Civic Intelligence

SMITH MANAGEMENT COMPANY 401K PROFIT SHARING PLAN

Plan context: Smith Management Company 401K Profit Sharing Plan

EIN 76-0209406 • Houston, TX • 27 filings • 5 plans

840 Gessner #1000Houston, TX 77024
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$12,415,127

2024 Contributions

$775,735

Historical Graphs

Total Assets Over Time

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

$12,415,127$6,207,564$0199920132024YearValue
$12,415,127Latest year 2024

Participants Over Time

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

31160199920122024YearValue
27Latest 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
2024127$12,415,127$775,735$28,731iApproximate average salary by contribution assumption: employee only about $718,273 at 4% or $478,849 at 6%; with 50% employer match about $478,849 at 4% or $319,233 at 6%; with 100% employer match about $359,137 at 4% or $239,424 at 6%.
Smith Management Company 401K Profit Sharing Plan-27$12,415,127$775,735$28,731iApproximate average salary by contribution assumption: employee only about $718,273 at 4% or $478,849 at 6%; with 50% employer match about $478,849 at 4% or $319,233 at 6%; with 100% employer match about $359,137 at 4% or $239,424 at 6%.
2023127$10,215,870$745,658$27,617iApproximate average salary by contribution assumption: employee only about $690,424 at 4% or $460,283 at 6%; with 50% employer match about $460,283 at 4% or $306,855 at 6%; with 100% employer match about $345,212 at 4% or $230,141 at 6%.
Smith Management Company 401K Profit Sharing Plan-27$10,215,870$745,658$27,617iApproximate average salary by contribution assumption: employee only about $690,424 at 4% or $460,283 at 6%; with 50% employer match about $460,283 at 4% or $306,855 at 6%; with 100% employer match about $345,212 at 4% or $230,141 at 6%.
2022130$8,067,569$738,454$24,615iApproximate average salary by contribution assumption: employee only about $615,378 at 4% or $410,252 at 6%; with 50% employer match about $410,252 at 4% or $273,501 at 6%; with 100% employer match about $307,689 at 4% or $205,126 at 6%.
Smith Management Company 401K Profit Sharing Plan-30$8,067,569$738,454$24,615iApproximate average salary by contribution assumption: employee only about $615,378 at 4% or $410,252 at 6%; with 50% employer match about $410,252 at 4% or $273,501 at 6%; with 100% employer match about $307,689 at 4% or $205,126 at 6%.
2021130$8,715,439$714,533$23,818iApproximate average salary by contribution assumption: employee only about $595,444 at 4% or $396,963 at 6%; with 50% employer match about $396,963 at 4% or $264,642 at 6%; with 100% employer match about $297,722 at 4% or $198,481 at 6%.
Smith Management Company 401K Profit Sharing Plan-30$8,715,439$714,533$23,818iApproximate average salary by contribution assumption: employee only about $595,444 at 4% or $396,963 at 6%; with 50% employer match about $396,963 at 4% or $264,642 at 6%; with 100% employer match about $297,722 at 4% or $198,481 at 6%.
2020130$7,183,779$701,162$23,372iApproximate average salary by contribution assumption: employee only about $584,302 at 4% or $389,534 at 6%; with 50% employer match about $389,534 at 4% or $259,690 at 6%; with 100% employer match about $292,151 at 4% or $194,767 at 6%.
Smith Management Company 401K Profit Sharing Plan-30$7,183,779$701,162$23,372iApproximate average salary by contribution assumption: employee only about $584,302 at 4% or $389,534 at 6%; with 50% employer match about $389,534 at 4% or $259,690 at 6%; with 100% employer match about $292,151 at 4% or $194,767 at 6%.
2019131$6,422,965$763,510$24,629iApproximate average salary by contribution assumption: employee only about $615,734 at 4% or $410,489 at 6%; with 50% employer match about $410,489 at 4% or $273,659 at 6%; with 100% employer match about $307,867 at 4% or $205,245 at 6%.
Smith Management Company 401K Profit Sharing Plan-31$6,422,965$763,510$24,629iApproximate average salary by contribution assumption: employee only about $615,734 at 4% or $410,489 at 6%; with 50% employer match about $410,489 at 4% or $273,659 at 6%; with 100% employer match about $307,867 at 4% or $205,245 at 6%.
2018131$4,819,116$1,254,232$40,459iApproximate average salary by contribution assumption: employee only about $1,011,477 at 4% or $674,318 at 6%; with 50% employer match about $674,318 at 4% or $449,546 at 6%; with 100% employer match about $505,739 at 4% or $337,159 at 6%.
Smith Management Company 401K Profit Sharing Plan-31$4,819,116$1,254,232$40,459iApproximate average salary by contribution assumption: employee only about $1,011,477 at 4% or $674,318 at 6%; with 50% employer match about $674,318 at 4% or $449,546 at 6%; with 100% employer match about $505,739 at 4% or $337,159 at 6%.
