Civic Intelligence

Smarty Social Media Inc.

Plan context: Smarty Social Media Inc. Cash Balance Plan

EIN 46-3792071 • Orange, CA • 18 filings • 2 plans

8502 E. Chapman Ave, Suite 441Orange, CA 92869
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$1,583,228

2025 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$3,541,937$1,770,969$0201620212025YearValue
$1,583,228Latest year 2025

Participants Over Time

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

31160201620212025YearValue
23Latest 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
2025123$1,583,228$200,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
Smarty Social Media Inc. Cash Balance Plan-23$1,583,228$200,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
2024231$3,541,937$415,586$13,406iApproximate average salary by contribution assumption: employee only about $335,150 at 4% or $223,433 at 6%; with 50% employer match about $223,433 at 4% or $148,956 at 6%; with 100% employer match about $167,575 at 4% or $111,717 at 6%.
Smarty Social Media Inc. 401(K) Plan-31$2,360,293$370,586$11,954iApproximate average salary by contribution assumption: employee only about $298,860 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%.
Smarty Social Media Inc. Cash Balance Plan-21$1,181,644$45,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
2023229$2,763,782$514,546$17,743iApproximate average salary by contribution assumption: employee only about $443,574 at 4% or $295,716 at 6%; with 50% employer match about $295,716 at 4% or $197,144 at 6%; with 100% employer match about $221,787 at 4% or $147,858 at 6%.
Smarty Social Media Inc. 401(K) Plan-29$1,749,205$384,689$13,265iApproximate average salary by contribution assumption: employee only about $331,628 at 4% or $221,086 at 6%; with 50% employer match about $221,086 at 4% or $147,390 at 6%; with 100% employer match about $165,814 at 4% or $110,543 at 6%.
Smarty Social Media Inc. Cash Balance Plan-21$1,014,577$129,857$6,184iApproximate average salary by contribution assumption: employee only about $154,592 at 4% or $103,061 at 6%; with 50% employer match about $103,061 at 4% or $68,707 at 6%; with 100% employer match about $77,296 at 4% or $51,531 at 6%.
2022228$1,908,028$606,827$21,672iApproximate average salary by contribution assumption: employee only about $541,810 at 4% or $361,207 at 6%; with 50% employer match about $361,207 at 4% or $240,804 at 6%; with 100% employer match about $270,905 at 4% or $180,603 at 6%.
Smarty Social Media Inc. 401(K) Plan-28$1,150,922$483,804$17,279iApproximate average salary by contribution assumption: employee only about $431,968 at 4% or $287,979 at 6%; with 50% employer match about $287,979 at 4% or $191,986 at 6%; with 100% employer match about $215,984 at 4% or $143,989 at 6%.
Smarty Social Media Inc. Cash Balance Plan-15$757,106$123,023$8,202iApproximate average salary by contribution assumption: employee only about $205,038 at 4% or $136,692 at 6%; with 50% employer match about $136,692 at 4% or $91,128 at 6%; with 100% employer match about $102,519 at 4% or $68,346 at 6%.
2021222$2,214,600$354,993$16,136iApproximate average salary by contribution assumption: employee only about $403,401 at 4% or $268,934 at 6%; with 50% employer match about $268,934 at 4% or $179,289 at 6%; with 100% employer match about $201,701 at 4% or $134,467 at 6%.
Smarty Social Media Inc. 401(K) Plan-22$1,444,526$241,794$10,991iApproximate average salary by contribution assumption: employee only about $274,766 at 4% or $183,177 at 6%; with 50% employer match about $183,177 at 4% or $122,118 at 6%; with 100% employer match about $137,383 at 4% or $91,589 at 6%.
Smarty Social Media Inc. Cash Balance Plan-8$770,074$113,199$14,150iApproximate average salary by contribution assumption: employee only about $353,747 at 4% or $235,831 at 6%; with 50% employer match about $235,831 at 4% or $157,221 at 6%; with 100% employer match about $176,873 at 4% or $117,916 at 6%.
