Civic Intelligence

Smith, Tozian, Daniel & Davis, P. A.

Plan context: Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan

EIN 59-2689935 • Tampa, FL • 26 filings • 8 plans

109 N. Brush Street, Suite 200Tampa, FL 33602
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,372,734

2024 Contributions

$25,106

Historical Graphs

Total Assets Over Time

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

$3,372,734$1,686,367$0200420152024YearValue
$3,372,734Latest year 2024

Participants Over Time

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

1470200020122024YearValue
14Latest 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
2024114$3,372,734$25,106$1,793iApproximate average salary by contribution assumption: employee only about $44,832 at 4% or $29,888 at 6%; with 50% employer match about $29,888 at 4% or $19,925 at 6%; with 100% employer match about $22,416 at 4% or $14,944 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-14$3,372,734$25,106$1,793iApproximate average salary by contribution assumption: employee only about $44,832 at 4% or $29,888 at 6%; with 50% employer match about $29,888 at 4% or $19,925 at 6%; with 100% employer match about $22,416 at 4% or $14,944 at 6%.
2023113$3,063,328$21,048$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,985 at 6%; with 50% employer match about $26,985 at 4% or $17,990 at 6%; with 100% employer match about $20,238 at 4% or $13,492 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-13$3,063,328$21,048$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,985 at 6%; with 50% employer match about $26,985 at 4% or $17,990 at 6%; with 100% employer match about $20,238 at 4% or $13,492 at 6%.
2022111$2,592,557$20,061$1,824iApproximate average salary by contribution assumption: employee only about $45,593 at 4% or $30,395 at 6%; with 50% employer match about $30,395 at 4% or $20,264 at 6%; with 100% employer match about $22,797 at 4% or $15,198 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-11$2,592,557$20,061$1,824iApproximate average salary by contribution assumption: employee only about $45,593 at 4% or $30,395 at 6%; with 50% employer match about $30,395 at 4% or $20,264 at 6%; with 100% employer match about $22,797 at 4% or $15,198 at 6%.
2021112$3,259,809$49,034$4,086iApproximate average salary by contribution assumption: employee only about $102,154 at 4% or $68,103 at 6%; with 50% employer match about $68,103 at 4% or $45,402 at 6%; with 100% employer match about $51,077 at 4% or $34,051 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-12$3,259,809$49,034$4,086iApproximate average salary by contribution assumption: employee only about $102,154 at 4% or $68,103 at 6%; with 50% employer match about $68,103 at 4% or $45,402 at 6%; with 100% employer match about $51,077 at 4% or $34,051 at 6%.
2020112$2,779,129$51,781$4,315iApproximate average salary by contribution assumption: employee only about $107,877 at 4% or $71,918 at 6%; with 50% employer match about $71,918 at 4% or $47,945 at 6%; with 100% employer match about $53,939 at 4% or $35,959 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-12$2,779,129$51,781$4,315iApproximate average salary by contribution assumption: employee only about $107,877 at 4% or $71,918 at 6%; with 50% employer match about $71,918 at 4% or $47,945 at 6%; with 100% employer match about $53,939 at 4% or $35,959 at 6%.
2019112$2,391,393$48,275$4,023iApproximate average salary by contribution assumption: employee only about $100,573 at 4% or $67,049 at 6%; with 50% employer match about $67,049 at 4% or $44,699 at 6%; with 100% employer match about $50,286 at 4% or $33,524 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-12$2,391,393$48,275$4,023iApproximate average salary by contribution assumption: employee only about $100,573 at 4% or $67,049 at 6%; with 50% employer match about $67,049 at 4% or $44,699 at 6%; with 100% employer match about $50,286 at 4% or $33,524 at 6%.
2018113$1,968,205$51,750$3,981iApproximate average salary by contribution assumption: employee only about $99,519 at 4% or $66,346 at 6%; with 50% employer match about $66,346 at 4% or $44,231 at 6%; with 100% employer match about $49,760 at 4% or $33,173 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-13$1,968,205$51,750$3,981iApproximate average salary by contribution assumption: employee only about $99,519 at 4% or $66,346 at 6%; with 50% employer match about $66,346 at 4% or $44,231 at 6%; with 100% employer match about $49,760 at 4% or $33,173 at 6%.
2017114$2,056,573$46,510$3,322iApproximate average salary by contribution assumption: employee only about $83,054 at 4% or $55,369 at 6%; with 50% employer match about $55,369 at 4% or $36,913 at 6%; with 100% employer match about $41,527 at 4% or $27,685 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-14$2,056,573$46,510$3,322iApproximate average salary by contribution assumption: employee only about $83,054 at 4% or $55,369 at 6%; with 50% employer match about $55,369 at 4% or $36,913 at 6%; with 100% employer match about $41,527 at 4% or $27,685 at 6%.
2016113$1,737,636$49,303$3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,209 at 6%; with 50% employer match about $63,209 at 4% or $42,139 at 6%; with 100% employer match about $47,407 at 4% or $31,604 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-13$1,737,636$49,303$3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,209 at 6%; with 50% employer match about $63,209 at 4% or $42,139 at 6%; with 100% employer match about $47,407 at 4% or $31,604 at 6%.
