148$3,696,774$1,177,350$24,528iApproximate average salary by contribution assumption: employee only about $613,203 at 4% or $408,802 at 6%; with 50% employer match about $408,802 at 4% or $272,535 at 6%; with 100% employer match about $306,602 at 4% or $204,401 at 6%.
Smartly 401(K) Plan-48$3,696,774$1,177,350$24,528iApproximate average salary by contribution assumption: employee only about $613,203 at 4% or $408,802 at 6%; with 50% employer match about $408,802 at 4% or $272,535 at 6%; with 100% employer match about $306,602 at 4% or $204,401 at 6%.
20222156$3,002,827$1,871,095$11,994iApproximate average salary by contribution assumption: employee only about $299,855 at 4% or $199,903 at 6%; with 50% employer match about $199,903 at 4% or $133,269 at 6%; with 100% employer match about $149,927 at 4% or $99,952 at 6%.
Smartly 401(K) Plan-156$3,002,827$1,871,095$11,994iApproximate average salary by contribution assumption: employee only about $299,855 at 4% or $199,903 at 6%; with 50% employer match about $199,903 at 4% or $133,269 at 6%; with 100% employer match about $149,927 at 4% or $99,952 at 6%.
SMARTLY, INC. HEALTH AND WELFARE PLAN-61---
20212111$2,161,850$1,000,264$9,011iApproximate average salary by contribution assumption: employee only about $225,285 at 4% or $150,190 at 6%; with 50% employer match about $150,190 at 4% or $100,127 at 6%; with 100% employer match about $112,642 at 4% or $75,095 at 6%.
Smartly 401(K) Plan-104$2,161,850$1,000,264$9,618iApproximate average salary by contribution assumption: employee only about $240,448 at 4% or $160,299 at 6%; with 50% employer match about $160,299 at 4% or $106,866 at 6%; with 100% employer match about $120,224 at 4% or $80,149 at 6%.
SMARTLY, INC. HEALTH AND WELFARE PLAN-111---
2020156$1,459,078$527,317$9,416iApproximate average salary by contribution assumption: employee only about $235,409 at 4% or $156,940 at 6%; with 50% employer match about $156,940 at 4% or $104,626 at 6%; with 100% employer match about $117,705 at 4% or $78,470 at 6%.
Smartly 401(K) Plan-56$1,459,078$527,317$9,416iApproximate average salary by contribution assumption: employee only about $235,409 at 4% or $156,940 at 6%; with 50% employer match about $156,940 at 4% or $104,626 at 6%; with 100% employer match about $117,705 at 4% or $78,470 at 6%.
2019143$784,294$332,112$7,724iApproximate average salary by contribution assumption: employee only about $193,088 at 4% or $128,726 at 6%; with 50% employer match about $128,726 at 4% or $85,817 at 6%; with 100% employer match about $96,544 at 4% or $64,363 at 6%.
Smartly 401(K) Plan-43$784,294$332,112$7,724iApproximate average salary by contribution assumption: employee only about $193,088 at 4% or $128,726 at 6%; with 50% employer match about $128,726 at 4% or $85,817 at 6%; with 100% employer match about $96,544 at 4% or $64,363 at 6%.
2018125$344,224$211,013$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,784 at 6%; with 100% employer match about $105,507 at 4% or $70,338 at 6%.
Smartly 401(K) Plan-25$344,224$211,013$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,784 at 6%; with 100% employer match about $105,507 at 4% or $70,338 at 6%.
2017118$159,936$148,200$8,233iApproximate average salary by contribution assumption: employee only about $205,833 at 4% or $137,222 at 6%; with 50% employer match about $137,222 at 4% or $91,481 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.
Smartly 401(K) Plan-18$159,936$148,200$8,233iApproximate average salary by contribution assumption: employee only about $205,833 at 4% or $137,222 at 6%; with 50% employer match about $137,222 at 4% or $91,481 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.