Civic Intelligence

Z.V. Smith & Co.

Plan context: Z.V. Smith & Co. Profit Sharing Plan

EIN 56-1000953 • Charlotte, NC • 27 filings • 4 plans

4814 Rockview Ct.Charlotte, NC 28226
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,830,068

2025 Contributions

$134,168

Historical Graphs

Total Assets Over Time

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

$4,146,131$2,073,066$0199920142025YearValue
$3,830,068Latest year 2025

Participants Over Time

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

840199920122025YearValue
5Latest year 2025

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
202515$3,830,068$134,168$26,834iApproximate average salary by contribution assumption: employee only about $670,840 at 4% or $447,227 at 6%; with 50% employer match about $447,227 at 4% or $298,151 at 6%; with 100% employer match about $335,420 at 4% or $223,613 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-5$3,830,068$134,168$26,834iApproximate average salary by contribution assumption: employee only about $670,840 at 4% or $447,227 at 6%; with 50% employer match about $447,227 at 4% or $298,151 at 6%; with 100% employer match about $335,420 at 4% or $223,613 at 6%.
202416$4,075,656$120,773$20,129iApproximate average salary by contribution assumption: employee only about $503,221 at 4% or $335,481 at 6%; with 50% employer match about $335,481 at 4% or $223,654 at 6%; with 100% employer match about $251,610 at 4% or $167,740 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$4,075,656$120,773$20,129iApproximate average salary by contribution assumption: employee only about $503,221 at 4% or $335,481 at 6%; with 50% employer match about $335,481 at 4% or $223,654 at 6%; with 100% employer match about $251,610 at 4% or $167,740 at 6%.
202316$3,484,900$128,285$21,381iApproximate average salary by contribution assumption: employee only about $534,521 at 4% or $356,347 at 6%; with 50% employer match about $356,347 at 4% or $237,565 at 6%; with 100% employer match about $267,260 at 4% or $178,174 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$3,484,900$128,285$21,381iApproximate average salary by contribution assumption: employee only about $534,521 at 4% or $356,347 at 6%; with 50% employer match about $356,347 at 4% or $237,565 at 6%; with 100% employer match about $267,260 at 4% or $178,174 at 6%.
202216$2,889,031$138,702$23,117iApproximate average salary by contribution assumption: employee only about $577,925 at 4% or $385,283 at 6%; with 50% employer match about $385,283 at 4% or $256,856 at 6%; with 100% employer match about $288,963 at 4% or $192,642 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$2,889,031$138,702$23,117iApproximate average salary by contribution assumption: employee only about $577,925 at 4% or $385,283 at 6%; with 50% employer match about $385,283 at 4% or $256,856 at 6%; with 100% employer match about $288,963 at 4% or $192,642 at 6%.
202117$3,559,052$123,550$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$3,559,052$123,550$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
202017$3,002,336$216,290$30,899iApproximate average salary by contribution assumption: employee only about $772,464 at 4% or $514,976 at 6%; with 50% employer match about $514,976 at 4% or $343,317 at 6%; with 100% employer match about $386,232 at 4% or $257,488 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$3,002,336$216,290$30,899iApproximate average salary by contribution assumption: employee only about $772,464 at 4% or $514,976 at 6%; with 50% employer match about $514,976 at 4% or $343,317 at 6%; with 100% employer match about $386,232 at 4% or $257,488 at 6%.
201917$2,984,162$219,343$31,335iApproximate average salary by contribution assumption: employee only about $783,368 at 4% or $522,245 at 6%; with 50% employer match about $522,245 at 4% or $348,163 at 6%; with 100% employer match about $391,684 at 4% or $261,123 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$2,984,162$219,343$31,335iApproximate average salary by contribution assumption: employee only about $783,368 at 4% or $522,245 at 6%; with 50% employer match about $522,245 at 4% or $348,163 at 6%; with 100% employer match about $391,684 at 4% or $261,123 at 6%.
201816$2,384,405$191,704$31,951iApproximate average salary by contribution assumption: employee only about $798,767 at 4% or $532,511 at 6%; with 50% employer match about $532,511 at 4% or $355,007 at 6%; with 100% employer match about $399,383 at 4% or $266,256 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$2,384,405$191,704$31,951iApproximate average salary by contribution assumption: employee only about $798,767 at 4% or $532,511 at 6%; with 50% employer match about $532,511 at 4% or $355,007 at 6%; with 100% employer match about $399,383 at 4% or $266,256 at 6%.
