Civic Intelligence

Senior Management Advisors Inc

Plan context: Sma Multiple-Employer Retirement Plan

EIN 59-3760379 • Clearwater, FL • 29 filings • 6 plans

13770 58th Street NorthSuite 312Clearwater, FL 33760
Current Snapshot

Latest Year

2024

2024 Participants

699

2024 Assets

$6,738,888

2024 Contributions

$719,624

Historical Graphs

Total Assets Over Time

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

$6,738,888$3,369,444$0200820162024YearValue
$6,738,888Latest year 2024

Participants Over Time

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

8564280200820162024YearValue
699Latest 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
20242699$6,738,888$719,624$1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,158 at 6%; with 50% employer match about $17,158 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%.
Sma Multiple-Employer Retirement Plan-699$6,738,888$719,624$1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,158 at 6%; with 50% employer match about $17,158 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%.
Senior Management Advisors Welfare Benefit Plan-233---
20232477$5,768,322$733,698$1,538iApproximate average salary by contribution assumption: employee only about $38,454 at 4% or $25,636 at 6%; with 50% employer match about $25,636 at 4% or $17,091 at 6%; with 100% employer match about $19,227 at 4% or $12,818 at 6%.
Sma Multiple-Employer Retirement Plan-477$5,768,322$733,698$1,538iApproximate average salary by contribution assumption: employee only about $38,454 at 4% or $25,636 at 6%; with 50% employer match about $25,636 at 4% or $17,091 at 6%; with 100% employer match about $19,227 at 4% or $12,818 at 6%.
Senior Management Advisors Welfare Benefit Plan-192---
20222654$4,862,714$919,488$1,406iApproximate average salary by contribution assumption: employee only about $35,149 at 4% or $23,432 at 6%; with 50% employer match about $23,432 at 4% or $15,622 at 6%; with 100% employer match about $17,574 at 4% or $11,716 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-654$4,862,714$919,488$1,406iApproximate average salary by contribution assumption: employee only about $35,149 at 4% or $23,432 at 6%; with 50% employer match about $23,432 at 4% or $15,622 at 6%; with 100% employer match about $17,574 at 4% or $11,716 at 6%.
Senior Management Advisors Welfare Benefit Plan-520---
20212820$5,572,930$826,098$1,007iApproximate average salary by contribution assumption: employee only about $25,186 at 4% or $16,791 at 6%; with 50% employer match about $16,791 at 4% or $11,194 at 6%; with 100% employer match about $12,593 at 4% or $8,395 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-820$5,572,930$826,098$1,007iApproximate average salary by contribution assumption: employee only about $25,186 at 4% or $16,791 at 6%; with 50% employer match about $16,791 at 4% or $11,194 at 6%; with 100% employer match about $12,593 at 4% or $8,395 at 6%.
Senior Management Advisors Welfare Benefit Plan-274---
20203856$4,416,122$582,082$680iApproximate average salary by contribution assumption: employee only about $17,000 at 4% or $11,333 at 6%; with 50% employer match about $11,333 at 4% or $7,556 at 6%; with 100% employer match about $8,500 at 4% or $5,667 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-856$4,416,122$515,783$603iApproximate average salary by contribution assumption: employee only about $15,064 at 4% or $10,043 at 6%; with 50% employer match about $10,043 at 4% or $6,695 at 6%; with 100% employer match about $7,532 at 4% or $5,021 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-0$0$66,299-
Senior Management Advisors Welfare Benefit Plan-278---
20192276$2,440,898$205,226$744iApproximate average salary by contribution assumption: employee only about $18,589 at 4% or $12,393 at 6%; with 50% employer match about $12,393 at 4% or $8,262 at 6%; with 100% employer match about $9,295 at 4% or $6,196 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-26$2,440,898$205,226$7,893iApproximate average salary by contribution assumption: employee only about $197,333 at 4% or $131,555 at 6%; with 50% employer match about $131,555 at 4% or $87,703 at 6%; with 100% employer match about $98,666 at 4% or $65,778 at 6%.
Senior Management Advisors Welfare Benefit Plan-276---
20182271$1,816,429$193,948$716iApproximate average salary by contribution assumption: employee only about $17,892 at 4% or $11,928 at 6%; with 50% employer match about $11,928 at 4% or $7,952 at 6%; with 100% employer match about $8,946 at 4% or $5,964 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-26$1,816,429$193,948$7,460iApproximate average salary by contribution assumption: employee only about $186,488 at 4% or $124,326 at 6%; with 50% employer match about $124,326 at 4% or $82,884 at 6%; with 100% employer match about $93,244 at 4% or $62,163 at 6%.
Senior Management Advisors Welfare Benefit Plan-271---
20172242$1,752,952$177,456$733iApproximate average salary by contribution assumption: employee only about $18,332 at 4% or $12,221 at 6%; with 50% employer match about $12,221 at 4% or $8,148 at 6%; with 100% employer match about $9,166 at 4% or $6,111 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-25$1,752,952$177,456$7,098iApproximate average salary by contribution assumption: employee only about $177,456 at 4% or $118,304 at 6%; with 50% employer match about $118,304 at 4% or $78,869 at 6%; with 100% employer match about $88,728 at 4% or $59,152 at 6%.
