Civic Intelligence

Sutter, Mclellan & Gilbreath Inc.

Plan context: Smg 401(K) Profit Sharing Plan

EIN 58-1999323 • Buford, GA • 23 filings • 2 plans

33 Buford Village Way Suite 329Buford, GA 30518
Current Snapshot

Latest Year

2022

2022 Participants

36

2022 Assets

$5,232,191

2022 Contributions

$277,885

Historical Graphs

Total Assets Over Time

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

$5,402,065$2,701,033$0200020112021YearValue
$5,232,191Latest year 2021

Participants Over Time

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

41210200020112021YearValue
36Latest year 2021

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
202210$0$0-
Smg 401(K) Profit Sharing Plan-0$0$0-
2021136$5,232,191$277,885$7,719iApproximate average salary by contribution assumption: employee only about $192,976 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
Smg 401(K) Profit Sharing Plan-36$5,232,191$277,885$7,719iApproximate average salary by contribution assumption: employee only about $192,976 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
2020135$5,402,065$321,161$9,176iApproximate average salary by contribution assumption: employee only about $229,401 at 4% or $152,934 at 6%; with 50% employer match about $152,934 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
Smg 401(K) Profit Sharing Plan-35$5,402,065$321,161$9,176iApproximate average salary by contribution assumption: employee only about $229,401 at 4% or $152,934 at 6%; with 50% employer match about $152,934 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
2019135$4,497,321$320,504$9,157iApproximate average salary by contribution assumption: employee only about $228,931 at 4% or $152,621 at 6%; with 50% employer match about $152,621 at 4% or $101,747 at 6%; with 100% employer match about $114,466 at 4% or $76,310 at 6%.
Smg 401(K) Profit Sharing Plan-35$4,497,321$320,504$9,157iApproximate average salary by contribution assumption: employee only about $228,931 at 4% or $152,621 at 6%; with 50% employer match about $152,621 at 4% or $101,747 at 6%; with 100% employer match about $114,466 at 4% or $76,310 at 6%.
2018137$3,831,199$971,904$26,268iApproximate average salary by contribution assumption: employee only about $656,692 at 4% or $437,795 at 6%; with 50% employer match about $437,795 at 4% or $291,863 at 6%; with 100% employer match about $328,346 at 4% or $218,897 at 6%.
Smg 401(K) Profit Sharing Plan-37$3,831,199$971,904$26,268iApproximate average salary by contribution assumption: employee only about $656,692 at 4% or $437,795 at 6%; with 50% employer match about $437,795 at 4% or $291,863 at 6%; with 100% employer match about $328,346 at 4% or $218,897 at 6%.
2017135$3,428,356$314,706$8,992iApproximate average salary by contribution assumption: employee only about $224,790 at 4% or $149,860 at 6%; with 50% employer match about $149,860 at 4% or $99,907 at 6%; with 100% employer match about $112,395 at 4% or $74,930 at 6%.
Smg 401(K) Profit Sharing Plan-35$3,428,356$314,706$8,992iApproximate average salary by contribution assumption: employee only about $224,790 at 4% or $149,860 at 6%; with 50% employer match about $149,860 at 4% or $99,907 at 6%; with 100% employer match about $112,395 at 4% or $74,930 at 6%.
2016131$2,663,951$253,319$8,172iApproximate average salary by contribution assumption: employee only about $204,290 at 4% or $136,193 at 6%; with 50% employer match about $136,193 at 4% or $90,795 at 6%; with 100% employer match about $102,145 at 4% or $68,097 at 6%.
Smg 401(K) Profit Sharing Plan-31$2,663,951$253,319$8,172iApproximate average salary by contribution assumption: employee only about $204,290 at 4% or $136,193 at 6%; with 50% employer match about $136,193 at 4% or $90,795 at 6%; with 100% employer match about $102,145 at 4% or $68,097 at 6%.
2015128$2,261,357$189,462$6,767iApproximate average salary by contribution assumption: employee only about $169,163 at 4% or $112,775 at 6%; with 50% employer match about $112,775 at 4% or $75,183 at 6%; with 100% employer match about $84,581 at 4% or $56,388 at 6%.
