William C. Smith & Company Inc.
Plan context: William C. Smith & Company Inc. 401K and Profit Sharing Plan
EIN 52-1092879 • 82 filings • 27 plans
Current Snapshot
Latest Year
2024
2024 Participants
491
2024 Assets
$35,368,457
2024 Contributions
$4,012,349
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 | 3 | 491 | $35,368,457 | $4,012,349 | $8,172iApproximate average salary by contribution assumption: employee only about $204,295 at 4% or $136,197 at 6%; with 50% employer match about $136,197 at 4% or $90,798 at 6%; with 100% employer match about $102,147 at 4% or $68,098 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 421 | $35,368,457 | $4,012,349 | $9,531iApproximate average salary by contribution assumption: employee only about $238,263 at 4% or $158,842 at 6%; with 50% employer match about $158,842 at 4% or $105,895 at 6%; with 100% employer match about $119,132 at 4% or $79,421 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 491 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 491 | - | - | - |
| 2023 | 3 | 488 | $29,920,655 | $2,841,714 | $5,823iApproximate average salary by contribution assumption: employee only about $145,580 at 4% or $97,053 at 6%; with 50% employer match about $97,053 at 4% or $64,702 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 450 | $29,920,655 | $2,841,714 | $6,315iApproximate average salary by contribution assumption: employee only about $157,873 at 4% or $105,249 at 6%; with 50% employer match about $105,249 at 4% or $70,166 at 6%; with 100% employer match about $78,937 at 4% or $52,624 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 488 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 488 | - | - | - |
| 2022 | 3 | 476 | $26,970,790 | $2,966,850 | $6,233iApproximate average salary by contribution assumption: employee only about $155,822 at 4% or $103,881 at 6%; with 50% employer match about $103,881 at 4% or $69,254 at 6%; with 100% employer match about $77,911 at 4% or $51,941 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 476 | $26,970,790 | $2,966,850 | $6,233iApproximate average salary by contribution assumption: employee only about $155,822 at 4% or $103,881 at 6%; with 50% employer match about $103,881 at 4% or $69,254 at 6%; with 100% employer match about $77,911 at 4% or $51,941 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 441 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 441 | - | - | - |
| 2021 | 3 | 515 | $33,868,956 | $3,129,287 | $6,076iApproximate average salary by contribution assumption: employee only about $151,907 at 4% or $101,271 at 6%; with 50% employer match about $101,271 at 4% or $67,514 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 515 | $33,868,956 | $3,129,287 | $6,076iApproximate average salary by contribution assumption: employee only about $151,907 at 4% or $101,271 at 6%; with 50% employer match about $101,271 at 4% or $67,514 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 491 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 491 | - | - | - |
| 2020 | 3 | 544 | $29,559,689 | $3,371,573 | $6,198iApproximate average salary by contribution assumption: employee only about $154,944 at 4% or $103,296 at 6%; with 50% employer match about $103,296 at 4% or $68,864 at 6%; with 100% employer match about $77,472 at 4% or $51,648 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 544 | $29,559,689 | $3,371,573 | $6,198iApproximate average salary by contribution assumption: employee only about $154,944 at 4% or $103,296 at 6%; with 50% employer match about $103,296 at 4% or $68,864 at 6%; with 100% employer match about $77,472 at 4% or $51,648 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 449 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 449 | - | - | - |
| 2019 | 3 | 564 | $24,961,755 | $3,151,193 | $5,587iApproximate average salary by contribution assumption: employee only about $139,681 at 4% or $93,120 at 6%; with 50% employer match about $93,120 at 4% or $62,080 at 6%; with 100% employer match about $69,840 at 4% or $46,560 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 564 | $24,961,755 | $3,151,193 | $5,587iApproximate average salary by contribution assumption: employee only about $139,681 at 4% or $93,120 at 6%; with 50% employer match about $93,120 at 4% or $62,080 at 6%; with 100% employer match about $69,840 at 4% or $46,560 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 441 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 441 | - | - | - |
