Smith, Thomas & Smith
Plan context: Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan
EIN 52-0257628 • Bethesda, MD • 24 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
19
2022 Assets
$3,630,227
2022 Contributions
$44,952
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 19 | $3,630,227 | $44,952 | $2,366iApproximate average salary by contribution assumption: employee only about $59,147 at 4% or $39,432 at 6%; with 50% employer match about $39,432 at 4% or $26,288 at 6%; with 100% employer match about $29,574 at 4% or $19,716 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 19 | $3,630,227 | $44,952 | $2,366iApproximate average salary by contribution assumption: employee only about $59,147 at 4% or $39,432 at 6%; with 50% employer match about $39,432 at 4% or $26,288 at 6%; with 100% employer match about $29,574 at 4% or $19,716 at 6%. |
| 2021 | 1 | 18 | $4,413,056 | $43,883 | $2,438iApproximate average salary by contribution assumption: employee only about $60,949 at 4% or $40,632 at 6%; with 50% employer match about $40,632 at 4% or $27,088 at 6%; with 100% employer match about $30,474 at 4% or $20,316 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 18 | $4,413,056 | $43,883 | $2,438iApproximate average salary by contribution assumption: employee only about $60,949 at 4% or $40,632 at 6%; with 50% employer match about $40,632 at 4% or $27,088 at 6%; with 100% employer match about $30,474 at 4% or $20,316 at 6%. |
| 2020 | 1 | 19 | $3,873,299 | $43,732 | $2,302iApproximate average salary by contribution assumption: employee only about $57,542 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,181 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 19 | $3,873,299 | $43,732 | $2,302iApproximate average salary by contribution assumption: employee only about $57,542 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,181 at 6%. |
| 2019 | 1 | 19 | $3,237,093 | $60,860 | $3,203iApproximate average salary by contribution assumption: employee only about $80,079 at 4% or $53,386 at 6%; with 50% employer match about $53,386 at 4% or $35,591 at 6%; with 100% employer match about $40,039 at 4% or $26,693 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 19 | $3,237,093 | $60,860 | $3,203iApproximate average salary by contribution assumption: employee only about $80,079 at 4% or $53,386 at 6%; with 50% employer match about $53,386 at 4% or $35,591 at 6%; with 100% employer match about $40,039 at 4% or $26,693 at 6%. |
| 2018 | 1 | 20 | $2,654,358 | $50,895 | $2,545iApproximate average salary by contribution assumption: employee only about $63,619 at 4% or $42,413 at 6%; with 50% employer match about $42,413 at 4% or $28,275 at 6%; with 100% employer match about $31,809 at 4% or $21,206 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 20 | $2,654,358 | $50,895 | $2,545iApproximate average salary by contribution assumption: employee only about $63,619 at 4% or $42,413 at 6%; with 50% employer match about $42,413 at 4% or $28,275 at 6%; with 100% employer match about $31,809 at 4% or $21,206 at 6%. |
| 2017 | 1 | 21 | $2,772,226 | $45,301 | $2,157iApproximate average salary by contribution assumption: employee only about $53,930 at 4% or $35,953 at 6%; with 50% employer match about $35,953 at 4% or $23,969 at 6%; with 100% employer match about $26,965 at 4% or $17,977 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 21 | $2,772,226 | $45,301 | $2,157iApproximate average salary by contribution assumption: employee only about $53,930 at 4% or $35,953 at 6%; with 50% employer match about $35,953 at 4% or $23,969 at 6%; with 100% employer match about $26,965 at 4% or $17,977 at 6%. |
| 2016 | 1 | 22 | $2,283,826 | $37,216 | $1,692iApproximate average salary by contribution assumption: employee only about $42,291 at 4% or $28,194 at 6%; with 50% employer match about $28,194 at 4% or $18,796 at 6%; with 100% employer match about $21,145 at 4% or $14,097 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 22 | $2,283,826 | $37,216 | $1,692iApproximate average salary by contribution assumption: employee only about $42,291 at 4% or $28,194 at 6%; with 50% employer match about $28,194 at 4% or $18,796 at 6%; with 100% employer match about $21,145 at 4% or $14,097 at 6%. |