Smg 401(K) Profit Sharing Plan-28$2,261,357$189,462$6,767iApproximate average salary by contribution assumption: employee only about $169,163 at 4% or $112,775 at 6%; with 50% employer match about $112,775 at 4% or $75,183 at 6%; with 100% employer match about $84,581 at 4% or $56,388 at 6%.
2014128$2,536,651$151,974$5,428iApproximate average salary by contribution assumption: employee only about $135,691 at 4% or $90,461 at 6%; with 50% employer match about $90,461 at 4% or $60,307 at 6%; with 100% employer match about $67,846 at 4% or $45,230 at 6%.
Smg 401(K) Profit Sharing Plan-28$2,536,651$151,974$5,428iApproximate average salary by contribution assumption: employee only about $135,691 at 4% or $90,461 at 6%; with 50% employer match about $90,461 at 4% or $60,307 at 6%; with 100% employer match about $67,846 at 4% or $45,230 at 6%.
2013125$2,368,067$120,161$4,806iApproximate average salary by contribution assumption: employee only about $120,161 at 4% or $80,107 at 6%; with 50% employer match about $80,107 at 4% or $53,405 at 6%; with 100% employer match about $60,080 at 4% or $40,054 at 6%.
Smg 401(K) Profit Sharing Plan-25$2,368,067$120,161$4,806iApproximate average salary by contribution assumption: employee only about $120,161 at 4% or $80,107 at 6%; with 50% employer match about $80,107 at 4% or $53,405 at 6%; with 100% employer match about $60,080 at 4% or $40,054 at 6%.
2012129$2,221,633$118,245$4,077iApproximate average salary by contribution assumption: employee only about $101,935 at 4% or $67,957 at 6%; with 50% employer match about $67,957 at 4% or $45,305 at 6%; with 100% employer match about $50,968 at 4% or $33,978 at 6%.
Smg 401(K) Profit Sharing Plan-29$2,221,633$118,245$4,077iApproximate average salary by contribution assumption: employee only about $101,935 at 4% or $67,957 at 6%; with 50% employer match about $67,957 at 4% or $45,305 at 6%; with 100% employer match about $50,968 at 4% or $33,978 at 6%.
2011130$2,019,863$121,268$4,042iApproximate average salary by contribution assumption: employee only about $101,057 at 4% or $67,371 at 6%; with 50% employer match about $67,371 at 4% or $44,914 at 6%; with 100% employer match about $50,528 at 4% or $33,686 at 6%.
Smg 401(K) Profit Sharing Plan-30$2,019,863$121,268$4,042iApproximate average salary by contribution assumption: employee only about $101,057 at 4% or $67,371 at 6%; with 50% employer match about $67,371 at 4% or $44,914 at 6%; with 100% employer match about $50,528 at 4% or $33,686 at 6%.
2010133$2,389,444$116,856$3,541iApproximate average salary by contribution assumption: employee only about $88,527 at 4% or $59,018 at 6%; with 50% employer match about $59,018 at 4% or $39,345 at 6%; with 100% employer match about $44,264 at 4% or $29,509 at 6%.
Smg 401(K) Profit Sharing Plan-33$2,389,444$116,856$3,541iApproximate average salary by contribution assumption: employee only about $88,527 at 4% or $59,018 at 6%; with 50% employer match about $59,018 at 4% or $39,345 at 6%; with 100% employer match about $44,264 at 4% or $29,509 at 6%.
2009136$2,199,230$153,358$4,260iApproximate average salary by contribution assumption: employee only about $106,499 at 4% or $70,999 at 6%; with 50% employer match about $70,999 at 4% or $47,333 at 6%; with 100% employer match about $53,249 at 4% or $35,500 at 6%.
Smg 401(K) Profit Sharing Plan-36$2,199,230$153,358$4,260iApproximate average salary by contribution assumption: employee only about $106,499 at 4% or $70,999 at 6%; with 50% employer match about $70,999 at 4% or $47,333 at 6%; with 100% employer match about $53,249 at 4% or $35,500 at 6%.
2008139$1,964,060$206,255$5,289iApproximate average salary by contribution assumption: employee only about $132,215 at 4% or $88,143 at 6%; with 50% employer match about $88,143 at 4% or $58,762 at 6%; with 100% employer match about $66,107 at 4% or $44,072 at 6%.
Smg 401(K) Profit Sharing Plan-39$1,964,060$206,255$5,289iApproximate average salary by contribution assumption: employee only about $132,215 at 4% or $88,143 at 6%; with 50% employer match about $88,143 at 4% or $58,762 at 6%; with 100% employer match about $66,107 at 4% or $44,072 at 6%.
