Civic Intelligence

Smith & Stevenson Company Inc.

Plan context: Smith & Stevenson Company Inc. 401(K) Retirement Plan

EIN 56-1497886 • Charlotte, NC • 31 filings • 9 plans

PO Box 240009Charlotte, NC 28224
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$12,736,800

2024 Contributions

$1,298,184

Historical Graphs

Total Assets Over Time

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

$14,114,161$7,057,081$0199920122024YearValue
$12,736,800Latest year 2024

Participants Over Time

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

38190199920122024YearValue
37Latest 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
2024337$12,736,800$1,298,184$35,086iApproximate average salary by contribution assumption: employee only about $877,151 at 4% or $584,768 at 6%; with 50% employer match about $584,768 at 4% or $389,845 at 6%; with 100% employer match about $438,576 at 4% or $292,384 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-37$10,904,417$682,140$18,436iApproximate average salary by contribution assumption: employee only about $460,905 at 4% or $307,270 at 6%; with 50% employer match about $307,270 at 4% or $204,847 at 6%; with 100% employer match about $230,453 at 4% or $153,635 at 6%.
SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST-20$1,284,679$453,000$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST-20$547,704$163,044$8,152iApproximate average salary by contribution assumption: employee only about $203,805 at 4% or $135,870 at 6%; with 50% employer match about $135,870 at 4% or $90,580 at 6%; with 100% employer match about $101,903 at 4% or $67,935 at 6%.
2023336$11,785,968$1,629,458$45,263iApproximate average salary by contribution assumption: employee only about $1,131,568 at 4% or $754,379 at 6%; with 50% employer match about $754,379 at 4% or $502,919 at 6%; with 100% employer match about $565,784 at 4% or $377,189 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-36$9,882,551$606,062$16,835iApproximate average salary by contribution assumption: employee only about $420,876 at 4% or $280,584 at 6%; with 50% employer match about $280,584 at 4% or $187,056 at 6%; with 100% employer match about $210,438 at 4% or $140,292 at 6%.
SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST-19$1,523,562$838,217$44,117iApproximate average salary by contribution assumption: employee only about $1,102,917 at 4% or $735,278 at 6%; with 50% employer match about $735,278 at 4% or $490,185 at 6%; with 100% employer match about $551,459 at 4% or $367,639 at 6%.
SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST-19$379,855$185,179$9,746iApproximate average salary by contribution assumption: employee only about $243,657 at 4% or $162,438 at 6%; with 50% employer match about $162,438 at 4% or $108,292 at 6%; with 100% employer match about $121,828 at 4% or $81,219 at 6%.
2022135$8,099,386$592,191$16,920iApproximate average salary by contribution assumption: employee only about $422,994 at 4% or $281,996 at 6%; with 50% employer match about $281,996 at 4% or $187,997 at 6%; with 100% employer match about $211,497 at 4% or $140,998 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-35$8,099,386$592,191$16,920iApproximate average salary by contribution assumption: employee only about $422,994 at 4% or $281,996 at 6%; with 50% employer match about $281,996 at 4% or $187,997 at 6%; with 100% employer match about $211,497 at 4% or $140,998 at 6%.
2021237$14,114,161$893,693$24,154iApproximate average salary by contribution assumption: employee only about $603,847 at 4% or $402,564 at 6%; with 50% employer match about $402,564 at 4% or $268,376 at 6%; with 100% employer match about $301,923 at 4% or $201,282 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-37$9,017,427$552,410$14,930iApproximate average salary by contribution assumption: employee only about $373,250 at 4% or $248,833 at 6%; with 50% employer match about $248,833 at 4% or $165,889 at 6%; with 100% employer match about $186,625 at 4% or $124,417 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-32$5,096,734$341,283$10,665iApproximate average salary by contribution assumption: employee only about $266,627 at 4% or $177,752 at 6%; with 50% employer match about $177,752 at 4% or $118,501 at 6%; with 100% employer match about $133,314 at 4% or $88,876 at 6%.
