Smith & Downey, P.A.
Plan context: Smith & Downey Pa 401K Plan
EIN 52-1839270 • Baltimore, MD • 42 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$15,050,533
2024 Contributions
$712,436
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 | 2 | 26 | $15,050,533 | $712,436 | $27,401iApproximate average salary by contribution assumption: employee only about $685,035 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,517 at 4% or $228,345 at 6%. |
| Smith & Downey Pa 401K Plan | - | 26 | $15,050,533 | $712,436 | $27,401iApproximate average salary by contribution assumption: employee only about $685,035 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,517 at 4% or $228,345 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 24 | $16,944,126 | $1,156,517 | $48,188iApproximate average salary by contribution assumption: employee only about $1,204,705 at 4% or $803,137 at 6%; with 50% employer match about $803,137 at 4% or $535,425 at 6%; with 100% employer match about $602,353 at 4% or $401,568 at 6%. |
| Smith & Downey Pa 401K Plan | - | 24 | $14,293,300 | $653,497 | $27,229iApproximate average salary by contribution assumption: employee only about $680,726 at 4% or $453,817 at 6%; with 50% employer match about $453,817 at 4% or $302,545 at 6%; with 100% employer match about $340,363 at 4% or $226,909 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 22 | $2,650,826 | $503,020 | $22,865iApproximate average salary by contribution assumption: employee only about $571,614 at 4% or $381,076 at 6%; with 50% employer match about $381,076 at 4% or $254,051 at 6%; with 100% employer match about $285,807 at 4% or $190,538 at 6%. |
| 2022 | 2 | 23 | $13,425,110 | $1,133,575 | $49,286iApproximate average salary by contribution assumption: employee only about $1,232,147 at 4% or $821,431 at 6%; with 50% employer match about $821,431 at 4% or $547,621 at 6%; with 100% employer match about $616,073 at 4% or $410,716 at 6%. |
| Smith & Downey Pa 401K Plan | - | 23 | $11,468,093 | $627,738 | $27,293iApproximate average salary by contribution assumption: employee only about $682,324 at 4% or $454,883 at 6%; with 50% employer match about $454,883 at 4% or $303,255 at 6%; with 100% employer match about $341,162 at 4% or $227,441 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 21 | $1,957,017 | $505,837 | $24,087iApproximate average salary by contribution assumption: employee only about $602,187 at 4% or $401,458 at 6%; with 50% employer match about $401,458 at 4% or $267,639 at 6%; with 100% employer match about $301,093 at 4% or $200,729 at 6%. |
| 2021 | 2 | 24 | $15,184,621 | $1,033,679 | $43,070iApproximate average salary by contribution assumption: employee only about $1,076,749 at 4% or $717,833 at 6%; with 50% employer match about $717,833 at 4% or $478,555 at 6%; with 100% employer match about $538,374 at 4% or $358,916 at 6%. |
| Smith & Downey Pa 401K Plan | - | 23 | $13,533,434 | $647,681 | $28,160iApproximate average salary by contribution assumption: employee only about $704,001 at 4% or $469,334 at 6%; with 50% employer match about $469,334 at 4% or $312,889 at 6%; with 100% employer match about $352,001 at 4% or $234,667 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 24 | $1,651,187 | $385,998 | $16,083iApproximate average salary by contribution assumption: employee only about $402,081 at 4% or $268,054 at 6%; with 50% employer match about $268,054 at 4% or $178,703 at 6%; with 100% employer match about $201,041 at 4% or $134,027 at 6%. |
| 2020 | 2 | 24 | $13,342,789 | $1,125,938 | $46,914iApproximate average salary by contribution assumption: employee only about $1,172,852 at 4% or $781,901 at 6%; with 50% employer match about $781,901 at 4% or $521,268 at 6%; with 100% employer match about $586,426 at 4% or $390,951 at 6%. |
| Smith & Downey Pa 401K Plan | - | 24 | $12,155,709 | $595,701 | $24,821iApproximate average salary by contribution assumption: employee only about $620,522 at 4% or $413,681 at 6%; with 50% employer match about $413,681 at 4% or $275,788 at 6%; with 100% employer match about $310,261 at 4% or $206,841 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 14 | $1,187,080 | $530,237 | $37,874iApproximate average salary by contribution assumption: employee only about $946,852 at 4% or $631,235 at 6%; with 50% employer match about $631,235 at 4% or $420,823 at 6%; with 100% employer match about $473,426 at 4% or $315,617 at 6%. |
