Civic Intelligence

Bert Smith & Co.

Plan context: Bert Smith Inc. 401K Plan

EIN 52-1094722 • Washington, DC • 25 filings • 4 plans

1090 Vermont Ave. NWSuite 250Washington, DC 20005
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$9,666,339

2024 Contributions

$285,516

Historical Graphs

Total Assets Over Time

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

$9,666,339$4,833,170$0199920132024YearValue
$9,666,339Latest year 2024

Participants Over Time

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

106530199920122024YearValue
33Latest 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
2024133$9,666,339$285,516$8,652iApproximate average salary by contribution assumption: employee only about $216,300 at 4% or $144,200 at 6%; with 50% employer match about $144,200 at 4% or $96,133 at 6%; with 100% employer match about $108,150 at 4% or $72,100 at 6%.
Bert Smith Inc. 401K Plan-33$9,666,339$285,516$8,652iApproximate average salary by contribution assumption: employee only about $216,300 at 4% or $144,200 at 6%; with 50% employer match about $144,200 at 4% or $96,133 at 6%; with 100% employer match about $108,150 at 4% or $72,100 at 6%.
2023133$8,443,607$289,670$8,778iApproximate average salary by contribution assumption: employee only about $219,447 at 4% or $146,298 at 6%; with 50% employer match about $146,298 at 4% or $97,532 at 6%; with 100% employer match about $109,723 at 4% or $73,149 at 6%.
Bert Smith Inc. 401K Plan-33$8,443,607$289,670$8,778iApproximate average salary by contribution assumption: employee only about $219,447 at 4% or $146,298 at 6%; with 50% employer match about $146,298 at 4% or $97,532 at 6%; with 100% employer match about $109,723 at 4% or $73,149 at 6%.
2022135$6,943,071$263,465$7,528iApproximate average salary by contribution assumption: employee only about $188,189 at 4% or $125,460 at 6%; with 50% employer match about $125,460 at 4% or $83,640 at 6%; with 100% employer match about $94,095 at 4% or $62,730 at 6%.
Bert Smith Inc. 401K Plan-35$6,943,071$263,465$7,528iApproximate average salary by contribution assumption: employee only about $188,189 at 4% or $125,460 at 6%; with 50% employer match about $125,460 at 4% or $83,640 at 6%; with 100% employer match about $94,095 at 4% or $62,730 at 6%.
2021134$8,560,147$245,402$7,218iApproximate average salary by contribution assumption: employee only about $180,443 at 4% or $120,295 at 6%; with 50% employer match about $120,295 at 4% or $80,197 at 6%; with 100% employer match about $90,221 at 4% or $60,148 at 6%.
Bert Smith Inc. 401K Plan-34$8,560,147$245,402$7,218iApproximate average salary by contribution assumption: employee only about $180,443 at 4% or $120,295 at 6%; with 50% employer match about $120,295 at 4% or $80,197 at 6%; with 100% employer match about $90,221 at 4% or $60,148 at 6%.
2020136$7,809,867$257,604$7,156iApproximate average salary by contribution assumption: employee only about $178,892 at 4% or $119,261 at 6%; with 50% employer match about $119,261 at 4% or $79,507 at 6%; with 100% employer match about $89,446 at 4% or $59,631 at 6%.
Bert Smith Inc. 401K Plan-36$7,809,867$257,604$7,156iApproximate average salary by contribution assumption: employee only about $178,892 at 4% or $119,261 at 6%; with 50% employer match about $119,261 at 4% or $79,507 at 6%; with 100% employer match about $89,446 at 4% or $59,631 at 6%.
2019137$7,577,415$309,173$8,356iApproximate average salary by contribution assumption: employee only about $208,901 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,845 at 6%; with 100% employer match about $104,450 at 4% or $69,634 at 6%.
Bert Smith Inc. 401K Plan-37$7,577,415$309,173$8,356iApproximate average salary by contribution assumption: employee only about $208,901 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,845 at 6%; with 100% employer match about $104,450 at 4% or $69,634 at 6%.
2018146$6,096,526$316,179$6,873iApproximate average salary by contribution assumption: employee only about $171,836 at 4% or $114,558 at 6%; with 50% employer match about $114,558 at 4% or $76,372 at 6%; with 100% employer match about $85,918 at 4% or $57,279 at 6%.
