Civic Intelligence

Griffin, Smith, Caldwell, Helder & Lee, P.A.

Plan context: Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan

EIN 56-1176151 • Monroe, NC • 25 filings • 11 plans

PO Drawer 99Monroe, NC 28111
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$710,650

2023 Contributions

$38,191

Historical Graphs

Total Assets Over Time

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

$1,520,771$760,386$0199920122023YearValue
$710,650Latest year 2023

Participants Over Time

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

21110199920112023YearValue
15Latest year 2023

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
2023115$710,650$38,191$2,546iApproximate average salary by contribution assumption: employee only about $63,652 at 4% or $42,434 at 6%; with 50% employer match about $42,434 at 4% or $28,290 at 6%; with 100% employer match about $31,826 at 4% or $21,217 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-15$710,650$38,191$2,546iApproximate average salary by contribution assumption: employee only about $63,652 at 4% or $42,434 at 6%; with 50% employer match about $42,434 at 4% or $28,290 at 6%; with 100% employer match about $31,826 at 4% or $21,217 at 6%.
2022118$1,062,342$53,955$2,998iApproximate average salary by contribution assumption: employee only about $74,938 at 4% or $49,958 at 6%; with 50% employer match about $49,958 at 4% or $33,306 at 6%; with 100% employer match about $37,469 at 4% or $24,979 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-18$1,062,342$53,955$2,998iApproximate average salary by contribution assumption: employee only about $74,938 at 4% or $49,958 at 6%; with 50% employer match about $49,958 at 4% or $33,306 at 6%; with 100% employer match about $37,469 at 4% or $24,979 at 6%.
2021121$1,304,377$67,456$3,212iApproximate average salary by contribution assumption: employee only about $80,305 at 4% or $53,537 at 6%; with 50% employer match about $53,537 at 4% or $35,691 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-21$1,304,377$67,456$3,212iApproximate average salary by contribution assumption: employee only about $80,305 at 4% or $53,537 at 6%; with 50% employer match about $53,537 at 4% or $35,691 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.
2020119$1,220,267$62,464$3,288iApproximate average salary by contribution assumption: employee only about $82,189 at 4% or $54,793 at 6%; with 50% employer match about $54,793 at 4% or $36,529 at 6%; with 100% employer match about $41,095 at 4% or $27,396 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-19$1,220,267$62,464$3,288iApproximate average salary by contribution assumption: employee only about $82,189 at 4% or $54,793 at 6%; with 50% employer match about $54,793 at 4% or $36,529 at 6%; with 100% employer match about $41,095 at 4% or $27,396 at 6%.
2019120$1,236,102$63,353$3,168iApproximate average salary by contribution assumption: employee only about $79,191 at 4% or $52,794 at 6%; with 50% employer match about $52,794 at 4% or $35,196 at 6%; with 100% employer match about $39,596 at 4% or $26,397 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-20$1,236,102$63,353$3,168iApproximate average salary by contribution assumption: employee only about $79,191 at 4% or $52,794 at 6%; with 50% employer match about $52,794 at 4% or $35,196 at 6%; with 100% employer match about $39,596 at 4% or $26,397 at 6%.
2018118$1,041,704$65,464$3,637iApproximate average salary by contribution assumption: employee only about $90,922 at 4% or $60,615 at 6%; with 50% employer match about $60,615 at 4% or $40,410 at 6%; with 100% employer match about $45,461 at 4% or $30,307 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-18$1,041,704$65,464$3,637iApproximate average salary by contribution assumption: employee only about $90,922 at 4% or $60,615 at 6%; with 50% employer match about $60,615 at 4% or $40,410 at 6%; with 100% employer match about $45,461 at 4% or $30,307 at 6%.
2017119$1,048,451$78,980$4,157iApproximate average salary by contribution assumption: employee only about $103,921 at 4% or $69,281 at 6%; with 50% employer match about $69,281 at 4% or $46,187 at 6%; with 100% employer match about $51,961 at 4% or $34,640 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-19$1,048,451$78,980$4,157iApproximate average salary by contribution assumption: employee only about $103,921 at 4% or $69,281 at 6%; with 50% employer match about $69,281 at 4% or $46,187 at 6%; with 100% employer match about $51,961 at 4% or $34,640 at 6%.
