Civic Intelligence

Smith & Carson Inc.

Plan context: Smith & Carson Inc. Retirement Plan

EIN 58-1315009 • Alpharetta, GA • 30 filings • 5 plans

5755 North Point Parkway Suite 278Alpharetta, GA 30022
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$14,196,251

2024 Contributions

$553,899

Historical Graphs

Total Assets Over Time

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

$14,196,251$7,098,126$0200120142024YearValue
$14,196,251Latest year 2024

Participants Over Time

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

194970200120132024YearValue
70Latest 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
2024170$14,196,251$553,899$7,913iApproximate average salary by contribution assumption: employee only about $197,821 at 4% or $131,881 at 6%; with 50% employer match about $131,881 at 4% or $87,920 at 6%; with 100% employer match about $98,911 at 4% or $65,940 at 6%.
Smith & Carson Inc. Retirement Plan-70$14,196,251$553,899$7,913iApproximate average salary by contribution assumption: employee only about $197,821 at 4% or $131,881 at 6%; with 50% employer match about $131,881 at 4% or $87,920 at 6%; with 100% employer match about $98,911 at 4% or $65,940 at 6%.
2023169$13,075,214$546,103$7,915iApproximate average salary by contribution assumption: employee only about $197,863 at 4% or $131,909 at 6%; with 50% employer match about $131,909 at 4% or $87,939 at 6%; with 100% employer match about $98,932 at 4% or $65,954 at 6%.
Smith & Carson Inc. Retirement Plan-69$13,075,214$546,103$7,915iApproximate average salary by contribution assumption: employee only about $197,863 at 4% or $131,909 at 6%; with 50% employer match about $131,909 at 4% or $87,939 at 6%; with 100% employer match about $98,932 at 4% or $65,954 at 6%.
2022169$11,526,253$596,661$8,647iApproximate average salary by contribution assumption: employee only about $216,182 at 4% or $144,121 at 6%; with 50% employer match about $144,121 at 4% or $96,081 at 6%; with 100% employer match about $108,091 at 4% or $72,061 at 6%.
Smith & Carson Inc. Retirement Plan-69$11,526,253$596,661$8,647iApproximate average salary by contribution assumption: employee only about $216,182 at 4% or $144,121 at 6%; with 50% employer match about $144,121 at 4% or $96,081 at 6%; with 100% employer match about $108,091 at 4% or $72,061 at 6%.
2021164$13,710,556$551,026$8,610iApproximate average salary by contribution assumption: employee only about $215,245 at 4% or $143,496 at 6%; with 50% employer match about $143,496 at 4% or $95,664 at 6%; with 100% employer match about $107,622 at 4% or $71,748 at 6%.
Smith & Carson Inc. Retirement Plan-64$13,710,556$551,026$8,610iApproximate average salary by contribution assumption: employee only about $215,245 at 4% or $143,496 at 6%; with 50% employer match about $143,496 at 4% or $95,664 at 6%; with 100% employer match about $107,622 at 4% or $71,748 at 6%.
2020156$12,545,003$434,486$7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,208 at 6%; with 100% employer match about $96,983 at 4% or $64,656 at 6%.
Smith & Carson Inc. Retirement Plan-56$12,545,003$434,486$7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,208 at 6%; with 100% employer match about $96,983 at 4% or $64,656 at 6%.
2019160$10,914,120$543,575$9,060iApproximate average salary by contribution assumption: employee only about $226,490 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
Smith & Carson Inc. Retirement Plan-60$10,914,120$543,575$9,060iApproximate average salary by contribution assumption: employee only about $226,490 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
2018161$8,649,801$669,085$10,969iApproximate average salary by contribution assumption: employee only about $274,215 at 4% or $182,810 at 6%; with 50% employer match about $182,810 at 4% or $121,873 at 6%; with 100% employer match about $137,108 at 4% or $91,405 at 6%.
Smith & Carson Inc. Retirement Plan-61$8,649,801$669,085$10,969iApproximate average salary by contribution assumption: employee only about $274,215 at 4% or $182,810 at 6%; with 50% employer match about $182,810 at 4% or $121,873 at 6%; with 100% employer match about $137,108 at 4% or $91,405 at 6%.
2017151$8,721,708$424,409$8,322iApproximate average salary by contribution assumption: employee only about $208,044 at 4% or $138,696 at 6%; with 50% employer match about $138,696 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
