Gresham, Smith & Partners
Plan context: Gresham, Smith & Partners Employee Savings and Profit Sharing Plan
EIN 62-0794126 • 51 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,211
2024 Assets
$224,706,871
2024 Contributions
$20,132,796
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,211 | $224,706,871 | $20,132,796 | $16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,812 at 4% or $138,541 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,211 | $224,706,871 | $20,132,796 | $16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,812 at 4% or $138,541 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 1,158 | - | - | - |
| 2023 | 2 | 1,123 | $187,070,708 | $17,081,056 | $15,210iApproximate average salary by contribution assumption: employee only about $380,255 at 4% or $253,503 at 6%; with 50% employer match about $253,503 at 4% or $169,002 at 6%; with 100% employer match about $190,128 at 4% or $126,752 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,123 | $187,070,708 | $17,081,056 | $15,210iApproximate average salary by contribution assumption: employee only about $380,255 at 4% or $253,503 at 6%; with 50% employer match about $253,503 at 4% or $169,002 at 6%; with 100% employer match about $190,128 at 4% or $126,752 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 921 | - | - | - |
| 2022 | 2 | 1,138 | $160,281,128 | $15,065,588 | $13,239iApproximate average salary by contribution assumption: employee only about $330,966 at 4% or $220,644 at 6%; with 50% employer match about $220,644 at 4% or $147,096 at 6%; with 100% employer match about $165,483 at 4% or $110,322 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,138 | $160,281,128 | $15,065,588 | $13,239iApproximate average salary by contribution assumption: employee only about $330,966 at 4% or $220,644 at 6%; with 50% employer match about $220,644 at 4% or $147,096 at 6%; with 100% employer match about $165,483 at 4% or $110,322 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 889 | - | - | - |
| 2021 | 2 | 1,106 | $181,473,129 | $14,850,713 | $13,427iApproximate average salary by contribution assumption: employee only about $335,685 at 4% or $223,790 at 6%; with 50% employer match about $223,790 at 4% or $149,193 at 6%; with 100% employer match about $167,843 at 4% or $111,895 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,106 | $181,473,129 | $14,850,713 | $13,427iApproximate average salary by contribution assumption: employee only about $335,685 at 4% or $223,790 at 6%; with 50% employer match about $223,790 at 4% or $149,193 at 6%; with 100% employer match about $167,843 at 4% or $111,895 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 848 | - | - | - |
| 2020 | 2 | 990 | $152,594,726 | $12,004,804 | $12,126iApproximate average salary by contribution assumption: employee only about $303,152 at 4% or $202,101 at 6%; with 50% employer match about $202,101 at 4% or $134,734 at 6%; with 100% employer match about $151,576 at 4% or $101,051 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 990 | $152,594,726 | $12,004,804 | $12,126iApproximate average salary by contribution assumption: employee only about $303,152 at 4% or $202,101 at 6%; with 50% employer match about $202,101 at 4% or $134,734 at 6%; with 100% employer match about $151,576 at 4% or $101,051 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 794 | - | - | - |
| 2019 | 2 | 1,055 | $124,332,005 | $11,180,135 | $10,597iApproximate average salary by contribution assumption: employee only about $264,932 at 4% or $176,621 at 6%; with 50% employer match about $176,621 at 4% or $117,748 at 6%; with 100% employer match about $132,466 at 4% or $88,311 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,055 | $124,332,005 | $11,180,135 | $10,597iApproximate average salary by contribution assumption: employee only about $264,932 at 4% or $176,621 at 6%; with 50% employer match about $176,621 at 4% or $117,748 at 6%; with 100% employer match about $132,466 at 4% or $88,311 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 911 | - | - | - |
| 2018 | 2 | 1,020 | $98,494,010 | $9,916,821 | $9,722iApproximate average salary by contribution assumption: employee only about $243,059 at 4% or $162,040 at 6%; with 50% employer match about $162,040 at 4% or $108,026 at 6%; with 100% employer match about $121,530 at 4% or $81,020 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 1,020 | $98,494,010 | $9,916,821 | $9,722iApproximate average salary by contribution assumption: employee only about $243,059 at 4% or $162,040 at 6%; with 50% employer match about $162,040 at 4% or $108,026 at 6%; with 100% employer match about $121,530 at 4% or $81,020 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 883 | - | - | - |
| 2017 | 2 | 861 | $98,647,999 | $8,891,419 | $10,327iApproximate average salary by contribution assumption: employee only about $258,171 at 4% or $172,114 at 6%; with 50% employer match about $172,114 at 4% or $114,743 at 6%; with 100% employer match about $129,086 at 4% or $86,057 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 861 | $98,647,999 | $8,891,419 | $10,327iApproximate average salary by contribution assumption: employee only about $258,171 at 4% or $172,114 at 6%; with 50% employer match about $172,114 at 4% or $114,743 at 6%; with 100% employer match about $129,086 at 4% or $86,057 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 780 | - | - | - |
