R.E. Smith Interests Inc.
Plan context: R.E. Smith and Vivian L. Smith Employees Retirement Fund
EIN 74-2142457 • Houston, TX • 52 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
63
2024 Assets
$5,972,155
2024 Contributions
$378,448
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 | 2 | 63 | $5,972,155 | $378,448 | $6,007iApproximate average salary by contribution assumption: employee only about $150,178 at 4% or $100,119 at 6%; with 50% employer match about $100,119 at 4% or $66,746 at 6%; with 100% employer match about $75,089 at 4% or $50,059 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 63 | $3,136,980 | $279,000 | $4,429iApproximate average salary by contribution assumption: employee only about $110,714 at 4% or $73,810 at 6%; with 50% employer match about $73,810 at 4% or $49,206 at 6%; with 100% employer match about $55,357 at 4% or $36,905 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $2,835,175 | $99,448 | $16,575iApproximate average salary by contribution assumption: employee only about $414,367 at 4% or $276,244 at 6%; with 50% employer match about $276,244 at 4% or $184,163 at 6%; with 100% employer match about $207,183 at 4% or $138,122 at 6%. |
| 2023 | 2 | 62 | $5,562,766 | $933,672 | $15,059iApproximate average salary by contribution assumption: employee only about $376,481 at 4% or $250,987 at 6%; with 50% employer match about $250,987 at 4% or $167,325 at 6%; with 100% employer match about $188,240 at 4% or $125,494 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 62 | $3,278,116 | $843,000 | $13,597iApproximate average salary by contribution assumption: employee only about $339,919 at 4% or $226,613 at 6%; with 50% employer match about $226,613 at 4% or $151,075 at 6%; with 100% employer match about $169,960 at 4% or $113,306 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 5 | $2,284,650 | $90,672 | $18,134iApproximate average salary by contribution assumption: employee only about $453,360 at 4% or $302,240 at 6%; with 50% employer match about $302,240 at 4% or $201,493 at 6%; with 100% employer match about $226,680 at 4% or $151,120 at 6%. |
| 2022 | 2 | 66 | $4,366,446 | $86,901 | $1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,945 at 6%; with 50% employer match about $21,945 at 4% or $14,630 at 6%; with 100% employer match about $16,459 at 4% or $10,972 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 66 | $2,529,822 | $0 | - |
| R.E. Smith Interests Inc. Savings Plan | - | 5 | $1,836,624 | $86,901 | $17,380iApproximate average salary by contribution assumption: employee only about $434,505 at 4% or $289,670 at 6%; with 50% employer match about $289,670 at 4% or $193,113 at 6%; with 100% employer match about $217,253 at 4% or $144,835 at 6%. |
| 2021 | 2 | 69 | $5,653,146 | $362,055 | $5,247iApproximate average salary by contribution assumption: employee only about $131,179 at 4% or $87,453 at 6%; with 50% employer match about $87,453 at 4% or $58,302 at 6%; with 100% employer match about $65,590 at 4% or $43,726 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 69 | $3,490,551 | $287,000 | $4,159iApproximate average salary by contribution assumption: employee only about $103,986 at 4% or $69,324 at 6%; with 50% employer match about $69,324 at 4% or $46,216 at 6%; with 100% employer match about $51,993 at 4% or $34,662 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | $2,162,595 | $75,055 | $10,722iApproximate average salary by contribution assumption: employee only about $268,054 at 4% or $178,702 at 6%; with 50% employer match about $178,702 at 4% or $119,135 at 6%; with 100% employer match about $134,027 at 4% or $89,351 at 6%. |
| 2020 | 2 | 74 | $5,598,521 | $306,556 | $4,143iApproximate average salary by contribution assumption: employee only about $103,566 at 4% or $69,044 at 6%; with 50% employer match about $69,044 at 4% or $46,029 at 6%; with 100% employer match about $51,783 at 4% or $34,522 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 74 | $3,698,590 | $238,000 | $3,216iApproximate average salary by contribution assumption: employee only about $80,405 at 4% or $53,604 at 6%; with 50% employer match about $53,604 at 4% or $35,736 at 6%; with 100% employer match about $40,203 at 4% or $26,802 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $1,899,931 | $68,556 | $11,426iApproximate average salary by contribution assumption: employee only about $285,650 at 4% or $190,433 at 6%; with 50% employer match about $190,433 at 4% or $126,956 at 6%; with 100% employer match about $142,825 at 4% or $95,217 at 6%. |
