System Management Associates Inc.
Plan context: Sma Money Purchase Plan
EIN 52-1833891 • North Potomac, MD • 38 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$48
2017 Contributions
$25,823
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $0 | - |
| Sma Money Purchase Plan | - | 0 | $0 | $0 | - |
| Sma Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2016 | 2 | 1 | $48 | $0 | - |
| Sma Money Purchase Plan | - | 1 | $46 | $0 | - |
| Sma Profit Sharing Plan | - | 0 | $2 | $0 | - |
| 2015 | 2 | 4 | $2,383,239 | $25,823 | $6,456iApproximate average salary by contribution assumption: employee only about $161,394 at 4% or $107,596 at 6%; with 50% employer match about $107,596 at 4% or $71,731 at 6%; with 100% employer match about $80,697 at 4% or $53,798 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,373,578 | $11,067 | $2,767iApproximate average salary by contribution assumption: employee only about $69,169 at 4% or $46,113 at 6%; with 50% employer match about $46,113 at 4% or $30,742 at 6%; with 100% employer match about $34,584 at 4% or $23,056 at 6%. |
| Sma Money Purchase Plan | - | 4 | $1,009,661 | $14,756 | $3,689iApproximate average salary by contribution assumption: employee only about $92,225 at 4% or $61,483 at 6%; with 50% employer match about $61,483 at 4% or $40,989 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%. |
| 2014 | 2 | 4 | $2,993,056 | $100,171 | $25,043iApproximate average salary by contribution assumption: employee only about $626,069 at 4% or $417,379 at 6%; with 50% employer match about $417,379 at 4% or $278,253 at 6%; with 100% employer match about $313,034 at 4% or $208,690 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,708,113 | $42,931 | $10,733iApproximate average salary by contribution assumption: employee only about $268,319 at 4% or $178,879 at 6%; with 50% employer match about $178,879 at 4% or $119,253 at 6%; with 100% employer match about $134,159 at 4% or $89,440 at 6%. |
| Sma Money Purchase Plan | - | 4 | $1,284,943 | $57,240 | $14,310iApproximate average salary by contribution assumption: employee only about $357,750 at 4% or $238,500 at 6%; with 50% employer match about $238,500 at 4% or $159,000 at 6%; with 100% employer match about $178,875 at 4% or $119,250 at 6%. |
| 2013 | 2 | 4 | $3,260,144 | $101,108 | $25,277iApproximate average salary by contribution assumption: employee only about $631,925 at 4% or $421,283 at 6%; with 50% employer match about $421,283 at 4% or $280,856 at 6%; with 100% employer match about $315,963 at 4% or $210,642 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $2,103,008 | $43,332 | $10,833iApproximate average salary by contribution assumption: employee only about $270,825 at 4% or $180,550 at 6%; with 50% employer match about $180,550 at 4% or $120,367 at 6%; with 100% employer match about $135,413 at 4% or $90,275 at 6%. |
| Sma Money Purchase Plan | - | 4 | $1,157,136 | $57,776 | $14,444iApproximate average salary by contribution assumption: employee only about $361,100 at 4% or $240,733 at 6%; with 50% employer match about $240,733 at 4% or $160,489 at 6%; with 100% employer match about $180,550 at 4% or $120,367 at 6%. |
| 2012 | 2 | 4 | $2,513,390 | $137,623 | $34,406iApproximate average salary by contribution assumption: employee only about $860,144 at 4% or $573,429 at 6%; with 50% employer match about $573,429 at 4% or $382,286 at 6%; with 100% employer match about $430,072 at 4% or $286,715 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,637,576 | $58,981 | $14,745iApproximate average salary by contribution assumption: employee only about $368,631 at 4% or $245,754 at 6%; with 50% employer match about $245,754 at 4% or $163,836 at 6%; with 100% employer match about $184,316 at 4% or $122,877 at 6%. |
| Sma Money Purchase Plan | - | 4 | $875,814 | $78,642 | $19,661iApproximate average salary by contribution assumption: employee only about $491,513 at 4% or $327,675 at 6%; with 50% employer match about $327,675 at 4% or $218,450 at 6%; with 100% employer match about $245,756 at 4% or $163,838 at 6%. |
| 2011 | 2 | 4 | $2,061,631 | $71,050 | $17,763iApproximate average salary by contribution assumption: employee only about $444,063 at 4% or $296,042 at 6%; with 50% employer match about $296,042 at 4% or $197,361 at 6%; with 100% employer match about $222,031 at 4% or $148,021 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,329,597 | $30,450 | $7,613iApproximate average salary by contribution assumption: employee only about $190,313 at 4% or $126,875 at 6%; with 50% employer match about $126,875 at 4% or $84,583 at 6%; with 100% employer match about $95,156 at 4% or $63,438 at 6%. |
| Sma Money Purchase Plan | - | 4 | $732,034 | $40,600 | $10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%. |
