Civic Intelligence

Ward and Smith Pa

Plan context: Ward & Smith, Pa Profit Sharing Plan and Trust

EIN 56-1034724 • New Bern, NC • 89 filings • 15 plans

1001 College CourtNew Bern, NC 28563
Current Snapshot

Latest Year

2024

2024 Participants

252

2024 Assets

$119,506,651

2024 Contributions

$6,946,856

Historical Graphs

Total Assets Over Time

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

$119,506,651$59,753,326$0199920122024YearValue
$119,506,651Latest year 2024

Participants Over Time

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

3281640199920122024YearValue
252Latest 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
20242252$119,506,651$6,946,856$27,567iApproximate average salary by contribution assumption: employee only about $689,172 at 4% or $459,448 at 6%; with 50% employer match about $459,448 at 4% or $306,299 at 6%; with 100% employer match about $344,586 at 4% or $229,724 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-248$119,506,651$6,946,856$28,012iApproximate average salary by contribution assumption: employee only about $700,288 at 4% or $466,859 at 6%; with 50% employer match about $466,859 at 4% or $311,239 at 6%; with 100% employer match about $350,144 at 4% or $233,429 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-252---
20232233$102,206,768$5,411,198$23,224iApproximate average salary by contribution assumption: employee only about $580,601 at 4% or $387,067 at 6%; with 50% employer match about $387,067 at 4% or $258,045 at 6%; with 100% employer match about $290,300 at 4% or $193,534 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-215$102,206,768$5,411,198$25,168iApproximate average salary by contribution assumption: employee only about $629,209 at 4% or $419,473 at 6%; with 50% employer match about $419,473 at 4% or $279,648 at 6%; with 100% employer match about $314,605 at 4% or $209,736 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-233---
20222328$85,051,430$4,871,571$14,852iApproximate average salary by contribution assumption: employee only about $371,309 at 4% or $247,539 at 6%; with 50% employer match about $247,539 at 4% or $165,026 at 6%; with 100% employer match about $185,654 at 4% or $123,770 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-206$85,051,430$4,871,571$23,648iApproximate average salary by contribution assumption: employee only about $591,210 at 4% or $394,140 at 6%; with 50% employer match about $394,140 at 4% or $262,760 at 6%; with 100% employer match about $295,605 at 4% or $197,070 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-328---
20212302$99,643,749$4,659,440$15,429iApproximate average salary by contribution assumption: employee only about $385,715 at 4% or $257,143 at 6%; with 50% employer match about $257,143 at 4% or $171,429 at 6%; with 100% employer match about $192,858 at 4% or $128,572 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-197$99,643,749$4,659,440$23,652iApproximate average salary by contribution assumption: employee only about $591,299 at 4% or $394,200 at 6%; with 50% employer match about $394,200 at 4% or $262,800 at 6%; with 100% employer match about $295,650 at 4% or $197,100 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-302---
20202221$88,315,466$4,391,120$19,869iApproximate average salary by contribution assumption: employee only about $496,733 at 4% or $331,155 at 6%; with 50% employer match about $331,155 at 4% or $220,770 at 6%; with 100% employer match about $248,367 at 4% or $165,578 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-221$88,315,466$4,391,120$19,869iApproximate average salary by contribution assumption: employee only about $496,733 at 4% or $331,155 at 6%; with 50% employer match about $331,155 at 4% or $220,770 at 6%; with 100% employer match about $248,367 at 4% or $165,578 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-206---
20192223$83,765,055$4,291,594$19,245iApproximate average salary by contribution assumption: employee only about $481,120 at 4% or $320,747 at 6%; with 50% employer match about $320,747 at 4% or $213,831 at 6%; with 100% employer match about $240,560 at 4% or $160,373 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-223$83,765,055$4,291,594$19,245iApproximate average salary by contribution assumption: employee only about $481,120 at 4% or $320,747 at 6%; with 50% employer match about $320,747 at 4% or $213,831 at 6%; with 100% employer match about $240,560 at 4% or $160,373 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-210---