| 2015 | 1 | 23 | $2,119,541 | $76,751 | $3,337iApproximate average salary by contribution assumption: employee only about $83,425 at 4% or $55,617 at 6%; with 50% employer match about $55,617 at 4% or $37,078 at 6%; with 100% employer match about $41,713 at 4% or $27,808 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 23 | $2,119,541 | $76,751 | $3,337iApproximate average salary by contribution assumption: employee only about $83,425 at 4% or $55,617 at 6%; with 50% employer match about $55,617 at 4% or $37,078 at 6%; with 100% employer match about $41,713 at 4% or $27,808 at 6%. |
| 2014 | 1 | 23 | $2,063,317 | $37,439 | $1,628iApproximate average salary by contribution assumption: employee only about $40,695 at 4% or $27,130 at 6%; with 50% employer match about $27,130 at 4% or $18,086 at 6%; with 100% employer match about $20,347 at 4% or $13,565 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 23 | $2,063,317 | $37,439 | $1,628iApproximate average salary by contribution assumption: employee only about $40,695 at 4% or $27,130 at 6%; with 50% employer match about $27,130 at 4% or $18,086 at 6%; with 100% employer match about $20,347 at 4% or $13,565 at 6%. |
| 2013 | 1 | 24 | $2,025,227 | $36,786 | $1,533iApproximate average salary by contribution assumption: employee only about $38,319 at 4% or $25,546 at 6%; with 50% employer match about $25,546 at 4% or $17,031 at 6%; with 100% employer match about $19,159 at 4% or $12,773 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 24 | $2,025,227 | $36,786 | $1,533iApproximate average salary by contribution assumption: employee only about $38,319 at 4% or $25,546 at 6%; with 50% employer match about $25,546 at 4% or $17,031 at 6%; with 100% employer match about $19,159 at 4% or $12,773 at 6%. |
| 2012 | 1 | 25 | $1,667,093 | $48,848 | $1,954iApproximate average salary by contribution assumption: employee only about $48,848 at 4% or $32,565 at 6%; with 50% employer match about $32,565 at 4% or $21,710 at 6%; with 100% employer match about $24,424 at 4% or $16,283 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 25 | $1,667,093 | $48,848 | $1,954iApproximate average salary by contribution assumption: employee only about $48,848 at 4% or $32,565 at 6%; with 50% employer match about $32,565 at 4% or $21,710 at 6%; with 100% employer match about $24,424 at 4% or $16,283 at 6%. |
| 2011 | 1 | 27 | $1,531,028 | $44,611 | $1,652iApproximate average salary by contribution assumption: employee only about $41,306 at 4% or $27,538 at 6%; with 50% employer match about $27,538 at 4% or $18,358 at 6%; with 100% employer match about $20,653 at 4% or $13,769 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 27 | $1,531,028 | $44,611 | $1,652iApproximate average salary by contribution assumption: employee only about $41,306 at 4% or $27,538 at 6%; with 50% employer match about $27,538 at 4% or $18,358 at 6%; with 100% employer match about $20,653 at 4% or $13,769 at 6%. |
| 2010 | 1 | 29 | $1,719,639 | $45,939 | $1,584iApproximate average salary by contribution assumption: employee only about $39,603 at 4% or $26,402 at 6%; with 50% employer match about $26,402 at 4% or $17,601 at 6%; with 100% employer match about $19,801 at 4% or $13,201 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 29 | $1,719,639 | $45,939 | $1,584iApproximate average salary by contribution assumption: employee only about $39,603 at 4% or $26,402 at 6%; with 50% employer match about $26,402 at 4% or $17,601 at 6%; with 100% employer match about $19,801 at 4% or $13,201 at 6%. |
| 2009 | 1 | 31 | $1,596,466 | $60,287 | $1,945iApproximate average salary by contribution assumption: employee only about $48,619 at 4% or $32,412 at 6%; with 50% employer match about $32,412 at 4% or $21,608 at 6%; with 100% employer match about $24,309 at 4% or $16,206 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 31 | $1,596,466 | $60,287 | $1,945iApproximate average salary by contribution assumption: employee only about $48,619 at 4% or $32,412 at 6%; with 50% employer match about $32,412 at 4% or $21,608 at 6%; with 100% employer match about $24,309 at 4% or $16,206 at 6%. |
