Civic Intelligence

Smith, Underwood & Perkins PC.

Plan context: Smith, Underwood & Perkins PC. 401K Profit Sharing Plan

EIN 75-1369863 • Dallas, TX • 25 filings • 6 plans

5420 Lbj Freeway Suite 1900Dallas, TX 75240
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,591,739

2024 Contributions

$140,392

Historical Graphs

Total Assets Over Time

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

$4,153,640$2,076,820$0199920132024YearValue
$3,591,739Latest year 2024

Participants Over Time

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

48240199920122024YearValue
14Latest 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
2024114$3,591,739$140,392$10,028iApproximate average salary by contribution assumption: employee only about $250,700 at 4% or $167,133 at 6%; with 50% employer match about $167,133 at 4% or $111,422 at 6%; with 100% employer match about $125,350 at 4% or $83,567 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-14$3,591,739$140,392$10,028iApproximate average salary by contribution assumption: employee only about $250,700 at 4% or $167,133 at 6%; with 50% employer match about $167,133 at 4% or $111,422 at 6%; with 100% employer match about $125,350 at 4% or $83,567 at 6%.
2023123$4,153,640$162,764$7,077iApproximate average salary by contribution assumption: employee only about $176,917 at 4% or $117,945 at 6%; with 50% employer match about $117,945 at 4% or $78,630 at 6%; with 100% employer match about $88,459 at 4% or $58,972 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-23$4,153,640$162,764$7,077iApproximate average salary by contribution assumption: employee only about $176,917 at 4% or $117,945 at 6%; with 50% employer match about $117,945 at 4% or $78,630 at 6%; with 100% employer match about $88,459 at 4% or $58,972 at 6%.
2022122$3,572,889$191,553$8,707iApproximate average salary by contribution assumption: employee only about $217,674 at 4% or $145,116 at 6%; with 50% employer match about $145,116 at 4% or $96,744 at 6%; with 100% employer match about $108,837 at 4% or $72,558 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-22$3,572,889$191,553$8,707iApproximate average salary by contribution assumption: employee only about $217,674 at 4% or $145,116 at 6%; with 50% employer match about $145,116 at 4% or $96,744 at 6%; with 100% employer match about $108,837 at 4% or $72,558 at 6%.
2021123$4,027,685$189,865$8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-23$4,027,685$189,865$8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
2020123$3,698,179$186,304$8,100iApproximate average salary by contribution assumption: employee only about $202,504 at 4% or $135,003 at 6%; with 50% employer match about $135,003 at 4% or $90,002 at 6%; with 100% employer match about $101,252 at 4% or $67,501 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-23$3,698,179$186,304$8,100iApproximate average salary by contribution assumption: employee only about $202,504 at 4% or $135,003 at 6%; with 50% employer match about $135,003 at 4% or $90,002 at 6%; with 100% employer match about $101,252 at 4% or $67,501 at 6%.
2019123$3,209,804$172,539$7,502iApproximate average salary by contribution assumption: employee only about $187,542 at 4% or $125,028 at 6%; with 50% employer match about $125,028 at 4% or $83,352 at 6%; with 100% employer match about $93,771 at 4% or $62,514 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-23$3,209,804$172,539$7,502iApproximate average salary by contribution assumption: employee only about $187,542 at 4% or $125,028 at 6%; with 50% employer match about $125,028 at 4% or $83,352 at 6%; with 100% employer match about $93,771 at 4% or $62,514 at 6%.
2018123$2,628,720$176,703$7,683iApproximate average salary by contribution assumption: employee only about $192,068 at 4% or $128,046 at 6%; with 50% employer match about $128,046 at 4% or $85,364 at 6%; with 100% employer match about $96,034 at 4% or $64,023 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-23$2,628,720$176,703$7,683iApproximate average salary by contribution assumption: employee only about $192,068 at 4% or $128,046 at 6%; with 50% employer match about $128,046 at 4% or $85,364 at 6%; with 100% employer match about $96,034 at 4% or $64,023 at 6%.
2017125$2,784,028$148,373$5,935iApproximate average salary by contribution assumption: employee only about $148,373 at 4% or $98,915 at 6%; with 50% employer match about $98,915 at 4% or $65,944 at 6%; with 100% employer match about $74,187 at 4% or $49,458 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-25$2,784,028$148,373$5,935iApproximate average salary by contribution assumption: employee only about $148,373 at 4% or $98,915 at 6%; with 50% employer match about $98,915 at 4% or $65,944 at 6%; with 100% employer match about $74,187 at 4% or $49,458 at 6%.