| 2019 | 2 | 25 | $10,997,508 | $932,372 | $37,295iApproximate average salary by contribution assumption: employee only about $932,372 at 4% or $621,581 at 6%; with 50% employer match about $621,581 at 4% or $414,388 at 6%; with 100% employer match about $466,186 at 4% or $310,791 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $10,375,519 | $549,571 | $21,983iApproximate average salary by contribution assumption: employee only about $549,571 at 4% or $366,381 at 6%; with 50% employer match about $366,381 at 4% or $244,254 at 6%; with 100% employer match about $274,786 at 4% or $183,190 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 14 | $621,989 | $382,801 | $27,343iApproximate average salary by contribution assumption: employee only about $683,573 at 4% or $455,715 at 6%; with 50% employer match about $455,715 at 4% or $303,810 at 6%; with 100% employer match about $341,787 at 4% or $227,858 at 6%. |
| 2018 | 2 | 25 | $10,176,145 | $1,202,737 | $48,109iApproximate average salary by contribution assumption: employee only about $1,202,737 at 4% or $801,825 at 6%; with 50% employer match about $801,825 at 4% or $534,550 at 6%; with 100% employer match about $601,369 at 4% or $400,912 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $9,956,954 | $777,244 | $31,090iApproximate average salary by contribution assumption: employee only about $777,244 at 4% or $518,163 at 6%; with 50% employer match about $518,163 at 4% or $345,442 at 6%; with 100% employer match about $388,622 at 4% or $259,081 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 25 | $219,191 | $425,493 | $17,020iApproximate average salary by contribution assumption: employee only about $425,493 at 4% or $283,662 at 6%; with 50% employer match about $283,662 at 4% or $189,108 at 6%; with 100% employer match about $212,747 at 4% or $141,831 at 6%. |
| 2017 | 2 | 24 | $12,618,563 | $825,636 | $34,402iApproximate average salary by contribution assumption: employee only about $860,038 at 4% or $573,358 at 6%; with 50% employer match about $573,358 at 4% or $382,239 at 6%; with 100% employer match about $430,019 at 4% or $286,679 at 6%. |
| Smith & Downey Pa 401K Plan | - | 24 | $10,143,288 | $539,636 | $22,485iApproximate average salary by contribution assumption: employee only about $562,121 at 4% or $374,747 at 6%; with 50% employer match about $374,747 at 4% or $249,831 at 6%; with 100% employer match about $281,060 at 4% or $187,374 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 22 | $2,475,275 | $286,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2016 | 2 | 25 | $10,669,158 | $810,970 | $32,439iApproximate average salary by contribution assumption: employee only about $810,970 at 4% or $540,647 at 6%; with 50% employer match about $540,647 at 4% or $360,431 at 6%; with 100% employer match about $405,485 at 4% or $270,323 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $8,500,902 | $503,970 | $20,159iApproximate average salary by contribution assumption: employee only about $503,970 at 4% or $335,980 at 6%; with 50% employer match about $335,980 at 4% or $223,987 at 6%; with 100% employer match about $251,985 at 4% or $167,990 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 22 | $2,168,256 | $307,000 | $13,955iApproximate average salary by contribution assumption: employee only about $348,864 at 4% or $232,576 at 6%; with 50% employer match about $232,576 at 4% or $155,051 at 6%; with 100% employer match about $174,432 at 4% or $116,288 at 6%. |
| 2015 | 2 | 24 | $9,367,167 | $764,530 | $31,855iApproximate average salary by contribution assumption: employee only about $796,385 at 4% or $530,924 at 6%; with 50% employer match about $530,924 at 4% or $353,949 at 6%; with 100% employer match about $398,193 at 4% or $265,462 at 6%. |
| Smith & Downey Pa 401K Plan | - | 24 | $7,559,805 | $481,530 | $20,064iApproximate average salary by contribution assumption: employee only about $501,594 at 4% or $334,396 at 6%; with 50% employer match about $334,396 at 4% or $222,931 at 6%; with 100% employer match about $250,797 at 4% or $167,198 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 21 | $1,807,362 | $283,000 | $13,476iApproximate average salary by contribution assumption: employee only about $336,905 at 4% or $224,603 at 6%; with 50% employer match about $224,603 at 4% or $149,735 at 6%; with 100% employer match about $168,452 at 4% or $112,302 at 6%. |