2007141$2,632,323$315,686$7,700iApproximate average salary by contribution assumption: employee only about $192,491 at 4% or $128,328 at 6%; with 50% employer match about $128,328 at 4% or $85,552 at 6%; with 100% employer match about $96,246 at 4% or $64,164 at 6%.
Smg 401(K) Profit Sharing Plan-41$2,632,323$315,686$7,700iApproximate average salary by contribution assumption: employee only about $192,491 at 4% or $128,328 at 6%; with 50% employer match about $128,328 at 4% or $85,552 at 6%; with 100% employer match about $96,246 at 4% or $64,164 at 6%.
2006141$2,348,446$227,875$5,558iApproximate average salary by contribution assumption: employee only about $138,948 at 4% or $92,632 at 6%; with 50% employer match about $92,632 at 4% or $61,755 at 6%; with 100% employer match about $69,474 at 4% or $46,316 at 6%.
Smg 401(K) Profit Sharing Plan-41$2,348,446$227,875$5,558iApproximate average salary by contribution assumption: employee only about $138,948 at 4% or $92,632 at 6%; with 50% employer match about $92,632 at 4% or $61,755 at 6%; with 100% employer match about $69,474 at 4% or $46,316 at 6%.
2005135$1,851,046$169,624$4,846iApproximate average salary by contribution assumption: employee only about $121,160 at 4% or $80,773 at 6%; with 50% employer match about $80,773 at 4% or $53,849 at 6%; with 100% employer match about $60,580 at 4% or $40,387 at 6%.
Smg 401(K) Profit Sharing Plan-35$1,851,046$169,624$4,846iApproximate average salary by contribution assumption: employee only about $121,160 at 4% or $80,773 at 6%; with 50% employer match about $80,773 at 4% or $53,849 at 6%; with 100% employer match about $60,580 at 4% or $40,387 at 6%.
2004128$1,585,782$153,304$5,475iApproximate average salary by contribution assumption: employee only about $136,879 at 4% or $91,252 at 6%; with 50% employer match about $91,252 at 4% or $60,835 at 6%; with 100% employer match about $68,439 at 4% or $45,626 at 6%.
Smg 401(K) Profit Sharing Plan-28$1,585,782$153,304$5,475iApproximate average salary by contribution assumption: employee only about $136,879 at 4% or $91,252 at 6%; with 50% employer match about $91,252 at 4% or $60,835 at 6%; with 100% employer match about $68,439 at 4% or $45,626 at 6%.
2003131$1,370,562$198,928$6,417iApproximate average salary by contribution assumption: employee only about $160,426 at 4% or $106,951 at 6%; with 50% employer match about $106,951 at 4% or $71,300 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
Smg 401(K) Profit Sharing Plan-31$1,370,562$198,928$6,417iApproximate average salary by contribution assumption: employee only about $160,426 at 4% or $106,951 at 6%; with 50% employer match about $106,951 at 4% or $71,300 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
2002127$1,087,707$125,723$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,607 at 6%; with 50% employer match about $77,607 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
Smg 401(K) Profit Sharing Plan-27$1,087,707$125,723$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,607 at 6%; with 50% employer match about $77,607 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
2001128$1,065,684$181,715$6,490iApproximate average salary by contribution assumption: employee only about $162,246 at 4% or $108,164 at 6%; with 50% employer match about $108,164 at 4% or $72,109 at 6%; with 100% employer match about $81,123 at 4% or $54,082 at 6%.
Smg 401(K) Profit Sharing Plan-28$1,065,684$181,715$6,490iApproximate average salary by contribution assumption: employee only about $162,246 at 4% or $108,164 at 6%; with 50% employer match about $108,164 at 4% or $72,109 at 6%; with 100% employer match about $81,123 at 4% or $54,082 at 6%.
2000128$932,188$171,572$6,128iApproximate average salary by contribution assumption: employee only about $153,189 at 4% or $102,126 at 6%; with 50% employer match about $102,126 at 4% or $68,084 at 6%; with 100% employer match about $76,595 at 4% or $51,063 at 6%.
Smg 401(K) Profit Sharing Plan-28$932,188$171,572$6,128iApproximate average salary by contribution assumption: employee only about $153,189 at 4% or $102,126 at 6%; with 50% employer match about $102,126 at 4% or $68,084 at 6%; with 100% employer match about $76,595 at 4% or $51,063 at 6%.