Civic Intelligence

H. Smith Richardson Testamentary Trust

Plan context: H. Smith Richardson Trust Employees 401K Plan

EIN 56-1105068 • Greensboro, NC • 26 filings • 3 plans

701 Green Valley Rd., Ste. 300Greensboro, NC 27408-7096
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,252,999

2024 Contributions

$35,681

Historical Graphs

Total Assets Over Time

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

$2,375,253$1,187,627$0199920122024YearValue
$2,252,999Latest year 2024

Participants Over Time

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

99500199920122024YearValue
5Latest 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
202415$2,252,999$35,681$7,136iApproximate average salary by contribution assumption: employee only about $178,405 at 4% or $118,937 at 6%; with 50% employer match about $118,937 at 4% or $79,291 at 6%; with 100% employer match about $89,203 at 4% or $59,468 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$2,252,999$35,681$7,136iApproximate average salary by contribution assumption: employee only about $178,405 at 4% or $118,937 at 6%; with 50% employer match about $118,937 at 4% or $79,291 at 6%; with 100% employer match about $89,203 at 4% or $59,468 at 6%.
202314$2,019,575$34,306$8,577iApproximate average salary by contribution assumption: employee only about $214,413 at 4% or $142,942 at 6%; with 50% employer match about $142,942 at 4% or $95,294 at 6%; with 100% employer match about $107,206 at 4% or $71,471 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$2,019,575$34,306$8,577iApproximate average salary by contribution assumption: employee only about $214,413 at 4% or $142,942 at 6%; with 50% employer match about $142,942 at 4% or $95,294 at 6%; with 100% employer match about $107,206 at 4% or $71,471 at 6%.
202214$1,735,417$31,916$7,979iApproximate average salary by contribution assumption: employee only about $199,475 at 4% or $132,983 at 6%; with 50% employer match about $132,983 at 4% or $88,656 at 6%; with 100% employer match about $99,738 at 4% or $66,492 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$1,735,417$31,916$7,979iApproximate average salary by contribution assumption: employee only about $199,475 at 4% or $132,983 at 6%; with 50% employer match about $132,983 at 4% or $88,656 at 6%; with 100% employer match about $99,738 at 4% or $66,492 at 6%.
202114$2,024,495$30,362$7,591iApproximate average salary by contribution assumption: employee only about $189,763 at 4% or $126,508 at 6%; with 50% employer match about $126,508 at 4% or $84,339 at 6%; with 100% employer match about $94,881 at 4% or $63,254 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$2,024,495$30,362$7,591iApproximate average salary by contribution assumption: employee only about $189,763 at 4% or $126,508 at 6%; with 50% employer match about $126,508 at 4% or $84,339 at 6%; with 100% employer match about $94,881 at 4% or $63,254 at 6%.
202014$1,788,465$30,072$7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$1,788,465$30,072$7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%.
201914$1,538,459$54,296$13,574iApproximate average salary by contribution assumption: employee only about $339,350 at 4% or $226,233 at 6%; with 50% employer match about $226,233 at 4% or $150,822 at 6%; with 100% employer match about $169,675 at 4% or $113,117 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$1,538,459$54,296$13,574iApproximate average salary by contribution assumption: employee only about $339,350 at 4% or $226,233 at 6%; with 50% employer match about $226,233 at 4% or $150,822 at 6%; with 100% employer match about $169,675 at 4% or $113,117 at 6%.
201814$1,297,679$71,636$17,909iApproximate average salary by contribution assumption: employee only about $447,725 at 4% or $298,483 at 6%; with 50% employer match about $298,483 at 4% or $198,989 at 6%; with 100% employer match about $223,863 at 4% or $149,242 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$1,297,679$71,636$17,909iApproximate average salary by contribution assumption: employee only about $447,725 at 4% or $298,483 at 6%; with 50% employer match about $298,483 at 4% or $198,989 at 6%; with 100% employer match about $223,863 at 4% or $149,242 at 6%.
201715$1,304,221$46,307$9,261iApproximate average salary by contribution assumption: employee only about $231,535 at 4% or $154,357 at 6%; with 50% employer match about $154,357 at 4% or $102,904 at 6%; with 100% employer match about $115,768 at 4% or $77,178 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,304,221$46,307$9,261iApproximate average salary by contribution assumption: employee only about $231,535 at 4% or $154,357 at 6%; with 50% employer match about $154,357 at 4% or $102,904 at 6%; with 100% employer match about $115,768 at 4% or $77,178 at 6%.