| 2016 | 2 | 787 | $80,359,284 | $7,954,103 | $10,107iApproximate average salary by contribution assumption: employee only about $252,672 at 4% or $168,448 at 6%; with 50% employer match about $168,448 at 4% or $112,299 at 6%; with 100% employer match about $126,336 at 4% or $84,224 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 787 | $80,359,284 | $7,954,103 | $10,107iApproximate average salary by contribution assumption: employee only about $252,672 at 4% or $168,448 at 6%; with 50% employer match about $168,448 at 4% or $112,299 at 6%; with 100% employer match about $126,336 at 4% or $84,224 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 713 | - | - | - |
| 2015 | 2 | 773 | $78,278,000 | $6,592,691 | $8,529iApproximate average salary by contribution assumption: employee only about $213,218 at 4% or $142,145 at 6%; with 50% employer match about $142,145 at 4% or $94,763 at 6%; with 100% employer match about $106,609 at 4% or $71,073 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 773 | $78,278,000 | $6,592,691 | $8,529iApproximate average salary by contribution assumption: employee only about $213,218 at 4% or $142,145 at 6%; with 50% employer match about $142,145 at 4% or $94,763 at 6%; with 100% employer match about $106,609 at 4% or $71,073 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 687 | - | - | - |
| 2014 | 2 | 690 | $76,813,240 | $5,554,143 | $8,049iApproximate average salary by contribution assumption: employee only about $201,237 at 4% or $134,158 at 6%; with 50% employer match about $134,158 at 4% or $89,439 at 6%; with 100% employer match about $100,619 at 4% or $67,079 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 690 | $76,813,240 | $5,554,143 | $8,049iApproximate average salary by contribution assumption: employee only about $201,237 at 4% or $134,158 at 6%; with 50% employer match about $134,158 at 4% or $89,439 at 6%; with 100% employer match about $100,619 at 4% or $67,079 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 613 | - | - | - |
| 2013 | 2 | 648 | $70,417,262 | $5,689,226 | $8,780iApproximate average salary by contribution assumption: employee only about $219,492 at 4% or $146,328 at 6%; with 50% employer match about $146,328 at 4% or $97,552 at 6%; with 100% employer match about $109,746 at 4% or $73,164 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 648 | $70,417,262 | $5,689,226 | $8,780iApproximate average salary by contribution assumption: employee only about $219,492 at 4% or $146,328 at 6%; with 50% employer match about $146,328 at 4% or $97,552 at 6%; with 100% employer match about $109,746 at 4% or $73,164 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 586 | - | - | - |
| 2012 | 2 | 649 | $57,469,409 | $5,377,639 | $8,286iApproximate average salary by contribution assumption: employee only about $207,151 at 4% or $138,101 at 6%; with 50% employer match about $138,101 at 4% or $92,067 at 6%; with 100% employer match about $103,575 at 4% or $69,050 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 649 | $57,469,409 | $5,377,639 | $8,286iApproximate average salary by contribution assumption: employee only about $207,151 at 4% or $138,101 at 6%; with 50% employer match about $138,101 at 4% or $92,067 at 6%; with 100% employer match about $103,575 at 4% or $69,050 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 528 | - | - | - |
| 2011 | 2 | 583 | $49,243,318 | $3,944,086 | $6,765iApproximate average salary by contribution assumption: employee only about $169,129 at 4% or $112,753 at 6%; with 50% employer match about $112,753 at 4% or $75,168 at 6%; with 100% employer match about $84,564 at 4% or $56,376 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 583 | $49,243,318 | $3,944,086 | $6,765iApproximate average salary by contribution assumption: employee only about $169,129 at 4% or $112,753 at 6%; with 50% employer match about $112,753 at 4% or $75,168 at 6%; with 100% employer match about $84,564 at 4% or $56,376 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 524 | - | - | - |
| 2010 | 2 | 569 | $50,268,934 | $3,951,982 | $6,945iApproximate average salary by contribution assumption: employee only about $173,637 at 4% or $115,758 at 6%; with 50% employer match about $115,758 at 4% or $77,172 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 569 | $50,268,934 | $3,951,982 | $6,945iApproximate average salary by contribution assumption: employee only about $173,637 at 4% or $115,758 at 6%; with 50% employer match about $115,758 at 4% or $77,172 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 542 | - | - | - |
| 2009 | 2 | 641 | $48,177,135 | $4,797,084 | $7,484iApproximate average salary by contribution assumption: employee only about $187,094 at 4% or $124,729 at 6%; with 50% employer match about $124,729 at 4% or $83,153 at 6%; with 100% employer match about $93,547 at 4% or $62,365 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 641 | $48,177,135 | $4,797,084 | $7,484iApproximate average salary by contribution assumption: employee only about $187,094 at 4% or $124,729 at 6%; with 50% employer match about $124,729 at 4% or $83,153 at 6%; with 100% employer match about $93,547 at 4% or $62,365 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 632 | - | - | - |