| 2019 | 2 | 79 | $6,342,607 | $528,912 | $6,695iApproximate average salary by contribution assumption: employee only about $167,377 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,689 at 4% or $55,792 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 79 | $4,826,883 | $462,000 | $5,848iApproximate average salary by contribution assumption: employee only about $146,203 at 4% or $97,468 at 6%; with 50% employer match about $97,468 at 4% or $64,979 at 6%; with 100% employer match about $73,101 at 4% or $48,734 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $1,515,724 | $66,912 | $11,152iApproximate average salary by contribution assumption: employee only about $278,800 at 4% or $185,867 at 6%; with 50% employer match about $185,867 at 4% or $123,911 at 6%; with 100% employer match about $139,400 at 4% or $92,933 at 6%. |
| 2018 | 2 | 82 | $6,049,940 | $776,772 | $9,473iApproximate average salary by contribution assumption: employee only about $236,821 at 4% or $157,880 at 6%; with 50% employer match about $157,880 at 4% or $105,254 at 6%; with 100% employer match about $118,410 at 4% or $78,940 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 82 | $4,644,503 | $698,000 | $8,512iApproximate average salary by contribution assumption: employee only about $212,805 at 4% or $141,870 at 6%; with 50% employer match about $141,870 at 4% or $94,580 at 6%; with 100% employer match about $106,402 at 4% or $70,935 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $1,405,437 | $78,772 | $13,129iApproximate average salary by contribution assumption: employee only about $328,217 at 4% or $218,811 at 6%; with 50% employer match about $218,811 at 4% or $145,874 at 6%; with 100% employer match about $164,108 at 4% or $109,406 at 6%. |
| 2017 | 2 | 82 | $10,255,967 | $805,768 | $9,826iApproximate average salary by contribution assumption: employee only about $245,661 at 4% or $163,774 at 6%; with 50% employer match about $163,774 at 4% or $109,183 at 6%; with 100% employer match about $122,830 at 4% or $81,887 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 82 | $7,500,354 | $741,800 | $9,046iApproximate average salary by contribution assumption: employee only about $226,159 at 4% or $150,772 at 6%; with 50% employer match about $150,772 at 4% or $100,515 at 6%; with 100% employer match about $113,079 at 4% or $75,386 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $2,755,613 | $63,968 | $10,661iApproximate average salary by contribution assumption: employee only about $266,533 at 4% or $177,689 at 6%; with 50% employer match about $177,689 at 4% or $118,459 at 6%; with 100% employer match about $133,267 at 4% or $88,844 at 6%. |
| 2016 | 2 | 84 | $9,336,252 | $925,566 | $11,019iApproximate average salary by contribution assumption: employee only about $275,466 at 4% or $183,644 at 6%; with 50% employer match about $183,644 at 4% or $122,429 at 6%; with 100% employer match about $137,733 at 4% or $91,822 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 84 | $6,681,612 | $852,978 | $10,155iApproximate average salary by contribution assumption: employee only about $253,863 at 4% or $169,242 at 6%; with 50% employer match about $169,242 at 4% or $112,828 at 6%; with 100% employer match about $126,931 at 4% or $84,621 at 6%. |
| R.E. Smith Interests Inc. Savings Plan | - | 5 | $2,654,640 | $72,588 | $14,518iApproximate average salary by contribution assumption: employee only about $362,940 at 4% or $241,960 at 6%; with 50% employer match about $241,960 at 4% or $161,307 at 6%; with 100% employer match about $181,470 at 4% or $120,980 at 6%. |
| 2015 | 2 | 88 | $10,048,679 | $80,235 | $912iApproximate average salary by contribution assumption: employee only about $22,794 at 4% or $15,196 at 6%; with 50% employer match about $15,196 at 4% or $10,131 at 6%; with 100% employer match about $11,397 at 4% or $7,598 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 88 | $6,430,767 | $0 | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $3,617,912 | $80,235 | $13,373iApproximate average salary by contribution assumption: employee only about $334,313 at 4% or $222,875 at 6%; with 50% employer match about $222,875 at 4% or $148,583 at 6%; with 100% employer match about $167,156 at 4% or $111,438 at 6%. |
