Civic Intelligence

Smith & Smith

Plan context: S & S Retirement Plan

EIN 61-0407791 • Louisville, KY • 27 filings • 1 plans

200 S 5th Street400 North First Trust CentreLouisville, KY 40202
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$7,826,650

2025 Contributions

$215,861

Historical Graphs

Total Assets Over Time

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

$7,826,650$3,913,325$0199920132025YearValue
$7,826,650Latest year 2025

Participants Over Time

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

1260199920122025YearValue
6Latest 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
202516$7,826,650$215,861$35,977iApproximate average salary by contribution assumption: employee only about $899,421 at 4% or $599,614 at 6%; with 50% employer match about $599,614 at 4% or $399,743 at 6%; with 100% employer match about $449,710 at 4% or $299,807 at 6%.
S & S Retirement Plan-6$7,826,650$215,861$35,977iApproximate average salary by contribution assumption: employee only about $899,421 at 4% or $599,614 at 6%; with 50% employer match about $599,614 at 4% or $399,743 at 6%; with 100% employer match about $449,710 at 4% or $299,807 at 6%.
202416$6,735,091$207,413$34,569iApproximate average salary by contribution assumption: employee only about $864,221 at 4% or $576,147 at 6%; with 50% employer match about $576,147 at 4% or $384,098 at 6%; with 100% employer match about $432,110 at 4% or $288,074 at 6%.
S & S Retirement Plan-6$6,735,091$207,413$34,569iApproximate average salary by contribution assumption: employee only about $864,221 at 4% or $576,147 at 6%; with 50% employer match about $576,147 at 4% or $384,098 at 6%; with 100% employer match about $432,110 at 4% or $288,074 at 6%.
202316$5,813,289$192,958$32,160iApproximate average salary by contribution assumption: employee only about $803,992 at 4% or $535,994 at 6%; with 50% employer match about $535,994 at 4% or $357,330 at 6%; with 100% employer match about $401,996 at 4% or $267,997 at 6%.
S & S Retirement Plan-6$5,813,289$192,958$32,160iApproximate average salary by contribution assumption: employee only about $803,992 at 4% or $535,994 at 6%; with 50% employer match about $535,994 at 4% or $357,330 at 6%; with 100% employer match about $401,996 at 4% or $267,997 at 6%.
202216$4,885,754$198,938$33,156iApproximate average salary by contribution assumption: employee only about $828,908 at 4% or $552,606 at 6%; with 50% employer match about $552,606 at 4% or $368,404 at 6%; with 100% employer match about $414,454 at 4% or $276,303 at 6%.
S & S Retirement Plan-6$4,885,754$198,938$33,156iApproximate average salary by contribution assumption: employee only about $828,908 at 4% or $552,606 at 6%; with 50% employer match about $552,606 at 4% or $368,404 at 6%; with 100% employer match about $414,454 at 4% or $276,303 at 6%.
202116$5,554,040$179,562$29,927iApproximate average salary by contribution assumption: employee only about $748,175 at 4% or $498,783 at 6%; with 50% employer match about $498,783 at 4% or $332,522 at 6%; with 100% employer match about $374,088 at 4% or $249,392 at 6%.
S & S Retirement Plan-6$5,554,040$179,562$29,927iApproximate average salary by contribution assumption: employee only about $748,175 at 4% or $498,783 at 6%; with 50% employer match about $498,783 at 4% or $332,522 at 6%; with 100% employer match about $374,088 at 4% or $249,392 at 6%.
202017$5,310,659$202,368$28,910iApproximate average salary by contribution assumption: employee only about $722,743 at 4% or $481,829 at 6%; with 50% employer match about $481,829 at 4% or $321,219 at 6%; with 100% employer match about $361,371 at 4% or $240,914 at 6%.
