Civic Intelligence

Heard & Smith LLP

Plan context: Heard & Smith LLP 401(K) Retirement Plan

EIN 74-2712971 • San Antonio, TX • 41 filings • 7 plans

3737 Broadway, Suite 310San Antonio, TX 78209-6547
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$5,176,423

2024 Contributions

$536,758

Historical Graphs

Total Assets Over Time

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

$5,176,423$2,588,212$0200320152024YearValue
$5,176,423Latest year 2024

Participants Over Time

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

144720200320142024YearValue
114Latest 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
20242114$5,176,423$536,758$4,708iApproximate average salary by contribution assumption: employee only about $117,710 at 4% or $78,473 at 6%; with 50% employer match about $78,473 at 4% or $52,316 at 6%; with 100% employer match about $58,855 at 4% or $39,237 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-91$5,176,423$536,758$5,898iApproximate average salary by contribution assumption: employee only about $147,461 at 4% or $98,307 at 6%; with 50% employer match about $98,307 at 4% or $65,538 at 6%; with 100% employer match about $73,730 at 4% or $49,154 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-114---
20232119$4,414,869$669,006$5,622iApproximate average salary by contribution assumption: employee only about $140,547 at 4% or $93,698 at 6%; with 50% employer match about $93,698 at 4% or $62,466 at 6%; with 100% employer match about $70,274 at 4% or $46,849 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-85$4,414,869$669,006$7,871iApproximate average salary by contribution assumption: employee only about $196,766 at 4% or $131,178 at 6%; with 50% employer match about $131,178 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-119---
20222106$3,578,545$561,041$5,293iApproximate average salary by contribution assumption: employee only about $132,321 at 4% or $88,214 at 6%; with 50% employer match about $88,214 at 4% or $58,809 at 6%; with 100% employer match about $66,160 at 4% or $44,107 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-80$3,578,545$561,041$7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,884 at 6%; with 50% employer match about $116,884 at 4% or $77,922 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-106---
2021297$4,139,620$585,468$6,036iApproximate average salary by contribution assumption: employee only about $150,894 at 4% or $100,596 at 6%; with 50% employer match about $100,596 at 4% or $67,064 at 6%; with 100% employer match about $75,447 at 4% or $50,298 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-85$4,139,620$585,468$6,888iApproximate average salary by contribution assumption: employee only about $172,196 at 4% or $114,798 at 6%; with 50% employer match about $114,798 at 4% or $76,532 at 6%; with 100% employer match about $86,098 at 4% or $57,399 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-97---
20202112$3,422,022$484,449$4,325iApproximate average salary by contribution assumption: employee only about $108,136 at 4% or $72,091 at 6%; with 50% employer match about $72,091 at 4% or $48,060 at 6%; with 100% employer match about $54,068 at 4% or $36,045 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-92$3,422,022$484,449$5,266iApproximate average salary by contribution assumption: employee only about $131,644 at 4% or $87,763 at 6%; with 50% employer match about $87,763 at 4% or $58,508 at 6%; with 100% employer match about $65,822 at 4% or $43,881 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-112---
20192104$2,880,696$514,253$4,945iApproximate average salary by contribution assumption: employee only about $123,619 at 4% or $82,412 at 6%; with 50% employer match about $82,412 at 4% or $54,942 at 6%; with 100% employer match about $61,809 at 4% or $41,206 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-88$2,880,696$514,253$5,844iApproximate average salary by contribution assumption: employee only about $146,095 at 4% or $97,396 at 6%; with 50% employer match about $97,396 at 4% or $64,931 at 6%; with 100% employer match about $73,047 at 4% or $48,698 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-104---