| 2014 | 2 | 89 | $11,642,121 | $80,935 | $909iApproximate average salary by contribution assumption: employee only about $22,735 at 4% or $15,156 at 6%; with 50% employer match about $15,156 at 4% or $10,104 at 6%; with 100% employer match about $11,367 at 4% or $7,578 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 89 | $8,226,776 | $0 | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $3,415,345 | $80,935 | $13,489iApproximate average salary by contribution assumption: employee only about $337,229 at 4% or $224,819 at 6%; with 50% employer match about $224,819 at 4% or $149,880 at 6%; with 100% employer match about $168,615 at 4% or $112,410 at 6%. |
| 2013 | 2 | 7 | $11,731,340 | $133,366 | $19,052iApproximate average salary by contribution assumption: employee only about $476,307 at 4% or $317,538 at 6%; with 50% employer match about $317,538 at 4% or $211,692 at 6%; with 100% employer match about $238,154 at 4% or $158,769 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 5 | $7,504,060 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | $4,227,280 | $133,366 | $19,052iApproximate average salary by contribution assumption: employee only about $476,307 at 4% or $317,538 at 6%; with 50% employer match about $317,538 at 4% or $211,692 at 6%; with 100% employer match about $238,154 at 4% or $158,769 at 6%. |
| 2012 | 2 | 6 | $11,624,315 | $63,768 | $10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 5 | $8,394,281 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $3,230,034 | $63,768 | $10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%. |
| 2011 | 2 | 7 | $11,801,513 | $70,093 | $10,013iApproximate average salary by contribution assumption: employee only about $250,332 at 4% or $166,888 at 6%; with 50% employer match about $166,888 at 4% or $111,259 at 6%; with 100% employer match about $125,166 at 4% or $83,444 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 5 | $8,989,304 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | $2,812,209 | $70,093 | $10,013iApproximate average salary by contribution assumption: employee only about $250,332 at 4% or $166,888 at 6%; with 50% employer match about $166,888 at 4% or $111,259 at 6%; with 100% employer match about $125,166 at 4% or $83,444 at 6%. |
| 2010 | 2 | 7 | $10,796,864 | $68,439 | $9,777iApproximate average salary by contribution assumption: employee only about $244,425 at 4% or $162,950 at 6%; with 50% employer match about $162,950 at 4% or $108,633 at 6%; with 100% employer match about $122,213 at 4% or $81,475 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 5 | $7,976,634 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | $2,820,230 | $68,439 | $9,777iApproximate average salary by contribution assumption: employee only about $244,425 at 4% or $162,950 at 6%; with 50% employer match about $162,950 at 4% or $108,633 at 6%; with 100% employer match about $122,213 at 4% or $81,475 at 6%. |
| 2009 | 2 | 7 | $10,113,203 | $86,597 | $12,371iApproximate average salary by contribution assumption: employee only about $309,275 at 4% or $206,183 at 6%; with 50% employer match about $206,183 at 4% or $137,456 at 6%; with 100% employer match about $154,638 at 4% or $103,092 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 5 | $7,706,495 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | $2,406,708 | $86,597 | $12,371iApproximate average salary by contribution assumption: employee only about $309,275 at 4% or $206,183 at 6%; with 50% employer match about $206,183 at 4% or $137,456 at 6%; with 100% employer match about $154,638 at 4% or $103,092 at 6%. |
| 2008 | 2 | 6 | $12,365,582 | $87,059 | $14,510iApproximate average salary by contribution assumption: employee only about $362,746 at 4% or $241,831 at 6%; with 50% employer match about $241,831 at 4% or $161,220 at 6%; with 100% employer match about $181,373 at 4% or $120,915 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $10,469,658 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $1,895,924 | $87,059 | $14,510iApproximate average salary by contribution assumption: employee only about $362,746 at 4% or $241,831 at 6%; with 50% employer match about $241,831 at 4% or $161,220 at 6%; with 100% employer match about $181,373 at 4% or $120,915 at 6%. |