Senior Management Advisors Welfare Benefit Plan-242---
20162240$1,289,590$139,369$581iApproximate average salary by contribution assumption: employee only about $14,518 at 4% or $9,678 at 6%; with 50% employer match about $9,678 at 4% or $6,452 at 6%; with 100% employer match about $7,259 at 4% or $4,839 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-23$1,289,590$139,369$6,060iApproximate average salary by contribution assumption: employee only about $151,488 at 4% or $100,992 at 6%; with 50% employer match about $100,992 at 4% or $67,328 at 6%; with 100% employer match about $75,744 at 4% or $50,496 at 6%.
Senior Management Advisors Welfare Benefit Plan-240---
20152232$1,250,772$182,010$785iApproximate average salary by contribution assumption: employee only about $19,613 at 4% or $13,075 at 6%; with 50% employer match about $13,075 at 4% or $8,717 at 6%; with 100% employer match about $9,807 at 4% or $6,538 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-23$1,250,772$182,010$7,913iApproximate average salary by contribution assumption: employee only about $197,837 at 4% or $131,891 at 6%; with 50% employer match about $131,891 at 4% or $87,928 at 6%; with 100% employer match about $98,918 at 4% or $65,946 at 6%.
Senior Management Advisors Welfare Benefit Plan-232---
20142210$1,058,416$139,441$664iApproximate average salary by contribution assumption: employee only about $16,600 at 4% or $11,067 at 6%; with 50% employer match about $11,067 at 4% or $7,378 at 6%; with 100% employer match about $8,300 at 4% or $5,533 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-20$1,058,416$139,441$6,972iApproximate average salary by contribution assumption: employee only about $174,301 at 4% or $116,201 at 6%; with 50% employer match about $116,201 at 4% or $77,467 at 6%; with 100% employer match about $87,151 at 4% or $58,100 at 6%.
Senior Management Advisors Welfare Benefit Plan-210---
2013113$862,521$125,488$9,653iApproximate average salary by contribution assumption: employee only about $241,323 at 4% or $160,882 at 6%; with 50% employer match about $160,882 at 4% or $107,255 at 6%; with 100% employer match about $120,662 at 4% or $80,441 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-13$862,521$125,488$9,653iApproximate average salary by contribution assumption: employee only about $241,323 at 4% or $160,882 at 6%; with 50% employer match about $160,882 at 4% or $107,255 at 6%; with 100% employer match about $120,662 at 4% or $80,441 at 6%.
2012113$592,560$79,956$6,150iApproximate average salary by contribution assumption: employee only about $153,762 at 4% or $102,508 at 6%; with 50% employer match about $102,508 at 4% or $68,338 at 6%; with 100% employer match about $76,881 at 4% or $51,254 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-13$592,560$79,956$6,150iApproximate average salary by contribution assumption: employee only about $153,762 at 4% or $102,508 at 6%; with 50% employer match about $102,508 at 4% or $68,338 at 6%; with 100% employer match about $76,881 at 4% or $51,254 at 6%.
201119$440,293$84,728$9,414iApproximate average salary by contribution assumption: employee only about $235,356 at 4% or $156,904 at 6%; with 50% employer match about $156,904 at 4% or $104,602 at 6%; with 100% employer match about $117,678 at 4% or $78,452 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-9$440,293$84,728$9,414iApproximate average salary by contribution assumption: employee only about $235,356 at 4% or $156,904 at 6%; with 50% employer match about $156,904 at 4% or $104,602 at 6%; with 100% employer match about $117,678 at 4% or $78,452 at 6%.
201018$365,151$52,619$6,577iApproximate average salary by contribution assumption: employee only about $164,434 at 4% or $109,623 at 6%; with 50% employer match about $109,623 at 4% or $73,082 at 6%; with 100% employer match about $82,217 at 4% or $54,811 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-8$365,151$52,619$6,577iApproximate average salary by contribution assumption: employee only about $164,434 at 4% or $109,623 at 6%; with 50% employer match about $109,623 at 4% or $73,082 at 6%; with 100% employer match about $82,217 at 4% or $54,811 at 6%.
2009110$270,780$47,009$4,701iApproximate average salary by contribution assumption: employee only about $117,522 at 4% or $78,348 at 6%; with 50% employer match about $78,348 at 4% or $52,232 at 6%; with 100% employer match about $58,761 at 4% or $39,174 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-10$270,780$47,009$4,701iApproximate average salary by contribution assumption: employee only about $117,522 at 4% or $78,348 at 6%; with 50% employer match about $78,348 at 4% or $52,232 at 6%; with 100% employer match about $58,761 at 4% or $39,174 at 6%.
200818$164,834$43,884$5,486iApproximate average salary by contribution assumption: employee only about $137,138 at 4% or $91,425 at 6%; with 50% employer match about $91,425 at 4% or $60,950 at 6%; with 100% employer match about $68,569 at 4% or $45,713 at 6%.
Senior Management Advisors Inc 401(K) Profit Sharing Plan-8$164,834$43,884$5,486iApproximate average salary by contribution assumption: employee only about $137,138 at 4% or $91,425 at 6%; with 50% employer match about $91,425 at 4% or $60,950 at 6%; with 100% employer match about $68,569 at 4% or $45,713 at 6%.