Smith Dukes & Bucralew LLP
Plan context: Smith Dukes & Buckalew Self-Employed Retirement
EIN 63-0191630 • Mobile, AL • 26 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
78
2024 Assets
$23,510,721
2024 Contributions
$714,530
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 | 78 | $23,510,721 | $714,530 | $9,161iApproximate average salary by contribution assumption: employee only about $229,016 at 4% or $152,677 at 6%; with 50% employer match about $152,677 at 4% or $101,785 at 6%; with 100% employer match about $114,508 at 4% or $76,339 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 78 | $23,510,721 | $714,530 | $9,161iApproximate average salary by contribution assumption: employee only about $229,016 at 4% or $152,677 at 6%; with 50% employer match about $152,677 at 4% or $101,785 at 6%; with 100% employer match about $114,508 at 4% or $76,339 at 6%. |
| 2023 | 1 | 78 | $20,041,317 | $747,036 | $9,577iApproximate average salary by contribution assumption: employee only about $239,435 at 4% or $159,623 at 6%; with 50% employer match about $159,623 at 4% or $106,415 at 6%; with 100% employer match about $119,717 at 4% or $79,812 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 78 | $20,041,317 | $747,036 | $9,577iApproximate average salary by contribution assumption: employee only about $239,435 at 4% or $159,623 at 6%; with 50% employer match about $159,623 at 4% or $106,415 at 6%; with 100% employer match about $119,717 at 4% or $79,812 at 6%. |
| 2022 | 1 | 80 | $19,917,091 | $693,164 | $8,665iApproximate average salary by contribution assumption: employee only about $216,614 at 4% or $144,409 at 6%; with 50% employer match about $144,409 at 4% or $96,273 at 6%; with 100% employer match about $108,307 at 4% or $72,205 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 80 | $19,917,091 | $693,164 | $8,665iApproximate average salary by contribution assumption: employee only about $216,614 at 4% or $144,409 at 6%; with 50% employer match about $144,409 at 4% or $96,273 at 6%; with 100% employer match about $108,307 at 4% or $72,205 at 6%. |
| 2021 | 1 | 82 | $20,978,200 | $459,173 | $5,600iApproximate average salary by contribution assumption: employee only about $139,992 at 4% or $93,328 at 6%; with 50% employer match about $93,328 at 4% or $62,219 at 6%; with 100% employer match about $69,996 at 4% or $46,664 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 82 | $20,978,200 | $459,173 | $5,600iApproximate average salary by contribution assumption: employee only about $139,992 at 4% or $93,328 at 6%; with 50% employer match about $93,328 at 4% or $62,219 at 6%; with 100% employer match about $69,996 at 4% or $46,664 at 6%. |
| 2020 | 1 | 79 | $19,171,714 | $607,096 | $7,685iApproximate average salary by contribution assumption: employee only about $192,119 at 4% or $128,079 at 6%; with 50% employer match about $128,079 at 4% or $85,386 at 6%; with 100% employer match about $96,059 at 4% or $64,040 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 79 | $19,171,714 | $607,096 | $7,685iApproximate average salary by contribution assumption: employee only about $192,119 at 4% or $128,079 at 6%; with 50% employer match about $128,079 at 4% or $85,386 at 6%; with 100% employer match about $96,059 at 4% or $64,040 at 6%. |
| 2019 | 1 | 77 | $16,883,002 | $1,107,765 | $14,387iApproximate average salary by contribution assumption: employee only about $359,664 at 4% or $239,776 at 6%; with 50% employer match about $239,776 at 4% or $159,851 at 6%; with 100% employer match about $179,832 at 4% or $119,888 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 77 | $16,883,002 | $1,107,765 | $14,387iApproximate average salary by contribution assumption: employee only about $359,664 at 4% or $239,776 at 6%; with 50% employer match about $239,776 at 4% or $159,851 at 6%; with 100% employer match about $179,832 at 4% or $119,888 at 6%. |
| 2018 | 1 | 69 | $13,812,732 | $434,915 | $6,303iApproximate average salary by contribution assumption: employee only about $157,578 at 4% or $105,052 at 6%; with 50% employer match about $105,052 at 4% or $70,035 at 6%; with 100% employer match about $78,789 at 4% or $52,526 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 69 | $13,812,732 | $434,915 | $6,303iApproximate average salary by contribution assumption: employee only about $157,578 at 4% or $105,052 at 6%; with 50% employer match about $105,052 at 4% or $70,035 at 6%; with 100% employer match about $78,789 at 4% or $52,526 at 6%. |
| 2017 | 1 | 69 | $15,355,675 | $535,917 | $7,767iApproximate average salary by contribution assumption: employee only about $194,173 at 4% or $129,449 at 6%; with 50% employer match about $129,449 at 4% or $86,299 at 6%; with 100% employer match about $97,086 at 4% or $64,724 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 69 | $15,355,675 | $535,917 | $7,767iApproximate average salary by contribution assumption: employee only about $194,173 at 4% or $129,449 at 6%; with 50% employer match about $129,449 at 4% or $86,299 at 6%; with 100% employer match about $97,086 at 4% or $64,724 at 6%. |