2020213$1,634,785$154,476$11,883iApproximate average salary by contribution assumption: employee only about $297,069 at 4% or $198,046 at 6%; with 50% employer match about $198,046 at 4% or $132,031 at 6%; with 100% employer match about $148,535 at 4% or $99,023 at 6%.
Smarty Social Media Inc. 401(K) Plan-13$1,050,883$92,583$7,122iApproximate average salary by contribution assumption: employee only about $178,044 at 4% or $118,696 at 6%; with 50% employer match about $118,696 at 4% or $79,131 at 6%; with 100% employer match about $89,022 at 4% or $59,348 at 6%.
Smarty Social Media Inc. Cash Balance Plan-6$583,902$61,893$10,316iApproximate average salary by contribution assumption: employee only about $257,888 at 4% or $171,925 at 6%; with 50% employer match about $171,925 at 4% or $114,617 at 6%; with 100% employer match about $128,944 at 4% or $85,963 at 6%.
2019211$1,176,678$269,432$24,494iApproximate average salary by contribution assumption: employee only about $612,345 at 4% or $408,230 at 6%; with 50% employer match about $408,230 at 4% or $272,154 at 6%; with 100% employer match about $306,173 at 4% or $204,115 at 6%.
Smarty Social Media Inc. 401(K) Plan-11$772,095$94,655$8,605iApproximate average salary by contribution assumption: employee only about $215,125 at 4% or $143,417 at 6%; with 50% employer match about $143,417 at 4% or $95,611 at 6%; with 100% employer match about $107,563 at 4% or $71,708 at 6%.
Smarty Social Media Inc. Cash Balance Plan-4$404,583$174,777$43,694iApproximate average salary by contribution assumption: employee only about $1,092,356 at 4% or $728,238 at 6%; with 50% employer match about $728,238 at 4% or $485,492 at 6%; with 100% employer match about $546,178 at 4% or $364,119 at 6%.
201827$735,400$384,027$54,861iApproximate average salary by contribution assumption: employee only about $1,371,525 at 4% or $914,350 at 6%; with 50% employer match about $914,350 at 4% or $609,567 at 6%; with 100% employer match about $685,763 at 4% or $457,175 at 6%.
Smarty Social Media Inc. 401(K) Plan-7$539,533$281,127$40,161iApproximate average salary by contribution assumption: employee only about $1,004,025 at 4% or $669,350 at 6%; with 50% employer match about $669,350 at 4% or $446,233 at 6%; with 100% employer match about $502,013 at 4% or $334,675 at 6%.
Smarty Social Media Inc. Cash Balance Plan-3$195,867$102,900$34,300iApproximate average salary by contribution assumption: employee only about $857,500 at 4% or $571,667 at 6%; with 50% employer match about $571,667 at 4% or $381,111 at 6%; with 100% employer match about $428,750 at 4% or $285,833 at 6%.
201726$406,618$279,738$46,623iApproximate average salary by contribution assumption: employee only about $1,165,575 at 4% or $777,050 at 6%; with 50% employer match about $777,050 at 4% or $518,033 at 6%; with 100% employer match about $582,788 at 4% or $388,525 at 6%.
Smarty Social Media Inc. 401(K) Plan-6$305,218$178,338$29,723iApproximate average salary by contribution assumption: employee only about $743,075 at 4% or $495,383 at 6%; with 50% employer match about $495,383 at 4% or $330,256 at 6%; with 100% employer match about $371,538 at 4% or $247,692 at 6%.
Smarty Social Media Inc. Cash Balance Plan-2$101,400$101,400$50,700iApproximate average salary by contribution assumption: employee only about $1,267,500 at 4% or $845,000 at 6%; with 50% employer match about $845,000 at 4% or $563,333 at 6%; with 100% employer match about $633,750 at 4% or $422,500 at 6%.
201613$93,166$92,212$30,737iApproximate average salary by contribution assumption: employee only about $768,433 at 4% or $512,289 at 6%; with 50% employer match about $512,289 at 4% or $341,526 at 6%; with 100% employer match about $384,217 at 4% or $256,144 at 6%.
Smarty Social Media Inc. 401(K) Plan-3$93,166$92,212$30,737iApproximate average salary by contribution assumption: employee only about $768,433 at 4% or $512,289 at 6%; with 50% employer match about $512,289 at 4% or $341,526 at 6%; with 100% employer match about $384,217 at 4% or $256,144 at 6%.