Smith & Carson Inc. Retirement Plan-51$8,721,708$424,409$8,322iApproximate average salary by contribution assumption: employee only about $208,044 at 4% or $138,696 at 6%; with 50% employer match about $138,696 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
2016149$7,194,199$488,679$9,973iApproximate average salary by contribution assumption: employee only about $249,326 at 4% or $166,217 at 6%; with 50% employer match about $166,217 at 4% or $110,812 at 6%; with 100% employer match about $124,663 at 4% or $83,109 at 6%.
Smith & Carson Inc. Retirement Plan-49$7,194,199$488,679$9,973iApproximate average salary by contribution assumption: employee only about $249,326 at 4% or $166,217 at 6%; with 50% employer match about $166,217 at 4% or $110,812 at 6%; with 100% employer match about $124,663 at 4% or $83,109 at 6%.
2015142$6,163,174$432,941$10,308iApproximate average salary by contribution assumption: employee only about $257,703 at 4% or $171,802 at 6%; with 50% employer match about $171,802 at 4% or $114,535 at 6%; with 100% employer match about $128,851 at 4% or $85,901 at 6%.
Smith & Carson Inc. Retirement Plan-42$6,163,174$432,941$10,308iApproximate average salary by contribution assumption: employee only about $257,703 at 4% or $171,802 at 6%; with 50% employer match about $171,802 at 4% or $114,535 at 6%; with 100% employer match about $128,851 at 4% or $85,901 at 6%.
2014141$6,040,042$293,919$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,479 at 6%; with 50% employer match about $119,479 at 4% or $79,653 at 6%; with 100% employer match about $89,609 at 4% or $59,740 at 6%.
Smith & Carson Inc. Retirement Plan-41$6,040,042$293,919$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,479 at 6%; with 50% employer match about $119,479 at 4% or $79,653 at 6%; with 100% employer match about $89,609 at 4% or $59,740 at 6%.
2013140$5,358,986$266,077$6,652iApproximate average salary by contribution assumption: employee only about $166,298 at 4% or $110,865 at 6%; with 50% employer match about $110,865 at 4% or $73,910 at 6%; with 100% employer match about $83,149 at 4% or $55,433 at 6%.
Smith & Carson Inc. Retirement Plan-40$5,358,986$266,077$6,652iApproximate average salary by contribution assumption: employee only about $166,298 at 4% or $110,865 at 6%; with 50% employer match about $110,865 at 4% or $73,910 at 6%; with 100% employer match about $83,149 at 4% or $55,433 at 6%.
2012146$4,435,423$271,235$5,896iApproximate average salary by contribution assumption: employee only about $147,410 at 4% or $98,274 at 6%; with 50% employer match about $98,274 at 4% or $65,516 at 6%; with 100% employer match about $73,705 at 4% or $49,137 at 6%.
Smith & Carson Inc. Retirement Plan-46$4,435,423$271,235$5,896iApproximate average salary by contribution assumption: employee only about $147,410 at 4% or $98,274 at 6%; with 50% employer match about $98,274 at 4% or $65,516 at 6%; with 100% employer match about $73,705 at 4% or $49,137 at 6%.
2011149$3,734,714$299,875$6,120iApproximate average salary by contribution assumption: employee only about $152,997 at 4% or $101,998 at 6%; with 50% employer match about $101,998 at 4% or $67,999 at 6%; with 100% employer match about $76,499 at 4% or $50,999 at 6%.
Smith & Carson Inc. Retirement Plan-49$3,734,714$299,875$6,120iApproximate average salary by contribution assumption: employee only about $152,997 at 4% or $101,998 at 6%; with 50% employer match about $101,998 at 4% or $67,999 at 6%; with 100% employer match about $76,499 at 4% or $50,999 at 6%.
2010152$3,797,922$288,475$5,548iApproximate average salary by contribution assumption: employee only about $138,690 at 4% or $92,460 at 6%; with 50% employer match about $92,460 at 4% or $61,640 at 6%; with 100% employer match about $69,345 at 4% or $46,230 at 6%.
Smith & Carson Inc. Retirement Plan-52$3,797,922$288,475$5,548iApproximate average salary by contribution assumption: employee only about $138,690 at 4% or $92,460 at 6%; with 50% employer match about $92,460 at 4% or $61,640 at 6%; with 100% employer match about $69,345 at 4% or $46,230 at 6%.
2009155$3,329,226$327,446$5,954iApproximate average salary by contribution assumption: employee only about $148,839 at 4% or $99,226 at 6%; with 50% employer match about $99,226 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%.