| 2007 | 2 | 6 | $9,617,345 | $0 | - |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $9,617,345 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | - | - | - |
| 2006 | 2 | 6 | $13,116,094 | $90,747 | $15,125iApproximate average salary by contribution assumption: employee only about $378,113 at 4% or $252,075 at 6%; with 50% employer match about $252,075 at 4% or $168,050 at 6%; with 100% employer match about $189,056 at 4% or $126,038 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $10,552,784 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $2,563,310 | $90,747 | $15,125iApproximate average salary by contribution assumption: employee only about $378,113 at 4% or $252,075 at 6%; with 50% employer match about $252,075 at 4% or $168,050 at 6%; with 100% employer match about $189,056 at 4% or $126,038 at 6%. |
| 2005 | 2 | 6 | $13,041,462 | $86,322 | $14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $10,861,276 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $2,180,186 | $86,322 | $14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%. |
| 2004 | 2 | 6 | $12,986,311 | $82,807 | $13,801iApproximate average salary by contribution assumption: employee only about $345,029 at 4% or $230,019 at 6%; with 50% employer match about $230,019 at 4% or $153,346 at 6%; with 100% employer match about $172,515 at 4% or $115,010 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $10,688,207 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $2,298,104 | $82,807 | $13,801iApproximate average salary by contribution assumption: employee only about $345,029 at 4% or $230,019 at 6%; with 50% employer match about $230,019 at 4% or $153,346 at 6%; with 100% employer match about $172,515 at 4% or $115,010 at 6%. |
| 2003 | 2 | 6 | $12,349,253 | $81,678 | $13,613iApproximate average salary by contribution assumption: employee only about $340,325 at 4% or $226,883 at 6%; with 50% employer match about $226,883 at 4% or $151,256 at 6%; with 100% employer match about $170,163 at 4% or $113,442 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 6 | $10,386,802 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 6 | $1,962,451 | $81,678 | $13,613iApproximate average salary by contribution assumption: employee only about $340,325 at 4% or $226,883 at 6%; with 50% employer match about $226,883 at 4% or $151,256 at 6%; with 100% employer match about $170,163 at 4% or $113,442 at 6%. |
| 2002 | 2 | 7 | $11,797,237 | $0 | - |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 7 | $11,797,237 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | - | - | - |
| 2001 | 2 | 7 | $11,142,211 | $0 | - |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 7 | $11,142,211 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 7 | - | - | - |
| 2000 | 2 | 8 | $13,071,545 | $88,787 | $11,098iApproximate average salary by contribution assumption: employee only about $277,459 at 4% or $184,973 at 6%; with 50% employer match about $184,973 at 4% or $123,315 at 6%; with 100% employer match about $138,730 at 4% or $92,486 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 8 | $11,409,579 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 8 | $1,661,966 | $88,787 | $11,098iApproximate average salary by contribution assumption: employee only about $277,459 at 4% or $184,973 at 6%; with 50% employer match about $184,973 at 4% or $123,315 at 6%; with 100% employer match about $138,730 at 4% or $92,486 at 6%. |
| 1999 | 2 | 9 | $15,273,707 | $144,226 | $16,025iApproximate average salary by contribution assumption: employee only about $400,628 at 4% or $267,085 at 6%; with 50% employer match about $267,085 at 4% or $178,057 at 6%; with 100% employer match about $200,314 at 4% or $133,543 at 6%. |
| R.E. Smith and Vivian L. Smith Employees Retirement Fund | - | 9 | $12,452,672 | - | - |
| R.E. Smith Interests Inc. Savings Plan | - | 9 | $2,821,035 | $144,226 | $16,025iApproximate average salary by contribution assumption: employee only about $400,628 at 4% or $267,085 at 6%; with 50% employer match about $267,085 at 4% or $178,057 at 6%; with 100% employer match about $200,314 at 4% or $133,543 at 6%. |