20182123$2,193,081$426,661$3,469iApproximate average salary by contribution assumption: employee only about $86,720 at 4% or $57,813 at 6%; with 50% employer match about $57,813 at 4% or $38,542 at 6%; with 100% employer match about $43,360 at 4% or $28,907 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-80$2,193,081$426,661$5,333iApproximate average salary by contribution assumption: employee only about $133,332 at 4% or $88,888 at 6%; with 50% employer match about $88,888 at 4% or $59,258 at 6%; with 100% employer match about $66,666 at 4% or $44,444 at 6%.
HEARD & SMITH HEALTH & WELFARE BENEFITS PLAN-123---
2017382$3,879,963$437,342$5,333iApproximate average salary by contribution assumption: employee only about $133,336 at 4% or $88,891 at 6%; with 50% employer match about $88,891 at 4% or $59,260 at 6%; with 100% employer match about $66,668 at 4% or $44,445 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-82$3,879,963$437,342$5,333iApproximate average salary by contribution assumption: employee only about $133,336 at 4% or $88,891 at 6%; with 50% employer match about $88,891 at 4% or $59,260 at 6%; with 100% employer match about $66,668 at 4% or $44,445 at 6%.
HEARD & SMITH MEDICAL PLAN-0---
Heard and Smith Ancillary Plan-0---
20162118$3,308,849$489,096$4,145iApproximate average salary by contribution assumption: employee only about $103,622 at 4% or $69,081 at 6%; with 50% employer match about $69,081 at 4% or $46,054 at 6%; with 100% employer match about $51,811 at 4% or $34,541 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-85$3,308,849$489,096$5,754iApproximate average salary by contribution assumption: employee only about $143,852 at 4% or $95,901 at 6%; with 50% employer match about $95,901 at 4% or $63,934 at 6%; with 100% employer match about $71,926 at 4% or $47,951 at 6%.
Heard and Smith Ancillary Plan-118---
20153132$2,964,312$538,801$4,082iApproximate average salary by contribution assumption: employee only about $102,046 at 4% or $68,030 at 6%; with 50% employer match about $68,030 at 4% or $45,354 at 6%; with 100% employer match about $51,023 at 4% or $34,015 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-83$2,964,312$538,801$6,492iApproximate average salary by contribution assumption: employee only about $162,289 at 4% or $108,193 at 6%; with 50% employer match about $108,193 at 4% or $72,129 at 6%; with 100% employer match about $81,145 at 4% or $54,096 at 6%.
HEARD AND SMITH MEDICAL PLAN-132---
Heard and Smith Ancillary Plan-118---
20143113$2,734,966$451,728$3,998iApproximate average salary by contribution assumption: employee only about $99,940 at 4% or $66,627 at 6%; with 50% employer match about $66,627 at 4% or $44,418 at 6%; with 100% employer match about $49,970 at 4% or $33,313 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-93$2,734,966$451,728$4,857iApproximate average salary by contribution assumption: employee only about $121,432 at 4% or $80,955 at 6%; with 50% employer match about $80,955 at 4% or $53,970 at 6%; with 100% employer match about $60,716 at 4% or $40,477 at 6%.
Heard and Smith Ancillary Plan-113---
HEARD AND SMITH MEDICAL PLAN-113---
20133144$2,608,777$343,131$2,383iApproximate average salary by contribution assumption: employee only about $59,571 at 4% or $39,714 at 6%; with 50% employer match about $39,714 at 4% or $26,476 at 6%; with 100% employer match about $29,786 at 4% or $19,857 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-86$2,608,777$343,131$3,990iApproximate average salary by contribution assumption: employee only about $99,747 at 4% or $66,498 at 6%; with 50% employer match about $66,498 at 4% or $44,332 at 6%; with 100% employer match about $49,874 at 4% or $33,249 at 6%.
Heard and Smith Ancillary Plan-144---
HEARD AND SMITH MEDICAL PLAN-144---
20123129$2,153,122$410,481$3,182iApproximate average salary by contribution assumption: employee only about $79,551 at 4% or $53,034 at 6%; with 50% employer match about $53,034 at 4% or $35,356 at 6%; with 100% employer match about $39,775 at 4% or $26,517 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-106$2,153,122$410,481$3,872iApproximate average salary by contribution assumption: employee only about $96,812 at 4% or $64,541 at 6%; with 50% employer match about $64,541 at 4% or $43,027 at 6%; with 100% employer match about $48,406 at 4% or $32,271 at 6%.