2020138$7,614,966$467,041$12,291iApproximate average salary by contribution assumption: employee only about $307,264 at 4% or $204,843 at 6%; with 50% employer match about $204,843 at 4% or $136,562 at 6%; with 100% employer match about $153,632 at 4% or $102,421 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-38$7,614,966$467,041$12,291iApproximate average salary by contribution assumption: employee only about $307,264 at 4% or $204,843 at 6%; with 50% employer match about $204,843 at 4% or $136,562 at 6%; with 100% employer match about $153,632 at 4% or $102,421 at 6%.
2019135$6,343,807$368,725$10,535iApproximate average salary by contribution assumption: employee only about $263,375 at 4% or $175,583 at 6%; with 50% employer match about $175,583 at 4% or $117,056 at 6%; with 100% employer match about $131,688 at 4% or $87,792 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-35$6,343,807$368,725$10,535iApproximate average salary by contribution assumption: employee only about $263,375 at 4% or $175,583 at 6%; with 50% employer match about $175,583 at 4% or $117,056 at 6%; with 100% employer match about $131,688 at 4% or $87,792 at 6%.
2018132$5,101,220$345,769$10,805iApproximate average salary by contribution assumption: employee only about $270,132 at 4% or $180,088 at 6%; with 50% employer match about $180,088 at 4% or $120,059 at 6%; with 100% employer match about $135,066 at 4% or $90,044 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-32$5,101,220$345,769$10,805iApproximate average salary by contribution assumption: employee only about $270,132 at 4% or $180,088 at 6%; with 50% employer match about $180,088 at 4% or $120,059 at 6%; with 100% employer match about $135,066 at 4% or $90,044 at 6%.
2017130$5,066,905$327,763$10,925iApproximate average salary by contribution assumption: employee only about $273,136 at 4% or $182,091 at 6%; with 50% employer match about $182,091 at 4% or $121,394 at 6%; with 100% employer match about $136,568 at 4% or $91,045 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-30$5,066,905$327,763$10,925iApproximate average salary by contribution assumption: employee only about $273,136 at 4% or $182,091 at 6%; with 50% employer match about $182,091 at 4% or $121,394 at 6%; with 100% employer match about $136,568 at 4% or $91,045 at 6%.
2016129$5,345,623$322,676$11,127iApproximate average salary by contribution assumption: employee only about $278,169 at 4% or $185,446 at 6%; with 50% employer match about $185,446 at 4% or $123,631 at 6%; with 100% employer match about $139,084 at 4% or $92,723 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-29$5,345,623$322,676$11,127iApproximate average salary by contribution assumption: employee only about $278,169 at 4% or $185,446 at 6%; with 50% employer match about $185,446 at 4% or $123,631 at 6%; with 100% employer match about $139,084 at 4% or $92,723 at 6%.
2015129$5,784,089$267,165$9,213iApproximate average salary by contribution assumption: employee only about $230,315 at 4% or $153,543 at 6%; with 50% employer match about $153,543 at 4% or $102,362 at 6%; with 100% employer match about $115,157 at 4% or $76,772 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-29$5,784,089$267,165$9,213iApproximate average salary by contribution assumption: employee only about $230,315 at 4% or $153,543 at 6%; with 50% employer match about $153,543 at 4% or $102,362 at 6%; with 100% employer match about $115,157 at 4% or $76,772 at 6%.
2014129$6,249,123$190,275$6,561iApproximate average salary by contribution assumption: employee only about $164,030 at 4% or $109,353 at 6%; with 50% employer match about $109,353 at 4% or $72,902 at 6%; with 100% employer match about $82,015 at 4% or $54,677 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-29$6,249,123$190,275$6,561iApproximate average salary by contribution assumption: employee only about $164,030 at 4% or $109,353 at 6%; with 50% employer match about $109,353 at 4% or $72,902 at 6%; with 100% employer match about $82,015 at 4% or $54,677 at 6%.
