Civic Intelligence

B.M. Smith & Associates Inc.

Plan context: B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan

EIN 54-1006889 • Arlington, VA • 25 filings • 3 plans

2407 Columbia PikeSuite 200Arlington, VA 22204
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,271,675

2024 Contributions

$327,103

Historical Graphs

Total Assets Over Time

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

$2,349,065$1,174,533$0199920132024YearValue
$2,271,675Latest year 2024

Participants Over Time

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

26130199920122024YearValue
22Latest 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
2024122$2,271,675$327,103$14,868iApproximate average salary by contribution assumption: employee only about $371,708 at 4% or $247,805 at 6%; with 50% employer match about $247,805 at 4% or $165,204 at 6%; with 100% employer match about $185,854 at 4% or $123,903 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-22$2,271,675$327,103$14,868iApproximate average salary by contribution assumption: employee only about $371,708 at 4% or $247,805 at 6%; with 50% employer match about $247,805 at 4% or $165,204 at 6%; with 100% employer match about $185,854 at 4% or $123,903 at 6%.
2023125$2,349,065$252,439$10,098iApproximate average salary by contribution assumption: employee only about $252,439 at 4% or $168,293 at 6%; with 50% employer match about $168,293 at 4% or $112,195 at 6%; with 100% employer match about $126,219 at 4% or $84,146 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-25$2,349,065$252,439$10,098iApproximate average salary by contribution assumption: employee only about $252,439 at 4% or $168,293 at 6%; with 50% employer match about $168,293 at 4% or $112,195 at 6%; with 100% employer match about $126,219 at 4% or $84,146 at 6%.
2022120$1,891,076$209,583$10,479iApproximate average salary by contribution assumption: employee only about $261,979 at 4% or $174,653 at 6%; with 50% employer match about $174,653 at 4% or $116,435 at 6%; with 100% employer match about $130,989 at 4% or $87,326 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-20$1,891,076$209,583$10,479iApproximate average salary by contribution assumption: employee only about $261,979 at 4% or $174,653 at 6%; with 50% employer match about $174,653 at 4% or $116,435 at 6%; with 100% employer match about $130,989 at 4% or $87,326 at 6%.
2021123$2,273,516$207,656$9,029iApproximate average salary by contribution assumption: employee only about $225,713 at 4% or $150,475 at 6%; with 50% employer match about $150,475 at 4% or $100,317 at 6%; with 100% employer match about $112,857 at 4% or $75,238 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-23$2,273,516$207,656$9,029iApproximate average salary by contribution assumption: employee only about $225,713 at 4% or $150,475 at 6%; with 50% employer match about $150,475 at 4% or $100,317 at 6%; with 100% employer match about $112,857 at 4% or $75,238 at 6%.
2020123$2,189,550$182,487$7,934iApproximate average salary by contribution assumption: employee only about $198,355 at 4% or $132,237 at 6%; with 50% employer match about $132,237 at 4% or $88,158 at 6%; with 100% employer match about $99,178 at 4% or $66,118 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-23$2,189,550$182,487$7,934iApproximate average salary by contribution assumption: employee only about $198,355 at 4% or $132,237 at 6%; with 50% employer match about $132,237 at 4% or $88,158 at 6%; with 100% employer match about $99,178 at 4% or $66,118 at 6%.
2019126$1,737,142$138,062$5,310iApproximate average salary by contribution assumption: employee only about $132,752 at 4% or $88,501 at 6%; with 50% employer match about $88,501 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,251 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-26$1,737,142$138,062$5,310iApproximate average salary by contribution assumption: employee only about $132,752 at 4% or $88,501 at 6%; with 50% employer match about $88,501 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,251 at 6%.
2018124$1,669,221$110,424$4,601iApproximate average salary by contribution assumption: employee only about $115,025 at 4% or $76,683 at 6%; with 50% employer match about $76,683 at 4% or $51,122 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-24$1,669,221$110,424$4,601iApproximate average salary by contribution assumption: employee only about $115,025 at 4% or $76,683 at 6%; with 50% employer match about $76,683 at 4% or $51,122 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
