Civic Intelligence

Smith Roberts & Associates

Plan context: Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan

EIN 73-1001574 • 19 filings • 5 plans

Current Snapshot

Latest Year

2017

2017 Participants

69

2017 Assets

$4,872,979

2017 Contributions

$287,840

Historical Graphs

Total Assets Over Time

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

$4,872,979$2,436,490$0199920082016YearValue
$4,872,979Latest year 2016

Participants Over Time

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

103520199920082016YearValue
69Latest year 2016

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
201710$0$0-
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-----
2016169$4,872,979$287,840$4,172iApproximate average salary by contribution assumption: employee only about $104,290 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,351 at 6%; with 100% employer match about $52,145 at 4% or $34,763 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-69$4,872,979$287,840$4,172iApproximate average salary by contribution assumption: employee only about $104,290 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,351 at 6%; with 100% employer match about $52,145 at 4% or $34,763 at 6%.
2015164$4,758,858$358,322$5,599iApproximate average salary by contribution assumption: employee only about $139,970 at 4% or $93,313 at 6%; with 50% employer match about $93,313 at 4% or $62,209 at 6%; with 100% employer match about $69,985 at 4% or $46,657 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-64$4,758,858$358,322$5,599iApproximate average salary by contribution assumption: employee only about $139,970 at 4% or $93,313 at 6%; with 50% employer match about $93,313 at 4% or $62,209 at 6%; with 100% employer match about $69,985 at 4% or $46,657 at 6%.
2014160$4,655,069$417,684$6,961iApproximate average salary by contribution assumption: employee only about $174,035 at 4% or $116,023 at 6%; with 50% employer match about $116,023 at 4% or $77,349 at 6%; with 100% employer match about $87,018 at 4% or $58,012 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-60$4,655,069$417,684$6,961iApproximate average salary by contribution assumption: employee only about $174,035 at 4% or $116,023 at 6%; with 50% employer match about $116,023 at 4% or $77,349 at 6%; with 100% employer match about $87,018 at 4% or $58,012 at 6%.
2013156$4,113,501$312,863$5,587iApproximate average salary by contribution assumption: employee only about $139,671 at 4% or $93,114 at 6%; with 50% employer match about $93,114 at 4% or $62,076 at 6%; with 100% employer match about $69,835 at 4% or $46,557 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-56$4,113,501$312,863$5,587iApproximate average salary by contribution assumption: employee only about $139,671 at 4% or $93,114 at 6%; with 50% employer match about $93,114 at 4% or $62,076 at 6%; with 100% employer match about $69,835 at 4% or $46,557 at 6%.
2012158$3,504,017$281,493$4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-58$3,504,017$281,493$4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%.
2011149$3,082,174$319,383$6,518iApproximate average salary by contribution assumption: employee only about $162,951 at 4% or $108,634 at 6%; with 50% employer match about $108,634 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-49$3,082,174$319,383$6,518iApproximate average salary by contribution assumption: employee only about $162,951 at 4% or $108,634 at 6%; with 50% employer match about $108,634 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
2010152$3,213,302$337,202$6,485iApproximate average salary by contribution assumption: employee only about $162,116 at 4% or $108,078 at 6%; with 50% employer match about $108,078 at 4% or $72,052 at 6%; with 100% employer match about $81,058 at 4% or $54,039 at 6%.
Smith Roberts Baldischwiler 401(K) and Profit Sharing Plan-52$3,213,302$337,202$6,485iApproximate average salary by contribution assumption: employee only about $162,116 at 4% or $108,078 at 6%; with 50% employer match about $108,078 at 4% or $72,052 at 6%; with 100% employer match about $81,058 at 4% or $54,039 at 6%.
2009158$2,980,583$323,552$5,578iApproximate average salary by contribution assumption: employee only about $139,462 at 4% or $92,975 at 6%; with 50% employer match about $92,975 at 4% or $61,983 at 6%; with 100% employer match about $69,731 at 4% or $46,487 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-58$2,980,583$323,552$5,578iApproximate average salary by contribution assumption: employee only about $139,462 at 4% or $92,975 at 6%; with 50% employer match about $92,975 at 4% or $61,983 at 6%; with 100% employer match about $69,731 at 4% or $46,487 at 6%.