Bert Smith Inc. 401K Plan-46$6,096,526$316,179$6,873iApproximate average salary by contribution assumption: employee only about $171,836 at 4% or $114,558 at 6%; with 50% employer match about $114,558 at 4% or $76,372 at 6%; with 100% employer match about $85,918 at 4% or $57,279 at 6%.
2017147$6,344,775$394,274$8,389iApproximate average salary by contribution assumption: employee only about $209,720 at 4% or $139,813 at 6%; with 50% employer match about $139,813 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
Bert Smith Inc. 401K Plan-47$6,344,775$394,274$8,389iApproximate average salary by contribution assumption: employee only about $209,720 at 4% or $139,813 at 6%; with 50% employer match about $139,813 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
2016145$5,689,455$383,990$8,533iApproximate average salary by contribution assumption: employee only about $213,328 at 4% or $142,219 at 6%; with 50% employer match about $142,219 at 4% or $94,812 at 6%; with 100% employer match about $106,664 at 4% or $71,109 at 6%.
Bert Smith Inc. 401K Plan-45$5,689,455$383,990$8,533iApproximate average salary by contribution assumption: employee only about $213,328 at 4% or $142,219 at 6%; with 50% employer match about $142,219 at 4% or $94,812 at 6%; with 100% employer match about $106,664 at 4% or $71,109 at 6%.
2015146$5,254,755$336,026$7,305iApproximate average salary by contribution assumption: employee only about $182,623 at 4% or $121,749 at 6%; with 50% employer match about $121,749 at 4% or $81,166 at 6%; with 100% employer match about $91,311 at 4% or $60,874 at 6%.
Bert Smith Inc. 401K Plan-46$5,254,755$336,026$7,305iApproximate average salary by contribution assumption: employee only about $182,623 at 4% or $121,749 at 6%; with 50% employer match about $121,749 at 4% or $81,166 at 6%; with 100% employer match about $91,311 at 4% or $60,874 at 6%.
2014140$4,968,453$321,969$8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,615 at 4% or $67,077 at 6%.
Bert Smith Inc. 401K Plan-40$4,968,453$321,969$8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,615 at 4% or $67,077 at 6%.
2013139$4,424,382$343,920$8,818iApproximate average salary by contribution assumption: employee only about $220,462 at 4% or $146,974 at 6%; with 50% employer match about $146,974 at 4% or $97,983 at 6%; with 100% employer match about $110,231 at 4% or $73,487 at 6%.
Bert Smith Inc. 401K Plan-39$4,424,382$343,920$8,818iApproximate average salary by contribution assumption: employee only about $220,462 at 4% or $146,974 at 6%; with 50% employer match about $146,974 at 4% or $97,983 at 6%; with 100% employer match about $110,231 at 4% or $73,487 at 6%.
2012163$3,833,420$338,066$5,366iApproximate average salary by contribution assumption: employee only about $134,153 at 4% or $89,435 at 6%; with 50% employer match about $89,435 at 4% or $59,624 at 6%; with 100% employer match about $67,077 at 4% or $44,718 at 6%.
Bert Smith Inc. 401K Plan-63$3,833,420$338,066$5,366iApproximate average salary by contribution assumption: employee only about $134,153 at 4% or $89,435 at 6%; with 50% employer match about $89,435 at 4% or $59,624 at 6%; with 100% employer match about $67,077 at 4% or $44,718 at 6%.
2011159$3,175,307$321,668$5,452iApproximate average salary by contribution assumption: employee only about $136,300 at 4% or $90,867 at 6%; with 50% employer match about $90,867 at 4% or $60,578 at 6%; with 100% employer match about $68,150 at 4% or $45,433 at 6%.
Bert Smith Inc. 401K Plan-59$3,175,307$321,668$5,452iApproximate average salary by contribution assumption: employee only about $136,300 at 4% or $90,867 at 6%; with 50% employer match about $90,867 at 4% or $60,578 at 6%; with 100% employer match about $68,150 at 4% or $45,433 at 6%.
2010160$3,217,658$312,185$5,203iApproximate average salary by contribution assumption: employee only about $130,077 at 4% or $86,718 at 6%; with 50% employer match about $86,718 at 4% or $57,812 at 6%; with 100% employer match about $65,039 at 4% or $43,359 at 6%.
Bert Smith Inc. 401K Plan-60$3,217,658$312,185$5,203iApproximate average salary by contribution assumption: employee only about $130,077 at 4% or $86,718 at 6%; with 50% employer match about $86,718 at 4% or $57,812 at 6%; with 100% employer match about $65,039 at 4% or $43,359 at 6%.