2016124$2,379,055$136,079$5,670iApproximate average salary by contribution assumption: employee only about $141,749 at 4% or $94,499 at 6%; with 50% employer match about $94,499 at 4% or $63,000 at 6%; with 100% employer match about $70,874 at 4% or $47,250 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-24$2,379,055$136,079$5,670iApproximate average salary by contribution assumption: employee only about $141,749 at 4% or $94,499 at 6%; with 50% employer match about $94,499 at 4% or $63,000 at 6%; with 100% employer match about $70,874 at 4% or $47,250 at 6%.
2015128$2,226,222$152,429$5,444iApproximate average salary by contribution assumption: employee only about $136,097 at 4% or $90,732 at 6%; with 50% employer match about $90,732 at 4% or $60,488 at 6%; with 100% employer match about $68,049 at 4% or $45,366 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-28$2,226,222$152,429$5,444iApproximate average salary by contribution assumption: employee only about $136,097 at 4% or $90,732 at 6%; with 50% employer match about $90,732 at 4% or $60,488 at 6%; with 100% employer match about $68,049 at 4% or $45,366 at 6%.
2014131$2,236,330$183,172$5,909iApproximate average salary by contribution assumption: employee only about $147,719 at 4% or $98,480 at 6%; with 50% employer match about $98,480 at 4% or $65,653 at 6%; with 100% employer match about $73,860 at 4% or $49,240 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-31$2,236,330$183,172$5,909iApproximate average salary by contribution assumption: employee only about $147,719 at 4% or $98,480 at 6%; with 50% employer match about $98,480 at 4% or $65,653 at 6%; with 100% employer match about $73,860 at 4% or $49,240 at 6%.
2013130$1,980,939$196,159$6,539iApproximate average salary by contribution assumption: employee only about $163,466 at 4% or $108,977 at 6%; with 50% employer match about $108,977 at 4% or $72,651 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-30$1,980,939$196,159$6,539iApproximate average salary by contribution assumption: employee only about $163,466 at 4% or $108,977 at 6%; with 50% employer match about $108,977 at 4% or $72,651 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%.
2012130$1,717,628$192,955$6,432iApproximate average salary by contribution assumption: employee only about $160,796 at 4% or $107,197 at 6%; with 50% employer match about $107,197 at 4% or $71,465 at 6%; with 100% employer match about $80,398 at 4% or $53,599 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-30$1,717,628$192,955$6,432iApproximate average salary by contribution assumption: employee only about $160,796 at 4% or $107,197 at 6%; with 50% employer match about $107,197 at 4% or $71,465 at 6%; with 100% employer match about $80,398 at 4% or $53,599 at 6%.
2011134$1,464,873$181,081$5,326iApproximate average salary by contribution assumption: employee only about $133,148 at 4% or $88,765 at 6%; with 50% employer match about $88,765 at 4% or $59,177 at 6%; with 100% employer match about $66,574 at 4% or $44,383 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-34$1,464,873$181,081$5,326iApproximate average salary by contribution assumption: employee only about $133,148 at 4% or $88,765 at 6%; with 50% employer match about $88,765 at 4% or $59,177 at 6%; with 100% employer match about $66,574 at 4% or $44,383 at 6%.
2010133$1,669,711$153,659$4,656iApproximate average salary by contribution assumption: employee only about $116,408 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,737 at 6%; with 100% employer match about $58,204 at 4% or $38,803 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-33$1,669,711$153,659$4,656iApproximate average salary by contribution assumption: employee only about $116,408 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,737 at 6%; with 100% employer match about $58,204 at 4% or $38,803 at 6%.
2009127$1,394,745$157,505$5,834iApproximate average salary by contribution assumption: employee only about $145,838 at 4% or $97,225 at 6%; with 50% employer match about $97,225 at 4% or $64,817 at 6%; with 100% employer match about $72,919 at 4% or $48,613 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-27$1,394,745$157,505$5,834iApproximate average salary by contribution assumption: employee only about $145,838 at 4% or $97,225 at 6%; with 50% employer match about $97,225 at 4% or $64,817 at 6%; with 100% employer match about $72,919 at 4% or $48,613 at 6%.