2017125$1,703,409$120,294$4,812iApproximate average salary by contribution assumption: employee only about $120,294 at 4% or $80,196 at 6%; with 50% employer match about $80,196 at 4% or $53,464 at 6%; with 100% employer match about $60,147 at 4% or $40,098 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-25$1,703,409$120,294$4,812iApproximate average salary by contribution assumption: employee only about $120,294 at 4% or $80,196 at 6%; with 50% employer match about $80,196 at 4% or $53,464 at 6%; with 100% employer match about $60,147 at 4% or $40,098 at 6%.
2016125$1,407,470$247,812$9,912iApproximate average salary by contribution assumption: employee only about $247,812 at 4% or $165,208 at 6%; with 50% employer match about $165,208 at 4% or $110,139 at 6%; with 100% employer match about $123,906 at 4% or $82,604 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-25$1,407,470$247,812$9,912iApproximate average salary by contribution assumption: employee only about $247,812 at 4% or $165,208 at 6%; with 50% employer match about $165,208 at 4% or $110,139 at 6%; with 100% employer match about $123,906 at 4% or $82,604 at 6%.
2015123$1,080,777$113,154$4,920iApproximate average salary by contribution assumption: employee only about $122,993 at 4% or $81,996 at 6%; with 50% employer match about $81,996 at 4% or $54,664 at 6%; with 100% employer match about $61,497 at 4% or $40,998 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-23$1,080,777$113,154$4,920iApproximate average salary by contribution assumption: employee only about $122,993 at 4% or $81,996 at 6%; with 50% employer match about $81,996 at 4% or $54,664 at 6%; with 100% employer match about $61,497 at 4% or $40,998 at 6%.
2014122$1,321,368$109,640$4,984iApproximate average salary by contribution assumption: employee only about $124,591 at 4% or $83,061 at 6%; with 50% employer match about $83,061 at 4% or $55,374 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-22$1,321,368$109,640$4,984iApproximate average salary by contribution assumption: employee only about $124,591 at 4% or $83,061 at 6%; with 50% employer match about $83,061 at 4% or $55,374 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%.
2013114$1,013,988$81,541$5,824iApproximate average salary by contribution assumption: employee only about $145,609 at 4% or $97,073 at 6%; with 50% employer match about $97,073 at 4% or $64,715 at 6%; with 100% employer match about $72,804 at 4% or $48,536 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-14$1,013,988$81,541$5,824iApproximate average salary by contribution assumption: employee only about $145,609 at 4% or $97,073 at 6%; with 50% employer match about $97,073 at 4% or $64,715 at 6%; with 100% employer match about $72,804 at 4% or $48,536 at 6%.
2012113$1,191,096$76,445$5,880iApproximate average salary by contribution assumption: employee only about $147,010 at 4% or $98,006 at 6%; with 50% employer match about $98,006 at 4% or $65,338 at 6%; with 100% employer match about $73,505 at 4% or $49,003 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-13$1,191,096$76,445$5,880iApproximate average salary by contribution assumption: employee only about $147,010 at 4% or $98,006 at 6%; with 50% employer match about $98,006 at 4% or $65,338 at 6%; with 100% employer match about $73,505 at 4% or $49,003 at 6%.
2010114$1,062,696$64,952$4,639iApproximate average salary by contribution assumption: employee only about $115,986 at 4% or $77,324 at 6%; with 50% employer match about $77,324 at 4% or $51,549 at 6%; with 100% employer match about $57,993 at 4% or $38,662 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-14$1,062,696$64,952$4,639iApproximate average salary by contribution assumption: employee only about $115,986 at 4% or $77,324 at 6%; with 50% employer match about $77,324 at 4% or $51,549 at 6%; with 100% employer match about $57,993 at 4% or $38,662 at 6%.
2009114$921,353$74,097$5,293iApproximate average salary by contribution assumption: employee only about $132,316 at 4% or $88,211 at 6%; with 50% employer match about $88,211 at 4% or $58,807 at 6%; with 100% employer match about $66,158 at 4% or $44,105 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-14$921,353$74,097$5,293iApproximate average salary by contribution assumption: employee only about $132,316 at 4% or $88,211 at 6%; with 50% employer match about $88,211 at 4% or $58,807 at 6%; with 100% employer match about $66,158 at 4% or $44,105 at 6%.