2013128$5,981,167$182,775$6,528iApproximate average salary by contribution assumption: employee only about $163,192 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-28$5,981,167$182,775$6,528iApproximate average salary by contribution assumption: employee only about $163,192 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%.
2012129$5,157,939$125,433$4,325iApproximate average salary by contribution assumption: employee only about $108,132 at 4% or $72,088 at 6%; with 50% employer match about $72,088 at 4% or $48,059 at 6%; with 100% employer match about $54,066 at 4% or $36,044 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-29$5,157,939$125,433$4,325iApproximate average salary by contribution assumption: employee only about $108,132 at 4% or $72,088 at 6%; with 50% employer match about $72,088 at 4% or $48,059 at 6%; with 100% employer match about $54,066 at 4% or $36,044 at 6%.
2011128$4,892,423$130,440$4,659iApproximate average salary by contribution assumption: employee only about $116,464 at 4% or $77,643 at 6%; with 50% employer match about $77,643 at 4% or $51,762 at 6%; with 100% employer match about $58,232 at 4% or $38,821 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-28$4,892,423$130,440$4,659iApproximate average salary by contribution assumption: employee only about $116,464 at 4% or $77,643 at 6%; with 50% employer match about $77,643 at 4% or $51,762 at 6%; with 100% employer match about $58,232 at 4% or $38,821 at 6%.
2010132$5,921,213$122,646$3,833iApproximate average salary by contribution assumption: employee only about $95,817 at 4% or $63,878 at 6%; with 50% employer match about $63,878 at 4% or $42,585 at 6%; with 100% employer match about $47,909 at 4% or $31,939 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-32$5,921,213$122,646$3,833iApproximate average salary by contribution assumption: employee only about $95,817 at 4% or $63,878 at 6%; with 50% employer match about $63,878 at 4% or $42,585 at 6%; with 100% employer match about $47,909 at 4% or $31,939 at 6%.
2009136$5,666,212$179,881$4,997iApproximate average salary by contribution assumption: employee only about $124,917 at 4% or $83,278 at 6%; with 50% employer match about $83,278 at 4% or $55,519 at 6%; with 100% employer match about $62,459 at 4% or $41,639 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-36$5,666,212$179,881$4,997iApproximate average salary by contribution assumption: employee only about $124,917 at 4% or $83,278 at 6%; with 50% employer match about $83,278 at 4% or $55,519 at 6%; with 100% employer match about $62,459 at 4% or $41,639 at 6%.
2008134$4,779,047$359,276$10,567iApproximate average salary by contribution assumption: employee only about $264,174 at 4% or $176,116 at 6%; with 50% employer match about $176,116 at 4% or $117,410 at 6%; with 100% employer match about $132,087 at 4% or $88,058 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-34$4,779,047$359,276$10,567iApproximate average salary by contribution assumption: employee only about $264,174 at 4% or $176,116 at 6%; with 50% employer match about $176,116 at 4% or $117,410 at 6%; with 100% employer match about $132,087 at 4% or $88,058 at 6%.
2007133$6,514,762$393,791$11,933iApproximate average salary by contribution assumption: employee only about $298,327 at 4% or $198,884 at 6%; with 50% employer match about $198,884 at 4% or $132,590 at 6%; with 100% employer match about $149,163 at 4% or $99,442 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-33$6,514,762$393,791$11,933iApproximate average salary by contribution assumption: employee only about $298,327 at 4% or $198,884 at 6%; with 50% employer match about $198,884 at 4% or $132,590 at 6%; with 100% employer match about $149,163 at 4% or $99,442 at 6%.
2006130$5,713,976$354,728$11,824iApproximate average salary by contribution assumption: employee only about $295,607 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,803 at 4% or $98,536 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-30$5,713,976$354,728$11,824iApproximate average salary by contribution assumption: employee only about $295,607 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,803 at 4% or $98,536 at 6%.