201614$1,178,063$55,819$13,955iApproximate average salary by contribution assumption: employee only about $348,869 at 4% or $232,579 at 6%; with 50% employer match about $232,579 at 4% or $155,053 at 6%; with 100% employer match about $174,434 at 4% or $116,290 at 6%.
H. Smith Richardson Trust Employees 401K Plan-4$1,178,063$55,819$13,955iApproximate average salary by contribution assumption: employee only about $348,869 at 4% or $232,579 at 6%; with 50% employer match about $232,579 at 4% or $155,053 at 6%; with 100% employer match about $174,434 at 4% or $116,290 at 6%.
201515$1,045,285$49,113$9,823iApproximate average salary by contribution assumption: employee only about $245,565 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,045,285$49,113$9,823iApproximate average salary by contribution assumption: employee only about $245,565 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%.
201415$1,002,197$66,639$13,328iApproximate average salary by contribution assumption: employee only about $333,195 at 4% or $222,130 at 6%; with 50% employer match about $222,130 at 4% or $148,087 at 6%; with 100% employer match about $166,598 at 4% or $111,065 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,002,197$66,639$13,328iApproximate average salary by contribution assumption: employee only about $333,195 at 4% or $222,130 at 6%; with 50% employer match about $222,130 at 4% or $148,087 at 6%; with 100% employer match about $166,598 at 4% or $111,065 at 6%.
201315$1,238,752$35,366$7,073iApproximate average salary by contribution assumption: employee only about $176,830 at 4% or $117,887 at 6%; with 50% employer match about $117,887 at 4% or $78,591 at 6%; with 100% employer match about $88,415 at 4% or $58,943 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,238,752$35,366$7,073iApproximate average salary by contribution assumption: employee only about $176,830 at 4% or $117,887 at 6%; with 50% employer match about $117,887 at 4% or $78,591 at 6%; with 100% employer match about $88,415 at 4% or $58,943 at 6%.
201215$1,123,908$31,534$6,307iApproximate average salary by contribution assumption: employee only about $157,670 at 4% or $105,113 at 6%; with 50% employer match about $105,113 at 4% or $70,076 at 6%; with 100% employer match about $78,835 at 4% or $52,557 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,123,908$31,534$6,307iApproximate average salary by contribution assumption: employee only about $157,670 at 4% or $105,113 at 6%; with 50% employer match about $105,113 at 4% or $70,076 at 6%; with 100% employer match about $78,835 at 4% or $52,557 at 6%.
201115$983,894$30,738$6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,307 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$983,894$30,738$6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,307 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%.
201015$1,116,707$27,561$5,512iApproximate average salary by contribution assumption: employee only about $137,805 at 4% or $91,870 at 6%; with 50% employer match about $91,870 at 4% or $61,247 at 6%; with 100% employer match about $68,903 at 4% or $45,935 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,116,707$27,561$5,512iApproximate average salary by contribution assumption: employee only about $137,805 at 4% or $91,870 at 6%; with 50% employer match about $91,870 at 4% or $61,247 at 6%; with 100% employer match about $68,903 at 4% or $45,935 at 6%.
200915$1,016,104$18,994$3,799iApproximate average salary by contribution assumption: employee only about $94,970 at 4% or $63,313 at 6%; with 50% employer match about $63,313 at 4% or $42,209 at 6%; with 100% employer match about $47,485 at 4% or $31,657 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$1,016,104$18,994$3,799iApproximate average salary by contribution assumption: employee only about $94,970 at 4% or $63,313 at 6%; with 50% employer match about $63,313 at 4% or $42,209 at 6%; with 100% employer match about $47,485 at 4% or $31,657 at 6%.
200815$853,708$34,760$6,952iApproximate average salary by contribution assumption: employee only about $173,800 at 4% or $115,867 at 6%; with 50% employer match about $115,867 at 4% or $77,244 at 6%; with 100% employer match about $86,900 at 4% or $57,933 at 6%.
H. Smith Richardson Trust Employees 401K Plan-5$853,708$34,760$6,952iApproximate average salary by contribution assumption: employee only about $173,800 at 4% or $115,867 at 6%; with 50% employer match about $115,867 at 4% or $77,244 at 6%; with 100% employer match about $86,900 at 4% or $57,933 at 6%.
2007116$1,375,412$122,129$7,633iApproximate average salary by contribution assumption: employee only about $190,827 at 4% or $127,218 at 6%; with 50% employer match about $127,218 at 4% or $84,812 at 6%; with 100% employer match about $95,413 at 4% or $63,609 at 6%.