2016118$861,473$88,071$4,893iApproximate average salary by contribution assumption: employee only about $122,321 at 4% or $81,547 at 6%; with 50% employer match about $81,547 at 4% or $54,365 at 6%; with 100% employer match about $61,160 at 4% or $40,774 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-18$861,473$88,071$4,893iApproximate average salary by contribution assumption: employee only about $122,321 at 4% or $81,547 at 6%; with 50% employer match about $81,547 at 4% or $54,365 at 6%; with 100% employer match about $61,160 at 4% or $40,774 at 6%.
2015119$740,958$80,759$4,250iApproximate average salary by contribution assumption: employee only about $106,262 at 4% or $70,841 at 6%; with 50% employer match about $70,841 at 4% or $47,227 at 6%; with 100% employer match about $53,131 at 4% or $35,421 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-19$740,958$80,759$4,250iApproximate average salary by contribution assumption: employee only about $106,262 at 4% or $70,841 at 6%; with 50% employer match about $70,841 at 4% or $47,227 at 6%; with 100% employer match about $53,131 at 4% or $35,421 at 6%.
2014117$674,154$34,805$2,047iApproximate average salary by contribution assumption: employee only about $51,184 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,748 at 6%; with 100% employer match about $25,592 at 4% or $17,061 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-17$674,154$34,805$2,047iApproximate average salary by contribution assumption: employee only about $51,184 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,748 at 6%; with 100% employer match about $25,592 at 4% or $17,061 at 6%.
2013112$751,181$42,924$3,577iApproximate average salary by contribution assumption: employee only about $89,425 at 4% or $59,617 at 6%; with 50% employer match about $59,617 at 4% or $39,744 at 6%; with 100% employer match about $44,713 at 4% or $29,808 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-12$751,181$42,924$3,577iApproximate average salary by contribution assumption: employee only about $89,425 at 4% or $59,617 at 6%; with 50% employer match about $59,617 at 4% or $39,744 at 6%; with 100% employer match about $44,713 at 4% or $29,808 at 6%.
2012114$607,583$27,683$1,977iApproximate average salary by contribution assumption: employee only about $49,434 at 4% or $32,956 at 6%; with 50% employer match about $32,956 at 4% or $21,971 at 6%; with 100% employer match about $24,717 at 4% or $16,478 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-14$607,583$27,683$1,977iApproximate average salary by contribution assumption: employee only about $49,434 at 4% or $32,956 at 6%; with 50% employer match about $32,956 at 4% or $21,971 at 6%; with 100% employer match about $24,717 at 4% or $16,478 at 6%.
2011116$671,537$30,156$1,885iApproximate average salary by contribution assumption: employee only about $47,119 at 4% or $31,413 at 6%; with 50% employer match about $31,413 at 4% or $20,942 at 6%; with 100% employer match about $23,559 at 4% or $15,706 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-16$671,537$30,156$1,885iApproximate average salary by contribution assumption: employee only about $47,119 at 4% or $31,413 at 6%; with 50% employer match about $31,413 at 4% or $20,942 at 6%; with 100% employer match about $23,559 at 4% or $15,706 at 6%.
2010112$760,793$32,391$2,699iApproximate average salary by contribution assumption: employee only about $67,481 at 4% or $44,988 at 6%; with 50% employer match about $44,988 at 4% or $29,992 at 6%; with 100% employer match about $33,741 at 4% or $22,494 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-12$760,793$32,391$2,699iApproximate average salary by contribution assumption: employee only about $67,481 at 4% or $44,988 at 6%; with 50% employer match about $44,988 at 4% or $29,992 at 6%; with 100% employer match about $33,741 at 4% or $22,494 at 6%.
