Civic Intelligence

Smith Richardson Foundation Inc.

Plan context: Smith Richardson Foundation Retirement Benefit Plan

EIN 56-0611550 • Greensboro, NC • 43 filings • 4 plans

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701 Green Valley Road, Suite 306Greensboro, NC 27408
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$31,949,582

2024 Contributions

$1,340,538

Historical Graphs

Total Assets Over Time

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

$31,949,582$15,974,791$0200920172024YearValue
$31,949,582Latest year 2024

Participants Over Time

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

42210200820162024YearValue
34Latest 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
2024234$31,949,582$1,340,538$39,428iApproximate average salary by contribution assumption: employee only about $985,690 at 4% or $657,126 at 6%; with 50% employer match about $657,126 at 4% or $438,084 at 6%; with 100% employer match about $492,845 at 4% or $328,563 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-34$17,956,444$455,646$13,401iApproximate average salary by contribution assumption: employee only about $335,034 at 4% or $223,356 at 6%; with 50% employer match about $223,356 at 4% or $148,904 at 6%; with 100% employer match about $167,517 at 4% or $111,678 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$13,993,138$884,892$40,222iApproximate average salary by contribution assumption: employee only about $1,005,559 at 4% or $670,373 at 6%; with 50% employer match about $670,373 at 4% or $446,915 at 6%; with 100% employer match about $502,780 at 4% or $335,186 at 6%.
2023234$28,123,485$1,255,427$36,924iApproximate average salary by contribution assumption: employee only about $923,108 at 4% or $615,405 at 6%; with 50% employer match about $615,405 at 4% or $410,270 at 6%; with 100% employer match about $461,554 at 4% or $307,703 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-34$15,687,967$417,883$12,291iApproximate average salary by contribution assumption: employee only about $307,267 at 4% or $204,845 at 6%; with 50% employer match about $204,845 at 4% or $136,563 at 6%; with 100% employer match about $153,633 at 4% or $102,422 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$12,435,518$837,544$38,070iApproximate average salary by contribution assumption: employee only about $951,755 at 4% or $634,503 at 6%; with 50% employer match about $634,503 at 4% or $423,002 at 6%; with 100% employer match about $475,877 at 4% or $317,252 at 6%.
2022235$23,532,416$787,428$22,498iApproximate average salary by contribution assumption: employee only about $562,449 at 4% or $374,966 at 6%; with 50% employer match about $374,966 at 4% or $249,977 at 6%; with 100% employer match about $281,224 at 4% or $187,483 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-35$13,350,637$389,634$11,132iApproximate average salary by contribution assumption: employee only about $278,310 at 4% or $185,540 at 6%; with 50% employer match about $185,540 at 4% or $123,693 at 6%; with 100% employer match about $139,155 at 4% or $92,770 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$10,181,779$397,794$18,082iApproximate average salary by contribution assumption: employee only about $452,039 at 4% or $301,359 at 6%; with 50% employer match about $301,359 at 4% or $200,906 at 6%; with 100% employer match about $226,019 at 4% or $150,680 at 6%.
2021235$28,606,789$1,282,304$36,637iApproximate average salary by contribution assumption: employee only about $915,931 at 4% or $610,621 at 6%; with 50% employer match about $610,621 at 4% or $407,081 at 6%; with 100% employer match about $457,966 at 4% or $305,310 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-35$16,582,738$497,662$14,219iApproximate average salary by contribution assumption: employee only about $355,473 at 4% or $236,982 at 6%; with 50% employer match about $236,982 at 4% or $157,988 at 6%; with 100% employer match about $177,736 at 4% or $118,491 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$12,024,051$784,642$35,666iApproximate average salary by contribution assumption: employee only about $891,639 at 4% or $594,426 at 6%; with 50% employer match about $594,426 at 4% or $396,284 at 6%; with 100% employer match about $445,819 at 4% or $297,213 at 6%.
2020236$25,651,195$1,159,325$32,203iApproximate average salary by contribution assumption: employee only about $805,087 at 4% or $536,725 at 6%; with 50% employer match about $536,725 at 4% or $357,816 at 6%; with 100% employer match about $402,543 at 4% or $268,362 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-36$15,192,112$399,281$11,091iApproximate average salary by contribution assumption: employee only about $277,278 at 4% or $184,852 at 6%; with 50% employer match about $184,852 at 4% or $123,235 at 6%; with 100% employer match about $138,639 at 4% or $92,426 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$10,459,083$760,044$34,547iApproximate average salary by contribution assumption: employee only about $863,686 at 4% or $575,791 at 6%; with 50% employer match about $575,791 at 4% or $383,861 at 6%; with 100% employer match about $431,843 at 4% or $287,895 at 6%.
