Civic Intelligence

Smith Stohlman James Gardere

Plan context: Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust

EIN 59-2409211 • Palm Beach Gardens, FL • 29 filings • 9 plans

11025 Rca Center Dr Ste 401Palm Beach Gardens, FL 33410-4269
Current Snapshot

Latest Year

2025

2025 Participants

34

2025 Assets

$5,077,578

2025 Contributions

$367,230

Historical Graphs

Total Assets Over Time

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

$5,077,578$2,538,789$0200420162025YearValue
$5,077,578Latest year 2025

Participants Over Time

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

34170200220142025YearValue
34Latest year 2025

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
2025134$5,077,578$367,230$10,801iApproximate average salary by contribution assumption: employee only about $270,022 at 4% or $180,015 at 6%; with 50% employer match about $180,015 at 4% or $120,010 at 6%; with 100% employer match about $135,011 at 4% or $90,007 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-34$5,077,578$367,230$10,801iApproximate average salary by contribution assumption: employee only about $270,022 at 4% or $180,015 at 6%; with 50% employer match about $180,015 at 4% or $120,010 at 6%; with 100% employer match about $135,011 at 4% or $90,007 at 6%.
2024125$4,226,164$282,990$11,320iApproximate average salary by contribution assumption: employee only about $282,990 at 4% or $188,660 at 6%; with 50% employer match about $188,660 at 4% or $125,773 at 6%; with 100% employer match about $141,495 at 4% or $94,330 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-25$4,226,164$282,990$11,320iApproximate average salary by contribution assumption: employee only about $282,990 at 4% or $188,660 at 6%; with 50% employer match about $188,660 at 4% or $125,773 at 6%; with 100% employer match about $141,495 at 4% or $94,330 at 6%.
2023128$3,758,966$355,517$12,697iApproximate average salary by contribution assumption: employee only about $317,426 at 4% or $211,617 at 6%; with 50% employer match about $211,617 at 4% or $141,078 at 6%; with 100% employer match about $158,713 at 4% or $105,809 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-28$3,758,966$355,517$12,697iApproximate average salary by contribution assumption: employee only about $317,426 at 4% or $211,617 at 6%; with 50% employer match about $211,617 at 4% or $141,078 at 6%; with 100% employer match about $158,713 at 4% or $105,809 at 6%.
2022131$3,069,287$2,854,075$92,067iApproximate average salary by contribution assumption: employee only about $2,301,673 at 4% or $1,534,449 at 6%; with 50% employer match about $1,534,449 at 4% or $1,022,966 at 6%; with 100% employer match about $1,150,837 at 4% or $767,224 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-31$3,069,287$2,854,075$92,067iApproximate average salary by contribution assumption: employee only about $2,301,673 at 4% or $1,534,449 at 6%; with 50% employer match about $1,534,449 at 4% or $1,022,966 at 6%; with 100% employer match about $1,150,837 at 4% or $767,224 at 6%.
2021130$3,629,359$430,168$14,339iApproximate average salary by contribution assumption: employee only about $358,473 at 4% or $238,982 at 6%; with 50% employer match about $238,982 at 4% or $159,321 at 6%; with 100% employer match about $179,237 at 4% or $119,491 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-30$3,629,359$430,168$14,339iApproximate average salary by contribution assumption: employee only about $358,473 at 4% or $238,982 at 6%; with 50% employer match about $238,982 at 4% or $159,321 at 6%; with 100% employer match about $179,237 at 4% or $119,491 at 6%.
2020125$2,867,551$53,309$2,132iApproximate average salary by contribution assumption: employee only about $53,309 at 4% or $35,539 at 6%; with 50% employer match about $35,539 at 4% or $23,693 at 6%; with 100% employer match about $26,655 at 4% or $17,770 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-25$2,867,551$53,309$2,132iApproximate average salary by contribution assumption: employee only about $53,309 at 4% or $35,539 at 6%; with 50% employer match about $35,539 at 4% or $23,693 at 6%; with 100% employer match about $26,655 at 4% or $17,770 at 6%.