201716$2,505,981$189,920$31,653iApproximate average salary by contribution assumption: employee only about $791,333 at 4% or $527,556 at 6%; with 50% employer match about $527,556 at 4% or $351,704 at 6%; with 100% employer match about $395,667 at 4% or $263,778 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$2,505,981$189,920$31,653iApproximate average salary by contribution assumption: employee only about $791,333 at 4% or $527,556 at 6%; with 50% employer match about $527,556 at 4% or $351,704 at 6%; with 100% employer match about $395,667 at 4% or $263,778 at 6%.
201618$4,146,131$153,455$19,182iApproximate average salary by contribution assumption: employee only about $479,547 at 4% or $319,698 at 6%; with 50% employer match about $319,698 at 4% or $213,132 at 6%; with 100% employer match about $239,773 at 4% or $159,849 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-8$4,146,131$153,455$19,182iApproximate average salary by contribution assumption: employee only about $479,547 at 4% or $319,698 at 6%; with 50% employer match about $319,698 at 4% or $213,132 at 6%; with 100% employer match about $239,773 at 4% or $159,849 at 6%.
201518$3,600,936$255,084$31,886iApproximate average salary by contribution assumption: employee only about $797,138 at 4% or $531,425 at 6%; with 50% employer match about $531,425 at 4% or $354,283 at 6%; with 100% employer match about $398,569 at 4% or $265,713 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-8$3,600,936$255,084$31,886iApproximate average salary by contribution assumption: employee only about $797,138 at 4% or $531,425 at 6%; with 50% employer match about $531,425 at 4% or $354,283 at 6%; with 100% employer match about $398,569 at 4% or $265,713 at 6%.
201417$3,656,894$239,680$34,240iApproximate average salary by contribution assumption: employee only about $856,000 at 4% or $570,667 at 6%; with 50% employer match about $570,667 at 4% or $380,444 at 6%; with 100% employer match about $428,000 at 4% or $285,333 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$3,656,894$239,680$34,240iApproximate average salary by contribution assumption: employee only about $856,000 at 4% or $570,667 at 6%; with 50% employer match about $570,667 at 4% or $380,444 at 6%; with 100% employer match about $428,000 at 4% or $285,333 at 6%.
201317$3,249,343$215,660$30,809iApproximate average salary by contribution assumption: employee only about $770,214 at 4% or $513,476 at 6%; with 50% employer match about $513,476 at 4% or $342,317 at 6%; with 100% employer match about $385,107 at 4% or $256,738 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$3,249,343$215,660$30,809iApproximate average salary by contribution assumption: employee only about $770,214 at 4% or $513,476 at 6%; with 50% employer match about $513,476 at 4% or $342,317 at 6%; with 100% employer match about $385,107 at 4% or $256,738 at 6%.
201217$2,800,026$193,397$27,628iApproximate average salary by contribution assumption: employee only about $690,704 at 4% or $460,469 at 6%; with 50% employer match about $460,469 at 4% or $306,979 at 6%; with 100% employer match about $345,352 at 4% or $230,235 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$2,800,026$193,397$27,628iApproximate average salary by contribution assumption: employee only about $690,704 at 4% or $460,469 at 6%; with 50% employer match about $460,469 at 4% or $306,979 at 6%; with 100% employer match about $345,352 at 4% or $230,235 at 6%.
201117$2,423,196$186,123$26,589iApproximate average salary by contribution assumption: employee only about $664,725 at 4% or $443,150 at 6%; with 50% employer match about $443,150 at 4% or $295,433 at 6%; with 100% employer match about $332,363 at 4% or $221,575 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$2,423,196$186,123$26,589iApproximate average salary by contribution assumption: employee only about $664,725 at 4% or $443,150 at 6%; with 50% employer match about $443,150 at 4% or $295,433 at 6%; with 100% employer match about $332,363 at 4% or $221,575 at 6%.
201017$2,222,469$168,119$24,017iApproximate average salary by contribution assumption: employee only about $600,425 at 4% or $400,283 at 6%; with 50% employer match about $400,283 at 4% or $266,856 at 6%; with 100% employer match about $300,213 at 4% or $200,142 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$2,222,469$168,119$24,017iApproximate average salary by contribution assumption: employee only about $600,425 at 4% or $400,283 at 6%; with 50% employer match about $400,283 at 4% or $266,856 at 6%; with 100% employer match about $300,213 at 4% or $200,142 at 6%.
