Civic Intelligence

Bill Smith Inc.

Plan context: Bill Smith Inc. 401K Profit Sharing Plan and Trust

EIN 59-0864997 • Fort Myers, FL • 31 filings • 3 plans

1651 Fowler StreetFort Myers, FL 33901-2999
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$7,772,011

2024 Contributions

$506,533

Historical Graphs

Total Assets Over Time

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

$8,271,386$4,135,693$0199920122024YearValue
$7,772,011Latest year 2024

Participants Over Time

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

108540199920122024YearValue
101Latest 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
20242101$7,772,011$506,533$5,015iApproximate average salary by contribution assumption: employee only about $125,379 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,690 at 4% or $41,793 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-62$7,772,011$506,533$8,170iApproximate average salary by contribution assumption: employee only about $204,247 at 4% or $136,165 at 6%; with 50% employer match about $136,165 at 4% or $90,777 at 6%; with 100% employer match about $102,124 at 4% or $68,082 at 6%.
Bill Smith Inc. Welfare Benefit Plan-101---
2023297$8,270,202$466,090$4,805iApproximate average salary by contribution assumption: employee only about $120,126 at 4% or $80,084 at 6%; with 50% employer match about $80,084 at 4% or $53,389 at 6%; with 100% employer match about $60,063 at 4% or $40,042 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-72$8,270,202$466,090$6,473iApproximate average salary by contribution assumption: employee only about $161,837 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,946 at 6%.
Bill Smith Inc. Welfare Benefit Plan-97---
20222103$7,038,624$509,374$4,945iApproximate average salary by contribution assumption: employee only about $123,634 at 4% or $82,423 at 6%; with 50% employer match about $82,423 at 4% or $54,949 at 6%; with 100% employer match about $61,817 at 4% or $41,211 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-74$7,038,624$509,374$6,883iApproximate average salary by contribution assumption: employee only about $172,086 at 4% or $114,724 at 6%; with 50% employer match about $114,724 at 4% or $76,483 at 6%; with 100% employer match about $86,043 at 4% or $57,362 at 6%.
Bill Smith Inc. Welfare Benefit Plan-103---
20212108$8,271,386$515,826$4,776iApproximate average salary by contribution assumption: employee only about $119,404 at 4% or $79,603 at 6%; with 50% employer match about $79,603 at 4% or $53,069 at 6%; with 100% employer match about $59,702 at 4% or $39,801 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-81$8,271,386$515,826$6,368iApproximate average salary by contribution assumption: employee only about $159,206 at 4% or $106,137 at 6%; with 50% employer match about $106,137 at 4% or $70,758 at 6%; with 100% employer match about $79,603 at 4% or $53,069 at 6%.
Bill Smith Inc. Welfare Benefit Plan-108---
20202108$7,077,673$446,813$4,137iApproximate average salary by contribution assumption: employee only about $103,429 at 4% or $68,953 at 6%; with 50% employer match about $68,953 at 4% or $45,968 at 6%; with 100% employer match about $51,714 at 4% or $34,476 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-78$7,077,673$446,813$5,728iApproximate average salary by contribution assumption: employee only about $143,209 at 4% or $95,473 at 6%; with 50% employer match about $95,473 at 4% or $63,649 at 6%; with 100% employer match about $71,605 at 4% or $47,736 at 6%.
Bill Smith Inc. Welfare Benefit Plan-108---
2019178$5,889,199$461,049$5,911iApproximate average salary by contribution assumption: employee only about $147,772 at 4% or $98,515 at 6%; with 50% employer match about $98,515 at 4% or $65,676 at 6%; with 100% employer match about $73,886 at 4% or $49,257 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-78$5,889,199$461,049$5,911iApproximate average salary by contribution assumption: employee only about $147,772 at 4% or $98,515 at 6%; with 50% employer match about $98,515 at 4% or $65,676 at 6%; with 100% employer match about $73,886 at 4% or $49,257 at 6%.
2018172$5,329,914$392,410$5,450iApproximate average salary by contribution assumption: employee only about $136,253 at 4% or $90,836 at 6%; with 50% employer match about $90,836 at 4% or $60,557 at 6%; with 100% employer match about $68,127 at 4% or $45,418 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-72$5,329,914$392,410$5,450iApproximate average salary by contribution assumption: employee only about $136,253 at 4% or $90,836 at 6%; with 50% employer match about $90,836 at 4% or $60,557 at 6%; with 100% employer match about $68,127 at 4% or $45,418 at 6%.