2019133$2,502,838$328,707$9,961iApproximate average salary by contribution assumption: employee only about $249,020 at 4% or $166,014 at 6%; with 50% employer match about $166,014 at 4% or $110,676 at 6%; with 100% employer match about $124,510 at 4% or $83,007 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-33$2,502,838$328,707$9,961iApproximate average salary by contribution assumption: employee only about $249,020 at 4% or $166,014 at 6%; with 50% employer match about $166,014 at 4% or $110,676 at 6%; with 100% employer match about $124,510 at 4% or $83,007 at 6%.
2018131$2,328,302$299,398$9,658iApproximate average salary by contribution assumption: employee only about $241,450 at 4% or $160,967 at 6%; with 50% employer match about $160,967 at 4% or $107,311 at 6%; with 100% employer match about $120,725 at 4% or $80,483 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-31$2,328,302$299,398$9,658iApproximate average salary by contribution assumption: employee only about $241,450 at 4% or $160,967 at 6%; with 50% employer match about $160,967 at 4% or $107,311 at 6%; with 100% employer match about $120,725 at 4% or $80,483 at 6%.
2017126$2,899,132$218,349$8,398iApproximate average salary by contribution assumption: employee only about $209,951 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,312 at 6%; with 100% employer match about $104,975 at 4% or $69,984 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-26$2,899,132$218,349$8,398iApproximate average salary by contribution assumption: employee only about $209,951 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,312 at 6%; with 100% employer match about $104,975 at 4% or $69,984 at 6%.
2016127$2,677,153$321,459$11,906iApproximate average salary by contribution assumption: employee only about $297,647 at 4% or $198,431 at 6%; with 50% employer match about $198,431 at 4% or $132,288 at 6%; with 100% employer match about $148,824 at 4% or $99,216 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-27$2,677,153$321,459$11,906iApproximate average salary by contribution assumption: employee only about $297,647 at 4% or $198,431 at 6%; with 50% employer match about $198,431 at 4% or $132,288 at 6%; with 100% employer match about $148,824 at 4% or $99,216 at 6%.
2015126$2,276,560$267,344$10,282iApproximate average salary by contribution assumption: employee only about $257,062 at 4% or $171,374 at 6%; with 50% employer match about $171,374 at 4% or $114,250 at 6%; with 100% employer match about $128,531 at 4% or $85,687 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-26$2,276,560$267,344$10,282iApproximate average salary by contribution assumption: employee only about $257,062 at 4% or $171,374 at 6%; with 50% employer match about $171,374 at 4% or $114,250 at 6%; with 100% employer match about $128,531 at 4% or $85,687 at 6%.
2014125$3,436,402$275,969$11,039iApproximate average salary by contribution assumption: employee only about $275,969 at 4% or $183,979 at 6%; with 50% employer match about $183,979 at 4% or $122,653 at 6%; with 100% employer match about $137,985 at 4% or $91,990 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-25$3,436,402$275,969$11,039iApproximate average salary by contribution assumption: employee only about $275,969 at 4% or $183,979 at 6%; with 50% employer match about $183,979 at 4% or $122,653 at 6%; with 100% employer match about $137,985 at 4% or $91,990 at 6%.
2013126$3,355,628$231,916$8,920iApproximate average salary by contribution assumption: employee only about $222,996 at 4% or $148,664 at 6%; with 50% employer match about $148,664 at 4% or $99,109 at 6%; with 100% employer match about $111,498 at 4% or $74,332 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-26$3,355,628$231,916$8,920iApproximate average salary by contribution assumption: employee only about $222,996 at 4% or $148,664 at 6%; with 50% employer match about $148,664 at 4% or $99,109 at 6%; with 100% employer match about $111,498 at 4% or $74,332 at 6%.
2012126$2,955,392$223,376$8,591iApproximate average salary by contribution assumption: employee only about $214,785 at 4% or $143,190 at 6%; with 50% employer match about $143,190 at 4% or $95,460 at 6%; with 100% employer match about $107,392 at 4% or $71,595 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-26$2,955,392$223,376$8,591iApproximate average salary by contribution assumption: employee only about $214,785 at 4% or $143,190 at 6%; with 50% employer match about $143,190 at 4% or $95,460 at 6%; with 100% employer match about $107,392 at 4% or $71,595 at 6%.
