Smr Financial Group LLC
Plan context: Smr Financial Group LLC 401K Plan
EIN 52-2129151 • 5 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
8
2005 Assets
$138,330
2005 Contributions
$30,240
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 8 | $138,330 | $30,240 | $3,780iApproximate average salary by contribution assumption: employee only about $94,500 at 4% or $63,000 at 6%; with 50% employer match about $63,000 at 4% or $42,000 at 6%; with 100% employer match about $47,250 at 4% or $31,500 at 6%. |
| Smr Financial Group LLC 401K Plan | - | 8 | $138,330 | $30,240 | $3,780iApproximate average salary by contribution assumption: employee only about $94,500 at 4% or $63,000 at 6%; with 50% employer match about $63,000 at 4% or $42,000 at 6%; with 100% employer match about $47,250 at 4% or $31,500 at 6%. |
| 2004 | 1 | 5 | $95,954 | $27,241 | $5,448iApproximate average salary by contribution assumption: employee only about $136,205 at 4% or $90,803 at 6%; with 50% employer match about $90,803 at 4% or $60,536 at 6%; with 100% employer match about $68,103 at 4% or $45,402 at 6%. |
| Smr Financial Group LLC 401K Plan | - | 5 | $95,954 | $27,241 | $5,448iApproximate average salary by contribution assumption: employee only about $136,205 at 4% or $90,803 at 6%; with 50% employer match about $90,803 at 4% or $60,536 at 6%; with 100% employer match about $68,103 at 4% or $45,402 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Smr Financial Group LLC 401K Plan | - | 5 | - | - | - |
| 2002 | 1 | 4 | $37,616 | $32,351 | $8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%. |
| Smr Financial Group LLC 401K Plan | - | 4 | $37,616 | $32,351 | $8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Smr Financial Group LLC 401K Plan | - | 10 | - | - | - |