| 2008 | 1 | 29 | $1,404,087 | $131,571 | $4,537iApproximate average salary by contribution assumption: employee only about $113,423 at 4% or $75,616 at 6%; with 50% employer match about $75,616 at 4% or $50,410 at 6%; with 100% employer match about $56,712 at 4% or $37,808 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 29 | $1,404,087 | $131,571 | $4,537iApproximate average salary by contribution assumption: employee only about $113,423 at 4% or $75,616 at 6%; with 50% employer match about $75,616 at 4% or $50,410 at 6%; with 100% employer match about $56,712 at 4% or $37,808 at 6%. |
| 2007 | 1 | 30 | $1,942,057 | $142,681 | $4,756iApproximate average salary by contribution assumption: employee only about $118,901 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,845 at 6%; with 100% employer match about $59,450 at 4% or $39,634 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 30 | $1,942,057 | $142,681 | $4,756iApproximate average salary by contribution assumption: employee only about $118,901 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,845 at 6%; with 100% employer match about $59,450 at 4% or $39,634 at 6%. |
| 2006 | 1 | 26 | $1,825,779 | $126,399 | $4,862iApproximate average salary by contribution assumption: employee only about $121,538 at 4% or $81,025 at 6%; with 50% employer match about $81,025 at 4% or $54,017 at 6%; with 100% employer match about $60,769 at 4% or $40,513 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 26 | $1,825,779 | $126,399 | $4,862iApproximate average salary by contribution assumption: employee only about $121,538 at 4% or $81,025 at 6%; with 50% employer match about $81,025 at 4% or $54,017 at 6%; with 100% employer match about $60,769 at 4% or $40,513 at 6%. |
| 2005 | 1 | 25 | $1,449,812 | $111,589 | $4,464iApproximate average salary by contribution assumption: employee only about $111,589 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,196 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 25 | $1,449,812 | $111,589 | $4,464iApproximate average salary by contribution assumption: employee only about $111,589 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,196 at 6%. |
| 2004 | 1 | 26 | $1,192,382 | $117,533 | $4,521iApproximate average salary by contribution assumption: employee only about $113,013 at 4% or $75,342 at 6%; with 50% employer match about $75,342 at 4% or $50,228 at 6%; with 100% employer match about $56,506 at 4% or $37,671 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 26 | $1,192,382 | $117,533 | $4,521iApproximate average salary by contribution assumption: employee only about $113,013 at 4% or $75,342 at 6%; with 50% employer match about $75,342 at 4% or $50,228 at 6%; with 100% employer match about $56,506 at 4% or $37,671 at 6%. |
| 2003 | 1 | 26 | $960,526 | $110,167 | $4,237iApproximate average salary by contribution assumption: employee only about $105,930 at 4% or $70,620 at 6%; with 50% employer match about $70,620 at 4% or $47,080 at 6%; with 100% employer match about $52,965 at 4% or $35,310 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 26 | $960,526 | $110,167 | $4,237iApproximate average salary by contribution assumption: employee only about $105,930 at 4% or $70,620 at 6%; with 50% employer match about $70,620 at 4% or $47,080 at 6%; with 100% employer match about $52,965 at 4% or $35,310 at 6%. |
| 2002 | 1 | 22 | $719,405 | $102,155 | $4,643iApproximate average salary by contribution assumption: employee only about $116,085 at 4% or $77,390 at 6%; with 50% employer match about $77,390 at 4% or $51,593 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 22 | $719,405 | $102,155 | $4,643iApproximate average salary by contribution assumption: employee only about $116,085 at 4% or $77,390 at 6%; with 50% employer match about $77,390 at 4% or $51,593 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 21 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 28 | - | - | - |
| 1999 | 1 | 27 | $709,498 | $101,063 | $3,743iApproximate average salary by contribution assumption: employee only about $93,577 at 4% or $62,385 at 6%; with 50% employer match about $62,385 at 4% or $41,590 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%. |
| Smith, Thomas & Smith Inc. Employee Savings & Retirement Plan | - | 27 | $709,498 | $101,063 | $3,743iApproximate average salary by contribution assumption: employee only about $93,577 at 4% or $62,385 at 6%; with 50% employer match about $62,385 at 4% or $41,590 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%. |