| 2018 | 3 | 535 | $20,173,845 | $2,392,285 | $4,472iApproximate average salary by contribution assumption: employee only about $111,789 at 4% or $74,526 at 6%; with 50% employer match about $74,526 at 4% or $49,684 at 6%; with 100% employer match about $55,895 at 4% or $37,263 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 535 | $20,173,845 | $2,392,285 | $4,472iApproximate average salary by contribution assumption: employee only about $111,789 at 4% or $74,526 at 6%; with 50% employer match about $74,526 at 4% or $49,684 at 6%; with 100% employer match about $55,895 at 4% or $37,263 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 449 | - | - | - |
| William C. Smith & Company Inc. Eap | - | 449 | - | - | - |
| 2017 | 2 | 535 | $20,489,439 | $2,344,820 | $4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,047 at 6%; with 50% employer match about $73,047 at 4% or $48,698 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 535 | $20,489,439 | $2,344,820 | $4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,047 at 6%; with 50% employer match about $73,047 at 4% or $48,698 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 430 | - | - | - |
| 2016 | 5 | 554 | $17,087,805 | $2,654,934 | $4,792iApproximate average salary by contribution assumption: employee only about $119,807 at 4% or $79,872 at 6%; with 50% employer match about $79,872 at 4% or $53,248 at 6%; with 100% employer match about $59,904 at 4% or $39,936 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 554 | $17,087,805 | $2,654,934 | $4,792iApproximate average salary by contribution assumption: employee only about $119,807 at 4% or $79,872 at 6%; with 50% employer match about $79,872 at 4% or $53,248 at 6%; with 100% employer match about $59,904 at 4% or $39,936 at 6%. |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 0 | - | - | - |
| William C. Smith & Co. Disability Plan | - | 0 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 0 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 470 | - | - | - |
| 2015 | 5 | 535 | $14,550,058 | $2,207,113 | $4,125iApproximate average salary by contribution assumption: employee only about $103,136 at 4% or $68,757 at 6%; with 50% employer match about $68,757 at 4% or $45,838 at 6%; with 100% employer match about $51,568 at 4% or $34,379 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 527 | $14,550,058 | $2,207,113 | $4,188iApproximate average salary by contribution assumption: employee only about $104,702 at 4% or $69,801 at 6%; with 50% employer match about $69,801 at 4% or $46,534 at 6%; with 100% employer match about $52,351 at 4% or $34,901 at 6%. |
| William C. Smith & Co. Disability Plan | - | 535 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 535 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 377 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 385 | - | - | - |
| 2014 | 5 | 531 | $13,885,472 | $1,791,621 | $3,374iApproximate average salary by contribution assumption: employee only about $84,351 at 4% or $56,234 at 6%; with 50% employer match about $56,234 at 4% or $37,489 at 6%; with 100% employer match about $42,176 at 4% or $28,117 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 488 | $13,885,472 | $1,791,621 | $3,671iApproximate average salary by contribution assumption: employee only about $91,784 at 4% or $61,189 at 6%; with 50% employer match about $61,189 at 4% or $40,793 at 6%; with 100% employer match about $45,892 at 4% or $30,595 at 6%. |
| William C. Smith & Co. Disability Plan | - | 531 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 531 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 373 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 380 | - | - | - |
| 2013 | 4 | 457 | $12,094,357 | $1,329,162 | $2,908iApproximate average salary by contribution assumption: employee only about $72,711 at 4% or $48,474 at 6%; with 50% employer match about $48,474 at 4% or $32,316 at 6%; with 100% employer match about $36,356 at 4% or $24,237 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 447 | $12,094,357 | $1,329,162 | $2,974iApproximate average salary by contribution assumption: employee only about $74,338 at 4% or $49,559 at 6%; with 50% employer match about $49,559 at 4% or $33,039 at 6%; with 100% employer match about $37,169 at 4% or $24,779 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 374 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 324 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 457 | - | - | - |