2011223$2,581,340$199,693$8,682iApproximate average salary by contribution assumption: employee only about $217,058 at 4% or $144,705 at 6%; with 50% employer match about $144,705 at 4% or $96,470 at 6%; with 100% employer match about $108,529 at 4% or $72,353 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-23$2,581,340$199,693$8,682iApproximate average salary by contribution assumption: employee only about $217,058 at 4% or $144,705 at 6%; with 50% employer match about $144,705 at 4% or $96,470 at 6%; with 100% employer match about $108,529 at 4% or $72,353 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-0$0--
2010222$2,051,612$251,267$11,421iApproximate average salary by contribution assumption: employee only about $285,531 at 4% or $190,354 at 6%; with 50% employer match about $190,354 at 4% or $126,903 at 6%; with 100% employer match about $142,765 at 4% or $95,177 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-22$2,050,924$251,267$11,421iApproximate average salary by contribution assumption: employee only about $285,531 at 4% or $190,354 at 6%; with 50% employer match about $190,354 at 4% or $126,903 at 6%; with 100% employer match about $142,765 at 4% or $95,177 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-1$688--
2009420$4,070,169$372,852$18,643iApproximate average salary by contribution assumption: employee only about $466,065 at 4% or $310,710 at 6%; with 50% employer match about $310,710 at 4% or $207,140 at 6%; with 100% employer match about $233,032 at 4% or $155,355 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-20$1,944,081$213,382$10,669iApproximate average salary by contribution assumption: employee only about $266,728 at 4% or $177,818 at 6%; with 50% employer match about $177,818 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,909 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-7$1,122,321$81,918$11,703iApproximate average salary by contribution assumption: employee only about $292,564 at 4% or $195,043 at 6%; with 50% employer match about $195,043 at 4% or $130,029 at 6%; with 100% employer match about $146,282 at 4% or $97,521 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-6$1,003,767$77,552$12,925iApproximate average salary by contribution assumption: employee only about $323,133 at 4% or $215,422 at 6%; with 50% employer match about $215,422 at 4% or $143,615 at 6%; with 100% employer match about $161,567 at 4% or $107,711 at 6%.
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-----
2007216$0$0-
Smith Stohlman James & Gardere 401(K) Profit Sharing Plan & Trust-16---
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-8---
200616$877,623$71,186$11,864iApproximate average salary by contribution assumption: employee only about $296,608 at 4% or $197,739 at 6%; with 50% employer match about $197,739 at 4% or $131,826 at 6%; with 100% employer match about $148,304 at 4% or $98,869 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-6$877,623$71,186$11,864iApproximate average salary by contribution assumption: employee only about $296,608 at 4% or $197,739 at 6%; with 50% employer match about $197,739 at 4% or $131,826 at 6%; with 100% employer match about $148,304 at 4% or $98,869 at 6%.
200515$765,595$75,599$15,120iApproximate average salary by contribution assumption: employee only about $377,995 at 4% or $251,997 at 6%; with 50% employer match about $251,997 at 4% or $167,998 at 6%; with 100% employer match about $188,998 at 4% or $125,998 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-5$765,595$75,599$15,120iApproximate average salary by contribution assumption: employee only about $377,995 at 4% or $251,997 at 6%; with 50% employer match about $251,997 at 4% or $167,998 at 6%; with 100% employer match about $188,998 at 4% or $125,998 at 6%.
200417$760,964$354,611$50,659iApproximate average salary by contribution assumption: employee only about $1,266,468 at 4% or $844,312 at 6%; with 50% employer match about $844,312 at 4% or $562,875 at 6%; with 100% employer match about $633,234 at 4% or $422,156 at 6%.
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-7$760,964$354,611$50,659iApproximate average salary by contribution assumption: employee only about $1,266,468 at 4% or $844,312 at 6%; with 50% employer match about $844,312 at 4% or $562,875 at 6%; with 100% employer match about $633,234 at 4% or $422,156 at 6%.
200317$0$0-
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-7---
200216$0$0-
Moore Ellrich & Neal, Pa 412I Defined Benefit Plan-6---