2017166$5,630,235$363,025$5,500iApproximate average salary by contribution assumption: employee only about $137,509 at 4% or $91,673 at 6%; with 50% employer match about $91,673 at 4% or $61,115 at 6%; with 100% employer match about $68,755 at 4% or $45,836 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-66$5,630,235$363,025$5,500iApproximate average salary by contribution assumption: employee only about $137,509 at 4% or $91,673 at 6%; with 50% employer match about $91,673 at 4% or $61,115 at 6%; with 100% employer match about $68,755 at 4% or $45,836 at 6%.
2016164$4,727,423$337,340$5,271iApproximate average salary by contribution assumption: employee only about $131,773 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,924 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-64$4,727,423$337,340$5,271iApproximate average salary by contribution assumption: employee only about $131,773 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,924 at 6%.
2015168$5,186,114$334,210$4,915iApproximate average salary by contribution assumption: employee only about $122,871 at 4% or $81,914 at 6%; with 50% employer match about $81,914 at 4% or $54,609 at 6%; with 100% employer match about $61,436 at 4% or $40,957 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-68$5,186,114$334,210$4,915iApproximate average salary by contribution assumption: employee only about $122,871 at 4% or $81,914 at 6%; with 50% employer match about $81,914 at 4% or $54,609 at 6%; with 100% employer match about $61,436 at 4% or $40,957 at 6%.
2014155$4,763,739$181,925$3,308iApproximate average salary by contribution assumption: employee only about $82,693 at 4% or $55,129 at 6%; with 50% employer match about $55,129 at 4% or $36,753 at 6%; with 100% employer match about $41,347 at 4% or $27,564 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-55$4,763,739$181,925$3,308iApproximate average salary by contribution assumption: employee only about $82,693 at 4% or $55,129 at 6%; with 50% employer match about $55,129 at 4% or $36,753 at 6%; with 100% employer match about $41,347 at 4% or $27,564 at 6%.
2013151$4,324,339$161,004$3,157iApproximate average salary by contribution assumption: employee only about $78,924 at 4% or $52,616 at 6%; with 50% employer match about $52,616 at 4% or $35,077 at 6%; with 100% employer match about $39,462 at 4% or $26,308 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-51$4,324,339$161,004$3,157iApproximate average salary by contribution assumption: employee only about $78,924 at 4% or $52,616 at 6%; with 50% employer match about $52,616 at 4% or $35,077 at 6%; with 100% employer match about $39,462 at 4% or $26,308 at 6%.
2012156$3,735,958$166,006$2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,407 at 6%; with 50% employer match about $49,407 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-56$3,735,958$166,006$2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,407 at 6%; with 50% employer match about $49,407 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%.
2011177$3,828,220$177,745$2,308iApproximate average salary by contribution assumption: employee only about $57,709 at 4% or $38,473 at 6%; with 50% employer match about $38,473 at 4% or $25,649 at 6%; with 100% employer match about $28,855 at 4% or $19,236 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-77$3,828,220$177,745$2,308iApproximate average salary by contribution assumption: employee only about $57,709 at 4% or $38,473 at 6%; with 50% employer match about $38,473 at 4% or $25,649 at 6%; with 100% employer match about $28,855 at 4% or $19,236 at 6%.
2010184$4,163,223$309,208$3,681iApproximate average salary by contribution assumption: employee only about $92,026 at 4% or $61,351 at 6%; with 50% employer match about $61,351 at 4% or $40,901 at 6%; with 100% employer match about $46,013 at 4% or $30,675 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-84$4,163,223$309,208$3,681iApproximate average salary by contribution assumption: employee only about $92,026 at 4% or $61,351 at 6%; with 50% employer match about $61,351 at 4% or $40,901 at 6%; with 100% employer match about $46,013 at 4% or $30,675 at 6%.
2009193$3,696,341$368,864$3,966iApproximate average salary by contribution assumption: employee only about $99,157 at 4% or $66,105 at 6%; with 50% employer match about $66,105 at 4% or $44,070 at 6%; with 100% employer match about $49,578 at 4% or $33,052 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-93$3,696,341$368,864$3,966iApproximate average salary by contribution assumption: employee only about $99,157 at 4% or $66,105 at 6%; with 50% employer match about $66,105 at 4% or $44,070 at 6%; with 100% employer match about $49,578 at 4% or $33,052 at 6%.
20081104$2,949,431$487,971$4,692iApproximate average salary by contribution assumption: employee only about $117,301 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,134 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-104$2,949,431$487,971$4,692iApproximate average salary by contribution assumption: employee only about $117,301 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,134 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
