Civic Intelligence

Slw Retirement Plan Advisors

Plan context: Smlfs Retirement Plan

EIN 75-3255593 • Lafayette, CA • 10 filings • 3 plans

3697 Mt. Diablo Blvd., Suite 175Lafayette, CA 94549
Current Snapshot

Latest Year

2020

2020 Participants

32

2020 Assets

$4,796,490

2020 Contributions

$139,037

Historical Graphs

Total Assets Over Time

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

$7,435,803$3,717,902$0201120152019YearValue
$4,796,490Latest year 2019

Participants Over Time

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

82410201120152019YearValue
32Latest year 2019

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
202010$0$0-
Smlfs Retirement Plan-0$0--
2019132$4,796,490$139,037$4,345iApproximate average salary by contribution assumption: employee only about $108,623 at 4% or $72,415 at 6%; with 50% employer match about $72,415 at 4% or $48,277 at 6%; with 100% employer match about $54,311 at 4% or $36,208 at 6%.
Smlfs Retirement Plan-32$4,796,490$139,037$4,345iApproximate average salary by contribution assumption: employee only about $108,623 at 4% or $72,415 at 6%; with 50% employer match about $72,415 at 4% or $48,277 at 6%; with 100% employer match about $54,311 at 4% or $36,208 at 6%.
2018133$3,852,880$88,599$2,685iApproximate average salary by contribution assumption: employee only about $67,120 at 4% or $44,747 at 6%; with 50% employer match about $44,747 at 4% or $29,831 at 6%; with 100% employer match about $33,560 at 4% or $22,373 at 6%.
Smlfs Retirement Plan-33$3,852,880$88,599$2,685iApproximate average salary by contribution assumption: employee only about $67,120 at 4% or $44,747 at 6%; with 50% employer match about $44,747 at 4% or $29,831 at 6%; with 100% employer match about $33,560 at 4% or $22,373 at 6%.
2017135$4,796,689$125,812$3,595iApproximate average salary by contribution assumption: employee only about $89,866 at 4% or $59,910 at 6%; with 50% employer match about $59,910 at 4% or $39,940 at 6%; with 100% employer match about $44,933 at 4% or $29,955 at 6%.
Smlfs Retirement Plan-35$4,796,689$125,812$3,595iApproximate average salary by contribution assumption: employee only about $89,866 at 4% or $59,910 at 6%; with 50% employer match about $59,910 at 4% or $39,940 at 6%; with 100% employer match about $44,933 at 4% or $29,955 at 6%.
2016136$5,317,709$86,508$2,403iApproximate average salary by contribution assumption: employee only about $60,075 at 4% or $40,050 at 6%; with 50% employer match about $40,050 at 4% or $26,700 at 6%; with 100% employer match about $30,038 at 4% or $20,025 at 6%.
Smlfs Retirement Plan-36$5,317,709$86,508$2,403iApproximate average salary by contribution assumption: employee only about $60,075 at 4% or $40,050 at 6%; with 50% employer match about $40,050 at 4% or $26,700 at 6%; with 100% employer match about $30,038 at 4% or $20,025 at 6%.
2015139$5,152,716$55,142$1,414iApproximate average salary by contribution assumption: employee only about $35,347 at 4% or $23,565 at 6%; with 50% employer match about $23,565 at 4% or $15,710 at 6%; with 100% employer match about $17,674 at 4% or $11,782 at 6%.
Smlfs Retirement Plan-39$5,152,716$55,142$1,414iApproximate average salary by contribution assumption: employee only about $35,347 at 4% or $23,565 at 6%; with 50% employer match about $23,565 at 4% or $15,710 at 6%; with 100% employer match about $17,674 at 4% or $11,782 at 6%.
2014143$5,605,324$48,469$1,127iApproximate average salary by contribution assumption: employee only about $28,180 at 4% or $18,786 at 6%; with 50% employer match about $18,786 at 4% or $12,524 at 6%; with 100% employer match about $14,090 at 4% or $9,393 at 6%.
Smlfs Retirement Plan-43$5,605,324$48,469$1,127iApproximate average salary by contribution assumption: employee only about $28,180 at 4% or $18,786 at 6%; with 50% employer match about $18,786 at 4% or $12,524 at 6%; with 100% employer match about $14,090 at 4% or $9,393 at 6%.
2013150$5,770,119$180,558$3,611iApproximate average salary by contribution assumption: employee only about $90,279 at 4% or $60,186 at 6%; with 50% employer match about $60,186 at 4% or $40,124 at 6%; with 100% employer match about $45,140 at 4% or $30,093 at 6%.
Smlfs Retirement Plan-50$5,770,119$180,558$3,611iApproximate average salary by contribution assumption: employee only about $90,279 at 4% or $60,186 at 6%; with 50% employer match about $60,186 at 4% or $40,124 at 6%; with 100% employer match about $45,140 at 4% or $30,093 at 6%.
2012154$5,303,998$45,245$838iApproximate average salary by contribution assumption: employee only about $20,947 at 4% or $13,965 at 6%; with 50% employer match about $13,965 at 4% or $9,310 at 6%; with 100% employer match about $10,473 at 4% or $6,982 at 6%.
Smlfs Retirement Plan-54$5,303,998$45,245$838iApproximate average salary by contribution assumption: employee only about $20,947 at 4% or $13,965 at 6%; with 50% employer match about $13,965 at 4% or $9,310 at 6%; with 100% employer match about $10,473 at 4% or $6,982 at 6%.
2011182$7,435,803$655,976$8,000iApproximate average salary by contribution assumption: employee only about $199,993 at 4% or $133,328 at 6%; with 50% employer match about $133,328 at 4% or $88,886 at 6%; with 100% employer match about $99,996 at 4% or $66,664 at 6%.
Smlfs Retirement Plan-82$7,435,803$655,976$8,000iApproximate average salary by contribution assumption: employee only about $199,993 at 4% or $133,328 at 6%; with 50% employer match about $133,328 at 4% or $88,886 at 6%; with 100% employer match about $99,996 at 4% or $66,664 at 6%.