Heard and Smith Ancillary Plan-129---
HEARD AND SMITH MEDICAL PLAN-129---
20111107$1,793,006$391,765$3,661iApproximate average salary by contribution assumption: employee only about $91,534 at 4% or $61,023 at 6%; with 50% employer match about $61,023 at 4% or $40,682 at 6%; with 100% employer match about $45,767 at 4% or $30,511 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-107$1,793,006$391,765$3,661iApproximate average salary by contribution assumption: employee only about $91,534 at 4% or $61,023 at 6%; with 50% employer match about $61,023 at 4% or $40,682 at 6%; with 100% employer match about $45,767 at 4% or $30,511 at 6%.
2010186$1,914,192$308,603$3,588iApproximate average salary by contribution assumption: employee only about $89,710 at 4% or $59,807 at 6%; with 50% employer match about $59,807 at 4% or $39,871 at 6%; with 100% employer match about $44,855 at 4% or $29,903 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-86$1,914,192$308,603$3,588iApproximate average salary by contribution assumption: employee only about $89,710 at 4% or $59,807 at 6%; with 50% employer match about $59,807 at 4% or $39,871 at 6%; with 100% employer match about $44,855 at 4% or $29,903 at 6%.
2009277$1,639,346$318,654$4,138iApproximate average salary by contribution assumption: employee only about $103,459 at 4% or $68,973 at 6%; with 50% employer match about $68,973 at 4% or $45,982 at 6%; with 100% employer match about $51,730 at 4% or $34,486 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-77$1,639,346$318,654$4,138iApproximate average salary by contribution assumption: employee only about $103,459 at 4% or $68,973 at 6%; with 50% employer match about $68,973 at 4% or $45,982 at 6%; with 100% employer match about $51,730 at 4% or $34,486 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-----
2008159$0$0-
Heard & Smith LLP 401(K) Retirement Plan-59---
2007151$0$0-
Heard & Smith LLP 401(K) Retirement Plan-51---
2006141$928,578$254,099$6,198iApproximate average salary by contribution assumption: employee only about $154,938 at 4% or $103,292 at 6%; with 50% employer match about $103,292 at 4% or $68,862 at 6%; with 100% employer match about $77,469 at 4% or $51,646 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-41$928,578$254,099$6,198iApproximate average salary by contribution assumption: employee only about $154,938 at 4% or $103,292 at 6%; with 50% employer match about $103,292 at 4% or $68,862 at 6%; with 100% employer match about $77,469 at 4% or $51,646 at 6%.
2005130$583,830$224,504$7,483iApproximate average salary by contribution assumption: employee only about $187,087 at 4% or $124,724 at 6%; with 50% employer match about $124,724 at 4% or $83,150 at 6%; with 100% employer match about $93,543 at 4% or $62,362 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-30$583,830$224,504$7,483iApproximate average salary by contribution assumption: employee only about $187,087 at 4% or $124,724 at 6%; with 50% employer match about $124,724 at 4% or $83,150 at 6%; with 100% employer match about $93,543 at 4% or $62,362 at 6%.
2004128$372,724$194,059$6,931iApproximate average salary by contribution assumption: employee only about $173,267 at 4% or $115,511 at 6%; with 50% employer match about $115,511 at 4% or $77,008 at 6%; with 100% employer match about $86,633 at 4% or $57,756 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-28$372,724$194,059$6,931iApproximate average salary by contribution assumption: employee only about $173,267 at 4% or $115,511 at 6%; with 50% employer match about $115,511 at 4% or $77,008 at 6%; with 100% employer match about $86,633 at 4% or $57,756 at 6%.
2003120$170,357$170,652$8,533iApproximate average salary by contribution assumption: employee only about $213,315 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%.
Heard & Smith LLP 401(K) Retirement Plan-20$170,357$170,652$8,533iApproximate average salary by contribution assumption: employee only about $213,315 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%.