20182240$71,232,468$4,338,999$18,079iApproximate average salary by contribution assumption: employee only about $451,979 at 4% or $301,319 at 6%; with 50% employer match about $301,319 at 4% or $200,880 at 6%; with 100% employer match about $225,990 at 4% or $150,660 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-240$71,232,468$4,338,999$18,079iApproximate average salary by contribution assumption: employee only about $451,979 at 4% or $301,319 at 6%; with 50% employer match about $301,319 at 4% or $200,880 at 6%; with 100% employer match about $225,990 at 4% or $150,660 at 6%.
Ward and Smith, Pa Welfare Benefits Plan-221---
20174227$75,483,850$3,962,495$17,456iApproximate average salary by contribution assumption: employee only about $436,398 at 4% or $290,932 at 6%; with 50% employer match about $290,932 at 4% or $193,955 at 6%; with 100% employer match about $218,199 at 4% or $145,466 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-227$75,483,850$3,962,495$17,456iApproximate average salary by contribution assumption: employee only about $436,398 at 4% or $290,932 at 6%; with 50% employer match about $290,932 at 4% or $193,955 at 6%; with 100% employer match about $218,199 at 4% or $145,466 at 6%.
Ward and Smith Pa Disability Plan-0---
Ward and Smith, Pa Health Care Plan-0---
Ward and Smith Pa Life Insurance Pl An-0---
20164221$67,517,071$3,735,234$16,902iApproximate average salary by contribution assumption: employee only about $422,538 at 4% or $281,692 at 6%; with 50% employer match about $281,692 at 4% or $187,795 at 6%; with 100% employer match about $211,269 at 4% or $140,846 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-221$67,517,071$3,735,234$16,902iApproximate average salary by contribution assumption: employee only about $422,538 at 4% or $281,692 at 6%; with 50% employer match about $281,692 at 4% or $187,795 at 6%; with 100% employer match about $211,269 at 4% or $140,846 at 6%.
Ward and Smith Pa Disability Plan-188---
Ward and Smith, Pa Health Care Plan-197---
Ward and Smith Pa Life Insurance Pl An-221---
20154236$63,941,063$3,586,395$15,197iApproximate average salary by contribution assumption: employee only about $379,915 at 4% or $253,276 at 6%; with 50% employer match about $253,276 at 4% or $168,851 at 6%; with 100% employer match about $189,957 at 4% or $126,638 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-235$63,941,063$3,586,395$15,261iApproximate average salary by contribution assumption: employee only about $381,531 at 4% or $254,354 at 6%; with 50% employer match about $254,354 at 4% or $169,570 at 6%; with 100% employer match about $190,766 at 4% or $127,177 at 6%.
Ward and Smith Pa Disability Plan-188---
Ward and Smith, Pa Health Care Plan-213---
Ward and Smith Pa Life Insurance Pl An-236---
20144251$61,562,885$3,285,136$13,088iApproximate average salary by contribution assumption: employee only about $327,205 at 4% or $218,137 at 6%; with 50% employer match about $218,137 at 4% or $145,424 at 6%; with 100% employer match about $163,602 at 4% or $109,068 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-227$61,562,885$3,285,136$14,472iApproximate average salary by contribution assumption: employee only about $361,799 at 4% or $241,199 at 6%; with 50% employer match about $241,199 at 4% or $160,800 at 6%; with 100% employer match about $180,900 at 4% or $120,600 at 6%.
Ward and Smith, Pa Health Care Plan-224---
Ward and Smith Pa Disability Plan-196---
Ward and Smith Pa Life Insurance Pl An-251---
20134248$57,971,240$3,183,889$12,838iApproximate average salary by contribution assumption: employee only about $320,957 at 4% or $213,971 at 6%; with 50% employer match about $213,971 at 4% or $142,647 at 6%; with 100% employer match about $160,478 at 4% or $106,986 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-223$57,971,240$3,183,889$14,278iApproximate average salary by contribution assumption: employee only about $356,938 at 4% or $237,959 at 6%; with 50% employer match about $237,959 at 4% or $158,639 at 6%; with 100% employer match about $178,469 at 4% or $118,979 at 6%.
Ward and Smith Pa Disability Plan-199---
Ward and Smith, Pa Health Care Plan-229---
Ward and Smith Pa Life Insurance Pl An-248---
20124246$54,247,232$2,985,133$12,135iApproximate average salary by contribution assumption: employee only about $303,367 at 4% or $202,245 at 6%; with 50% employer match about $202,245 at 4% or $134,830 at 6%; with 100% employer match about $151,684 at 4% or $101,122 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-221$54,247,232$2,985,133$13,507iApproximate average salary by contribution assumption: employee only about $337,685 at 4% or $225,123 at 6%; with 50% employer match about $225,123 at 4% or $150,082 at 6%; with 100% employer match about $168,842 at 4% or $112,562 at 6%.