2008160$2,356,029$354,995$5,917iApproximate average salary by contribution assumption: employee only about $147,915 at 4% or $98,610 at 6%; with 50% employer match about $98,610 at 4% or $65,740 at 6%; with 100% employer match about $73,957 at 4% or $49,305 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-60$2,356,029$354,995$5,917iApproximate average salary by contribution assumption: employee only about $147,915 at 4% or $98,610 at 6%; with 50% employer match about $98,610 at 4% or $65,740 at 6%; with 100% employer match about $73,957 at 4% or $49,305 at 6%.
2007164$2,991,717$384,001$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-64$2,991,717$384,001$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
20061103$3,193,092$671,382$6,518iApproximate average salary by contribution assumption: employee only about $162,957 at 4% or $108,638 at 6%; with 50% employer match about $108,638 at 4% or $72,425 at 6%; with 100% employer match about $81,478 at 4% or $54,319 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-103$3,193,092$671,382$6,518iApproximate average salary by contribution assumption: employee only about $162,957 at 4% or $108,638 at 6%; with 50% employer match about $108,638 at 4% or $72,425 at 6%; with 100% employer match about $81,478 at 4% or $54,319 at 6%.
2005180$2,312,426$410,840$5,136iApproximate average salary by contribution assumption: employee only about $128,388 at 4% or $85,592 at 6%; with 50% employer match about $85,592 at 4% or $57,061 at 6%; with 100% employer match about $64,194 at 4% or $42,796 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-80$2,312,426$410,840$5,136iApproximate average salary by contribution assumption: employee only about $128,388 at 4% or $85,592 at 6%; with 50% employer match about $85,592 at 4% or $57,061 at 6%; with 100% employer match about $64,194 at 4% or $42,796 at 6%.
2004169$1,994,418$340,607$4,936iApproximate average salary by contribution assumption: employee only about $123,408 at 4% or $82,272 at 6%; with 50% employer match about $82,272 at 4% or $54,848 at 6%; with 100% employer match about $61,704 at 4% or $41,136 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-69$1,994,418$340,607$4,936iApproximate average salary by contribution assumption: employee only about $123,408 at 4% or $82,272 at 6%; with 50% employer match about $82,272 at 4% or $54,848 at 6%; with 100% employer match about $61,704 at 4% or $41,136 at 6%.
2003161$1,635,718$347,429$5,696iApproximate average salary by contribution assumption: employee only about $142,389 at 4% or $94,926 at 6%; with 50% employer match about $94,926 at 4% or $63,284 at 6%; with 100% employer match about $71,194 at 4% or $47,463 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-61$1,635,718$347,429$5,696iApproximate average salary by contribution assumption: employee only about $142,389 at 4% or $94,926 at 6%; with 50% employer match about $94,926 at 4% or $63,284 at 6%; with 100% employer match about $71,194 at 4% or $47,463 at 6%.
2002168$1,069,783$303,289$4,460iApproximate average salary by contribution assumption: employee only about $111,503 at 4% or $74,336 at 6%; with 50% employer match about $74,336 at 4% or $49,557 at 6%; with 100% employer match about $55,752 at 4% or $37,168 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-68$1,069,783$303,289$4,460iApproximate average salary by contribution assumption: employee only about $111,503 at 4% or $74,336 at 6%; with 50% employer match about $74,336 at 4% or $49,557 at 6%; with 100% employer match about $55,752 at 4% or $37,168 at 6%.
2001165$0$0-
Smith-Roberts & Associates Savings and Profit Sharing Plan-65---
2000153$1,013,451$206,741$3,901iApproximate average salary by contribution assumption: employee only about $97,519 at 4% or $65,013 at 6%; with 50% employer match about $65,013 at 4% or $43,342 at 6%; with 100% employer match about $48,760 at 4% or $32,506 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-53$1,013,451$206,741$3,901iApproximate average salary by contribution assumption: employee only about $97,519 at 4% or $65,013 at 6%; with 50% employer match about $65,013 at 4% or $43,342 at 6%; with 100% employer match about $48,760 at 4% or $32,506 at 6%.
1999160$1,093,700$166,120$2,769iApproximate average salary by contribution assumption: employee only about $69,217 at 4% or $46,144 at 6%; with 50% employer match about $46,144 at 4% or $30,763 at 6%; with 100% employer match about $34,608 at 4% or $23,072 at 6%.
Smith-Roberts & Associates Savings and Profit Sharing Plan-60$1,093,700$166,120$2,769iApproximate average salary by contribution assumption: employee only about $69,217 at 4% or $46,144 at 6%; with 50% employer match about $46,144 at 4% or $30,763 at 6%; with 100% employer match about $34,608 at 4% or $23,072 at 6%.
Smith Roberts & Associates | EIN 73-1001574 | 2017 Form 5500 Company Profile