2008116$1,033,347$96,010$6,001iApproximate average salary by contribution assumption: employee only about $150,016 at 4% or $100,010 at 6%; with 50% employer match about $100,010 at 4% or $66,674 at 6%; with 100% employer match about $75,008 at 4% or $50,005 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-16$1,033,347$96,010$6,001iApproximate average salary by contribution assumption: employee only about $150,016 at 4% or $100,010 at 6%; with 50% employer match about $100,010 at 4% or $66,674 at 6%; with 100% employer match about $75,008 at 4% or $50,005 at 6%.
2007115$1,190,955$94,536$6,302iApproximate average salary by contribution assumption: employee only about $157,560 at 4% or $105,040 at 6%; with 50% employer match about $105,040 at 4% or $70,027 at 6%; with 100% employer match about $78,780 at 4% or $52,520 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-15$1,190,955$94,536$6,302iApproximate average salary by contribution assumption: employee only about $157,560 at 4% or $105,040 at 6%; with 50% employer match about $105,040 at 4% or $70,027 at 6%; with 100% employer match about $78,780 at 4% or $52,520 at 6%.
2006116$1,155,692$96,492$6,031iApproximate average salary by contribution assumption: employee only about $150,769 at 4% or $100,513 at 6%; with 50% employer match about $100,513 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-16$1,155,692$96,492$6,031iApproximate average salary by contribution assumption: employee only about $150,769 at 4% or $100,513 at 6%; with 50% employer match about $100,513 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%.
2005116$1,120,174$95,794$5,987iApproximate average salary by contribution assumption: employee only about $149,678 at 4% or $99,785 at 6%; with 50% employer match about $99,785 at 4% or $66,524 at 6%; with 100% employer match about $74,839 at 4% or $49,893 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-16$1,120,174$95,794$5,987iApproximate average salary by contribution assumption: employee only about $149,678 at 4% or $99,785 at 6%; with 50% employer match about $99,785 at 4% or $66,524 at 6%; with 100% employer match about $74,839 at 4% or $49,893 at 6%.
2004117$980,593$104,693$6,158iApproximate average salary by contribution assumption: employee only about $153,960 at 4% or $102,640 at 6%; with 50% employer match about $102,640 at 4% or $68,427 at 6%; with 100% employer match about $76,980 at 4% or $51,320 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-17$980,593$104,693$6,158iApproximate average salary by contribution assumption: employee only about $153,960 at 4% or $102,640 at 6%; with 50% employer match about $102,640 at 4% or $68,427 at 6%; with 100% employer match about $76,980 at 4% or $51,320 at 6%.
2003119$825,361$91,274$4,804iApproximate average salary by contribution assumption: employee only about $120,097 at 4% or $80,065 at 6%; with 50% employer match about $80,065 at 4% or $53,377 at 6%; with 100% employer match about $60,049 at 4% or $40,032 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-19$825,361$91,274$4,804iApproximate average salary by contribution assumption: employee only about $120,097 at 4% or $80,065 at 6%; with 50% employer match about $80,065 at 4% or $53,377 at 6%; with 100% employer match about $60,049 at 4% or $40,032 at 6%.
2002118$695,793$77,251$4,292iApproximate average salary by contribution assumption: employee only about $107,293 at 4% or $71,529 at 6%; with 50% employer match about $71,529 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,764 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-18$695,793$77,251$4,292iApproximate average salary by contribution assumption: employee only about $107,293 at 4% or $71,529 at 6%; with 50% employer match about $71,529 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,764 at 6%.
2001122$0$0-
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-22---
2000121$0$0-
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-21---
1999118$586,448$59,267$3,293iApproximate average salary by contribution assumption: employee only about $82,315 at 4% or $54,877 at 6%; with 50% employer match about $54,877 at 4% or $36,585 at 6%; with 100% employer match about $41,158 at 4% or $27,438 at 6%.
B.M. Smith & Associates Inc. 401(K) Profit Sharing Plan-18$586,448$59,267$3,293iApproximate average salary by contribution assumption: employee only about $82,315 at 4% or $54,877 at 6%; with 50% employer match about $54,877 at 4% or $36,585 at 6%; with 100% employer match about $41,158 at 4% or $27,438 at 6%.