| 2010 | 2 | 4 | $2,141,060 | $116,905 | $29,226iApproximate average salary by contribution assumption: employee only about $730,656 at 4% or $487,104 at 6%; with 50% employer match about $487,104 at 4% or $324,736 at 6%; with 100% employer match about $365,328 at 4% or $243,552 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,409,354 | $50,103 | $12,526iApproximate average salary by contribution assumption: employee only about $313,144 at 4% or $208,763 at 6%; with 50% employer match about $208,763 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,381 at 6%. |
| Sma Money Purchase Plan | - | 4 | $731,706 | $66,802 | $16,701iApproximate average salary by contribution assumption: employee only about $417,513 at 4% or $278,342 at 6%; with 50% employer match about $278,342 at 4% or $185,561 at 6%; with 100% employer match about $208,756 at 4% or $139,171 at 6%. |
| 2009 | 2 | 4 | $1,802,751 | $266,236 | $66,559iApproximate average salary by contribution assumption: employee only about $1,663,975 at 4% or $1,109,317 at 6%; with 50% employer match about $1,109,317 at 4% or $739,544 at 6%; with 100% employer match about $831,988 at 4% or $554,658 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,189,977 | $114,102 | $28,526iApproximate average salary by contribution assumption: employee only about $713,138 at 4% or $475,425 at 6%; with 50% employer match about $475,425 at 4% or $316,950 at 6%; with 100% employer match about $356,569 at 4% or $237,713 at 6%. |
| Sma Money Purchase Plan | - | 4 | $612,774 | $152,134 | $38,034iApproximate average salary by contribution assumption: employee only about $950,838 at 4% or $633,892 at 6%; with 50% employer match about $633,892 at 4% or $422,594 at 6%; with 100% employer match about $475,419 at 4% or $316,946 at 6%. |
| 2008 | 2 | 4 | $1,222 | $79 | $20iApproximate average salary by contribution assumption: employee only about $495 at 4% or $330 at 6%; with 50% employer match about $330 at 4% or $220 at 6%; with 100% employer match about $247 at 4% or $165 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $802 | $47 | $12iApproximate average salary by contribution assumption: employee only about $297 at 4% or $198 at 6%; with 50% employer match about $198 at 4% or $132 at 6%; with 100% employer match about $148 at 4% or $99 at 6%. |
| Sma Money Purchase Plan | - | 4 | $420 | $32 | $8iApproximate average salary by contribution assumption: employee only about $198 at 4% or $132 at 6%; with 50% employer match about $132 at 4% or $88 at 6%; with 100% employer match about $99 at 4% or $66 at 6%. |
| 2007 | 2 | 4 | $1,988,049 | $68,273 | $17,068iApproximate average salary by contribution assumption: employee only about $426,706 at 4% or $284,471 at 6%; with 50% employer match about $284,471 at 4% or $189,647 at 6%; with 100% employer match about $213,353 at 4% or $142,235 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,324,313 | $40,964 | $10,241iApproximate average salary by contribution assumption: employee only about $256,025 at 4% or $170,683 at 6%; with 50% employer match about $170,683 at 4% or $113,789 at 6%; with 100% employer match about $128,013 at 4% or $85,342 at 6%. |
| Sma Money Purchase Plan | - | 4 | $663,736 | $27,309 | $6,827iApproximate average salary by contribution assumption: employee only about $170,681 at 4% or $113,788 at 6%; with 50% employer match about $113,788 at 4% or $75,858 at 6%; with 100% employer match about $85,341 at 4% or $56,894 at 6%. |
| 2006 | 2 | 4 | $1,677,960 | $64,539 | $16,135iApproximate average salary by contribution assumption: employee only about $403,369 at 4% or $268,913 at 6%; with 50% employer match about $268,913 at 4% or $179,275 at 6%; with 100% employer match about $201,684 at 4% or $134,456 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $1,068,824 | $38,724 | $9,681iApproximate average salary by contribution assumption: employee only about $242,025 at 4% or $161,350 at 6%; with 50% employer match about $161,350 at 4% or $107,567 at 6%; with 100% employer match about $121,013 at 4% or $80,675 at 6%. |
| Sma Money Purchase Plan | - | 4 | $609,136 | $25,815 | $6,454iApproximate average salary by contribution assumption: employee only about $161,344 at 4% or $107,563 at 6%; with 50% employer match about $107,563 at 4% or $71,708 at 6%; with 100% employer match about $80,672 at 4% or $53,781 at 6%. |
| 2005 | 2 | 4 | $1,375,017 | $40,500 | $10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $864,237 | $24,300 | $6,075iApproximate average salary by contribution assumption: employee only about $151,875 at 4% or $101,250 at 6%; with 50% employer match about $101,250 at 4% or $67,500 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%. |
| Sma Money Purchase Plan | - | 4 | $510,780 | $16,200 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| 2004 | 2 | 4 | $1,183,157 | $45,544 | $11,386iApproximate average salary by contribution assumption: employee only about $284,650 at 4% or $189,767 at 6%; with 50% employer match about $189,767 at 4% or $126,511 at 6%; with 100% employer match about $142,325 at 4% or $94,883 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $711,281 | $27,326 | $6,832iApproximate average salary by contribution assumption: employee only about $170,788 at 4% or $113,858 at 6%; with 50% employer match about $113,858 at 4% or $75,906 at 6%; with 100% employer match about $85,394 at 4% or $56,929 at 6%. |