| 2016 | 1 | 68 | $13,264,276 | $948,265 | $13,945iApproximate average salary by contribution assumption: employee only about $348,627 at 4% or $232,418 at 6%; with 50% employer match about $232,418 at 4% or $154,945 at 6%; with 100% employer match about $174,313 at 4% or $116,209 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 68 | $13,264,276 | $948,265 | $13,945iApproximate average salary by contribution assumption: employee only about $348,627 at 4% or $232,418 at 6%; with 50% employer match about $232,418 at 4% or $154,945 at 6%; with 100% employer match about $174,313 at 4% or $116,209 at 6%. |
| 2015 | 1 | 61 | $11,028,013 | $353,264 | $5,791iApproximate average salary by contribution assumption: employee only about $144,780 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 61 | $11,028,013 | $353,264 | $5,791iApproximate average salary by contribution assumption: employee only about $144,780 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%. |
| 2014 | 1 | 58 | $11,197,578 | $336,898 | $5,809iApproximate average salary by contribution assumption: employee only about $145,215 at 4% or $96,810 at 6%; with 50% employer match about $96,810 at 4% or $64,540 at 6%; with 100% employer match about $72,607 at 4% or $48,405 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 58 | $11,197,578 | $336,898 | $5,809iApproximate average salary by contribution assumption: employee only about $145,215 at 4% or $96,810 at 6%; with 50% employer match about $96,810 at 4% or $64,540 at 6%; with 100% employer match about $72,607 at 4% or $48,405 at 6%. |
| 2013 | 1 | 55 | $10,552,893 | $584,746 | $10,632iApproximate average salary by contribution assumption: employee only about $265,794 at 4% or $177,196 at 6%; with 50% employer match about $177,196 at 4% or $118,131 at 6%; with 100% employer match about $132,897 at 4% or $88,598 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 55 | $10,552,893 | $584,746 | $10,632iApproximate average salary by contribution assumption: employee only about $265,794 at 4% or $177,196 at 6%; with 50% employer match about $177,196 at 4% or $118,131 at 6%; with 100% employer match about $132,897 at 4% or $88,598 at 6%. |
| 2012 | 1 | 53 | $8,883,691 | $555,768 | $10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,077 at 4% or $87,385 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 53 | $8,883,691 | $555,768 | $10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,077 at 4% or $87,385 at 6%. |
| 2011 | 1 | 47 | $7,587,869 | $604,588 | $12,864iApproximate average salary by contribution assumption: employee only about $321,589 at 4% or $214,393 at 6%; with 50% employer match about $214,393 at 4% or $142,929 at 6%; with 100% employer match about $160,795 at 4% or $107,196 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 47 | $7,587,869 | $604,588 | $12,864iApproximate average salary by contribution assumption: employee only about $321,589 at 4% or $214,393 at 6%; with 50% employer match about $214,393 at 4% or $142,929 at 6%; with 100% employer match about $160,795 at 4% or $107,196 at 6%. |
| 2010 | 1 | 45 | $6,849,435 | $928,008 | $20,622iApproximate average salary by contribution assumption: employee only about $515,560 at 4% or $343,707 at 6%; with 50% employer match about $343,707 at 4% or $229,138 at 6%; with 100% employer match about $257,780 at 4% or $171,853 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 45 | $6,849,435 | $928,008 | $20,622iApproximate average salary by contribution assumption: employee only about $515,560 at 4% or $343,707 at 6%; with 50% employer match about $343,707 at 4% or $229,138 at 6%; with 100% employer match about $257,780 at 4% or $171,853 at 6%. |
| 2009 | 1 | 32 | $6,661,129 | $484,699 | $15,147iApproximate average salary by contribution assumption: employee only about $378,671 at 4% or $252,447 at 6%; with 50% employer match about $252,447 at 4% or $168,298 at 6%; with 100% employer match about $189,336 at 4% or $126,224 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 32 | $6,661,129 | $484,699 | $15,147iApproximate average salary by contribution assumption: employee only about $378,671 at 4% or $252,447 at 6%; with 50% employer match about $252,447 at 4% or $168,298 at 6%; with 100% employer match about $189,336 at 4% or $126,224 at 6%. |