| 2012 | 4 | 432 | $9,574,458 | $1,177,890 | $2,727iApproximate average salary by contribution assumption: employee only about $68,165 at 4% or $45,443 at 6%; with 50% employer match about $45,443 at 4% or $30,296 at 6%; with 100% employer match about $34,082 at 4% or $22,722 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 416 | $9,574,458 | $1,177,890 | $2,831iApproximate average salary by contribution assumption: employee only about $70,787 at 4% or $47,191 at 6%; with 50% employer match about $47,191 at 4% or $31,461 at 6%; with 100% employer match about $35,393 at 4% or $23,596 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 309 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 304 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 432 | - | - | - |
| 2011 | 4 | 571 | $7,770,984 | $1,106,232 | $1,937iApproximate average salary by contribution assumption: employee only about $48,434 at 4% or $32,289 at 6%; with 50% employer match about $32,289 at 4% or $21,526 at 6%; with 100% employer match about $24,217 at 4% or $16,145 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 447 | $7,770,984 | $1,106,232 | $2,475iApproximate average salary by contribution assumption: employee only about $61,870 at 4% or $41,247 at 6%; with 50% employer match about $41,247 at 4% or $27,498 at 6%; with 100% employer match about $30,935 at 4% or $20,623 at 6%. |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 571 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 205 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 274 | - | - | - |
| 2010 | 4 | 618 | $7,344,763 | $999,120 | $1,617iApproximate average salary by contribution assumption: employee only about $40,417 at 4% or $26,945 at 6%; with 50% employer match about $26,945 at 4% or $17,963 at 6%; with 100% employer match about $20,209 at 4% or $13,472 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 508 | $7,344,763 | $999,120 | $1,967iApproximate average salary by contribution assumption: employee only about $49,169 at 4% or $32,780 at 6%; with 50% employer match about $32,780 at 4% or $21,853 at 6%; with 100% employer match about $24,585 at 4% or $16,390 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 295 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 421 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 618 | - | - | - |
| 2009 | 4 | 553 | $6,000,734 | $1,016,841 | $1,839iApproximate average salary by contribution assumption: employee only about $45,969 at 4% or $30,646 at 6%; with 50% employer match about $30,646 at 4% or $20,431 at 6%; with 100% employer match about $22,985 at 4% or $15,323 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 452 | $6,000,734 | $1,016,841 | $2,250iApproximate average salary by contribution assumption: employee only about $56,241 at 4% or $37,494 at 6%; with 50% employer match about $37,494 at 4% or $24,996 at 6%; with 100% employer match about $28,121 at 4% or $18,747 at 6%. |
| William C. Smith & Company Welfare Benefit Plan | - | 400 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 381 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 553 | - | - | - |
| 2008 | 4 | 632 | $4,287,926 | $1,127,874 | $1,785iApproximate average salary by contribution assumption: employee only about $44,615 at 4% or $29,744 at 6%; with 50% employer match about $29,744 at 4% or $19,829 at 6%; with 100% employer match about $22,308 at 4% or $14,872 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 561 | $4,287,926 | $1,127,874 | $2,010iApproximate average salary by contribution assumption: employee only about $50,262 at 4% or $33,508 at 6%; with 50% employer match about $33,508 at 4% or $22,339 at 6%; with 100% employer match about $25,131 at 4% or $16,754 at 6%. |
| William C. Smith & Co. Group Dental Plan | - | 423 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 421 | - | - | - |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 632 | - | - | - |
| 2007 | 4 | 662 | $5,384,892 | $946,031 | $1,429iApproximate average salary by contribution assumption: employee only about $35,726 at 4% or $23,817 at 6%; with 50% employer match about $23,817 at 4% or $15,878 at 6%; with 100% employer match about $17,863 at 4% or $11,909 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 310 | $5,384,892 | $946,031 | $3,052iApproximate average salary by contribution assumption: employee only about $76,293 at 4% or $50,862 at 6%; with 50% employer match about $50,862 at 4% or $33,908 at 6%; with 100% employer match about $38,146 at 4% or $25,431 at 6%. |
| William C. Smith and Co. Life and Accidental Death and Dismemberment Plan | - | 662 | - | - | - |
| William C. Smith & Co. Group Dental Plan | - | 436 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 471 | - | - | - |