S & S Retirement Plan-7$5,310,659$202,368$28,910iApproximate average salary by contribution assumption: employee only about $722,743 at 4% or $481,829 at 6%; with 50% employer match about $481,829 at 4% or $321,219 at 6%; with 100% employer match about $361,371 at 4% or $240,914 at 6%.
201918$4,499,122$195,409$24,426iApproximate average salary by contribution assumption: employee only about $610,653 at 4% or $407,102 at 6%; with 50% employer match about $407,102 at 4% or $271,401 at 6%; with 100% employer match about $305,327 at 4% or $203,551 at 6%.
S & S Retirement Plan-8$4,499,122$195,409$24,426iApproximate average salary by contribution assumption: employee only about $610,653 at 4% or $407,102 at 6%; with 50% employer match about $407,102 at 4% or $271,401 at 6%; with 100% employer match about $305,327 at 4% or $203,551 at 6%.
201818$3,526,857$201,370$25,171iApproximate average salary by contribution assumption: employee only about $629,281 at 4% or $419,521 at 6%; with 50% employer match about $419,521 at 4% or $279,681 at 6%; with 100% employer match about $314,641 at 4% or $209,760 at 6%.
S & S Retirement Plan-8$3,526,857$201,370$25,171iApproximate average salary by contribution assumption: employee only about $629,281 at 4% or $419,521 at 6%; with 50% employer match about $419,521 at 4% or $279,681 at 6%; with 100% employer match about $314,641 at 4% or $209,760 at 6%.
201718$3,516,616$206,384$25,798iApproximate average salary by contribution assumption: employee only about $644,950 at 4% or $429,967 at 6%; with 50% employer match about $429,967 at 4% or $286,644 at 6%; with 100% employer match about $322,475 at 4% or $214,983 at 6%.
S & S Retirement Plan-8$3,516,616$206,384$25,798iApproximate average salary by contribution assumption: employee only about $644,950 at 4% or $429,967 at 6%; with 50% employer match about $429,967 at 4% or $286,644 at 6%; with 100% employer match about $322,475 at 4% or $214,983 at 6%.
201617$2,885,983$203,174$29,025iApproximate average salary by contribution assumption: employee only about $725,621 at 4% or $483,748 at 6%; with 50% employer match about $483,748 at 4% or $322,498 at 6%; with 100% employer match about $362,811 at 4% or $241,874 at 6%.
S & S Retirement Plan-7$2,885,983$203,174$29,025iApproximate average salary by contribution assumption: employee only about $725,621 at 4% or $483,748 at 6%; with 50% employer match about $483,748 at 4% or $322,498 at 6%; with 100% employer match about $362,811 at 4% or $241,874 at 6%.
201519$4,285,990$207,349$23,039iApproximate average salary by contribution assumption: employee only about $575,969 at 4% or $383,980 at 6%; with 50% employer match about $383,980 at 4% or $255,986 at 6%; with 100% employer match about $287,985 at 4% or $191,990 at 6%.
S & S Retirement Plan-9$4,285,990$207,349$23,039iApproximate average salary by contribution assumption: employee only about $575,969 at 4% or $383,980 at 6%; with 50% employer match about $383,980 at 4% or $255,986 at 6%; with 100% employer match about $287,985 at 4% or $191,990 at 6%.
201419$4,053,387$205,208$22,801iApproximate average salary by contribution assumption: employee only about $570,022 at 4% or $380,015 at 6%; with 50% employer match about $380,015 at 4% or $253,343 at 6%; with 100% employer match about $285,011 at 4% or $190,007 at 6%.
S & S Retirement Plan-9$4,053,387$205,208$22,801iApproximate average salary by contribution assumption: employee only about $570,022 at 4% or $380,015 at 6%; with 50% employer match about $380,015 at 4% or $253,343 at 6%; with 100% employer match about $285,011 at 4% or $190,007 at 6%.
