Gardner, Willis, Sweat & Goldsmith
Plan context: Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan
EIN 58-1761335 • 23 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
12
2017 Assets
$4,930,362
2017 Contributions
$81,913
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2016 | 1 | 12 | $4,930,362 | $81,913 | $6,826iApproximate average salary by contribution assumption: employee only about $170,652 at 4% or $113,768 at 6%; with 50% employer match about $113,768 at 4% or $75,845 at 6%; with 100% employer match about $85,326 at 4% or $56,884 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 12 | $4,930,362 | $81,913 | $6,826iApproximate average salary by contribution assumption: employee only about $170,652 at 4% or $113,768 at 6%; with 50% employer match about $113,768 at 4% or $75,845 at 6%; with 100% employer match about $85,326 at 4% or $56,884 at 6%. |
| 2015 | 1 | 14 | $4,723,960 | $186,614 | $13,330iApproximate average salary by contribution assumption: employee only about $333,239 at 4% or $222,160 at 6%; with 50% employer match about $222,160 at 4% or $148,106 at 6%; with 100% employer match about $166,620 at 4% or $111,080 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 14 | $4,723,960 | $186,614 | $13,330iApproximate average salary by contribution assumption: employee only about $333,239 at 4% or $222,160 at 6%; with 50% employer match about $222,160 at 4% or $148,106 at 6%; with 100% employer match about $166,620 at 4% or $111,080 at 6%. |
| 2014 | 1 | 14 | $4,546,375 | $193,776 | $13,841iApproximate average salary by contribution assumption: employee only about $346,029 at 4% or $230,686 at 6%; with 50% employer match about $230,686 at 4% or $153,790 at 6%; with 100% employer match about $173,014 at 4% or $115,343 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 14 | $4,546,375 | $193,776 | $13,841iApproximate average salary by contribution assumption: employee only about $346,029 at 4% or $230,686 at 6%; with 50% employer match about $230,686 at 4% or $153,790 at 6%; with 100% employer match about $173,014 at 4% or $115,343 at 6%. |
| 2013 | 1 | 16 | $4,126,150 | $183,898 | $11,494iApproximate average salary by contribution assumption: employee only about $287,341 at 4% or $191,560 at 6%; with 50% employer match about $191,560 at 4% or $127,707 at 6%; with 100% employer match about $143,670 at 4% or $95,780 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 16 | $4,126,150 | $183,898 | $11,494iApproximate average salary by contribution assumption: employee only about $287,341 at 4% or $191,560 at 6%; with 50% employer match about $191,560 at 4% or $127,707 at 6%; with 100% employer match about $143,670 at 4% or $95,780 at 6%. |
| 2012 | 1 | 16 | $3,328,737 | $177,507 | $11,094iApproximate average salary by contribution assumption: employee only about $277,355 at 4% or $184,903 at 6%; with 50% employer match about $184,903 at 4% or $123,269 at 6%; with 100% employer match about $138,677 at 4% or $92,452 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 16 | $3,328,737 | $177,507 | $11,094iApproximate average salary by contribution assumption: employee only about $277,355 at 4% or $184,903 at 6%; with 50% employer match about $184,903 at 4% or $123,269 at 6%; with 100% employer match about $138,677 at 4% or $92,452 at 6%. |
| 2011 | 1 | 16 | $3,049,304 | $186,241 | $11,640iApproximate average salary by contribution assumption: employee only about $291,002 at 4% or $194,001 at 6%; with 50% employer match about $194,001 at 4% or $129,334 at 6%; with 100% employer match about $145,501 at 4% or $97,001 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 16 | $3,049,304 | $186,241 | $11,640iApproximate average salary by contribution assumption: employee only about $291,002 at 4% or $194,001 at 6%; with 50% employer match about $194,001 at 4% or $129,334 at 6%; with 100% employer match about $145,501 at 4% or $97,001 at 6%. |
| 2010 | 1 | 17 | $3,182,117 | $183,719 | $10,807iApproximate average salary by contribution assumption: employee only about $270,175 at 4% or $180,117 at 6%; with 50% employer match about $180,117 at 4% or $120,078 at 6%; with 100% employer match about $135,088 at 4% or $90,058 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 17 | $3,182,117 | $183,719 | $10,807iApproximate average salary by contribution assumption: employee only about $270,175 at 4% or $180,117 at 6%; with 50% employer match about $180,117 at 4% or $120,078 at 6%; with 100% employer match about $135,088 at 4% or $90,058 at 6%. |
| 2009 | 1 | 22 | $2,857,990 | $211,933 | $9,633iApproximate average salary by contribution assumption: employee only about $240,833 at 4% or $160,555 at 6%; with 50% employer match about $160,555 at 4% or $107,037 at 6%; with 100% employer match about $120,416 at 4% or $80,278 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 22 | $2,857,990 | $211,933 | $9,633iApproximate average salary by contribution assumption: employee only about $240,833 at 4% or $160,555 at 6%; with 50% employer match about $160,555 at 4% or $107,037 at 6%; with 100% employer match about $120,416 at 4% or $80,278 at 6%. |
