Civic Intelligence

Smart Consulting Inc.

Plan context: Smart Consulting Inc. 401(K) Plan & Trust

EIN 65-0264973 • Fort Myers, FL • 31 filings • 4 plans

12734 Kenwood Ln Ste 49Fort Myers, FL 33907-5639
Current Snapshot

Latest Year

2023

2023 Participants

77

2023 Assets

$408,451

2023 Contributions

$147,028

Historical Graphs

Total Assets Over Time

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

$4,834,863$2,417,432$0199920112022YearValue
$408,451Latest year 2022

Participants Over Time

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

2011010199920102020YearValue
77Latest year 2020

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
202310$0$0-
Smart Consulting Inc. 401(K) Plan & Trust-0$0$0-
202210$408,451$0-
Smart Consulting Inc. 401(K) Plan & Trust-0$408,451--
202110$488,390$147,028-
Smart Consulting Inc. 401(K) Plan & Trust-0$488,390$147,028-
2020177$3,472,255$292,817$3,803iApproximate average salary by contribution assumption: employee only about $95,070 at 4% or $63,380 at 6%; with 50% employer match about $63,380 at 4% or $42,254 at 6%; with 100% employer match about $47,535 at 4% or $31,690 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-77$3,472,255$292,817$3,803iApproximate average salary by contribution assumption: employee only about $95,070 at 4% or $63,380 at 6%; with 50% employer match about $63,380 at 4% or $42,254 at 6%; with 100% employer match about $47,535 at 4% or $31,690 at 6%.
20191135$3,280,947$334,123$2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,937 at 4% or $20,625 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-135$3,280,947$334,123$2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,937 at 4% or $20,625 at 6%.
20181113$3,043,194$481,120$4,258iApproximate average salary by contribution assumption: employee only about $106,442 at 4% or $70,962 at 6%; with 50% employer match about $70,962 at 4% or $47,308 at 6%; with 100% employer match about $53,221 at 4% or $35,481 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-113$3,043,194$481,120$4,258iApproximate average salary by contribution assumption: employee only about $106,442 at 4% or $70,962 at 6%; with 50% employer match about $70,962 at 4% or $47,308 at 6%; with 100% employer match about $53,221 at 4% or $35,481 at 6%.
20171130$4,834,863$565,497$4,350iApproximate average salary by contribution assumption: employee only about $108,749 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-130$4,834,863$565,497$4,350iApproximate average salary by contribution assumption: employee only about $108,749 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
20161160$4,594,331$564,485$3,528iApproximate average salary by contribution assumption: employee only about $88,201 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,200 at 6%; with 100% employer match about $44,100 at 4% or $29,400 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-160$4,594,331$564,485$3,528iApproximate average salary by contribution assumption: employee only about $88,201 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,200 at 6%; with 100% employer match about $44,100 at 4% or $29,400 at 6%.
20151130$4,613,542$613,185$4,717iApproximate average salary by contribution assumption: employee only about $117,920 at 4% or $78,613 at 6%; with 50% employer match about $78,613 at 4% or $52,409 at 6%; with 100% employer match about $58,960 at 4% or $39,307 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-130$4,613,542$613,185$4,717iApproximate average salary by contribution assumption: employee only about $117,920 at 4% or $78,613 at 6%; with 50% employer match about $78,613 at 4% or $52,409 at 6%; with 100% employer match about $58,960 at 4% or $39,307 at 6%.
20141147$3,571,632$359,295$2,444iApproximate average salary by contribution assumption: employee only about $61,105 at 4% or $40,736 at 6%; with 50% employer match about $40,736 at 4% or $27,158 at 6%; with 100% employer match about $30,552 at 4% or $20,368 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-147$3,571,632$359,295$2,444iApproximate average salary by contribution assumption: employee only about $61,105 at 4% or $40,736 at 6%; with 50% employer match about $40,736 at 4% or $27,158 at 6%; with 100% employer match about $30,552 at 4% or $20,368 at 6%.