| Sma Money Purchase Plan | - | 4 | $471,876 | $18,218 | $4,555iApproximate average salary by contribution assumption: employee only about $113,863 at 4% or $75,908 at 6%; with 50% employer match about $75,908 at 4% or $50,606 at 6%; with 100% employer match about $56,931 at 4% or $37,954 at 6%. |
| 2003 | 2 | 4 | $992,209 | $39,019 | $9,755iApproximate average salary by contribution assumption: employee only about $243,869 at 4% or $162,579 at 6%; with 50% employer match about $162,579 at 4% or $108,386 at 6%; with 100% employer match about $121,934 at 4% or $81,290 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $580,482 | $23,651 | $5,913iApproximate average salary by contribution assumption: employee only about $147,819 at 4% or $98,546 at 6%; with 50% employer match about $98,546 at 4% or $65,697 at 6%; with 100% employer match about $73,909 at 4% or $49,273 at 6%. |
| Sma Money Purchase Plan | - | 4 | $411,727 | $15,368 | $3,842iApproximate average salary by contribution assumption: employee only about $96,050 at 4% or $64,033 at 6%; with 50% employer match about $64,033 at 4% or $42,689 at 6%; with 100% employer match about $48,025 at 4% or $32,017 at 6%. |
| 2002 | 2 | 4 | $705,975 | $52,613 | $13,153iApproximate average salary by contribution assumption: employee only about $328,831 at 4% or $219,221 at 6%; with 50% employer match about $219,221 at 4% or $146,147 at 6%; with 100% employer match about $164,416 at 4% or $109,610 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $407,892 | $31,568 | $7,892iApproximate average salary by contribution assumption: employee only about $197,300 at 4% or $131,533 at 6%; with 50% employer match about $131,533 at 4% or $87,689 at 6%; with 100% employer match about $98,650 at 4% or $65,767 at 6%. |
| Sma Money Purchase Plan | - | 4 | $298,083 | $21,045 | $5,261iApproximate average salary by contribution assumption: employee only about $131,531 at 4% or $87,688 at 6%; with 50% employer match about $87,688 at 4% or $58,458 at 6%; with 100% employer match about $65,766 at 4% or $43,844 at 6%. |
| 2001 | 2 | 4 | $746,946 | $41,750 | $10,438iApproximate average salary by contribution assumption: employee only about $260,938 at 4% or $173,958 at 6%; with 50% employer match about $173,958 at 4% or $115,972 at 6%; with 100% employer match about $130,469 at 4% or $86,979 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $417,945 | $25,050 | $6,263iApproximate average salary by contribution assumption: employee only about $156,563 at 4% or $104,375 at 6%; with 50% employer match about $104,375 at 4% or $69,583 at 6%; with 100% employer match about $78,281 at 4% or $52,188 at 6%. |
| Sma Money Purchase Plan | - | 4 | $329,001 | $16,700 | $4,175iApproximate average salary by contribution assumption: employee only about $104,375 at 4% or $69,583 at 6%; with 50% employer match about $69,583 at 4% or $46,389 at 6%; with 100% employer match about $52,188 at 4% or $34,792 at 6%. |
| 2000 | 2 | 4 | $794,816 | $67,051 | $16,763iApproximate average salary by contribution assumption: employee only about $419,069 at 4% or $279,379 at 6%; with 50% employer match about $279,379 at 4% or $186,253 at 6%; with 100% employer match about $209,534 at 4% or $139,690 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $457,916 | $40,231 | $10,058iApproximate average salary by contribution assumption: employee only about $251,444 at 4% or $167,629 at 6%; with 50% employer match about $167,629 at 4% or $111,753 at 6%; with 100% employer match about $125,722 at 4% or $83,815 at 6%. |
| Sma Money Purchase Plan | - | 4 | $336,900 | $26,820 | $6,705iApproximate average salary by contribution assumption: employee only about $167,625 at 4% or $111,750 at 6%; with 50% employer match about $111,750 at 4% or $74,500 at 6%; with 100% employer match about $83,813 at 4% or $55,875 at 6%. |
| 1999 | 2 | 4 | $756,185 | $74,505 | $18,626iApproximate average salary by contribution assumption: employee only about $465,656 at 4% or $310,438 at 6%; with 50% employer match about $310,438 at 4% or $206,958 at 6%; with 100% employer match about $232,828 at 4% or $155,219 at 6%. |
| Sma Profit Sharing Plan | - | 4 | $469,280 | $44,703 | $11,176iApproximate average salary by contribution assumption: employee only about $279,394 at 4% or $186,263 at 6%; with 50% employer match about $186,263 at 4% or $124,175 at 6%; with 100% employer match about $139,697 at 4% or $93,131 at 6%. |
| Sma Money Purchase Plan | - | 4 | $286,905 | $29,802 | $7,451iApproximate average salary by contribution assumption: employee only about $186,263 at 4% or $124,175 at 6%; with 50% employer match about $124,175 at 4% or $82,783 at 6%; with 100% employer match about $93,131 at 4% or $62,088 at 6%. |