Smith Management Co.
Plan context: Smith Management Retirement 401K Plan
EIN 62-0947230 • Cleveland, TN • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$2,817,511
2024 Contributions
$174,483
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 | 1 | 30 | $2,817,511 | $174,483 | $5,816iApproximate average salary by contribution assumption: employee only about $145,403 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,468 at 6%. |
| Smith Management Retirement 401K Plan | - | 30 | $2,817,511 | $174,483 | $5,816iApproximate average salary by contribution assumption: employee only about $145,403 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,468 at 6%. |
| 2007 | 1 | 0 | $0 | $54,367 | - |
| Smith Management Retirement 401K Plan | - | 0 | - | $54,367 | - |
| 2006 | 1 | 106 | $627,441 | $77,157 | $728iApproximate average salary by contribution assumption: employee only about $18,197 at 4% or $12,132 at 6%; with 50% employer match about $12,132 at 4% or $8,088 at 6%; with 100% employer match about $9,099 at 4% or $6,066 at 6%. |
| Smith Management Retirement 401K Plan | - | 106 | $627,441 | $77,157 | $728iApproximate average salary by contribution assumption: employee only about $18,197 at 4% or $12,132 at 6%; with 50% employer match about $12,132 at 4% or $8,088 at 6%; with 100% employer match about $9,099 at 4% or $6,066 at 6%. |
| 2005 | 1 | 111 | $545,649 | $73,746 | $664iApproximate average salary by contribution assumption: employee only about $16,609 at 4% or $11,073 at 6%; with 50% employer match about $11,073 at 4% or $7,382 at 6%; with 100% employer match about $8,305 at 4% or $5,536 at 6%. |
| Smith Management Retirement 401K Plan | - | 111 | $545,649 | $73,746 | $664iApproximate average salary by contribution assumption: employee only about $16,609 at 4% or $11,073 at 6%; with 50% employer match about $11,073 at 4% or $7,382 at 6%; with 100% employer match about $8,305 at 4% or $5,536 at 6%. |
| 2004 | 1 | 100 | $460,563 | $70,148 | $701iApproximate average salary by contribution assumption: employee only about $17,537 at 4% or $11,691 at 6%; with 50% employer match about $11,691 at 4% or $7,794 at 6%; with 100% employer match about $8,769 at 4% or $5,846 at 6%. |
| Smith Management Retirement 401K Plan | - | 100 | $460,563 | $70,148 | $701iApproximate average salary by contribution assumption: employee only about $17,537 at 4% or $11,691 at 6%; with 50% employer match about $11,691 at 4% or $7,794 at 6%; with 100% employer match about $8,769 at 4% or $5,846 at 6%. |
| 2003 | 1 | 90 | $378,920 | $70,435 | $783iApproximate average salary by contribution assumption: employee only about $19,565 at 4% or $13,044 at 6%; with 50% employer match about $13,044 at 4% or $8,696 at 6%; with 100% employer match about $9,783 at 4% or $6,522 at 6%. |
| Smith Management Retirement 401K Plan | - | 90 | $378,920 | $70,435 | $783iApproximate average salary by contribution assumption: employee only about $19,565 at 4% or $13,044 at 6%; with 50% employer match about $13,044 at 4% or $8,696 at 6%; with 100% employer match about $9,783 at 4% or $6,522 at 6%. |
| 2002 | 1 | 89 | $274,578 | $78,935 | $887iApproximate average salary by contribution assumption: employee only about $22,173 at 4% or $14,782 at 6%; with 50% employer match about $14,782 at 4% or $9,855 at 6%; with 100% employer match about $11,086 at 4% or $7,391 at 6%. |
| Smith Management Retirement 401K Plan | - | 89 | $274,578 | $78,935 | $887iApproximate average salary by contribution assumption: employee only about $22,173 at 4% or $14,782 at 6%; with 50% employer match about $14,782 at 4% or $9,855 at 6%; with 100% employer match about $11,086 at 4% or $7,391 at 6%. |
| 2001 | 1 | 41 | $0 | $0 | - |
| Smith Management Retirement 401K Plan | - | 41 | - | - | - |
| 2000 | 1 | 40 | $270,219 | $0 | - |
| Smith Management Retirement 401K Plan | - | 40 | $270,219 | - | - |
| 1999 | 1 | 37 | $253,250 | $67,438 | $1,823iApproximate average salary by contribution assumption: employee only about $45,566 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,252 at 6%; with 100% employer match about $22,783 at 4% or $15,189 at 6%. |
| Smith Management Retirement 401K Plan | - | 37 | $253,250 | $67,438 | $1,823iApproximate average salary by contribution assumption: employee only about $45,566 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,252 at 6%; with 100% employer match about $22,783 at 4% or $15,189 at 6%. |