201317$3,633,862$196,632$28,090iApproximate average salary by contribution assumption: employee only about $702,257 at 4% or $468,171 at 6%; with 50% employer match about $468,171 at 4% or $312,114 at 6%; with 100% employer match about $351,129 at 4% or $234,086 at 6%.
S & S Retirement Plan-7$3,633,862$196,632$28,090iApproximate average salary by contribution assumption: employee only about $702,257 at 4% or $468,171 at 6%; with 50% employer match about $468,171 at 4% or $312,114 at 6%; with 100% employer match about $351,129 at 4% or $234,086 at 6%.
201218$2,926,709$186,014$23,252iApproximate average salary by contribution assumption: employee only about $581,294 at 4% or $387,529 at 6%; with 50% employer match about $387,529 at 4% or $258,353 at 6%; with 100% employer match about $290,647 at 4% or $193,765 at 6%.
S & S Retirement Plan-8$2,926,709$186,014$23,252iApproximate average salary by contribution assumption: employee only about $581,294 at 4% or $387,529 at 6%; with 50% employer match about $387,529 at 4% or $258,353 at 6%; with 100% employer match about $290,647 at 4% or $193,765 at 6%.
201119$2,513,445$184,566$20,507iApproximate average salary by contribution assumption: employee only about $512,683 at 4% or $341,789 at 6%; with 50% employer match about $341,789 at 4% or $227,859 at 6%; with 100% employer match about $256,342 at 4% or $170,894 at 6%.
S & S Retirement Plan-9$2,513,445$184,566$20,507iApproximate average salary by contribution assumption: employee only about $512,683 at 4% or $341,789 at 6%; with 50% employer match about $341,789 at 4% or $227,859 at 6%; with 100% employer match about $256,342 at 4% or $170,894 at 6%.
201019$3,295,641$233,871$25,986iApproximate average salary by contribution assumption: employee only about $649,642 at 4% or $433,094 at 6%; with 50% employer match about $433,094 at 4% or $288,730 at 6%; with 100% employer match about $324,821 at 4% or $216,547 at 6%.
S & S Retirement Plan-9$3,295,641$233,871$25,986iApproximate average salary by contribution assumption: employee only about $649,642 at 4% or $433,094 at 6%; with 50% employer match about $433,094 at 4% or $288,730 at 6%; with 100% employer match about $324,821 at 4% or $216,547 at 6%.
200919$2,745,217$232,957$25,884iApproximate average salary by contribution assumption: employee only about $647,103 at 4% or $431,402 at 6%; with 50% employer match about $431,402 at 4% or $287,601 at 6%; with 100% employer match about $323,551 at 4% or $215,701 at 6%.
S & S Retirement Plan-9$2,745,217$232,957$25,884iApproximate average salary by contribution assumption: employee only about $647,103 at 4% or $431,402 at 6%; with 50% employer match about $431,402 at 4% or $287,601 at 6%; with 100% employer match about $323,551 at 4% or $215,701 at 6%.
200819$2,096,068$205,662$22,851iApproximate average salary by contribution assumption: employee only about $571,283 at 4% or $380,856 at 6%; with 50% employer match about $380,856 at 4% or $253,904 at 6%; with 100% employer match about $285,642 at 4% or $190,428 at 6%.
S & S Retirement Plan-9$2,096,068$205,662$22,851iApproximate average salary by contribution assumption: employee only about $571,283 at 4% or $380,856 at 6%; with 50% employer match about $380,856 at 4% or $253,904 at 6%; with 100% employer match about $285,642 at 4% or $190,428 at 6%.
200719$3,232,691$197,984$21,998iApproximate average salary by contribution assumption: employee only about $549,956 at 4% or $366,637 at 6%; with 50% employer match about $366,637 at 4% or $244,425 at 6%; with 100% employer match about $274,978 at 4% or $183,319 at 6%.
S & S Retirement Plan-9$3,232,691$197,984$21,998iApproximate average salary by contribution assumption: employee only about $549,956 at 4% or $366,637 at 6%; with 50% employer match about $366,637 at 4% or $244,425 at 6%; with 100% employer match about $274,978 at 4% or $183,319 at 6%.
