Civic Intelligence

Michael Smith Insurance Agency Inc ..

Plan context: Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan

EIN 72-1224362 • Lafayette, LA • 14 filings • 1 plans

2308 Kaliste Saloom RoadLafayette, LA 70508
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,160,982

2024 Contributions

$135,774

Historical Graphs

Total Assets Over Time

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

$2,160,982$1,080,491$0201120182024YearValue
$2,160,982Latest year 2024

Participants Over Time

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

950201120182024YearValue
6Latest year 2024

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
202416$2,160,982$135,774$22,629iApproximate average salary by contribution assumption: employee only about $565,725 at 4% or $377,150 at 6%; with 50% employer match about $377,150 at 4% or $251,433 at 6%; with 100% employer match about $282,863 at 4% or $188,575 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$2,160,982$135,774$22,629iApproximate average salary by contribution assumption: employee only about $565,725 at 4% or $377,150 at 6%; with 50% employer match about $377,150 at 4% or $251,433 at 6%; with 100% employer match about $282,863 at 4% or $188,575 at 6%.
202318$1,906,886$144,386$18,048iApproximate average salary by contribution assumption: employee only about $451,206 at 4% or $300,804 at 6%; with 50% employer match about $300,804 at 4% or $200,536 at 6%; with 100% employer match about $225,603 at 4% or $150,402 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-8$1,906,886$144,386$18,048iApproximate average salary by contribution assumption: employee only about $451,206 at 4% or $300,804 at 6%; with 50% employer match about $300,804 at 4% or $200,536 at 6%; with 100% employer match about $225,603 at 4% or $150,402 at 6%.
202216$1,538,582$109,045$18,174iApproximate average salary by contribution assumption: employee only about $454,354 at 4% or $302,903 at 6%; with 50% employer match about $302,903 at 4% or $201,935 at 6%; with 100% employer match about $227,177 at 4% or $151,451 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$1,538,582$109,045$18,174iApproximate average salary by contribution assumption: employee only about $454,354 at 4% or $302,903 at 6%; with 50% employer match about $302,903 at 4% or $201,935 at 6%; with 100% employer match about $227,177 at 4% or $151,451 at 6%.
202117$1,697,715$105,869$15,124iApproximate average salary by contribution assumption: employee only about $378,104 at 4% or $252,069 at 6%; with 50% employer match about $252,069 at 4% or $168,046 at 6%; with 100% employer match about $189,052 at 4% or $126,035 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-7$1,697,715$105,869$15,124iApproximate average salary by contribution assumption: employee only about $378,104 at 4% or $252,069 at 6%; with 50% employer match about $252,069 at 4% or $168,046 at 6%; with 100% employer match about $189,052 at 4% or $126,035 at 6%.
202016$1,440,727$109,767$18,295iApproximate average salary by contribution assumption: employee only about $457,363 at 4% or $304,908 at 6%; with 50% employer match about $304,908 at 4% or $203,272 at 6%; with 100% employer match about $228,681 at 4% or $152,454 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$1,440,727$109,767$18,295iApproximate average salary by contribution assumption: employee only about $457,363 at 4% or $304,908 at 6%; with 50% employer match about $304,908 at 4% or $203,272 at 6%; with 100% employer match about $228,681 at 4% or $152,454 at 6%.
201919$1,198,167$107,692$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,430 at 6%; with 50% employer match about $199,430 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-9$1,198,167$107,692$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,430 at 6%; with 50% employer match about $199,430 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.
201817$916,439$112,418$16,060iApproximate average salary by contribution assumption: employee only about $401,493 at 4% or $267,662 at 6%; with 50% employer match about $267,662 at 4% or $178,441 at 6%; with 100% employer match about $200,746 at 4% or $133,831 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-7$916,439$112,418$16,060iApproximate average salary by contribution assumption: employee only about $401,493 at 4% or $267,662 at 6%; with 50% employer match about $267,662 at 4% or $178,441 at 6%; with 100% employer match about $200,746 at 4% or $133,831 at 6%.
201719$877,634$129,275$14,364iApproximate average salary by contribution assumption: employee only about $359,097 at 4% or $239,398 at 6%; with 50% employer match about $239,398 at 4% or $159,599 at 6%; with 100% employer match about $179,549 at 4% or $119,699 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-9$877,634$129,275$14,364iApproximate average salary by contribution assumption: employee only about $359,097 at 4% or $239,398 at 6%; with 50% employer match about $239,398 at 4% or $159,599 at 6%; with 100% employer match about $179,549 at 4% or $119,699 at 6%.
201617$647,654$46,884$6,698iApproximate average salary by contribution assumption: employee only about $167,443 at 4% or $111,629 at 6%; with 50% employer match about $111,629 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-7$647,654$46,884$6,698iApproximate average salary by contribution assumption: employee only about $167,443 at 4% or $111,629 at 6%; with 50% employer match about $111,629 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%.
201516$574,195$110,636$18,439iApproximate average salary by contribution assumption: employee only about $460,983 at 4% or $307,322 at 6%; with 50% employer match about $307,322 at 4% or $204,881 at 6%; with 100% employer match about $230,492 at 4% or $153,661 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$574,195$110,636$18,439iApproximate average salary by contribution assumption: employee only about $460,983 at 4% or $307,322 at 6%; with 50% employer match about $307,322 at 4% or $204,881 at 6%; with 100% employer match about $230,492 at 4% or $153,661 at 6%.
201416$474,482$109,507$18,251iApproximate average salary by contribution assumption: employee only about $456,279 at 4% or $304,186 at 6%; with 50% employer match about $304,186 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$474,482$109,507$18,251iApproximate average salary by contribution assumption: employee only about $456,279 at 4% or $304,186 at 6%; with 50% employer match about $304,186 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%.
201316$345,927$107,900$17,983iApproximate average salary by contribution assumption: employee only about $449,583 at 4% or $299,722 at 6%; with 50% employer match about $299,722 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,861 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-6$345,927$107,900$17,983iApproximate average salary by contribution assumption: employee only about $449,583 at 4% or $299,722 at 6%; with 50% employer match about $299,722 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,861 at 6%.
201214$210,236$102,608$25,652iApproximate average salary by contribution assumption: employee only about $641,300 at 4% or $427,533 at 6%; with 50% employer match about $427,533 at 4% or $285,022 at 6%; with 100% employer match about $320,650 at 4% or $213,767 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-4$210,236$102,608$25,652iApproximate average salary by contribution assumption: employee only about $641,300 at 4% or $427,533 at 6%; with 50% employer match about $427,533 at 4% or $285,022 at 6%; with 100% employer match about $320,650 at 4% or $213,767 at 6%.
201114$96,748$97,498$24,375iApproximate average salary by contribution assumption: employee only about $609,363 at 4% or $406,242 at 6%; with 50% employer match about $406,242 at 4% or $270,828 at 6%; with 100% employer match about $304,681 at 4% or $203,121 at 6%.
Michael Smith Insurance Agency Inc. 401(K) Profit Sharing Plan-4$96,748$97,498$24,375iApproximate average salary by contribution assumption: employee only about $609,363 at 4% or $406,242 at 6%; with 50% employer match about $406,242 at 4% or $270,828 at 6%; with 100% employer match about $304,681 at 4% or $203,121 at 6%.