H. Smith Richardson Trust Employees 401K Plan-16$1,375,412$122,129$7,633iApproximate average salary by contribution assumption: employee only about $190,827 at 4% or $127,218 at 6%; with 50% employer match about $127,218 at 4% or $84,812 at 6%; with 100% employer match about $95,413 at 4% or $63,609 at 6%.
2006118$2,375,253$373,396$20,744iApproximate average salary by contribution assumption: employee only about $518,606 at 4% or $345,737 at 6%; with 50% employer match about $345,737 at 4% or $230,491 at 6%; with 100% employer match about $259,303 at 4% or $172,869 at 6%.
H. Smith Richardson Trust Employees 401K Plan-18$2,375,253$373,396$20,744iApproximate average salary by contribution assumption: employee only about $518,606 at 4% or $345,737 at 6%; with 50% employer match about $345,737 at 4% or $230,491 at 6%; with 100% employer match about $259,303 at 4% or $172,869 at 6%.
2005192$2,229,104$538,746$5,856iApproximate average salary by contribution assumption: employee only about $146,398 at 4% or $97,599 at 6%; with 50% employer match about $97,599 at 4% or $65,066 at 6%; with 100% employer match about $73,199 at 4% or $48,799 at 6%.
H. Smith Richardson Trust Employees 401K Plan-92$2,229,104$538,746$5,856iApproximate average salary by contribution assumption: employee only about $146,398 at 4% or $97,599 at 6%; with 50% employer match about $97,599 at 4% or $65,066 at 6%; with 100% employer match about $73,199 at 4% or $48,799 at 6%.
2004195$1,638,240$421,063$4,432iApproximate average salary by contribution assumption: employee only about $110,806 at 4% or $73,871 at 6%; with 50% employer match about $73,871 at 4% or $49,247 at 6%; with 100% employer match about $55,403 at 4% or $36,935 at 6%.
H. Smith Richardson Trust Employees 401K Plan-95$1,638,240$421,063$4,432iApproximate average salary by contribution assumption: employee only about $110,806 at 4% or $73,871 at 6%; with 50% employer match about $73,871 at 4% or $49,247 at 6%; with 100% employer match about $55,403 at 4% or $36,935 at 6%.
2003199$1,203,326$316,099$3,193iApproximate average salary by contribution assumption: employee only about $79,823 at 4% or $53,215 at 6%; with 50% employer match about $53,215 at 4% or $35,477 at 6%; with 100% employer match about $39,911 at 4% or $26,608 at 6%.
H. Smith Richardson Trust Employees 401K Plan-99$1,203,326$316,099$3,193iApproximate average salary by contribution assumption: employee only about $79,823 at 4% or $53,215 at 6%; with 50% employer match about $53,215 at 4% or $35,477 at 6%; with 100% employer match about $39,911 at 4% or $26,608 at 6%.
2002187$788,402$308,840$3,550iApproximate average salary by contribution assumption: employee only about $88,747 at 4% or $59,165 at 6%; with 50% employer match about $59,165 at 4% or $39,443 at 6%; with 100% employer match about $44,374 at 4% or $29,582 at 6%.
H. Smith Richardson Trust Employees 401K Plan-87$788,402$308,840$3,550iApproximate average salary by contribution assumption: employee only about $88,747 at 4% or $59,165 at 6%; with 50% employer match about $59,165 at 4% or $39,443 at 6%; with 100% employer match about $44,374 at 4% or $29,582 at 6%.
2001195$579,570$137,404$1,446iApproximate average salary by contribution assumption: employee only about $36,159 at 4% or $24,106 at 6%; with 50% employer match about $24,106 at 4% or $16,071 at 6%; with 100% employer match about $18,079 at 4% or $12,053 at 6%.
H. Smith Richardson Trust Employees 401K Plan-95$579,570$137,404$1,446iApproximate average salary by contribution assumption: employee only about $36,159 at 4% or $24,106 at 6%; with 50% employer match about $24,106 at 4% or $16,071 at 6%; with 100% employer match about $18,079 at 4% or $12,053 at 6%.
2000179$589,996$120,084$1,520iApproximate average salary by contribution assumption: employee only about $38,001 at 4% or $25,334 at 6%; with 50% employer match about $25,334 at 4% or $16,889 at 6%; with 100% employer match about $19,001 at 4% or $12,667 at 6%.
H. Smith Richardson Trust Employees 401K Plan-79$589,996$120,084$1,520iApproximate average salary by contribution assumption: employee only about $38,001 at 4% or $25,334 at 6%; with 50% employer match about $25,334 at 4% or $16,889 at 6%; with 100% employer match about $19,001 at 4% or $12,667 at 6%.
1999174$621,919$144,809$1,957iApproximate average salary by contribution assumption: employee only about $48,922 at 4% or $32,615 at 6%; with 50% employer match about $32,615 at 4% or $21,743 at 6%; with 100% employer match about $24,461 at 4% or $16,307 at 6%.
H. Smith Richardson Trust Employees 401K Plan-74$621,919$144,809$1,957iApproximate average salary by contribution assumption: employee only about $48,922 at 4% or $32,615 at 6%; with 50% employer match about $32,615 at 4% or $21,743 at 6%; with 100% employer match about $24,461 at 4% or $16,307 at 6%.