Civic Intelligence

Smith & Summers LLC

Plan context: Smith & Summers LLC 401K Plan

EIN 75-2620254 • Dallas, TX • 11 filings • 3 plans

100 Crescent Court Suite 1150Dallas, TX 75201
Current Snapshot

Latest Year

2009

2009 Participants

26

2009 Assets

$2,757,216

2009 Contributions

$283,033

Historical Graphs

Total Assets Over Time

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

$3,245,853$1,622,927$0199920042009YearValue
$2,757,216Latest year 2009

Participants Over Time

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

28140199920042009YearValue
26Latest year 2009

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
2009126$2,757,216$283,033$10,886iApproximate average salary by contribution assumption: employee only about $272,147 at 4% or $181,431 at 6%; with 50% employer match about $181,431 at 4% or $120,954 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%.
Smith & Summers LLC 401K Plan-26$2,757,216$283,033$10,886iApproximate average salary by contribution assumption: employee only about $272,147 at 4% or $181,431 at 6%; with 50% employer match about $181,431 at 4% or $120,954 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%.
2008128$2,539,491$739,863$26,424iApproximate average salary by contribution assumption: employee only about $660,592 at 4% or $440,395 at 6%; with 50% employer match about $440,395 at 4% or $293,596 at 6%; with 100% employer match about $330,296 at 4% or $220,197 at 6%.
Smith & Summers LLC 401K Plan-28$2,539,491$739,863$26,424iApproximate average salary by contribution assumption: employee only about $660,592 at 4% or $440,395 at 6%; with 50% employer match about $440,395 at 4% or $293,596 at 6%; with 100% employer match about $330,296 at 4% or $220,197 at 6%.
2007128$3,245,853$790,217$28,222iApproximate average salary by contribution assumption: employee only about $705,551 at 4% or $470,367 at 6%; with 50% employer match about $470,367 at 4% or $313,578 at 6%; with 100% employer match about $352,775 at 4% or $235,184 at 6%.
Smith & Summers LLC 401K Plan-28$3,245,853$790,217$28,222iApproximate average salary by contribution assumption: employee only about $705,551 at 4% or $470,367 at 6%; with 50% employer match about $470,367 at 4% or $313,578 at 6%; with 100% employer match about $352,775 at 4% or $235,184 at 6%.
2006125$2,276,236$506,261$20,250iApproximate average salary by contribution assumption: employee only about $506,261 at 4% or $337,507 at 6%; with 50% employer match about $337,507 at 4% or $225,005 at 6%; with 100% employer match about $253,130 at 4% or $168,754 at 6%.
Smith & Summers LLC 401K Plan-25$2,276,236$506,261$20,250iApproximate average salary by contribution assumption: employee only about $506,261 at 4% or $337,507 at 6%; with 50% employer match about $337,507 at 4% or $225,005 at 6%; with 100% employer match about $253,130 at 4% or $168,754 at 6%.
2005120$1,596,046$372,831$18,642iApproximate average salary by contribution assumption: employee only about $466,039 at 4% or $310,693 at 6%; with 50% employer match about $310,693 at 4% or $207,128 at 6%; with 100% employer match about $233,019 at 4% or $155,346 at 6%.
Smith & Summers LLC 401K Plan-20$1,596,046$372,831$18,642iApproximate average salary by contribution assumption: employee only about $466,039 at 4% or $310,693 at 6%; with 50% employer match about $310,693 at 4% or $207,128 at 6%; with 100% employer match about $233,019 at 4% or $155,346 at 6%.
2004115$1,206,322$262,479$17,499iApproximate average salary by contribution assumption: employee only about $437,465 at 4% or $291,643 at 6%; with 50% employer match about $291,643 at 4% or $194,429 at 6%; with 100% employer match about $218,732 at 4% or $145,822 at 6%.
Smith & Summers LLC 401K Plan-15$1,206,322$262,479$17,499iApproximate average salary by contribution assumption: employee only about $437,465 at 4% or $291,643 at 6%; with 50% employer match about $291,643 at 4% or $194,429 at 6%; with 100% employer match about $218,732 at 4% or $145,822 at 6%.
2003112$816,750$184,926$15,411iApproximate average salary by contribution assumption: employee only about $385,263 at 4% or $256,842 at 6%; with 50% employer match about $256,842 at 4% or $171,228 at 6%; with 100% employer match about $192,631 at 4% or $128,421 at 6%.
Smith & Summers LLC 401K Plan-12$816,750$184,926$15,411iApproximate average salary by contribution assumption: employee only about $385,263 at 4% or $256,842 at 6%; with 50% employer match about $256,842 at 4% or $171,228 at 6%; with 100% employer match about $192,631 at 4% or $128,421 at 6%.
2002111$474,919$101,467$9,224iApproximate average salary by contribution assumption: employee only about $230,607 at 4% or $153,738 at 6%; with 50% employer match about $153,738 at 4% or $102,492 at 6%; with 100% employer match about $115,303 at 4% or $76,869 at 6%.
Smith & Summers LLC 401K Plan-11$474,919$101,467$9,224iApproximate average salary by contribution assumption: employee only about $230,607 at 4% or $153,738 at 6%; with 50% employer match about $153,738 at 4% or $102,492 at 6%; with 100% employer match about $115,303 at 4% or $76,869 at 6%.
2001113$512,870$156,317$12,024iApproximate average salary by contribution assumption: employee only about $300,610 at 4% or $200,406 at 6%; with 50% employer match about $200,406 at 4% or $133,604 at 6%; with 100% employer match about $150,305 at 4% or $100,203 at 6%.
Smith & Summers LLC 401K Plan-13$512,870$156,317$12,024iApproximate average salary by contribution assumption: employee only about $300,610 at 4% or $200,406 at 6%; with 50% employer match about $200,406 at 4% or $133,604 at 6%; with 100% employer match about $150,305 at 4% or $100,203 at 6%.
2000111$455,344$169,014$15,365iApproximate average salary by contribution assumption: employee only about $384,123 at 4% or $256,082 at 6%; with 50% employer match about $256,082 at 4% or $170,721 at 6%; with 100% employer match about $192,061 at 4% or $128,041 at 6%.
Smith & Summers LLC 401K Plan-11$455,344$169,014$15,365iApproximate average salary by contribution assumption: employee only about $384,123 at 4% or $256,082 at 6%; with 50% employer match about $256,082 at 4% or $170,721 at 6%; with 100% employer match about $192,061 at 4% or $128,041 at 6%.
1999114$303,586$177,163$12,655iApproximate average salary by contribution assumption: employee only about $316,363 at 4% or $210,908 at 6%; with 50% employer match about $210,908 at 4% or $140,606 at 6%; with 100% employer match about $158,181 at 4% or $105,454 at 6%.
Smith & Summers LLC 401K Plan-14$303,586$177,163$12,655iApproximate average salary by contribution assumption: employee only about $316,363 at 4% or $210,908 at 6%; with 50% employer match about $210,908 at 4% or $140,606 at 6%; with 100% employer match about $158,181 at 4% or $105,454 at 6%.