Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$469,299
2024 Contributions
$15,934
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 | 1 | 0 | $0 | $15,934 | - |
| Herman Smith & Co Ltd | - | 0 | - | $15,934 | - |
| 2023 | 1 | 2 | $469,299 | $29,080 | $14,540iApproximate average salary by contribution assumption: employee only about $363,500 at 4% or $242,333 at 6%; with 50% employer match about $242,333 at 4% or $161,556 at 6%; with 100% employer match about $181,750 at 4% or $121,167 at 6%. |
| Herman Smith & Co Ltd | - | 2 | $469,299 | $29,080 | $14,540iApproximate average salary by contribution assumption: employee only about $363,500 at 4% or $242,333 at 6%; with 50% employer match about $242,333 at 4% or $161,556 at 6%; with 100% employer match about $181,750 at 4% or $121,167 at 6%. |
| 2022 | 1 | 2 | $454,873 | $26,882 | $13,441iApproximate average salary by contribution assumption: employee only about $336,025 at 4% or $224,017 at 6%; with 50% employer match about $224,017 at 4% or $149,344 at 6%; with 100% employer match about $168,013 at 4% or $112,008 at 6%. |
| Herman Smith & Co Ltd | - | 2 | $454,873 | $26,882 | $13,441iApproximate average salary by contribution assumption: employee only about $336,025 at 4% or $224,017 at 6%; with 50% employer match about $224,017 at 4% or $149,344 at 6%; with 100% employer match about $168,013 at 4% or $112,008 at 6%. |
| 2021 | 1 | 2 | $492,089 | $74,735 | $37,368iApproximate average salary by contribution assumption: employee only about $934,188 at 4% or $622,792 at 6%; with 50% employer match about $622,792 at 4% or $415,194 at 6%; with 100% employer match about $467,094 at 4% or $311,396 at 6%. |
| Herman Smith & Co Ltd | - | 2 | $492,089 | $74,735 | $37,368iApproximate average salary by contribution assumption: employee only about $934,188 at 4% or $622,792 at 6%; with 50% employer match about $622,792 at 4% or $415,194 at 6%; with 100% employer match about $467,094 at 4% or $311,396 at 6%. |
| 2020 | 1 | 5 | $2,011,795 | $92,461 | $18,492iApproximate average salary by contribution assumption: employee only about $462,305 at 4% or $308,203 at 6%; with 50% employer match about $308,203 at 4% or $205,469 at 6%; with 100% employer match about $231,153 at 4% or $154,102 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $2,011,795 | $92,461 | $18,492iApproximate average salary by contribution assumption: employee only about $462,305 at 4% or $308,203 at 6%; with 50% employer match about $308,203 at 4% or $205,469 at 6%; with 100% employer match about $231,153 at 4% or $154,102 at 6%. |
| 2019 | 1 | 5 | $1,996,986 | $93,246 | $18,649iApproximate average salary by contribution assumption: employee only about $466,230 at 4% or $310,820 at 6%; with 50% employer match about $310,820 at 4% or $207,213 at 6%; with 100% employer match about $233,115 at 4% or $155,410 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,996,986 | $93,246 | $18,649iApproximate average salary by contribution assumption: employee only about $466,230 at 4% or $310,820 at 6%; with 50% employer match about $310,820 at 4% or $207,213 at 6%; with 100% employer match about $233,115 at 4% or $155,410 at 6%. |
| 2018 | 1 | 5 | $1,779,724 | $91,256 | $18,251iApproximate average salary by contribution assumption: employee only about $456,280 at 4% or $304,187 at 6%; with 50% employer match about $304,187 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,779,724 | $91,256 | $18,251iApproximate average salary by contribution assumption: employee only about $456,280 at 4% or $304,187 at 6%; with 50% employer match about $304,187 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%. |
| 2017 | 1 | 5 | $1,684,164 | $89,673 | $17,935iApproximate average salary by contribution assumption: employee only about $448,365 at 4% or $298,910 at 6%; with 50% employer match about $298,910 at 4% or $199,273 at 6%; with 100% employer match about $224,182 at 4% or $149,455 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,684,164 | $89,673 | $17,935iApproximate average salary by contribution assumption: employee only about $448,365 at 4% or $298,910 at 6%; with 50% employer match about $298,910 at 4% or $199,273 at 6%; with 100% employer match about $224,182 at 4% or $149,455 at 6%. |
| 2016 | 1 | 5 | $1,468,966 | $88,600 | $17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,468,966 | $88,600 | $17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%. |