| 2008 | 1 | 30 | $6,497,435 | $74,107 | $2,470iApproximate average salary by contribution assumption: employee only about $61,756 at 4% or $41,171 at 6%; with 50% employer match about $41,171 at 4% or $27,447 at 6%; with 100% employer match about $30,878 at 4% or $20,585 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 30 | $6,497,435 | $74,107 | $2,470iApproximate average salary by contribution assumption: employee only about $61,756 at 4% or $41,171 at 6%; with 50% employer match about $41,171 at 4% or $27,447 at 6%; with 100% employer match about $30,878 at 4% or $20,585 at 6%. |
| 2007 | 1 | 28 | $8,499,071 | $835,531 | $29,840iApproximate average salary by contribution assumption: employee only about $746,010 at 4% or $497,340 at 6%; with 50% employer match about $497,340 at 4% or $331,560 at 6%; with 100% employer match about $373,005 at 4% or $248,670 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 28 | $8,499,071 | $835,531 | $29,840iApproximate average salary by contribution assumption: employee only about $746,010 at 4% or $497,340 at 6%; with 50% employer match about $497,340 at 4% or $331,560 at 6%; with 100% employer match about $373,005 at 4% or $248,670 at 6%. |
| 2006 | 1 | 29 | $7,739,617 | $308,319 | $10,632iApproximate average salary by contribution assumption: employee only about $265,792 at 4% or $177,195 at 6%; with 50% employer match about $177,195 at 4% or $118,130 at 6%; with 100% employer match about $132,896 at 4% or $88,597 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 29 | $7,739,617 | $308,319 | $10,632iApproximate average salary by contribution assumption: employee only about $265,792 at 4% or $177,195 at 6%; with 50% employer match about $177,195 at 4% or $118,130 at 6%; with 100% employer match about $132,896 at 4% or $88,597 at 6%. |
| 2005 | 1 | 26 | $6,823,760 | $286,990 | $11,038iApproximate average salary by contribution assumption: employee only about $275,952 at 4% or $183,968 at 6%; with 50% employer match about $183,968 at 4% or $122,645 at 6%; with 100% employer match about $137,976 at 4% or $91,984 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 26 | $6,823,760 | $286,990 | $11,038iApproximate average salary by contribution assumption: employee only about $275,952 at 4% or $183,968 at 6%; with 50% employer match about $183,968 at 4% or $122,645 at 6%; with 100% employer match about $137,976 at 4% or $91,984 at 6%. |
| 2004 | 1 | 30 | $6,584,793 | $275,583 | $9,186iApproximate average salary by contribution assumption: employee only about $229,653 at 4% or $153,102 at 6%; with 50% employer match about $153,102 at 4% or $102,068 at 6%; with 100% employer match about $114,826 at 4% or $76,551 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 30 | $6,584,793 | $275,583 | $9,186iApproximate average salary by contribution assumption: employee only about $229,653 at 4% or $153,102 at 6%; with 50% employer match about $153,102 at 4% or $102,068 at 6%; with 100% employer match about $114,826 at 4% or $76,551 at 6%. |
| 2003 | 1 | 32 | $5,873,841 | $268,981 | $8,406iApproximate average salary by contribution assumption: employee only about $210,141 at 4% or $140,094 at 6%; with 50% employer match about $140,094 at 4% or $93,396 at 6%; with 100% employer match about $105,071 at 4% or $70,047 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 32 | $5,873,841 | $268,981 | $8,406iApproximate average salary by contribution assumption: employee only about $210,141 at 4% or $140,094 at 6%; with 50% employer match about $140,094 at 4% or $93,396 at 6%; with 100% employer match about $105,071 at 4% or $70,047 at 6%. |
| 2002 | 1 | 28 | $5,328,108 | $313,792 | $11,207iApproximate average salary by contribution assumption: employee only about $280,171 at 4% or $186,781 at 6%; with 50% employer match about $186,781 at 4% or $124,521 at 6%; with 100% employer match about $140,086 at 4% or $93,390 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 28 | $5,328,108 | $313,792 | $11,207iApproximate average salary by contribution assumption: employee only about $280,171 at 4% or $186,781 at 6%; with 50% employer match about $186,781 at 4% or $124,521 at 6%; with 100% employer match about $140,086 at 4% or $93,390 at 6%. |
| 2001 | 1 | 26 | $0 | $0 | - |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 26 | - | - | - |
| 2000 | 1 | 25 | $0 | $0 | - |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 25 | - | - | - |
| 1999 | 1 | 28 | $5,850,330 | $282,741 | $10,098iApproximate average salary by contribution assumption: employee only about $252,447 at 4% or $168,298 at 6%; with 50% employer match about $168,298 at 4% or $112,199 at 6%; with 100% employer match about $126,224 at 4% or $84,149 at 6%. |
| Smith Dukes & Buckalew Self-Employed Retirement | - | 28 | $5,850,330 | $282,741 | $10,098iApproximate average salary by contribution assumption: employee only about $252,447 at 4% or $168,298 at 6%; with 50% employer match about $168,298 at 4% or $112,199 at 6%; with 100% employer match about $126,224 at 4% or $84,149 at 6%. |