2019237$21,069,914$1,149,772$31,075iApproximate average salary by contribution assumption: employee only about $776,873 at 4% or $517,915 at 6%; with 50% employer match about $517,915 at 4% or $345,277 at 6%; with 100% employer match about $388,436 at 4% or $258,958 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-37$12,521,728$392,112$10,598iApproximate average salary by contribution assumption: employee only about $264,941 at 4% or $176,627 at 6%; with 50% employer match about $176,627 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,314 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-21$8,548,186$757,660$36,079iApproximate average salary by contribution assumption: employee only about $901,976 at 4% or $601,317 at 6%; with 50% employer match about $601,317 at 4% or $400,878 at 6%; with 100% employer match about $450,988 at 4% or $300,659 at 6%.
2018238$18,831,993$1,078,602$28,384iApproximate average salary by contribution assumption: employee only about $709,607 at 4% or $473,071 at 6%; with 50% employer match about $473,071 at 4% or $315,381 at 6%; with 100% employer match about $354,803 at 4% or $236,536 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-38$11,022,607$347,480$9,144iApproximate average salary by contribution assumption: employee only about $228,605 at 4% or $152,404 at 6%; with 50% employer match about $152,404 at 4% or $101,602 at 6%; with 100% employer match about $114,303 at 4% or $76,202 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-23$7,809,386$731,122$31,788iApproximate average salary by contribution assumption: employee only about $794,698 at 4% or $529,799 at 6%; with 50% employer match about $529,799 at 4% or $353,199 at 6%; with 100% employer match about $397,349 at 4% or $264,899 at 6%.
2017239$20,706,976$1,468,847$37,663iApproximate average salary by contribution assumption: employee only about $941,569 at 4% or $627,712 at 6%; with 50% employer match about $627,712 at 4% or $418,475 at 6%; with 100% employer match about $470,784 at 4% or $313,856 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-39$12,546,145$703,235$18,032iApproximate average salary by contribution assumption: employee only about $450,792 at 4% or $300,528 at 6%; with 50% employer match about $300,528 at 4% or $200,352 at 6%; with 100% employer match about $225,396 at 4% or $150,264 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$8,160,831$765,612$34,801iApproximate average salary by contribution assumption: employee only about $870,014 at 4% or $580,009 at 6%; with 50% employer match about $580,009 at 4% or $386,673 at 6%; with 100% employer match about $435,007 at 4% or $290,005 at 6%.
2016239$16,887,122$1,027,629$26,349iApproximate average salary by contribution assumption: employee only about $658,737 at 4% or $439,158 at 6%; with 50% employer match about $439,158 at 4% or $292,772 at 6%; with 100% employer match about $329,368 at 4% or $219,579 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-39$10,206,320$304,389$7,805iApproximate average salary by contribution assumption: employee only about $195,121 at 4% or $130,081 at 6%; with 50% employer match about $130,081 at 4% or $86,721 at 6%; with 100% employer match about $97,561 at 4% or $65,040 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-21$6,680,802$723,240$34,440iApproximate average salary by contribution assumption: employee only about $861,000 at 4% or $574,000 at 6%; with 50% employer match about $574,000 at 4% or $382,667 at 6%; with 100% employer match about $430,500 at 4% or $287,000 at 6%.
2015239$16,335,197$1,807,743$46,352iApproximate average salary by contribution assumption: employee only about $1,158,810 at 4% or $772,540 at 6%; with 50% employer match about $772,540 at 4% or $515,026 at 6%; with 100% employer match about $579,405 at 4% or $386,270 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-39$10,030,533$1,067,365$27,368iApproximate average salary by contribution assumption: employee only about $684,208 at 4% or $456,139 at 6%; with 50% employer match about $456,139 at 4% or $304,093 at 6%; with 100% employer match about $342,104 at 4% or $228,069 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-21$6,304,664$740,378$35,256iApproximate average salary by contribution assumption: employee only about $881,402 at 4% or $587,602 at 6%; with 50% employer match about $587,602 at 4% or $391,734 at 6%; with 100% employer match about $440,701 at 4% or $293,801 at 6%.
