Joseph Smith Ltd.
Plan context: Joseph Smith Ltd. 401(K) Profit Sharing Plan
EIN 54-0917106 • Hampton, VA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,114,568
2024 Contributions
$71,835
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 | 1 | 23 | $3,114,568 | $71,835 | $3,123iApproximate average salary by contribution assumption: employee only about $78,082 at 4% or $52,054 at 6%; with 50% employer match about $52,054 at 4% or $34,703 at 6%; with 100% employer match about $39,041 at 4% or $26,027 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 23 | $3,114,568 | $71,835 | $3,123iApproximate average salary by contribution assumption: employee only about $78,082 at 4% or $52,054 at 6%; with 50% employer match about $52,054 at 4% or $34,703 at 6%; with 100% employer match about $39,041 at 4% or $26,027 at 6%. |
| 2023 | 1 | 24 | $2,797,224 | $35,668 | $1,486iApproximate average salary by contribution assumption: employee only about $37,154 at 4% or $24,769 at 6%; with 50% employer match about $24,769 at 4% or $16,513 at 6%; with 100% employer match about $18,577 at 4% or $12,385 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 24 | $2,797,224 | $35,668 | $1,486iApproximate average salary by contribution assumption: employee only about $37,154 at 4% or $24,769 at 6%; with 50% employer match about $24,769 at 4% or $16,513 at 6%; with 100% employer match about $18,577 at 4% or $12,385 at 6%. |
| 2022 | 1 | 23 | $2,398,937 | $63,275 | $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 $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 23 | $2,398,937 | $63,275 | $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 $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%. |
| 2021 | 1 | 20 | $2,844,783 | $74,950 | $3,748iApproximate average salary by contribution assumption: employee only about $93,688 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 20 | $2,844,783 | $74,950 | $3,748iApproximate average salary by contribution assumption: employee only about $93,688 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%. |
| 2020 | 1 | 20 | $2,488,909 | $73,149 | $3,657iApproximate average salary by contribution assumption: employee only about $91,436 at 4% or $60,958 at 6%; with 50% employer match about $60,958 at 4% or $40,638 at 6%; with 100% employer match about $45,718 at 4% or $30,479 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 20 | $2,488,909 | $73,149 | $3,657iApproximate average salary by contribution assumption: employee only about $91,436 at 4% or $60,958 at 6%; with 50% employer match about $60,958 at 4% or $40,638 at 6%; with 100% employer match about $45,718 at 4% or $30,479 at 6%. |
| 2019 | 1 | 21 | $2,156,876 | $60,122 | $2,863iApproximate average salary by contribution assumption: employee only about $71,574 at 4% or $47,716 at 6%; with 50% employer match about $47,716 at 4% or $31,811 at 6%; with 100% employer match about $35,787 at 4% or $23,858 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 21 | $2,156,876 | $60,122 | $2,863iApproximate average salary by contribution assumption: employee only about $71,574 at 4% or $47,716 at 6%; with 50% employer match about $47,716 at 4% or $31,811 at 6%; with 100% employer match about $35,787 at 4% or $23,858 at 6%. |
| 2018 | 1 | 15 | $1,763,968 | $29,307 | $1,954iApproximate average salary by contribution assumption: employee only about $48,845 at 4% or $32,563 at 6%; with 50% employer match about $32,563 at 4% or $21,709 at 6%; with 100% employer match about $24,423 at 4% or $16,282 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 15 | $1,763,968 | $29,307 | $1,954iApproximate average salary by contribution assumption: employee only about $48,845 at 4% or $32,563 at 6%; with 50% employer match about $32,563 at 4% or $21,709 at 6%; with 100% employer match about $24,423 at 4% or $16,282 at 6%. |
| 2017 | 1 | 16 | $1,843,154 | $22,051 | $1,378iApproximate average salary by contribution assumption: employee only about $34,455 at 4% or $22,970 at 6%; with 50% employer match about $22,970 at 4% or $15,313 at 6%; with 100% employer match about $17,227 at 4% or $11,485 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 16 | $1,843,154 | $22,051 | $1,378iApproximate average salary by contribution assumption: employee only about $34,455 at 4% or $22,970 at 6%; with 50% employer match about $22,970 at 4% or $15,313 at 6%; with 100% employer match about $17,227 at 4% or $11,485 at 6%. |