| 2015 | 1 | 5 | $1,213,326 | $88,999 | $17,800iApproximate average salary by contribution assumption: employee only about $444,995 at 4% or $296,663 at 6%; with 50% employer match about $296,663 at 4% or $197,776 at 6%; with 100% employer match about $222,498 at 4% or $148,332 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,213,326 | $88,999 | $17,800iApproximate average salary by contribution assumption: employee only about $444,995 at 4% or $296,663 at 6%; with 50% employer match about $296,663 at 4% or $197,776 at 6%; with 100% employer match about $222,498 at 4% or $148,332 at 6%. |
| 2014 | 1 | 5 | $1,276,218 | $86,817 | $17,363iApproximate average salary by contribution assumption: employee only about $434,085 at 4% or $289,390 at 6%; with 50% employer match about $289,390 at 4% or $192,927 at 6%; with 100% employer match about $217,043 at 4% or $144,695 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,276,218 | $86,817 | $17,363iApproximate average salary by contribution assumption: employee only about $434,085 at 4% or $289,390 at 6%; with 50% employer match about $289,390 at 4% or $192,927 at 6%; with 100% employer match about $217,043 at 4% or $144,695 at 6%. |
| 2013 | 1 | 5 | $1,392,300 | $86,144 | $17,229iApproximate average salary by contribution assumption: employee only about $430,720 at 4% or $287,147 at 6%; with 50% employer match about $287,147 at 4% or $191,431 at 6%; with 100% employer match about $215,360 at 4% or $143,573 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,392,300 | $86,144 | $17,229iApproximate average salary by contribution assumption: employee only about $430,720 at 4% or $287,147 at 6%; with 50% employer match about $287,147 at 4% or $191,431 at 6%; with 100% employer match about $215,360 at 4% or $143,573 at 6%. |
| 2012 | 1 | 5 | $1,120,125 | $101,621 | $20,324iApproximate average salary by contribution assumption: employee only about $508,105 at 4% or $338,737 at 6%; with 50% employer match about $338,737 at 4% or $225,824 at 6%; with 100% employer match about $254,053 at 4% or $169,368 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $1,120,125 | $101,621 | $20,324iApproximate average salary by contribution assumption: employee only about $508,105 at 4% or $338,737 at 6%; with 50% employer match about $338,737 at 4% or $225,824 at 6%; with 100% employer match about $254,053 at 4% or $169,368 at 6%. |
| 2011 | 1 | 4 | $1,007,505 | $80,711 | $20,178iApproximate average salary by contribution assumption: employee only about $504,444 at 4% or $336,296 at 6%; with 50% employer match about $336,296 at 4% or $224,197 at 6%; with 100% employer match about $252,222 at 4% or $168,148 at 6%. |
| Herman Smith & Co Ltd | - | 4 | $1,007,505 | $80,711 | $20,178iApproximate average salary by contribution assumption: employee only about $504,444 at 4% or $336,296 at 6%; with 50% employer match about $336,296 at 4% or $224,197 at 6%; with 100% employer match about $252,222 at 4% or $168,148 at 6%. |
| 2010 | 1 | 4 | $929,083 | $83,768 | $20,942iApproximate average salary by contribution assumption: employee only about $523,550 at 4% or $349,033 at 6%; with 50% employer match about $349,033 at 4% or $232,689 at 6%; with 100% employer match about $261,775 at 4% or $174,517 at 6%. |
| Herman Smith & Co Ltd | - | 4 | $929,083 | $83,768 | $20,942iApproximate average salary by contribution assumption: employee only about $523,550 at 4% or $349,033 at 6%; with 50% employer match about $349,033 at 4% or $232,689 at 6%; with 100% employer match about $261,775 at 4% or $174,517 at 6%. |
| 2009 | 1 | 5 | $718,985 | $83,083 | $16,617iApproximate average salary by contribution assumption: employee only about $415,415 at 4% or $276,943 at 6%; with 50% employer match about $276,943 at 4% or $184,629 at 6%; with 100% employer match about $207,707 at 4% or $138,472 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $718,985 | $83,083 | $16,617iApproximate average salary by contribution assumption: employee only about $415,415 at 4% or $276,943 at 6%; with 50% employer match about $276,943 at 4% or $184,629 at 6%; with 100% employer match about $207,707 at 4% or $138,472 at 6%. |
| 2008 | 1 | 5 | $549,053 | $78,674 | $15,735iApproximate average salary by contribution assumption: employee only about $393,370 at 4% or $262,247 at 6%; with 50% employer match about $262,247 at 4% or $174,831 at 6%; with 100% employer match about $196,685 at 4% or $131,123 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $549,053 | $78,674 | $15,735iApproximate average salary by contribution assumption: employee only about $393,370 at 4% or $262,247 at 6%; with 50% employer match about $262,247 at 4% or $174,831 at 6%; with 100% employer match about $196,685 at 4% or $131,123 at 6%. |