| 2014 | 2 | 25 | $8,959,544 | $779,888 | $31,196iApproximate average salary by contribution assumption: employee only about $779,888 at 4% or $519,925 at 6%; with 50% employer match about $519,925 at 4% or $346,617 at 6%; with 100% employer match about $389,944 at 4% or $259,963 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $7,468,054 | $489,888 | $19,596iApproximate average salary by contribution assumption: employee only about $489,888 at 4% or $326,592 at 6%; with 50% employer match about $326,592 at 4% or $217,728 at 6%; with 100% employer match about $244,944 at 4% or $163,296 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 20 | $1,491,490 | $290,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2013 | 2 | 26 | $7,792,123 | $699,190 | $26,892iApproximate average salary by contribution assumption: employee only about $672,298 at 4% or $448,199 at 6%; with 50% employer match about $448,199 at 4% or $298,799 at 6%; with 100% employer match about $336,149 at 4% or $224,099 at 6%. |
| Smith & Downey Pa 401K Plan | - | 26 | $6,651,474 | $419,190 | $16,123iApproximate average salary by contribution assumption: employee only about $403,067 at 4% or $268,712 at 6%; with 50% employer match about $268,712 at 4% or $179,141 at 6%; with 100% employer match about $201,534 at 4% or $134,356 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 12 | $1,140,649 | $280,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| 2012 | 2 | 25 | $6,276,830 | $576,875 | $23,075iApproximate average salary by contribution assumption: employee only about $576,875 at 4% or $384,583 at 6%; with 50% employer match about $384,583 at 4% or $256,389 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $5,380,663 | $354,875 | $14,195iApproximate average salary by contribution assumption: employee only about $354,875 at 4% or $236,583 at 6%; with 50% employer match about $236,583 at 4% or $157,722 at 6%; with 100% employer match about $177,438 at 4% or $118,292 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 11 | $896,167 | $222,000 | $20,182iApproximate average salary by contribution assumption: employee only about $504,545 at 4% or $336,364 at 6%; with 50% employer match about $336,364 at 4% or $224,242 at 6%; with 100% employer match about $252,273 at 4% or $168,182 at 6%. |
| 2011 | 2 | 25 | $5,802,838 | $709,325 | $28,373iApproximate average salary by contribution assumption: employee only about $709,325 at 4% or $472,883 at 6%; with 50% employer match about $472,883 at 4% or $315,256 at 6%; with 100% employer match about $354,663 at 4% or $236,442 at 6%. |
| Smith & Downey Pa 401K Plan | - | 25 | $5,159,437 | $469,742 | $18,790iApproximate average salary by contribution assumption: employee only about $469,742 at 4% or $313,161 at 6%; with 50% employer match about $313,161 at 4% or $208,774 at 6%; with 100% employer match about $234,871 at 4% or $156,581 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 17 | $643,401 | $239,583 | $14,093iApproximate average salary by contribution assumption: employee only about $352,328 at 4% or $234,885 at 6%; with 50% employer match about $234,885 at 4% or $156,590 at 6%; with 100% employer match about $176,164 at 4% or $117,443 at 6%. |
| 2010 | 2 | 20 | $5,081,284 | $543,188 | $27,159iApproximate average salary by contribution assumption: employee only about $678,985 at 4% or $452,657 at 6%; with 50% employer match about $452,657 at 4% or $301,771 at 6%; with 100% employer match about $339,493 at 4% or $226,328 at 6%. |
| Smith & Downey Pa 401K Plan | - | 18 | $4,721,670 | $355,060 | $19,726iApproximate average salary by contribution assumption: employee only about $493,139 at 4% or $328,759 at 6%; with 50% employer match about $328,759 at 4% or $219,173 at 6%; with 100% employer match about $246,569 at 4% or $164,380 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 20 | $359,614 | $188,128 | $9,406iApproximate average salary by contribution assumption: employee only about $235,160 at 4% or $156,773 at 6%; with 50% employer match about $156,773 at 4% or $104,516 at 6%; with 100% employer match about $117,580 at 4% or $78,387 at 6%. |
| 2009 | 2 | 20 | $3,893,290 | $535,437 | $26,772iApproximate average salary by contribution assumption: employee only about $669,296 at 4% or $446,198 at 6%; with 50% employer match about $446,198 at 4% or $297,465 at 6%; with 100% employer match about $334,648 at 4% or $223,099 at 6%. |