| 2016 | 1 | 19 | $1,636,938 | $17,944 | $944iApproximate average salary by contribution assumption: employee only about $23,611 at 4% or $15,740 at 6%; with 50% employer match about $15,740 at 4% or $10,494 at 6%; with 100% employer match about $11,805 at 4% or $7,870 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 19 | $1,636,938 | $17,944 | $944iApproximate average salary by contribution assumption: employee only about $23,611 at 4% or $15,740 at 6%; with 50% employer match about $15,740 at 4% or $10,494 at 6%; with 100% employer match about $11,805 at 4% or $7,870 at 6%. |
| 2015 | 1 | 23 | $1,874,652 | $19,334 | $841iApproximate average salary by contribution assumption: employee only about $21,015 at 4% or $14,010 at 6%; with 50% employer match about $14,010 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 23 | $1,874,652 | $19,334 | $841iApproximate average salary by contribution assumption: employee only about $21,015 at 4% or $14,010 at 6%; with 50% employer match about $14,010 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%. |
| 2014 | 1 | 25 | $2,340,171 | $168,670 | $6,747iApproximate average salary by contribution assumption: employee only about $168,670 at 4% or $112,447 at 6%; with 50% employer match about $112,447 at 4% or $74,964 at 6%; with 100% employer match about $84,335 at 4% or $56,223 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 25 | $2,340,171 | $168,670 | $6,747iApproximate average salary by contribution assumption: employee only about $168,670 at 4% or $112,447 at 6%; with 50% employer match about $112,447 at 4% or $74,964 at 6%; with 100% employer match about $84,335 at 4% or $56,223 at 6%. |
| 2013 | 1 | 25 | $2,805,796 | $163,780 | $6,551iApproximate average salary by contribution assumption: employee only about $163,780 at 4% or $109,187 at 6%; with 50% employer match about $109,187 at 4% or $72,791 at 6%; with 100% employer match about $81,890 at 4% or $54,593 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 25 | $2,805,796 | $163,780 | $6,551iApproximate average salary by contribution assumption: employee only about $163,780 at 4% or $109,187 at 6%; with 50% employer match about $109,187 at 4% or $72,791 at 6%; with 100% employer match about $81,890 at 4% or $54,593 at 6%. |
| 2012 | 1 | 31 | $2,675,161 | $8,690 | $280iApproximate average salary by contribution assumption: employee only about $7,008 at 4% or $4,672 at 6%; with 50% employer match about $4,672 at 4% or $3,115 at 6%; with 100% employer match about $3,504 at 4% or $2,336 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 31 | $2,675,161 | $8,690 | $280iApproximate average salary by contribution assumption: employee only about $7,008 at 4% or $4,672 at 6%; with 50% employer match about $4,672 at 4% or $3,115 at 6%; with 100% employer match about $3,504 at 4% or $2,336 at 6%. |
| 2011 | 1 | 32 | $2,662,695 | $159,884 | $4,996iApproximate average salary by contribution assumption: employee only about $124,909 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,515 at 6%; with 100% employer match about $62,455 at 4% or $41,636 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 32 | $2,662,695 | $159,884 | $4,996iApproximate average salary by contribution assumption: employee only about $124,909 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,515 at 6%; with 100% employer match about $62,455 at 4% or $41,636 at 6%. |
| 2010 | 1 | 34 | $2,686,242 | $162,279 | $4,773iApproximate average salary by contribution assumption: employee only about $119,323 at 4% or $79,549 at 6%; with 50% employer match about $79,549 at 4% or $53,032 at 6%; with 100% employer match about $59,661 at 4% or $39,774 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 34 | $2,686,242 | $162,279 | $4,773iApproximate average salary by contribution assumption: employee only about $119,323 at 4% or $79,549 at 6%; with 50% employer match about $79,549 at 4% or $53,032 at 6%; with 100% employer match about $59,661 at 4% or $39,774 at 6%. |
| 2009 | 1 | 35 | $2,306,999 | $166,494 | $4,757iApproximate average salary by contribution assumption: employee only about $118,924 at 4% or $79,283 at 6%; with 50% employer match about $79,283 at 4% or $52,855 at 6%; with 100% employer match about $59,462 at 4% or $39,641 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 35 | $2,306,999 | $166,494 | $4,757iApproximate average salary by contribution assumption: employee only about $118,924 at 4% or $79,283 at 6%; with 50% employer match about $79,283 at 4% or $52,855 at 6%; with 100% employer match about $59,462 at 4% or $39,641 at 6%. |