| 2008 | 1 | 22 | $2,330,986 | $236,146 | $10,734iApproximate average salary by contribution assumption: employee only about $268,348 at 4% or $178,898 at 6%; with 50% employer match about $178,898 at 4% or $119,266 at 6%; with 100% employer match about $134,174 at 4% or $89,449 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 22 | $2,330,986 | $236,146 | $10,734iApproximate average salary by contribution assumption: employee only about $268,348 at 4% or $178,898 at 6%; with 50% employer match about $178,898 at 4% or $119,266 at 6%; with 100% employer match about $134,174 at 4% or $89,449 at 6%. |
| 2007 | 1 | 23 | $3,735,238 | $384,717 | $16,727iApproximate average salary by contribution assumption: employee only about $418,171 at 4% or $278,780 at 6%; with 50% employer match about $278,780 at 4% or $185,854 at 6%; with 100% employer match about $209,085 at 4% or $139,390 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 23 | $3,735,238 | $384,717 | $16,727iApproximate average salary by contribution assumption: employee only about $418,171 at 4% or $278,780 at 6%; with 50% employer match about $278,780 at 4% or $185,854 at 6%; with 100% employer match about $209,085 at 4% or $139,390 at 6%. |
| 2006 | 1 | 23 | $2,765,705 | $379,604 | $16,505iApproximate average salary by contribution assumption: employee only about $412,613 at 4% or $275,075 at 6%; with 50% employer match about $275,075 at 4% or $183,384 at 6%; with 100% employer match about $206,307 at 4% or $137,538 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 23 | $2,765,705 | $379,604 | $16,505iApproximate average salary by contribution assumption: employee only about $412,613 at 4% or $275,075 at 6%; with 50% employer match about $275,075 at 4% or $183,384 at 6%; with 100% employer match about $206,307 at 4% or $137,538 at 6%. |
| 2005 | 1 | 24 | $2,851,652 | $365,926 | $15,247iApproximate average salary by contribution assumption: employee only about $381,173 at 4% or $254,115 at 6%; with 50% employer match about $254,115 at 4% or $169,410 at 6%; with 100% employer match about $190,586 at 4% or $127,058 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 24 | $2,851,652 | $365,926 | $15,247iApproximate average salary by contribution assumption: employee only about $381,173 at 4% or $254,115 at 6%; with 50% employer match about $254,115 at 4% or $169,410 at 6%; with 100% employer match about $190,586 at 4% or $127,058 at 6%. |
| 2004 | 1 | 22 | $2,382,561 | $323,729 | $14,715iApproximate average salary by contribution assumption: employee only about $367,874 at 4% or $245,249 at 6%; with 50% employer match about $245,249 at 4% or $163,499 at 6%; with 100% employer match about $183,937 at 4% or $122,625 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 22 | $2,382,561 | $323,729 | $14,715iApproximate average salary by contribution assumption: employee only about $367,874 at 4% or $245,249 at 6%; with 50% employer match about $245,249 at 4% or $163,499 at 6%; with 100% employer match about $183,937 at 4% or $122,625 at 6%. |
| 2003 | 1 | 25 | $1,984,646 | $257,136 | $10,285iApproximate average salary by contribution assumption: employee only about $257,136 at 4% or $171,424 at 6%; with 50% employer match about $171,424 at 4% or $114,283 at 6%; with 100% employer match about $128,568 at 4% or $85,712 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 25 | $1,984,646 | $257,136 | $10,285iApproximate average salary by contribution assumption: employee only about $257,136 at 4% or $171,424 at 6%; with 50% employer match about $171,424 at 4% or $114,283 at 6%; with 100% employer match about $128,568 at 4% or $85,712 at 6%. |
| 2002 | 2 | 23 | $0 | $137,286 | $5,969iApproximate average salary by contribution assumption: employee only about $149,224 at 4% or $99,483 at 6%; with 50% employer match about $99,483 at 4% or $66,322 at 6%; with 100% employer match about $74,612 at 4% or $49,741 at 6%. |
| Gardner, Willis, Sweat and Goldsmith Money Purchase Plan | - | 0 | - | $137,286 | - |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 23 | - | - | - |
| 2001 | 2 | 24 | $0 | $0 | - |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 24 | - | - | - |
| Gardner, Willis, Sweat and Goldsmith Money Purchase Plan | - | 19 | - | - | - |
| 2000 | 2 | 19 | $0 | $0 | - |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 19 | - | - | - |
| Gardner, Willis, Sweat and Goldsmith Money Purchase Plan | - | 17 | - | - | - |
| 1999 | 2 | 25 | $2,435,180 | $158,506 | $6,340iApproximate average salary by contribution assumption: employee only about $158,506 at 4% or $105,671 at 6%; with 50% employer match about $105,671 at 4% or $70,447 at 6%; with 100% employer match about $79,253 at 4% or $52,835 at 6%. |
| Gardner, Willis, Sweat and Goldsmith Money Purchase Plan | - | 15 | $1,623,224 | $85,042 | $5,669iApproximate average salary by contribution assumption: employee only about $141,737 at 4% or $94,491 at 6%; with 50% employer match about $94,491 at 4% or $62,994 at 6%; with 100% employer match about $70,868 at 4% or $47,246 at 6%. |
| Gardner, Willis, Sweat and Goldsmith 401K Profit Sharing Plan | - | 25 | $811,956 | $73,464 | $2,939iApproximate average salary by contribution assumption: employee only about $73,464 at 4% or $48,976 at 6%; with 50% employer match about $48,976 at 4% or $32,651 at 6%; with 100% employer match about $36,732 at 4% or $24,488 at 6%. |