2015112$1,692,516$51,606$4,301iApproximate average salary by contribution assumption: employee only about $107,513 at 4% or $71,675 at 6%; with 50% employer match about $71,675 at 4% or $47,783 at 6%; with 100% employer match about $53,756 at 4% or $35,838 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-12$1,692,516$51,606$4,301iApproximate average salary by contribution assumption: employee only about $107,513 at 4% or $71,675 at 6%; with 50% employer match about $71,675 at 4% or $47,783 at 6%; with 100% employer match about $53,756 at 4% or $35,838 at 6%.
2014111$1,684,559$25,950$2,359iApproximate average salary by contribution assumption: employee only about $58,977 at 4% or $39,318 at 6%; with 50% employer match about $39,318 at 4% or $26,212 at 6%; with 100% employer match about $29,489 at 4% or $19,659 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-11$1,684,559$25,950$2,359iApproximate average salary by contribution assumption: employee only about $58,977 at 4% or $39,318 at 6%; with 50% employer match about $39,318 at 4% or $26,212 at 6%; with 100% employer match about $29,489 at 4% or $19,659 at 6%.
2013111$1,644,680$25,874$2,352iApproximate average salary by contribution assumption: employee only about $58,805 at 4% or $39,203 at 6%; with 50% employer match about $39,203 at 4% or $26,135 at 6%; with 100% employer match about $29,402 at 4% or $19,602 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-11$1,644,680$25,874$2,352iApproximate average salary by contribution assumption: employee only about $58,805 at 4% or $39,203 at 6%; with 50% employer match about $39,203 at 4% or $26,135 at 6%; with 100% employer match about $29,402 at 4% or $19,602 at 6%.
2012110$1,395,889$34,296$3,430iApproximate average salary by contribution assumption: employee only about $85,740 at 4% or $57,160 at 6%; with 50% employer match about $57,160 at 4% or $38,107 at 6%; with 100% employer match about $42,870 at 4% or $28,580 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-10$1,395,889$34,296$3,430iApproximate average salary by contribution assumption: employee only about $85,740 at 4% or $57,160 at 6%; with 50% employer match about $57,160 at 4% or $38,107 at 6%; with 100% employer match about $42,870 at 4% or $28,580 at 6%.
201119$1,246,442$84,433$9,381iApproximate average salary by contribution assumption: employee only about $234,536 at 4% or $156,357 at 6%; with 50% employer match about $156,357 at 4% or $104,238 at 6%; with 100% employer match about $117,268 at 4% or $78,179 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-9$1,246,442$84,433$9,381iApproximate average salary by contribution assumption: employee only about $234,536 at 4% or $156,357 at 6%; with 50% employer match about $156,357 at 4% or $104,238 at 6%; with 100% employer match about $117,268 at 4% or $78,179 at 6%.
201018$1,234,311$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-8$1,234,311$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
2009210$1,916,194$142,109$14,211iApproximate average salary by contribution assumption: employee only about $355,273 at 4% or $236,848 at 6%; with 50% employer match about $236,848 at 4% or $157,899 at 6%; with 100% employer match about $177,636 at 4% or $118,424 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-10$1,114,801$56,109$5,611iApproximate average salary by contribution assumption: employee only about $140,273 at 4% or $93,515 at 6%; with 50% employer match about $93,515 at 4% or $62,343 at 6%; with 100% employer match about $70,136 at 4% or $46,758 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-9$801,393$86,000$9,556iApproximate average salary by contribution assumption: employee only about $238,889 at 4% or $159,259 at 6%; with 50% employer match about $159,259 at 4% or $106,173 at 6%; with 100% employer match about $119,444 at 4% or $79,630 at 6%.
200819$840,132$124,739$13,860iApproximate average salary by contribution assumption: employee only about $346,497 at 4% or $230,998 at 6%; with 50% employer match about $230,998 at 4% or $153,999 at 6%; with 100% employer match about $173,249 at 4% or $115,499 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-9$840,132$124,739$13,860iApproximate average salary by contribution assumption: employee only about $346,497 at 4% or $230,998 at 6%; with 50% employer match about $230,998 at 4% or $153,999 at 6%; with 100% employer match about $173,249 at 4% or $115,499 at 6%.
200719$0$0-
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-9---
200617$905,419$52,000$7,429iApproximate average salary by contribution assumption: employee only about $185,714 at 4% or $123,810 at 6%; with 50% employer match about $123,810 at 4% or $82,540 at 6%; with 100% employer match about $92,857 at 4% or $61,905 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-7$905,419$52,000$7,429iApproximate average salary by contribution assumption: employee only about $185,714 at 4% or $123,810 at 6%; with 50% employer match about $123,810 at 4% or $82,540 at 6%; with 100% employer match about $92,857 at 4% or $61,905 at 6%.
200517$749,651$24,000$3,429iApproximate average salary by contribution assumption: employee only about $85,714 at 4% or $57,143 at 6%; with 50% employer match about $57,143 at 4% or $38,095 at 6%; with 100% employer match about $42,857 at 4% or $28,571 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-7$749,651$24,000$3,429iApproximate average salary by contribution assumption: employee only about $85,714 at 4% or $57,143 at 6%; with 50% employer match about $57,143 at 4% or $38,095 at 6%; with 100% employer match about $42,857 at 4% or $28,571 at 6%.
200415$657,731$48,000$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-5$657,731$48,000$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
200315$0$0-
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-5---
200215$0$0-
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-5---
200115$0$0-
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-5---
200015$0$0-
Smith, Tozian & Hinkle, P. a. 401(K) Profit Sharing Plan-5---