Ward and Smith Pa Disability Plan-136---
Ward and Smith, Pa Health Care Plan-224---
Ward and Smith Pa Life Insurance Pl An-246---
20114237$49,409,417$2,997,931$12,649iApproximate average salary by contribution assumption: employee only about $316,237 at 4% or $210,825 at 6%; with 50% employer match about $210,825 at 4% or $140,550 at 6%; with 100% employer match about $158,119 at 4% or $105,412 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-220$49,409,417$2,997,931$13,627iApproximate average salary by contribution assumption: employee only about $340,674 at 4% or $227,116 at 6%; with 50% employer match about $227,116 at 4% or $151,411 at 6%; with 100% employer match about $170,337 at 4% or $113,558 at 6%.
Ward and Smith Pa Life Insurance Pl An-237---
Ward and Smith Pa Disability Plan-127---
Ward and Smith, Pa Health Care Plan-211---
20104238$50,690,392$3,034,221$12,749iApproximate average salary by contribution assumption: employee only about $318,721 at 4% or $212,480 at 6%; with 50% employer match about $212,480 at 4% or $141,654 at 6%; with 100% employer match about $159,360 at 4% or $106,240 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-238$50,690,392$3,034,221$12,749iApproximate average salary by contribution assumption: employee only about $318,721 at 4% or $212,480 at 6%; with 50% employer match about $212,480 at 4% or $141,654 at 6%; with 100% employer match about $159,360 at 4% or $106,240 at 6%.
Ward and Smith, Pa Health Care Plan-210---
Ward and Smith Pa Disability Plan-121---
Ward and Smith Pa Life Insurance Pl An-231---
20094295$44,049,636$2,813,491$9,537iApproximate average salary by contribution assumption: employee only about $238,431 at 4% or $158,954 at 6%; with 50% employer match about $158,954 at 4% or $105,970 at 6%; with 100% employer match about $119,216 at 4% or $79,477 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-295$44,049,636$2,813,491$9,537iApproximate average salary by contribution assumption: employee only about $238,431 at 4% or $158,954 at 6%; with 50% employer match about $158,954 at 4% or $105,970 at 6%; with 100% employer match about $119,216 at 4% or $79,477 at 6%.
Ward and Smith, Pa Health Care Plan-213---
Ward and Smith Pa Life Insurance Pl An-219---
Ward and Smith Pa Disability Plan-107---
20084269$36,500,767$2,215,850$8,237iApproximate average salary by contribution assumption: employee only about $205,934 at 4% or $137,289 at 6%; with 50% employer match about $137,289 at 4% or $91,526 at 6%; with 100% employer match about $102,967 at 4% or $68,645 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-267$36,500,767$2,215,850$8,299iApproximate average salary by contribution assumption: employee only about $207,477 at 4% or $138,318 at 6%; with 50% employer match about $138,318 at 4% or $92,212 at 6%; with 100% employer match about $103,738 at 4% or $69,159 at 6%.
Ward and Smith, Pa Health Care Plan-269---
Ward and Smith Pa Disability Plan-78---
Ward and Smith Pa Life Insurance Pl An-242---
20074281$47,463,533$2,405,173$8,559iApproximate average salary by contribution assumption: employee only about $213,983 at 4% or $142,656 at 6%; with 50% employer match about $142,656 at 4% or $95,104 at 6%; with 100% employer match about $106,992 at 4% or $71,328 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-281$47,463,533$2,405,173$8,559iApproximate average salary by contribution assumption: employee only about $213,983 at 4% or $142,656 at 6%; with 50% employer match about $142,656 at 4% or $95,104 at 6%; with 100% employer match about $106,992 at 4% or $71,328 at 6%.
Ward and Smith Pa Disability Plan-68---
Ward and Smith, Pa Health Care Plan-218---
Ward and Smith Pa Life Insurance Pl An-216---
20064307$43,475,220$2,177,676$7,093iApproximate average salary by contribution assumption: employee only about $177,335 at 4% or $118,223 at 6%; with 50% employer match about $118,223 at 4% or $78,816 at 6%; with 100% employer match about $88,668 at 4% or $59,112 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-307$43,475,220$2,177,676$7,093iApproximate average salary by contribution assumption: employee only about $177,335 at 4% or $118,223 at 6%; with 50% employer match about $118,223 at 4% or $78,816 at 6%; with 100% employer match about $88,668 at 4% or $59,112 at 6%.
Ward and Smith Pa Life Insurance Pl An-202---
Ward and Smith, Pa Health Care Plan-200---
Ward and Smith Pa Disability Plan-49---