| 2007 | 1 | 5 | $565,520 | $78,436 | $15,687iApproximate average salary by contribution assumption: employee only about $392,180 at 4% or $261,453 at 6%; with 50% employer match about $261,453 at 4% or $174,302 at 6%; with 100% employer match about $196,090 at 4% or $130,727 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $565,520 | $78,436 | $15,687iApproximate average salary by contribution assumption: employee only about $392,180 at 4% or $261,453 at 6%; with 50% employer match about $261,453 at 4% or $174,302 at 6%; with 100% employer match about $196,090 at 4% or $130,727 at 6%. |
| 2006 | 1 | 5 | $498,009 | $67,865 | $13,573iApproximate average salary by contribution assumption: employee only about $339,325 at 4% or $226,217 at 6%; with 50% employer match about $226,217 at 4% or $150,811 at 6%; with 100% employer match about $169,663 at 4% or $113,108 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $498,009 | $67,865 | $13,573iApproximate average salary by contribution assumption: employee only about $339,325 at 4% or $226,217 at 6%; with 50% employer match about $226,217 at 4% or $150,811 at 6%; with 100% employer match about $169,663 at 4% or $113,108 at 6%. |
| 2005 | 1 | 5 | $428,816 | $68,481 | $13,696iApproximate average salary by contribution assumption: employee only about $342,405 at 4% or $228,270 at 6%; with 50% employer match about $228,270 at 4% or $152,180 at 6%; with 100% employer match about $171,203 at 4% or $114,135 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $428,816 | $68,481 | $13,696iApproximate average salary by contribution assumption: employee only about $342,405 at 4% or $228,270 at 6%; with 50% employer match about $228,270 at 4% or $152,180 at 6%; with 100% employer match about $171,203 at 4% or $114,135 at 6%. |
| 2004 | 1 | 5 | $346,829 | $62,721 | $12,544iApproximate average salary by contribution assumption: employee only about $313,605 at 4% or $209,070 at 6%; with 50% employer match about $209,070 at 4% or $139,380 at 6%; with 100% employer match about $156,803 at 4% or $104,535 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $346,829 | $62,721 | $12,544iApproximate average salary by contribution assumption: employee only about $313,605 at 4% or $209,070 at 6%; with 50% employer match about $209,070 at 4% or $139,380 at 6%; with 100% employer match about $156,803 at 4% or $104,535 at 6%. |
| 2003 | 1 | 5 | $273,907 | $61,381 | $12,276iApproximate average salary by contribution assumption: employee only about $306,905 at 4% or $204,603 at 6%; with 50% employer match about $204,603 at 4% or $136,402 at 6%; with 100% employer match about $153,453 at 4% or $102,302 at 6%. |
| Herman Smith & Co Ltd | - | 5 | $273,907 | $61,381 | $12,276iApproximate average salary by contribution assumption: employee only about $306,905 at 4% or $204,603 at 6%; with 50% employer match about $204,603 at 4% or $136,402 at 6%; with 100% employer match about $153,453 at 4% or $102,302 at 6%. |
| 2002 | 1 | 6 | $188,327 | $57,126 | $9,521iApproximate average salary by contribution assumption: employee only about $238,025 at 4% or $158,683 at 6%; with 50% employer match about $158,683 at 4% or $105,789 at 6%; with 100% employer match about $119,013 at 4% or $79,342 at 6%. |
| Herman Smith & Co Ltd | - | 6 | $188,327 | $57,126 | $9,521iApproximate average salary by contribution assumption: employee only about $238,025 at 4% or $158,683 at 6%; with 50% employer match about $158,683 at 4% or $105,789 at 6%; with 100% employer match about $119,013 at 4% or $79,342 at 6%. |
| 2001 | 1 | 6 | $179,182 | $40,778 | $6,796iApproximate average salary by contribution assumption: employee only about $169,908 at 4% or $113,272 at 6%; with 50% employer match about $113,272 at 4% or $75,515 at 6%; with 100% employer match about $84,954 at 4% or $56,636 at 6%. |
| Herman Smith & Co Ltd | - | 6 | $179,182 | $40,778 | $6,796iApproximate average salary by contribution assumption: employee only about $169,908 at 4% or $113,272 at 6%; with 50% employer match about $113,272 at 4% or $75,515 at 6%; with 100% employer match about $84,954 at 4% or $56,636 at 6%. |
| 2000 | 1 | 6 | $156,055 | $38,657 | $6,443iApproximate average salary by contribution assumption: employee only about $161,071 at 4% or $107,381 at 6%; with 50% employer match about $107,381 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%. |
| Herman Smith & Co Ltd | - | 6 | $156,055 | $38,657 | $6,443iApproximate average salary by contribution assumption: employee only about $161,071 at 4% or $107,381 at 6%; with 50% employer match about $107,381 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%. |