2013171$3,199,081$355,777$5,011iApproximate average salary by contribution assumption: employee only about $125,274 at 4% or $83,516 at 6%; with 50% employer match about $83,516 at 4% or $55,677 at 6%; with 100% employer match about $62,637 at 4% or $41,758 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-71$3,199,081$355,777$5,011iApproximate average salary by contribution assumption: employee only about $125,274 at 4% or $83,516 at 6%; with 50% employer match about $83,516 at 4% or $55,677 at 6%; with 100% employer match about $62,637 at 4% or $41,758 at 6%.
2012194$3,142,683$396,527$4,218iApproximate average salary by contribution assumption: employee only about $105,459 at 4% or $70,306 at 6%; with 50% employer match about $70,306 at 4% or $46,871 at 6%; with 100% employer match about $52,730 at 4% or $35,153 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-94$3,142,683$396,527$4,218iApproximate average salary by contribution assumption: employee only about $105,459 at 4% or $70,306 at 6%; with 50% employer match about $70,306 at 4% or $46,871 at 6%; with 100% employer match about $52,730 at 4% or $35,153 at 6%.
2011197$2,999,760$403,423$4,159iApproximate average salary by contribution assumption: employee only about $103,975 at 4% or $69,317 at 6%; with 50% employer match about $69,317 at 4% or $46,211 at 6%; with 100% employer match about $51,988 at 4% or $34,658 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-97$2,999,760$403,423$4,159iApproximate average salary by contribution assumption: employee only about $103,975 at 4% or $69,317 at 6%; with 50% employer match about $69,317 at 4% or $46,211 at 6%; with 100% employer match about $51,988 at 4% or $34,658 at 6%.
20101111$2,883,546$435,144$3,920iApproximate average salary by contribution assumption: employee only about $98,005 at 4% or $65,337 at 6%; with 50% employer match about $65,337 at 4% or $43,558 at 6%; with 100% employer match about $49,003 at 4% or $32,668 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-111$2,883,546$435,144$3,920iApproximate average salary by contribution assumption: employee only about $98,005 at 4% or $65,337 at 6%; with 50% employer match about $65,337 at 4% or $43,558 at 6%; with 100% employer match about $49,003 at 4% or $32,668 at 6%.
20091155$3,306,507$506,989$3,271iApproximate average salary by contribution assumption: employee only about $81,772 at 4% or $54,515 at 6%; with 50% employer match about $54,515 at 4% or $36,343 at 6%; with 100% employer match about $40,886 at 4% or $27,257 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-155$3,306,507$506,989$3,271iApproximate average salary by contribution assumption: employee only about $81,772 at 4% or $54,515 at 6%; with 50% employer match about $54,515 at 4% or $36,343 at 6%; with 100% employer match about $40,886 at 4% or $27,257 at 6%.
20081154$2,544,621$694,491$4,510iApproximate average salary by contribution assumption: employee only about $112,742 at 4% or $75,161 at 6%; with 50% employer match about $75,161 at 4% or $50,108 at 6%; with 100% employer match about $56,371 at 4% or $37,581 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-154$2,544,621$694,491$4,510iApproximate average salary by contribution assumption: employee only about $112,742 at 4% or $75,161 at 6%; with 50% employer match about $75,161 at 4% or $50,108 at 6%; with 100% employer match about $56,371 at 4% or $37,581 at 6%.
20071176$3,721,844$689,998$3,920iApproximate average salary by contribution assumption: employee only about $98,011 at 4% or $65,341 at 6%; with 50% employer match about $65,341 at 4% or $43,560 at 6%; with 100% employer match about $49,006 at 4% or $32,670 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-176$3,721,844$689,998$3,920iApproximate average salary by contribution assumption: employee only about $98,011 at 4% or $65,341 at 6%; with 50% employer match about $65,341 at 4% or $43,560 at 6%; with 100% employer match about $49,006 at 4% or $32,670 at 6%.
20061157$3,037,315$633,445$4,035iApproximate average salary by contribution assumption: employee only about $100,867 at 4% or $67,245 at 6%; with 50% employer match about $67,245 at 4% or $44,830 at 6%; with 100% employer match about $50,434 at 4% or $33,622 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-157$3,037,315$633,445$4,035iApproximate average salary by contribution assumption: employee only about $100,867 at 4% or $67,245 at 6%; with 50% employer match about $67,245 at 4% or $44,830 at 6%; with 100% employer match about $50,434 at 4% or $33,622 at 6%.