2009162$2,704,241$306,512$4,944iApproximate average salary by contribution assumption: employee only about $123,594 at 4% or $82,396 at 6%; with 50% employer match about $82,396 at 4% or $54,930 at 6%; with 100% employer match about $61,797 at 4% or $41,198 at 6%.
Bert Smith Inc. 401K Plan-62$2,704,241$306,512$4,944iApproximate average salary by contribution assumption: employee only about $123,594 at 4% or $82,396 at 6%; with 50% employer match about $82,396 at 4% or $54,930 at 6%; with 100% employer match about $61,797 at 4% or $41,198 at 6%.
2008162$2,111,210$359,532$5,799iApproximate average salary by contribution assumption: employee only about $144,973 at 4% or $96,648 at 6%; with 50% employer match about $96,648 at 4% or $64,432 at 6%; with 100% employer match about $72,486 at 4% or $48,324 at 6%.
Bert Smith Inc. 401K Plan-62$2,111,210$359,532$5,799iApproximate average salary by contribution assumption: employee only about $144,973 at 4% or $96,648 at 6%; with 50% employer match about $96,648 at 4% or $64,432 at 6%; with 100% employer match about $72,486 at 4% or $48,324 at 6%.
20071106$2,786,762$388,626$3,666iApproximate average salary by contribution assumption: employee only about $91,657 at 4% or $61,105 at 6%; with 50% employer match about $61,105 at 4% or $40,736 at 6%; with 100% employer match about $45,829 at 4% or $30,552 at 6%.
Bert Smith Inc. 401K Plan-106$2,786,762$388,626$3,666iApproximate average salary by contribution assumption: employee only about $91,657 at 4% or $61,105 at 6%; with 50% employer match about $61,105 at 4% or $40,736 at 6%; with 100% employer match about $45,829 at 4% or $30,552 at 6%.
2006170$2,416,507$378,833$5,412iApproximate average salary by contribution assumption: employee only about $135,298 at 4% or $90,198 at 6%; with 50% employer match about $90,198 at 4% or $60,132 at 6%; with 100% employer match about $67,649 at 4% or $45,099 at 6%.
Bert Smith Inc. 401K Plan-70$2,416,507$378,833$5,412iApproximate average salary by contribution assumption: employee only about $135,298 at 4% or $90,198 at 6%; with 50% employer match about $90,198 at 4% or $60,132 at 6%; with 100% employer match about $67,649 at 4% or $45,099 at 6%.
2005164$2,093,688$352,530$5,508iApproximate average salary by contribution assumption: employee only about $137,707 at 4% or $91,805 at 6%; with 50% employer match about $91,805 at 4% or $61,203 at 6%; with 100% employer match about $68,854 at 4% or $45,902 at 6%.
Bert Smith Inc. 401K Plan-64$2,093,688$352,530$5,508iApproximate average salary by contribution assumption: employee only about $137,707 at 4% or $91,805 at 6%; with 50% employer match about $91,805 at 4% or $61,203 at 6%; with 100% employer match about $68,854 at 4% or $45,902 at 6%.
2003168$0$0-
Bert Smith Inc. 401K Plan-68---
2002158$905,766$239,974$4,137iApproximate average salary by contribution assumption: employee only about $103,437 at 4% or $68,958 at 6%; with 50% employer match about $68,958 at 4% or $45,972 at 6%; with 100% employer match about $51,719 at 4% or $34,479 at 6%.
Bert Smith Inc. 401K Plan-58$905,766$239,974$4,137iApproximate average salary by contribution assumption: employee only about $103,437 at 4% or $68,958 at 6%; with 50% employer match about $68,958 at 4% or $45,972 at 6%; with 100% employer match about $51,719 at 4% or $34,479 at 6%.
2001129$810,322$115,038$3,967iApproximate average salary by contribution assumption: employee only about $99,171 at 4% or $66,114 at 6%; with 50% employer match about $66,114 at 4% or $44,076 at 6%; with 100% employer match about $49,585 at 4% or $33,057 at 6%.
Bert Smith Inc. 401K Plan-29$810,322$115,038$3,967iApproximate average salary by contribution assumption: employee only about $99,171 at 4% or $66,114 at 6%; with 50% employer match about $66,114 at 4% or $44,076 at 6%; with 100% employer match about $49,585 at 4% or $33,057 at 6%.
2000154$0$0-
Bert Smith Inc. 401K Plan-54---
1999167$656,599$256,008$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,684 at 6%; with 50% employer match about $63,684 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.
Bert Smith Inc. 401K Plan-67$656,599$256,008$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,684 at 6%; with 50% employer match about $63,684 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.