2006112$2,939,535$238,285$19,857iApproximate average salary by contribution assumption: employee only about $496,427 at 4% or $330,951 at 6%; with 50% employer match about $330,951 at 4% or $220,634 at 6%; with 100% employer match about $248,214 at 4% or $165,476 at 6%.
S & S Retirement Plan-12$2,939,535$238,285$19,857iApproximate average salary by contribution assumption: employee only about $496,427 at 4% or $330,951 at 6%; with 50% employer match about $330,951 at 4% or $220,634 at 6%; with 100% employer match about $248,214 at 4% or $165,476 at 6%.
2005110$2,476,476$243,565$24,357iApproximate average salary by contribution assumption: employee only about $608,913 at 4% or $405,942 at 6%; with 50% employer match about $405,942 at 4% or $270,628 at 6%; with 100% employer match about $304,456 at 4% or $202,971 at 6%.
S & S Retirement Plan-10$2,476,476$243,565$24,357iApproximate average salary by contribution assumption: employee only about $608,913 at 4% or $405,942 at 6%; with 50% employer match about $405,942 at 4% or $270,628 at 6%; with 100% employer match about $304,456 at 4% or $202,971 at 6%.
2004111$2,125,803$232,572$21,143iApproximate average salary by contribution assumption: employee only about $528,573 at 4% or $352,382 at 6%; with 50% employer match about $352,382 at 4% or $234,921 at 6%; with 100% employer match about $264,286 at 4% or $176,191 at 6%.
S & S Retirement Plan-11$2,125,803$232,572$21,143iApproximate average salary by contribution assumption: employee only about $528,573 at 4% or $352,382 at 6%; with 50% employer match about $352,382 at 4% or $234,921 at 6%; with 100% employer match about $264,286 at 4% or $176,191 at 6%.
200319$1,845,009$207,964$23,107iApproximate average salary by contribution assumption: employee only about $577,678 at 4% or $385,119 at 6%; with 50% employer match about $385,119 at 4% or $256,746 at 6%; with 100% employer match about $288,839 at 4% or $192,559 at 6%.
S & S Retirement Plan-9$1,845,009$207,964$23,107iApproximate average salary by contribution assumption: employee only about $577,678 at 4% or $385,119 at 6%; with 50% employer match about $385,119 at 4% or $256,746 at 6%; with 100% employer match about $288,839 at 4% or $192,559 at 6%.
200219$1,381,845$215,087$23,899iApproximate average salary by contribution assumption: employee only about $597,464 at 4% or $398,309 at 6%; with 50% employer match about $398,309 at 4% or $265,540 at 6%; with 100% employer match about $298,732 at 4% or $199,155 at 6%.
S & S Retirement Plan-9$1,381,845$215,087$23,899iApproximate average salary by contribution assumption: employee only about $597,464 at 4% or $398,309 at 6%; with 50% employer match about $398,309 at 4% or $265,540 at 6%; with 100% employer match about $298,732 at 4% or $199,155 at 6%.
200119$0$0-
S & S Retirement Plan-9---
200016$1,406,788$115,533$19,256iApproximate average salary by contribution assumption: employee only about $481,388 at 4% or $320,925 at 6%; with 50% employer match about $320,925 at 4% or $213,950 at 6%; with 100% employer match about $240,694 at 4% or $160,463 at 6%.
S & S Retirement Plan-6$1,406,788$115,533$19,256iApproximate average salary by contribution assumption: employee only about $481,388 at 4% or $320,925 at 6%; with 50% employer match about $320,925 at 4% or $213,950 at 6%; with 100% employer match about $240,694 at 4% or $160,463 at 6%.
1999111$1,725,084$141,042$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.
S & S Retirement Plan-11$1,725,084$141,042$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.