20051171$2,366,343$664,834$3,888iApproximate average salary by contribution assumption: employee only about $97,198 at 4% or $64,799 at 6%; with 50% employer match about $64,799 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-171$2,366,343$664,834$3,888iApproximate average salary by contribution assumption: employee only about $97,198 at 4% or $64,799 at 6%; with 50% employer match about $64,799 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%.
20043148$1,722,698$517,072$3,494iApproximate average salary by contribution assumption: employee only about $87,343 at 4% or $58,229 at 6%; with 50% employer match about $58,229 at 4% or $38,819 at 6%; with 100% employer match about $43,672 at 4% or $29,114 at 6%.
Smart Consulting Inc. 401(K) Plan & Trust-148$1,722,698$517,072$3,494iApproximate average salary by contribution assumption: employee only about $87,343 at 4% or $58,229 at 6%; with 50% employer match about $58,229 at 4% or $38,819 at 6%; with 100% employer match about $43,672 at 4% or $29,114 at 6%.
Smart Consulting Inc. 401K Plan-0---
Smart Consulting Money Purchase Plan-0---
20032201$1,171,546$328,756$1,636iApproximate average salary by contribution assumption: employee only about $40,890 at 4% or $27,260 at 6%; with 50% employer match about $27,260 at 4% or $18,173 at 6%; with 100% employer match about $20,445 at 4% or $13,630 at 6%.
Smart Consulting Money Purchase Plan-201$998,369$281,229$1,399iApproximate average salary by contribution assumption: employee only about $34,979 at 4% or $23,319 at 6%; with 50% employer match about $23,319 at 4% or $15,546 at 6%; with 100% employer match about $17,489 at 4% or $11,660 at 6%.
Smart Consulting Inc. 401K Plan-151$173,177$47,527$315iApproximate average salary by contribution assumption: employee only about $7,869 at 4% or $5,246 at 6%; with 50% employer match about $5,246 at 4% or $3,497 at 6%; with 100% employer match about $3,934 at 4% or $2,623 at 6%.
20022196$823,440$281,645$1,437iApproximate average salary by contribution assumption: employee only about $35,924 at 4% or $23,949 at 6%; with 50% employer match about $23,949 at 4% or $15,966 at 6%; with 100% employer match about $17,962 at 4% or $11,975 at 6%.
Smart Consulting Money Purchase Plan-196$705,580$231,500$1,181iApproximate average salary by contribution assumption: employee only about $29,528 at 4% or $19,685 at 6%; with 50% employer match about $19,685 at 4% or $13,124 at 6%; with 100% employer match about $14,764 at 4% or $9,843 at 6%.
Smart Consulting Inc. 401K Plan-143$117,860$50,145$351iApproximate average salary by contribution assumption: employee only about $8,767 at 4% or $5,844 at 6%; with 50% employer match about $5,844 at 4% or $3,896 at 6%; with 100% employer match about $4,383 at 4% or $2,922 at 6%.
20012123$797,664$236,459$1,922iApproximate average salary by contribution assumption: employee only about $48,061 at 4% or $32,041 at 6%; with 50% employer match about $32,041 at 4% or $21,360 at 6%; with 100% employer match about $24,030 at 4% or $16,020 at 6%.
Smart Consulting Money Purchase Plan-123$682,759$177,764$1,445iApproximate average salary by contribution assumption: employee only about $36,131 at 4% or $24,087 at 6%; with 50% employer match about $24,087 at 4% or $16,058 at 6%; with 100% employer match about $18,065 at 4% or $12,044 at 6%.
Smart Consulting Inc. 401K Plan-118$114,905$58,695$497iApproximate average salary by contribution assumption: employee only about $12,435 at 4% or $8,290 at 6%; with 50% employer match about $8,290 at 4% or $5,527 at 6%; with 100% employer match about $6,218 at 4% or $4,145 at 6%.
20001135$0$0-
Smart Consulting Money Purchase Plan-135---
1999296$715,492$149,045$1,553iApproximate average salary by contribution assumption: employee only about $38,814 at 4% or $25,876 at 6%; with 50% employer match about $25,876 at 4% or $17,251 at 6%; with 100% employer match about $19,407 at 4% or $12,938 at 6%.
Smart Consulting Money Purchase Plan-96$655,916$125,340$1,306iApproximate average salary by contribution assumption: employee only about $32,641 at 4% or $21,760 at 6%; with 50% employer match about $21,760 at 4% or $14,507 at 6%; with 100% employer match about $16,320 at 4% or $10,880 at 6%.
Smart Consulting Inc. 401K Plan-77$59,576$23,705$308iApproximate average salary by contribution assumption: employee only about $7,696 at 4% or $5,131 at 6%; with 50% employer match about $5,131 at 4% or $3,421 at 6%; with 100% employer match about $3,848 at 4% or $2,565 at 6%.