Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$228,055
2024 Contributions
$280
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $228,055 | $0 | - |
| 402 Smith Retirement Plan | - | 2 | $228,055 | - | - |
| 2023 | 1 | 2 | $244,295 | $280 | $140iApproximate average salary by contribution assumption: employee only about $3,500 at 4% or $2,333 at 6%; with 50% employer match about $2,333 at 4% or $1,556 at 6%; with 100% employer match about $1,750 at 4% or $1,167 at 6%. |
| 402 Smith Retirement Plan | - | 2 | $244,295 | $280 | $140iApproximate average salary by contribution assumption: employee only about $3,500 at 4% or $2,333 at 6%; with 50% employer match about $2,333 at 4% or $1,556 at 6%; with 100% employer match about $1,750 at 4% or $1,167 at 6%. |
| 2022 | 1 | 2 | $246,766 | $140 | $70iApproximate average salary by contribution assumption: employee only about $1,750 at 4% or $1,167 at 6%; with 50% employer match about $1,167 at 4% or $778 at 6%; with 100% employer match about $875 at 4% or $583 at 6%. |
| 402 Smith Retirement Plan | - | 2 | $246,766 | $140 | $70iApproximate average salary by contribution assumption: employee only about $1,750 at 4% or $1,167 at 6%; with 50% employer match about $1,167 at 4% or $778 at 6%; with 100% employer match about $875 at 4% or $583 at 6%. |
| 2021 | 1 | 1 | $254,688 | $0 | - |
| 402 Smith Retirement Plan | - | 1 | $254,688 | - | - |
| 2020 | 1 | 2 | $256,506 | $0 | - |
| 402 Smith Retirement Plan | - | 2 | $256,506 | - | - |
| 2019 | 1 | 1 | $257,345 | $3,154 | $3,154iApproximate average salary by contribution assumption: employee only about $78,850 at 4% or $52,567 at 6%; with 50% employer match about $52,567 at 4% or $35,044 at 6%; with 100% employer match about $39,425 at 4% or $26,283 at 6%. |
| 402 Smith Retirement Plan | - | 1 | $257,345 | $3,154 | $3,154iApproximate average salary by contribution assumption: employee only about $78,850 at 4% or $52,567 at 6%; with 50% employer match about $52,567 at 4% or $35,044 at 6%; with 100% employer match about $39,425 at 4% or $26,283 at 6%. |
| 2018 | 1 | 3 | $268,529 | $4,627 | $1,542iApproximate average salary by contribution assumption: employee only about $38,558 at 4% or $25,706 at 6%; with 50% employer match about $25,706 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,853 at 6%. |
| 402 Smith Retirement Plan | - | 3 | $268,529 | $4,627 | $1,542iApproximate average salary by contribution assumption: employee only about $38,558 at 4% or $25,706 at 6%; with 50% employer match about $25,706 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,853 at 6%. |
| 2017 | 1 | 3 | $267,225 | $10,250 | $3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| 402 Smith Retirement Plan | - | 3 | $267,225 | $10,250 | $3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| 2016 | 1 | 2 | $265,447 | $1,584 | $792iApproximate average salary by contribution assumption: employee only about $19,800 at 4% or $13,200 at 6%; with 50% employer match about $13,200 at 4% or $8,800 at 6%; with 100% employer match about $9,900 at 4% or $6,600 at 6%. |
| 402 Smith Retirement Plan | - | 2 | $265,447 | $1,584 | $792iApproximate average salary by contribution assumption: employee only about $19,800 at 4% or $13,200 at 6%; with 50% employer match about $13,200 at 4% or $8,800 at 6%; with 100% employer match about $9,900 at 4% or $6,600 at 6%. |
| 2015 | 1 | 1 | $265,900 | $0 | - |
| 402 Smith Retirement Plan | - | 1 | $265,900 | - | - |
| 2014 | 1 | 1 | $272,100 | $270,914 | $270,914iApproximate average salary by contribution assumption: employee only about $6,772,850 at 4% or $4,515,233 at 6%; with 50% employer match about $4,515,233 at 4% or $3,010,156 at 6%; with 100% employer match about $3,386,425 at 4% or $2,257,617 at 6%. |
| 402 Smith Retirement Plan | - | 1 | $272,100 | $270,914 | $270,914iApproximate average salary by contribution assumption: employee only about $6,772,850 at 4% or $4,515,233 at 6%; with 50% employer match about $4,515,233 at 4% or $3,010,156 at 6%; with 100% employer match about $3,386,425 at 4% or $2,257,617 at 6%. |