| 2008 | 2 | 761 | $38,315,174 | $6,219,639 | $8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,216 at 6%; with 50% employer match about $136,216 at 4% or $90,811 at 6%; with 100% employer match about $102,162 at 4% or $68,108 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 761 | $38,315,174 | $6,219,639 | $8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,216 at 6%; with 50% employer match about $136,216 at 4% or $90,811 at 6%; with 100% employer match about $102,162 at 4% or $68,108 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 760 | - | - | - |
| 2007 | 2 | 834 | $50,555,601 | $6,458,908 | $7,744iApproximate average salary by contribution assumption: employee only about $193,612 at 4% or $129,075 at 6%; with 50% employer match about $129,075 at 4% or $86,050 at 6%; with 100% employer match about $96,806 at 4% or $64,537 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 834 | $50,555,601 | $6,458,908 | $7,744iApproximate average salary by contribution assumption: employee only about $193,612 at 4% or $129,075 at 6%; with 50% employer match about $129,075 at 4% or $86,050 at 6%; with 100% employer match about $96,806 at 4% or $64,537 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 814 | - | - | - |
| 2006 | 2 | 734 | $42,656,163 | $5,839,197 | $7,955iApproximate average salary by contribution assumption: employee only about $198,883 at 4% or $132,588 at 6%; with 50% employer match about $132,588 at 4% or $88,392 at 6%; with 100% employer match about $99,441 at 4% or $66,294 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 707 | $42,656,163 | $5,839,197 | $8,259iApproximate average salary by contribution assumption: employee only about $206,478 at 4% or $137,652 at 6%; with 50% employer match about $137,652 at 4% or $91,768 at 6%; with 100% employer match about $103,239 at 4% or $68,826 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 734 | - | - | - |
| 2005 | 3 | 679 | $34,634,230 | $4,485,937 | $6,607iApproximate average salary by contribution assumption: employee only about $165,167 at 4% or $110,111 at 6%; with 50% employer match about $110,111 at 4% or $73,408 at 6%; with 100% employer match about $82,584 at 4% or $55,056 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 679 | $34,634,230 | $4,485,937 | $6,607iApproximate average salary by contribution assumption: employee only about $165,167 at 4% or $110,111 at 6%; with 50% employer match about $110,111 at 4% or $73,408 at 6%; with 100% employer match about $82,584 at 4% or $55,056 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 621 | - | - | - |
| GRESHAM, SMITH AND PARTNERS CAFETERIA PLAN | - | 0 | - | - | - |
| 2004 | 3 | 593 | $30,075,296 | $3,853,447 | $6,498iApproximate average salary by contribution assumption: employee only about $162,456 at 4% or $108,304 at 6%; with 50% employer match about $108,304 at 4% or $72,202 at 6%; with 100% employer match about $81,228 at 4% or $54,152 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 593 | $30,075,296 | $3,853,447 | $6,498iApproximate average salary by contribution assumption: employee only about $162,456 at 4% or $108,304 at 6%; with 50% employer match about $108,304 at 4% or $72,202 at 6%; with 100% employer match about $81,228 at 4% or $54,152 at 6%. |
| GRESHAM, SMITH AND PARTNERS CAFETERIA PLAN | - | 501 | - | - | - |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 501 | - | - | - |
| 2003 | 2 | 579 | $25,249,795 | $3,398,134 | $5,869iApproximate average salary by contribution assumption: employee only about $146,724 at 4% or $97,816 at 6%; with 50% employer match about $97,816 at 4% or $65,211 at 6%; with 100% employer match about $73,362 at 4% or $48,908 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 579 | $25,249,795 | $3,398,134 | $5,869iApproximate average salary by contribution assumption: employee only about $146,724 at 4% or $97,816 at 6%; with 50% employer match about $97,816 at 4% or $65,211 at 6%; with 100% employer match about $73,362 at 4% or $48,908 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 500 | - | - | - |
| 2002 | 2 | 625 | $18,461,369 | $3,530,564 | $5,649iApproximate average salary by contribution assumption: employee only about $141,223 at 4% or $94,148 at 6%; with 50% employer match about $94,148 at 4% or $62,766 at 6%; with 100% employer match about $70,611 at 4% or $47,074 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 625 | $18,461,369 | $3,530,564 | $5,649iApproximate average salary by contribution assumption: employee only about $141,223 at 4% or $94,148 at 6%; with 50% employer match about $94,148 at 4% or $62,766 at 6%; with 100% employer match about $70,611 at 4% or $47,074 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 550 | - | - | - |
| 2001 | 2 | 689 | $19,455,509 | $3,836,142 | $5,568iApproximate average salary by contribution assumption: employee only about $139,192 at 4% or $92,795 at 6%; with 50% employer match about $92,795 at 4% or $61,863 at 6%; with 100% employer match about $69,596 at 4% or $46,397 at 6%. |
| Gresham, Smith & Partners Employee Savings and Profit Sharing Plan | - | 689 | $19,455,509 | $3,836,142 | $5,568iApproximate average salary by contribution assumption: employee only about $139,192 at 4% or $92,795 at 6%; with 50% employer match about $92,795 at 4% or $61,863 at 6%; with 100% employer match about $69,596 at 4% or $46,397 at 6%. |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 610 | - | - | - |
| 2000 | 1 | 579 | $0 | $0 | - |
| Gresham, Smith and Partners Insurance Benefits Plan | - | 579 | - | - | - |