20054324$38,543,890$1,997,962$6,167iApproximate average salary by contribution assumption: employee only about $154,164 at 4% or $102,776 at 6%; with 50% employer match about $102,776 at 4% or $68,517 at 6%; with 100% employer match about $77,082 at 4% or $51,388 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-324$38,543,890$1,997,962$6,167iApproximate average salary by contribution assumption: employee only about $154,164 at 4% or $102,776 at 6%; with 50% employer match about $102,776 at 4% or $68,517 at 6%; with 100% employer match about $77,082 at 4% or $51,388 at 6%.
Ward and Smith Pa Disability Plan-51---
Ward and Smith Pa Life Insurance Pl An-209---
Ward and Smith, Pa Health Care Plan-203---
20044289$35,727,026$1,883,649$6,518iApproximate average salary by contribution assumption: employee only about $162,945 at 4% or $108,630 at 6%; with 50% employer match about $108,630 at 4% or $72,420 at 6%; with 100% employer match about $81,473 at 4% or $54,315 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-289$35,727,026$1,883,649$6,518iApproximate average salary by contribution assumption: employee only about $162,945 at 4% or $108,630 at 6%; with 50% employer match about $108,630 at 4% or $72,420 at 6%; with 100% employer match about $81,473 at 4% or $54,315 at 6%.
Ward and Smith Pa Disability Plan-53---
Ward and Smith Pa Life Insurance Pl An-216---
Ward and Smith, Pa Health Care Plan-206---
20034257$31,123,095$1,874,819$7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,584 at 6%; with 50% employer match about $121,584 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-257$31,123,095$1,874,819$7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,584 at 6%; with 50% employer match about $121,584 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%.
Ward and Smith Pa Disability Plan-60---
Ward and Smith, Pa Health Care Plan-207---
Ward and Smith Pa Life Insurance Pl An-208---
20024227$25,378,247$1,727,878$7,612iApproximate average salary by contribution assumption: employee only about $190,295 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,576 at 6%; with 100% employer match about $95,147 at 4% or $63,432 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-227$25,378,247$1,727,878$7,612iApproximate average salary by contribution assumption: employee only about $190,295 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,576 at 6%; with 100% employer match about $95,147 at 4% or $63,432 at 6%.
Ward and Smith, Pa Health Care Plan-197---
Ward and Smith Pa Disability Plan-65---
Ward and Smith Pa Life Insurance Pl An-189---
20014198$29,738,301$1,450,622$7,326iApproximate average salary by contribution assumption: employee only about $183,159 at 4% or $122,106 at 6%; with 50% employer match about $122,106 at 4% or $81,404 at 6%; with 100% employer match about $91,580 at 4% or $61,053 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-184$29,738,301$1,450,622$7,884iApproximate average salary by contribution assumption: employee only about $197,095 at 4% or $131,397 at 6%; with 50% employer match about $131,397 at 4% or $87,598 at 6%; with 100% employer match about $98,548 at 4% or $65,698 at 6%.
Ward and Smith, Pa Health Care Plan-191---
Ward and Smith Pa Disability Plan-68---
Ward and Smith Pa Life Insurance Pl An-198---
20004203$31,054,194$1,373,580$6,766iApproximate average salary by contribution assumption: employee only about $169,160 at 4% or $112,773 at 6%; with 50% employer match about $112,773 at 4% or $75,182 at 6%; with 100% employer match about $84,580 at 4% or $56,387 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-171$31,054,194$1,373,580$8,033iApproximate average salary by contribution assumption: employee only about $200,816 at 4% or $133,877 at 6%; with 50% employer match about $133,877 at 4% or $89,251 at 6%; with 100% employer match about $100,408 at 4% or $66,939 at 6%.
Ward and Smith, Pa Health Care Plan-203---
Ward and Smith Pa Disability Plan-0---
Ward and Smith Pa Life Insurance Pl An-127---
19993169$31,845,519$1,308,729$7,744iApproximate average salary by contribution assumption: employee only about $193,599 at 4% or $129,066 at 6%; with 50% employer match about $129,066 at 4% or $86,044 at 6%; with 100% employer match about $96,799 at 4% or $64,533 at 6%.
Ward & Smith, Pa Profit Sharing Plan and Trust-169$31,845,519$1,308,729$7,744iApproximate average salary by contribution assumption: employee only about $193,599 at 4% or $129,066 at 6%; with 50% employer match about $129,066 at 4% or $86,044 at 6%; with 100% employer match about $96,799 at 4% or $64,533 at 6%.
Ward and Smith Pa Life Insurance Pl An-123---
Ward and Smith Pa Disability Plan-0---