| 2008 | 1 | 21 | $0 | $0 | - |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 2006 | 1 | 18 | $3,152,176 | $181,051 | $10,058iApproximate average salary by contribution assumption: employee only about $251,460 at 4% or $167,640 at 6%; with 50% employer match about $167,640 at 4% or $111,760 at 6%; with 100% employer match about $125,730 at 4% or $83,820 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 18 | $3,152,176 | $181,051 | $10,058iApproximate average salary by contribution assumption: employee only about $251,460 at 4% or $167,640 at 6%; with 50% employer match about $167,640 at 4% or $111,760 at 6%; with 100% employer match about $125,730 at 4% or $83,820 at 6%. |
| 2005 | 1 | 27 | $2,763,549 | $158,611 | $5,874iApproximate average salary by contribution assumption: employee only about $146,862 at 4% or $97,908 at 6%; with 50% employer match about $97,908 at 4% or $65,272 at 6%; with 100% employer match about $73,431 at 4% or $48,954 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 27 | $2,763,549 | $158,611 | $5,874iApproximate average salary by contribution assumption: employee only about $146,862 at 4% or $97,908 at 6%; with 50% employer match about $97,908 at 4% or $65,272 at 6%; with 100% employer match about $73,431 at 4% or $48,954 at 6%. |
| 2004 | 1 | 28 | $2,478,074 | $190,738 | $6,812iApproximate average salary by contribution assumption: employee only about $170,302 at 4% or $113,535 at 6%; with 50% employer match about $113,535 at 4% or $75,690 at 6%; with 100% employer match about $85,151 at 4% or $56,767 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 28 | $2,478,074 | $190,738 | $6,812iApproximate average salary by contribution assumption: employee only about $170,302 at 4% or $113,535 at 6%; with 50% employer match about $113,535 at 4% or $75,690 at 6%; with 100% employer match about $85,151 at 4% or $56,767 at 6%. |
| 2003 | 1 | 25 | $2,278,206 | $162,018 | $6,481iApproximate average salary by contribution assumption: employee only about $162,018 at 4% or $108,012 at 6%; with 50% employer match about $108,012 at 4% or $72,008 at 6%; with 100% employer match about $81,009 at 4% or $54,006 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 25 | $2,278,206 | $162,018 | $6,481iApproximate average salary by contribution assumption: employee only about $162,018 at 4% or $108,012 at 6%; with 50% employer match about $108,012 at 4% or $72,008 at 6%; with 100% employer match about $81,009 at 4% or $54,006 at 6%. |
| 2002 | 1 | 27 | $1,716,214 | $159,419 | $5,904iApproximate average salary by contribution assumption: employee only about $147,610 at 4% or $98,407 at 6%; with 50% employer match about $98,407 at 4% or $65,605 at 6%; with 100% employer match about $73,805 at 4% or $49,203 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 27 | $1,716,214 | $159,419 | $5,904iApproximate average salary by contribution assumption: employee only about $147,610 at 4% or $98,407 at 6%; with 50% employer match about $98,407 at 4% or $65,605 at 6%; with 100% employer match about $73,805 at 4% or $49,203 at 6%. |
| 2001 | 1 | 23 | $2,245,283 | $161,457 | $7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,748 at 4% or $58,499 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 23 | $2,245,283 | $161,457 | $7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,748 at 4% or $58,499 at 6%. |
| 2000 | 1 | 24 | $2,636,436 | $89,889 | $3,745iApproximate average salary by contribution assumption: employee only about $93,634 at 4% or $62,423 at 6%; with 50% employer match about $62,423 at 4% or $41,615 at 6%; with 100% employer match about $46,817 at 4% or $31,211 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 24 | $2,636,436 | $89,889 | $3,745iApproximate average salary by contribution assumption: employee only about $93,634 at 4% or $62,423 at 6%; with 50% employer match about $62,423 at 4% or $41,615 at 6%; with 100% employer match about $46,817 at 4% or $31,211 at 6%. |
| 1999 | 1 | 28 | $3,251,175 | $117,921 | $4,211iApproximate average salary by contribution assumption: employee only about $105,287 at 4% or $70,191 at 6%; with 50% employer match about $70,191 at 4% or $46,794 at 6%; with 100% employer match about $52,643 at 4% or $35,096 at 6%. |
| Joseph Smith Ltd. 401(K) Profit Sharing Plan | - | 28 | $3,251,175 | $117,921 | $4,211iApproximate average salary by contribution assumption: employee only about $105,287 at 4% or $70,191 at 6%; with 50% employer match about $70,191 at 4% or $46,794 at 6%; with 100% employer match about $52,643 at 4% or $35,096 at 6%. |