20071100$3,613,762$462,504$4,625iApproximate average salary by contribution assumption: employee only about $115,626 at 4% or $77,084 at 6%; with 50% employer match about $77,084 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-100$3,613,762$462,504$4,625iApproximate average salary by contribution assumption: employee only about $115,626 at 4% or $77,084 at 6%; with 50% employer match about $77,084 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.
2006197$3,215,556$464,421$4,788iApproximate average salary by contribution assumption: employee only about $119,696 at 4% or $79,797 at 6%; with 50% employer match about $79,797 at 4% or $53,198 at 6%; with 100% employer match about $59,848 at 4% or $39,899 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-97$3,215,556$464,421$4,788iApproximate average salary by contribution assumption: employee only about $119,696 at 4% or $79,797 at 6%; with 50% employer match about $79,797 at 4% or $53,198 at 6%; with 100% employer match about $59,848 at 4% or $39,899 at 6%.
20051108$2,785,499$437,861$4,054iApproximate average salary by contribution assumption: employee only about $101,357 at 4% or $67,571 at 6%; with 50% employer match about $67,571 at 4% or $45,047 at 6%; with 100% employer match about $50,678 at 4% or $33,786 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-108$2,785,499$437,861$4,054iApproximate average salary by contribution assumption: employee only about $101,357 at 4% or $67,571 at 6%; with 50% employer match about $67,571 at 4% or $45,047 at 6%; with 100% employer match about $50,678 at 4% or $33,786 at 6%.
20041101$2,412,288$360,297$3,567iApproximate average salary by contribution assumption: employee only about $89,182 at 4% or $59,455 at 6%; with 50% employer match about $59,455 at 4% or $39,637 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-101$2,412,288$360,297$3,567iApproximate average salary by contribution assumption: employee only about $89,182 at 4% or $59,455 at 6%; with 50% employer match about $59,455 at 4% or $39,637 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
2003188$2,085,320$312,782$3,554iApproximate average salary by contribution assumption: employee only about $88,859 at 4% or $59,239 at 6%; with 50% employer match about $59,239 at 4% or $39,493 at 6%; with 100% employer match about $44,429 at 4% or $29,620 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-88$2,085,320$312,782$3,554iApproximate average salary by contribution assumption: employee only about $88,859 at 4% or $59,239 at 6%; with 50% employer match about $59,239 at 4% or $39,493 at 6%; with 100% employer match about $44,429 at 4% or $29,620 at 6%.
2002183$1,573,796$284,780$3,431iApproximate average salary by contribution assumption: employee only about $85,777 at 4% or $57,185 at 6%; with 50% employer match about $57,185 at 4% or $38,123 at 6%; with 100% employer match about $42,889 at 4% or $28,592 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-83$1,573,796$284,780$3,431iApproximate average salary by contribution assumption: employee only about $85,777 at 4% or $57,185 at 6%; with 50% employer match about $57,185 at 4% or $38,123 at 6%; with 100% employer match about $42,889 at 4% or $28,592 at 6%.
2001172$1,653,411$263,504$3,660iApproximate average salary by contribution assumption: employee only about $91,494 at 4% or $60,996 at 6%; with 50% employer match about $60,996 at 4% or $40,664 at 6%; with 100% employer match about $45,747 at 4% or $30,498 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-72$1,653,411$263,504$3,660iApproximate average salary by contribution assumption: employee only about $91,494 at 4% or $60,996 at 6%; with 50% employer match about $60,996 at 4% or $40,664 at 6%; with 100% employer match about $45,747 at 4% or $30,498 at 6%.
2000167$1,635,176$236,795$3,534iApproximate average salary by contribution assumption: employee only about $88,356 at 4% or $58,904 at 6%; with 50% employer match about $58,904 at 4% or $39,269 at 6%; with 100% employer match about $44,178 at 4% or $29,452 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-67$1,635,176$236,795$3,534iApproximate average salary by contribution assumption: employee only about $88,356 at 4% or $58,904 at 6%; with 50% employer match about $58,904 at 4% or $39,269 at 6%; with 100% employer match about $44,178 at 4% or $29,452 at 6%.
1999172$1,879,997$181,047$2,515iApproximate average salary by contribution assumption: employee only about $62,864 at 4% or $41,909 at 6%; with 50% employer match about $41,909 at 4% or $27,939 at 6%; with 100% employer match about $31,432 at 4% or $20,955 at 6%.
Bill Smith Inc. 401K Profit Sharing Plan and Trust-72$1,879,997$181,047$2,515iApproximate average salary by contribution assumption: employee only about $62,864 at 4% or $41,909 at 6%; with 50% employer match about $41,909 at 4% or $27,939 at 6%; with 100% employer match about $31,432 at 4% or $20,955 at 6%.