| 2006 | 3 | 588 | $9,422,402 | $1,617,628 | $2,751iApproximate average salary by contribution assumption: employee only about $68,777 at 4% or $45,851 at 6%; with 50% employer match about $45,851 at 4% or $30,567 at 6%; with 100% employer match about $34,388 at 4% or $22,926 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 588 | $4,711,201 | $808,814 | $1,376iApproximate average salary by contribution assumption: employee only about $34,388 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,194 at 4% or $11,463 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 588 | $4,711,201 | $808,814 | $1,376iApproximate average salary by contribution assumption: employee only about $34,388 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,194 at 4% or $11,463 at 6%. |
| WILLIAM C. SMITH & CO., INC. PREMIUM ONLY PLAN | - | 0 | - | - | - |
| 2005 | 2 | 575 | $3,905,074 | $736,765 | $1,281iApproximate average salary by contribution assumption: employee only about $32,033 at 4% or $21,356 at 6%; with 50% employer match about $21,356 at 4% or $14,237 at 6%; with 100% employer match about $16,017 at 4% or $10,678 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 575 | $3,905,074 | $736,765 | $1,281iApproximate average salary by contribution assumption: employee only about $32,033 at 4% or $21,356 at 6%; with 50% employer match about $21,356 at 4% or $14,237 at 6%; with 100% employer match about $16,017 at 4% or $10,678 at 6%. |
| WILLIAM C SMITH & CO., INC. PREMIUM ONLY PLAN | - | 465 | - | - | - |
| 2004 | 2 | 576 | $3,273,125 | $700,476 | $1,216iApproximate average salary by contribution assumption: employee only about $30,403 at 4% or $20,268 at 6%; with 50% employer match about $20,268 at 4% or $13,512 at 6%; with 100% employer match about $15,201 at 4% or $10,134 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 576 | $3,273,125 | $700,476 | $1,216iApproximate average salary by contribution assumption: employee only about $30,403 at 4% or $20,268 at 6%; with 50% employer match about $20,268 at 4% or $13,512 at 6%; with 100% employer match about $15,201 at 4% or $10,134 at 6%. |
| WILLIAM C SMITH & CO., INC. PREMIUM ONLY PLAN | - | 441 | - | - | - |
| 2003 | 2 | 533 | $2,513,858 | $658,189 | $1,235iApproximate average salary by contribution assumption: employee only about $30,872 at 4% or $20,581 at 6%; with 50% employer match about $20,581 at 4% or $13,721 at 6%; with 100% employer match about $15,436 at 4% or $10,291 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 533 | $2,513,858 | $658,189 | $1,235iApproximate average salary by contribution assumption: employee only about $30,872 at 4% or $20,581 at 6%; with 50% employer match about $20,581 at 4% or $13,721 at 6%; with 100% employer match about $15,436 at 4% or $10,291 at 6%. |
| WILLIAM C SMITH & CO., INC. PREMIUM ONLY PLAN | - | 308 | - | - | - |
| 2002 | 2 | 578 | $1,534,092 | $642,946 | $1,112iApproximate average salary by contribution assumption: employee only about $27,809 at 4% or $18,539 at 6%; with 50% employer match about $18,539 at 4% or $12,360 at 6%; with 100% employer match about $13,905 at 4% or $9,270 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 578 | $1,534,092 | $642,946 | $1,112iApproximate average salary by contribution assumption: employee only about $27,809 at 4% or $18,539 at 6%; with 50% employer match about $18,539 at 4% or $12,360 at 6%; with 100% employer match about $13,905 at 4% or $9,270 at 6%. |
| WILLIAM C SMITH & CO. INC. PREMIUM ONLY PLAN | - | 231 | - | - | - |
| 2001 | 2 | 497 | $1,205,464 | $543,226 | $1,093iApproximate average salary by contribution assumption: employee only about $27,325 at 4% or $18,217 at 6%; with 50% employer match about $18,217 at 4% or $12,145 at 6%; with 100% employer match about $13,663 at 4% or $9,108 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 497 | $1,205,464 | $543,226 | $1,093iApproximate average salary by contribution assumption: employee only about $27,325 at 4% or $18,217 at 6%; with 50% employer match about $18,217 at 4% or $12,145 at 6%; with 100% employer match about $13,663 at 4% or $9,108 at 6%. |
| WILLIAM C SMITH & CO INC PREMIUM ONLY PLAN | - | 237 | - | - | - |
| 2000 | 2 | 472 | $0 | $0 | - |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 428 | - | - | - |
| William C. Smith & Company Welfare Benefit Plan | - | 472 | - | - | - |
| 1999 | 1 | 354 | $558,841 | $205,322 | $580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,445 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%. |
| William C. Smith & Company Inc. 401K and Profit Sharing Plan | - | 354 | $558,841 | $205,322 | $580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,445 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%. |