2014239$15,729,320$1,065,382$27,317iApproximate average salary by contribution assumption: employee only about $682,937 at 4% or $455,291 at 6%; with 50% employer match about $455,291 at 4% or $303,528 at 6%; with 100% employer match about $341,469 at 4% or $227,646 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-39$9,626,751$348,302$8,931iApproximate average salary by contribution assumption: employee only about $223,271 at 4% or $148,847 at 6%; with 50% employer match about $148,847 at 4% or $99,231 at 6%; with 100% employer match about $111,635 at 4% or $74,424 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$6,102,569$717,080$32,595iApproximate average salary by contribution assumption: employee only about $814,864 at 4% or $543,242 at 6%; with 50% employer match about $543,242 at 4% or $362,162 at 6%; with 100% employer match about $407,432 at 4% or $271,621 at 6%.
2013240$15,186,945$975,884$24,397iApproximate average salary by contribution assumption: employee only about $609,928 at 4% or $406,618 at 6%; with 50% employer match about $406,618 at 4% or $271,079 at 6%; with 100% employer match about $304,964 at 4% or $203,309 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-40$9,669,527$303,116$7,578iApproximate average salary by contribution assumption: employee only about $189,448 at 4% or $126,298 at 6%; with 50% employer match about $126,298 at 4% or $84,199 at 6%; with 100% employer match about $94,724 at 4% or $63,149 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-22$5,517,418$672,768$30,580iApproximate average salary by contribution assumption: employee only about $764,509 at 4% or $509,673 at 6%; with 50% employer match about $509,673 at 4% or $339,782 at 6%; with 100% employer match about $382,255 at 4% or $254,836 at 6%.
2012231$12,579,962$1,010,413$32,594iApproximate average salary by contribution assumption: employee only about $814,849 at 4% or $543,233 at 6%; with 50% employer match about $543,233 at 4% or $362,155 at 6%; with 100% employer match about $407,425 at 4% or $271,616 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-31$8,138,201$311,861$10,060iApproximate average salary by contribution assumption: employee only about $251,501 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,834 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-11$4,441,761$698,552$63,505iApproximate average salary by contribution assumption: employee only about $1,587,618 at 4% or $1,058,412 at 6%; with 50% employer match about $1,058,412 at 4% or $705,608 at 6%; with 100% employer match about $793,809 at 4% or $529,206 at 6%.
2011232$11,088,396$981,771$30,680iApproximate average salary by contribution assumption: employee only about $767,009 at 4% or $511,339 at 6%; with 50% employer match about $511,339 at 4% or $340,893 at 6%; with 100% employer match about $383,504 at 4% or $255,670 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-32$7,283,930$291,083$9,096iApproximate average salary by contribution assumption: employee only about $227,409 at 4% or $151,606 at 6%; with 50% employer match about $151,606 at 4% or $101,070 at 6%; with 100% employer match about $113,704 at 4% or $75,803 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-11$3,804,466$690,688$62,790iApproximate average salary by contribution assumption: employee only about $1,569,745 at 4% or $1,046,497 at 6%; with 50% employer match about $1,046,497 at 4% or $697,665 at 6%; with 100% employer match about $784,873 at 4% or $523,248 at 6%.
2010233$10,716,810$965,150$29,247iApproximate average salary by contribution assumption: employee only about $731,174 at 4% or $487,449 at 6%; with 50% employer match about $487,449 at 4% or $324,966 at 6%; with 100% employer match about $365,587 at 4% or $243,725 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-33$7,177,214$280,894$8,512iApproximate average salary by contribution assumption: employee only about $212,798 at 4% or $141,866 at 6%; with 50% employer match about $141,866 at 4% or $94,577 at 6%; with 100% employer match about $106,399 at 4% or $70,933 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-12$3,539,596$684,256$57,021iApproximate average salary by contribution assumption: employee only about $1,425,533 at 4% or $950,356 at 6%; with 50% employer match about $950,356 at 4% or $633,570 at 6%; with 100% employer match about $712,767 at 4% or $475,178 at 6%.
2009242$9,212,516$941,139$22,408iApproximate average salary by contribution assumption: employee only about $560,202 at 4% or $373,468 at 6%; with 50% employer match about $373,468 at 4% or $248,979 at 6%; with 100% employer match about $280,101 at 4% or $186,734 at 6%.
Smith Richardson Foundation Retirement Benefit Plan-42$6,313,319$269,853$6,425iApproximate average salary by contribution assumption: employee only about $160,627 at 4% or $107,085 at 6%; with 50% employer match about $107,085 at 4% or $71,390 at 6%; with 100% employer match about $80,313 at 4% or $53,542 at 6%.
Smith Richardson Foundation Qualified Money Purchase Pension Plan-23$2,899,197$671,286$29,186iApproximate average salary by contribution assumption: employee only about $729,659 at 4% or $486,439 at 6%; with 50% employer match about $486,439 at 4% or $324,293 at 6%; with 100% employer match about $364,829 at 4% or $243,220 at 6%.
2008219$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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