2009113$1,472,907$76,699$5,900iApproximate average salary by contribution assumption: employee only about $147,498 at 4% or $98,332 at 6%; with 50% employer match about $98,332 at 4% or $65,555 at 6%; with 100% employer match about $73,749 at 4% or $49,166 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-13$1,472,907$76,699$5,900iApproximate average salary by contribution assumption: employee only about $147,498 at 4% or $98,332 at 6%; with 50% employer match about $98,332 at 4% or $65,555 at 6%; with 100% employer match about $73,749 at 4% or $49,166 at 6%.
2008116$1,182,263$87,543$5,471iApproximate average salary by contribution assumption: employee only about $136,786 at 4% or $91,191 at 6%; with 50% employer match about $91,191 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-16$1,182,263$87,543$5,471iApproximate average salary by contribution assumption: employee only about $136,786 at 4% or $91,191 at 6%; with 50% employer match about $91,191 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
2007118$1,520,771$145,484$8,082iApproximate average salary by contribution assumption: employee only about $202,061 at 4% or $134,707 at 6%; with 50% employer match about $134,707 at 4% or $89,805 at 6%; with 100% employer match about $101,031 at 4% or $67,354 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-18$1,520,771$145,484$8,082iApproximate average salary by contribution assumption: employee only about $202,061 at 4% or $134,707 at 6%; with 50% employer match about $134,707 at 4% or $89,805 at 6%; with 100% employer match about $101,031 at 4% or $67,354 at 6%.
2006118$1,465,688$166,878$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-18$1,465,688$166,878$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
2005120$1,228,206$72,727$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,454 at 4% or $30,303 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-20$1,228,206$72,727$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,454 at 4% or $30,303 at 6%.
2004113$1,404,446$152,982$11,768iApproximate average salary by contribution assumption: employee only about $294,196 at 4% or $196,131 at 6%; with 50% employer match about $196,131 at 4% or $130,754 at 6%; with 100% employer match about $147,098 at 4% or $98,065 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-13$1,404,446$152,982$11,768iApproximate average salary by contribution assumption: employee only about $294,196 at 4% or $196,131 at 6%; with 50% employer match about $196,131 at 4% or $130,754 at 6%; with 100% employer match about $147,098 at 4% or $98,065 at 6%.
2003116$1,146,867$122,845$7,678iApproximate average salary by contribution assumption: employee only about $191,945 at 4% or $127,964 at 6%; with 50% employer match about $127,964 at 4% or $85,309 at 6%; with 100% employer match about $95,973 at 4% or $63,982 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-16$1,146,867$122,845$7,678iApproximate average salary by contribution assumption: employee only about $191,945 at 4% or $127,964 at 6%; with 50% employer match about $127,964 at 4% or $85,309 at 6%; with 100% employer match about $95,973 at 4% or $63,982 at 6%.
2002117$830,386$98,649$5,803iApproximate average salary by contribution assumption: employee only about $145,072 at 4% or $96,715 at 6%; with 50% employer match about $96,715 at 4% or $64,476 at 6%; with 100% employer match about $72,536 at 4% or $48,357 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-17$830,386$98,649$5,803iApproximate average salary by contribution assumption: employee only about $145,072 at 4% or $96,715 at 6%; with 50% employer match about $96,715 at 4% or $64,476 at 6%; with 100% employer match about $72,536 at 4% or $48,357 at 6%.
2001119$0$0-
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-19---
2000121$0$0-
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-21---
1999120$830,005$125,630$6,282iApproximate average salary by contribution assumption: employee only about $157,038 at 4% or $104,692 at 6%; with 50% employer match about $104,692 at 4% or $69,794 at 6%; with 100% employer match about $78,519 at 4% or $52,346 at 6%.
Griffin, Smith, Caldwell, Helder & Lee, P.A. Ps/401K Plan-20$830,005$125,630$6,282iApproximate average salary by contribution assumption: employee only about $157,038 at 4% or $104,692 at 6%; with 50% employer match about $104,692 at 4% or $69,794 at 6%; with 100% employer match about $78,519 at 4% or $52,346 at 6%.