2008145$1,178,420$305,992$6,800iApproximate average salary by contribution assumption: employee only about $169,996 at 4% or $113,330 at 6%; with 50% employer match about $113,330 at 4% or $75,554 at 6%; with 100% employer match about $84,998 at 4% or $56,665 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-45$1,178,420$305,992$6,800iApproximate average salary by contribution assumption: employee only about $169,996 at 4% or $113,330 at 6%; with 50% employer match about $113,330 at 4% or $75,554 at 6%; with 100% employer match about $84,998 at 4% or $56,665 at 6%.
2007140$0$0-
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-40---
2006143$1,381,817$166,012$3,861iApproximate average salary by contribution assumption: employee only about $96,519 at 4% or $64,346 at 6%; with 50% employer match about $64,346 at 4% or $42,897 at 6%; with 100% employer match about $48,259 at 4% or $32,173 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-43$1,381,817$166,012$3,861iApproximate average salary by contribution assumption: employee only about $96,519 at 4% or $64,346 at 6%; with 50% employer match about $64,346 at 4% or $42,897 at 6%; with 100% employer match about $48,259 at 4% or $32,173 at 6%.
2005144$1,185,542$152,816$3,473iApproximate average salary by contribution assumption: employee only about $86,827 at 4% or $57,885 at 6%; with 50% employer match about $57,885 at 4% or $38,590 at 6%; with 100% employer match about $43,414 at 4% or $28,942 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-44$1,185,542$152,816$3,473iApproximate average salary by contribution assumption: employee only about $86,827 at 4% or $57,885 at 6%; with 50% employer match about $57,885 at 4% or $38,590 at 6%; with 100% employer match about $43,414 at 4% or $28,942 at 6%.
2004148$997,162$220,372$4,591iApproximate average salary by contribution assumption: employee only about $114,777 at 4% or $76,518 at 6%; with 50% employer match about $76,518 at 4% or $51,012 at 6%; with 100% employer match about $57,389 at 4% or $38,259 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-48$997,162$220,372$4,591iApproximate average salary by contribution assumption: employee only about $114,777 at 4% or $76,518 at 6%; with 50% employer match about $76,518 at 4% or $51,012 at 6%; with 100% employer match about $57,389 at 4% or $38,259 at 6%.
2003135$767,378$119,360$3,410iApproximate average salary by contribution assumption: employee only about $85,257 at 4% or $56,838 at 6%; with 50% employer match about $56,838 at 4% or $37,892 at 6%; with 100% employer match about $42,629 at 4% or $28,419 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-35$767,378$119,360$3,410iApproximate average salary by contribution assumption: employee only about $85,257 at 4% or $56,838 at 6%; with 50% employer match about $56,838 at 4% or $37,892 at 6%; with 100% employer match about $42,629 at 4% or $28,419 at 6%.
2002137$544,254$75,004$2,027iApproximate average salary by contribution assumption: employee only about $50,678 at 4% or $33,786 at 6%; with 50% employer match about $33,786 at 4% or $22,524 at 6%; with 100% employer match about $25,339 at 4% or $16,893 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-37$544,254$75,004$2,027iApproximate average salary by contribution assumption: employee only about $50,678 at 4% or $33,786 at 6%; with 50% employer match about $33,786 at 4% or $22,524 at 6%; with 100% employer match about $25,339 at 4% or $16,893 at 6%.
2000127$589,519$75,205$2,785iApproximate average salary by contribution assumption: employee only about $69,634 at 4% or $46,423 at 6%; with 50% employer match about $46,423 at 4% or $30,949 at 6%; with 100% employer match about $34,817 at 4% or $23,211 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-27$589,519$75,205$2,785iApproximate average salary by contribution assumption: employee only about $69,634 at 4% or $46,423 at 6%; with 50% employer match about $46,423 at 4% or $30,949 at 6%; with 100% employer match about $34,817 at 4% or $23,211 at 6%.
1999135$619,763$116,450$3,327iApproximate average salary by contribution assumption: employee only about $83,179 at 4% or $55,452 at 6%; with 50% employer match about $55,452 at 4% or $36,968 at 6%; with 100% employer match about $41,589 at 4% or $27,726 at 6%.
Smith, Underwood & Perkins PC. 401K Profit Sharing Plan-35$619,763$116,450$3,327iApproximate average salary by contribution assumption: employee only about $83,179 at 4% or $55,452 at 6%; with 50% employer match about $55,452 at 4% or $36,968 at 6%; with 100% employer match about $41,589 at 4% or $27,726 at 6%.