200917$1,869,428$167,986$23,998iApproximate average salary by contribution assumption: employee only about $599,950 at 4% or $399,967 at 6%; with 50% employer match about $399,967 at 4% or $266,644 at 6%; with 100% employer match about $299,975 at 4% or $199,983 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$1,869,428$167,986$23,998iApproximate average salary by contribution assumption: employee only about $599,950 at 4% or $399,967 at 6%; with 50% employer match about $399,967 at 4% or $266,644 at 6%; with 100% employer match about $299,975 at 4% or $199,983 at 6%.
200817$1,428,532$158,622$22,660iApproximate average salary by contribution assumption: employee only about $566,507 at 4% or $377,671 at 6%; with 50% employer match about $377,671 at 4% or $251,781 at 6%; with 100% employer match about $283,254 at 4% or $188,836 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$1,428,532$158,622$22,660iApproximate average salary by contribution assumption: employee only about $566,507 at 4% or $377,671 at 6%; with 50% employer match about $377,671 at 4% or $251,781 at 6%; with 100% employer match about $283,254 at 4% or $188,836 at 6%.
200717$0$0-
Z.V. Smith & Co. Profit Sharing Plan-7---
200618$1,541,674$147,972$18,497iApproximate average salary by contribution assumption: employee only about $462,413 at 4% or $308,275 at 6%; with 50% employer match about $308,275 at 4% or $205,517 at 6%; with 100% employer match about $231,206 at 4% or $154,138 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-8$1,541,674$147,972$18,497iApproximate average salary by contribution assumption: employee only about $462,413 at 4% or $308,275 at 6%; with 50% employer match about $308,275 at 4% or $205,517 at 6%; with 100% employer match about $231,206 at 4% or $154,138 at 6%.
200518$1,247,326$133,343$16,668iApproximate average salary by contribution assumption: employee only about $416,697 at 4% or $277,798 at 6%; with 50% employer match about $277,798 at 4% or $185,199 at 6%; with 100% employer match about $208,348 at 4% or $138,899 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-8$1,247,326$133,343$16,668iApproximate average salary by contribution assumption: employee only about $416,697 at 4% or $277,798 at 6%; with 50% employer match about $277,798 at 4% or $185,199 at 6%; with 100% employer match about $208,348 at 4% or $138,899 at 6%.
200417$1,055,727$120,782$17,255iApproximate average salary by contribution assumption: employee only about $431,364 at 4% or $287,576 at 6%; with 50% employer match about $287,576 at 4% or $191,717 at 6%; with 100% employer match about $215,682 at 4% or $143,788 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$1,055,727$120,782$17,255iApproximate average salary by contribution assumption: employee only about $431,364 at 4% or $287,576 at 6%; with 50% employer match about $287,576 at 4% or $191,717 at 6%; with 100% employer match about $215,682 at 4% or $143,788 at 6%.
200318$0$0-
Z.V. Smith & Co. Profit Sharing Plan-8---
200218$0$0-
Z.V. Smith & Co. Profit Sharing Plan-8---
200117$1,909,906$76,727$10,961iApproximate average salary by contribution assumption: employee only about $274,025 at 4% or $182,683 at 6%; with 50% employer match about $182,683 at 4% or $121,789 at 6%; with 100% employer match about $137,013 at 4% or $91,342 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-7$1,909,906$76,727$10,961iApproximate average salary by contribution assumption: employee only about $274,025 at 4% or $182,683 at 6%; with 50% employer match about $182,683 at 4% or $121,789 at 6%; with 100% employer match about $137,013 at 4% or $91,342 at 6%.
200018$2,106,631$77,061$9,633iApproximate average salary by contribution assumption: employee only about $240,816 at 4% or $160,544 at 6%; with 50% employer match about $160,544 at 4% or $107,029 at 6%; with 100% employer match about $120,408 at 4% or $80,272 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-8$2,106,631$77,061$9,633iApproximate average salary by contribution assumption: employee only about $240,816 at 4% or $160,544 at 6%; with 50% employer match about $160,544 at 4% or $107,029 at 6%; with 100% employer match about $120,408 at 4% or $80,272 at 6%.
199916$2,081,738$63,707$10,618iApproximate average salary by contribution assumption: employee only about $265,446 at 4% or $176,964 at 6%; with 50% employer match about $176,964 at 4% or $117,976 at 6%; with 100% employer match about $132,723 at 4% or $88,482 at 6%.
Z.V. Smith & Co. Profit Sharing Plan-6$2,081,738$63,707$10,618iApproximate average salary by contribution assumption: employee only about $265,446 at 4% or $176,964 at 6%; with 50% employer match about $176,964 at 4% or $117,976 at 6%; with 100% employer match about $132,723 at 4% or $88,482 at 6%.