Smith & Carson Inc. Retirement Plan-55$3,329,226$327,446$5,954iApproximate average salary by contribution assumption: employee only about $148,839 at 4% or $99,226 at 6%; with 50% employer match about $99,226 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%.
2008140$3,081,749$296,944$7,424iApproximate average salary by contribution assumption: employee only about $185,590 at 4% or $123,727 at 6%; with 50% employer match about $123,727 at 4% or $82,484 at 6%; with 100% employer match about $92,795 at 4% or $61,863 at 6%.
Smith & Carson Inc. Retirement Plan-40$3,081,749$296,944$7,424iApproximate average salary by contribution assumption: employee only about $185,590 at 4% or $123,727 at 6%; with 50% employer match about $123,727 at 4% or $82,484 at 6%; with 100% employer match about $92,795 at 4% or $61,863 at 6%.
2007138$4,348,294$274,634$7,227iApproximate average salary by contribution assumption: employee only about $180,680 at 4% or $120,454 at 6%; with 50% employer match about $120,454 at 4% or $80,302 at 6%; with 100% employer match about $90,340 at 4% or $60,227 at 6%.
Smith & Carson Inc. Retirement Plan-38$4,348,294$274,634$7,227iApproximate average salary by contribution assumption: employee only about $180,680 at 4% or $120,454 at 6%; with 50% employer match about $120,454 at 4% or $80,302 at 6%; with 100% employer match about $90,340 at 4% or $60,227 at 6%.
2006141$4,171,018$288,775$7,043iApproximate average salary by contribution assumption: employee only about $176,082 at 4% or $117,388 at 6%; with 50% employer match about $117,388 at 4% or $78,259 at 6%; with 100% employer match about $88,041 at 4% or $58,694 at 6%.
Smith & Carson Inc. Retirement Plan-41$4,171,018$288,775$7,043iApproximate average salary by contribution assumption: employee only about $176,082 at 4% or $117,388 at 6%; with 50% employer match about $117,388 at 4% or $78,259 at 6%; with 100% employer match about $88,041 at 4% or $58,694 at 6%.
20052162$0$0-
Smith & Carson Inc. Retirement Plan-162---
SMITH & CARSON, INC. WELFARE BENEFIT PLAN-162---
20042120$0$0-
Smith & Carson Inc. Retirement Plan-120---
SMITH & CARSON, INC. WELFARE BENEFIT PLAN-120---
20032143$5,552,773$2,301,194$16,092iApproximate average salary by contribution assumption: employee only about $402,307 at 4% or $268,204 at 6%; with 50% employer match about $268,204 at 4% or $178,803 at 6%; with 100% employer match about $201,153 at 4% or $134,102 at 6%.
Smith & Carson Inc. Retirement Plan-143$5,552,773$2,301,194$16,092iApproximate average salary by contribution assumption: employee only about $402,307 at 4% or $268,204 at 6%; with 50% employer match about $268,204 at 4% or $178,803 at 6%; with 100% employer match about $201,153 at 4% or $134,102 at 6%.
Smith & Carson Inc. Retirement Plan-135---
20023142$0$674,794$4,752iApproximate average salary by contribution assumption: employee only about $118,802 at 4% or $79,201 at 6%; with 50% employer match about $79,201 at 4% or $52,801 at 6%; with 100% employer match about $59,401 at 4% or $39,601 at 6%.
Smith & Carson Inc. Retirement Plan-123-$674,794$5,486iApproximate average salary by contribution assumption: employee only about $137,153 at 4% or $91,436 at 6%; with 50% employer match about $91,436 at 4% or $60,957 at 6%; with 100% employer match about $68,577 at 4% or $45,718 at 6%.
Smith & Carson Inc. Retirement Plan-142---
Smith & Carson Inc. Retirement Plan-142---
20012194$4,166,105$971,048$5,005iApproximate average salary by contribution assumption: employee only about $125,135 at 4% or $83,423 at 6%; with 50% employer match about $83,423 at 4% or $55,616 at 6%; with 100% employer match about $62,568 at 4% or $41,712 at 6%.
Smith & Carson Inc. Retirement Plan-194$4,166,105$822,855$4,242iApproximate average salary by contribution assumption: employee only about $106,038 at 4% or $70,692 at 6%; with 50% employer match about $70,692 at 4% or $47,128 at 6%; with 100% employer match about $53,019 at 4% or $35,346 at 6%.
Smith & Carson Inc. Retirement Plan-168-$148,193$882iApproximate average salary by contribution assumption: employee only about $22,053 at 4% or $14,702 at 6%; with 50% employer match about $14,702 at 4% or $9,801 at 6%; with 100% employer match about $11,026 at 4% or $7,351 at 6%.