2005131$4,786,486$298,151$9,618iApproximate average salary by contribution assumption: employee only about $240,444 at 4% or $160,296 at 6%; with 50% employer match about $160,296 at 4% or $106,864 at 6%; with 100% employer match about $120,222 at 4% or $80,148 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-31$4,786,486$298,151$9,618iApproximate average salary by contribution assumption: employee only about $240,444 at 4% or $160,296 at 6%; with 50% employer match about $160,296 at 4% or $106,864 at 6%; with 100% employer match about $120,222 at 4% or $80,148 at 6%.
2004131$4,149,722$286,810$9,252iApproximate average salary by contribution assumption: employee only about $231,298 at 4% or $154,199 at 6%; with 50% employer match about $154,199 at 4% or $102,799 at 6%; with 100% employer match about $115,649 at 4% or $77,099 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-31$4,149,722$286,810$9,252iApproximate average salary by contribution assumption: employee only about $231,298 at 4% or $154,199 at 6%; with 50% employer match about $154,199 at 4% or $102,799 at 6%; with 100% employer match about $115,649 at 4% or $77,099 at 6%.
2003132$3,499,212$301,621$9,426iApproximate average salary by contribution assumption: employee only about $235,641 at 4% or $157,094 at 6%; with 50% employer match about $157,094 at 4% or $104,730 at 6%; with 100% employer match about $117,821 at 4% or $78,547 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-32$3,499,212$301,621$9,426iApproximate average salary by contribution assumption: employee only about $235,641 at 4% or $157,094 at 6%; with 50% employer match about $157,094 at 4% or $104,730 at 6%; with 100% employer match about $117,821 at 4% or $78,547 at 6%.
2002130$2,604,314$292,886$9,763iApproximate average salary by contribution assumption: employee only about $244,072 at 4% or $162,714 at 6%; with 50% employer match about $162,714 at 4% or $108,476 at 6%; with 100% employer match about $122,036 at 4% or $81,357 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-30$2,604,314$292,886$9,763iApproximate average salary by contribution assumption: employee only about $244,072 at 4% or $162,714 at 6%; with 50% employer match about $162,714 at 4% or $108,476 at 6%; with 100% employer match about $122,036 at 4% or $81,357 at 6%.
2001138$2,632,821$308,041$8,106iApproximate average salary by contribution assumption: employee only about $202,659 at 4% or $135,106 at 6%; with 50% employer match about $135,106 at 4% or $90,070 at 6%; with 100% employer match about $101,329 at 4% or $67,553 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-38$2,632,821$308,041$8,106iApproximate average salary by contribution assumption: employee only about $202,659 at 4% or $135,106 at 6%; with 50% employer match about $135,106 at 4% or $90,070 at 6%; with 100% employer match about $101,329 at 4% or $67,553 at 6%.
2000135$2,882,033$308,678$8,819iApproximate average salary by contribution assumption: employee only about $220,484 at 4% or $146,990 at 6%; with 50% employer match about $146,990 at 4% or $97,993 at 6%; with 100% employer match about $110,242 at 4% or $73,495 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-35$2,882,033$308,678$8,819iApproximate average salary by contribution assumption: employee only about $220,484 at 4% or $146,990 at 6%; with 50% employer match about $146,990 at 4% or $97,993 at 6%; with 100% employer match about $110,242 at 4% or $73,495 at 6%.
1999133$2,938,906$282,514$8,561iApproximate average salary by contribution assumption: employee only about $214,026 at 4% or $142,684 at 6%; with 50% employer match about $142,684 at 4% or $95,123 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.
Smith & Stevenson Company Inc. 401(K) Retirement Plan-33$2,938,906$282,514$8,561iApproximate average salary by contribution assumption: employee only about $214,026 at 4% or $142,684 at 6%; with 50% employer match about $142,684 at 4% or $95,123 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.