| Smith & Downey Pa 401K Plan | - | 16 | $3,728,793 | $370,940 | $23,184iApproximate average salary by contribution assumption: employee only about $579,594 at 4% or $386,396 at 6%; with 50% employer match about $386,396 at 4% or $257,597 at 6%; with 100% employer match about $289,797 at 4% or $193,198 at 6%. |
| Smith & Downey, P.A. Cash Balance Retirement Plan | - | 20 | $164,497 | $164,497 | $8,225iApproximate average salary by contribution assumption: employee only about $205,621 at 4% or $137,081 at 6%; with 50% employer match about $137,081 at 4% or $91,387 at 6%; with 100% employer match about $102,811 at 4% or $68,540 at 6%. |
| 2008 | 1 | 18 | $3,037,645 | $340,391 | $18,911iApproximate average salary by contribution assumption: employee only about $472,765 at 4% or $315,177 at 6%; with 50% employer match about $315,177 at 4% or $210,118 at 6%; with 100% employer match about $236,383 at 4% or $157,588 at 6%. |
| Smith & Downey Pa 401K Plan | - | 18 | $3,037,645 | $340,391 | $18,911iApproximate average salary by contribution assumption: employee only about $472,765 at 4% or $315,177 at 6%; with 50% employer match about $315,177 at 4% or $210,118 at 6%; with 100% employer match about $236,383 at 4% or $157,588 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Smith & Downey Pa 401K Plan | - | 15 | - | - | - |
| 2006 | 1 | 17 | $3,812,986 | $324,568 | $19,092iApproximate average salary by contribution assumption: employee only about $477,306 at 4% or $318,204 at 6%; with 50% employer match about $318,204 at 4% or $212,136 at 6%; with 100% employer match about $238,653 at 4% or $159,102 at 6%. |
| Smith & Downey Pa 401K Plan | - | 17 | $3,812,986 | $324,568 | $19,092iApproximate average salary by contribution assumption: employee only about $477,306 at 4% or $318,204 at 6%; with 50% employer match about $318,204 at 4% or $212,136 at 6%; with 100% employer match about $238,653 at 4% or $159,102 at 6%. |
| 2005 | 1 | 18 | $3,215,138 | $320,073 | $17,782iApproximate average salary by contribution assumption: employee only about $444,546 at 4% or $296,364 at 6%; with 50% employer match about $296,364 at 4% or $197,576 at 6%; with 100% employer match about $222,273 at 4% or $148,182 at 6%. |
| Smith & Downey Pa 401K Plan | - | 18 | $3,215,138 | $320,073 | $17,782iApproximate average salary by contribution assumption: employee only about $444,546 at 4% or $296,364 at 6%; with 50% employer match about $296,364 at 4% or $197,576 at 6%; with 100% employer match about $222,273 at 4% or $148,182 at 6%. |
| 2004 | 1 | 18 | $2,697,873 | $290,522 | $16,140iApproximate average salary by contribution assumption: employee only about $403,503 at 4% or $269,002 at 6%; with 50% employer match about $269,002 at 4% or $179,335 at 6%; with 100% employer match about $201,751 at 4% or $134,501 at 6%. |
| Smith & Downey Pa 401K Plan | - | 18 | $2,697,873 | $290,522 | $16,140iApproximate average salary by contribution assumption: employee only about $403,503 at 4% or $269,002 at 6%; with 50% employer match about $269,002 at 4% or $179,335 at 6%; with 100% employer match about $201,751 at 4% or $134,501 at 6%. |
| 2003 | 1 | 15 | $2,135,950 | $206,222 | $13,748iApproximate average salary by contribution assumption: employee only about $343,703 at 4% or $229,136 at 6%; with 50% employer match about $229,136 at 4% or $152,757 at 6%; with 100% employer match about $171,852 at 4% or $114,568 at 6%. |
| Smith & Downey Pa 401K Plan | - | 15 | $2,135,950 | $206,222 | $13,748iApproximate average salary by contribution assumption: employee only about $343,703 at 4% or $229,136 at 6%; with 50% employer match about $229,136 at 4% or $152,757 at 6%; with 100% employer match about $171,852 at 4% or $114,568 at 6%. |
| 2002 | 1 | 17 | $0 | $0 | - |
| Smith & Downey Pa 401K Plan | - | 17 | - | - | - |
| 2001 | 1 | 14 | $0 | $0 | - |
| Smith & Downey Pa 401K Plan | - | 14 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Smith & Downey Pa 401K Plan | - | 17 | - | - | - |
| 1999 | 1 | 19 | $1,098,479 | $182,487 | $9,605iApproximate average salary by contribution assumption: employee only about $240,114 at 4% or $160,076 at 6%; with 50% employer match about $160,076 at 4% or $106,718 at 6%; with 100% employer match about $120,057 at 4% or $80,038 at 6%. |
| Smith & Downey Pa 401K Plan | - | 19 | $1,098,479 | $182,487 | $9,605iApproximate average salary by contribution assumption: employee only about $240,114 at 4% or $160,076 at 6%; with 50% employer match about $160,076 at 4% or $106,718 at 6%; with 100% employer match about $120,057 at 4% or $80,038 at 6%. |