2017130$3,793,196$588,772$19,626iApproximate average salary by contribution assumption: employee only about $490,643 at 4% or $327,096 at 6%; with 50% employer match about $327,096 at 4% or $218,064 at 6%; with 100% employer match about $245,322 at 4% or $163,548 at 6%.
Smith Management Company 401K Profit Sharing Plan-30$3,793,196$588,772$19,626iApproximate average salary by contribution assumption: employee only about $490,643 at 4% or $327,096 at 6%; with 50% employer match about $327,096 at 4% or $218,064 at 6%; with 100% employer match about $245,322 at 4% or $163,548 at 6%.
2016128$2,860,801$508,366$18,156iApproximate average salary by contribution assumption: employee only about $453,898 at 4% or $302,599 at 6%; with 50% employer match about $302,599 at 4% or $201,733 at 6%; with 100% employer match about $226,949 at 4% or $151,299 at 6%.
Smith Management Company 401K Profit Sharing Plan-28$2,860,801$508,366$18,156iApproximate average salary by contribution assumption: employee only about $453,898 at 4% or $302,599 at 6%; with 50% employer match about $302,599 at 4% or $201,733 at 6%; with 100% employer match about $226,949 at 4% or $151,299 at 6%.
2015126$2,166,099$460,902$17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%.
Smith Management Company 401K Profit Sharing Plan-26$2,166,099$460,902$17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%.
2014122$1,920,454$388,507$17,659iApproximate average salary by contribution assumption: employee only about $441,485 at 4% or $294,323 at 6%; with 50% employer match about $294,323 at 4% or $196,216 at 6%; with 100% employer match about $220,743 at 4% or $147,162 at 6%.
Smith Management Company 401K Profit Sharing Plan-22$1,920,454$388,507$17,659iApproximate average salary by contribution assumption: employee only about $441,485 at 4% or $294,323 at 6%; with 50% employer match about $294,323 at 4% or $196,216 at 6%; with 100% employer match about $220,743 at 4% or $147,162 at 6%.
2013117$1,482,384$291,337$17,137iApproximate average salary by contribution assumption: employee only about $428,437 at 4% or $285,625 at 6%; with 50% employer match about $285,625 at 4% or $190,416 at 6%; with 100% employer match about $214,218 at 4% or $142,812 at 6%.
Smith Management Company 401K Profit Sharing Plan-17$1,482,384$291,337$17,137iApproximate average salary by contribution assumption: employee only about $428,437 at 4% or $285,625 at 6%; with 50% employer match about $285,625 at 4% or $190,416 at 6%; with 100% employer match about $214,218 at 4% or $142,812 at 6%.
2012115$1,663,159$235,060$15,671iApproximate average salary by contribution assumption: employee only about $391,767 at 4% or $261,178 at 6%; with 50% employer match about $261,178 at 4% or $174,119 at 6%; with 100% employer match about $195,883 at 4% or $130,589 at 6%.
Smith Management Company 401K Profit Sharing Plan-15$1,663,159$235,060$15,671iApproximate average salary by contribution assumption: employee only about $391,767 at 4% or $261,178 at 6%; with 50% employer match about $261,178 at 4% or $174,119 at 6%; with 100% employer match about $195,883 at 4% or $130,589 at 6%.
2011112$1,333,064$213,772$17,814iApproximate average salary by contribution assumption: employee only about $445,358 at 4% or $296,906 at 6%; with 50% employer match about $296,906 at 4% or $197,937 at 6%; with 100% employer match about $222,679 at 4% or $148,453 at 6%.
Smith Management Company 401K Profit Sharing Plan-12$1,333,064$213,772$17,814iApproximate average salary by contribution assumption: employee only about $445,358 at 4% or $296,906 at 6%; with 50% employer match about $296,906 at 4% or $197,937 at 6%; with 100% employer match about $222,679 at 4% or $148,453 at 6%.
2010113$1,737,141$233,467$17,959iApproximate average salary by contribution assumption: employee only about $448,975 at 4% or $299,317 at 6%; with 50% employer match about $299,317 at 4% or $199,544 at 6%; with 100% employer match about $224,488 at 4% or $149,658 at 6%.
Smith Management Company 401K Profit Sharing Plan-13$1,737,141$233,467$17,959iApproximate average salary by contribution assumption: employee only about $448,975 at 4% or $299,317 at 6%; with 50% employer match about $299,317 at 4% or $199,544 at 6%; with 100% employer match about $224,488 at 4% or $149,658 at 6%.
2009115$1,379,268$224,280$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
Smith Management Company 401K Profit Sharing Plan-15$1,379,268$224,280$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
2008110$881,968$156,722$15,672iApproximate average salary by contribution assumption: employee only about $391,805 at 4% or $261,203 at 6%; with 50% employer match about $261,203 at 4% or $174,136 at 6%; with 100% employer match about $195,903 at 4% or $130,602 at 6%.
Smith Management Company 401K Profit Sharing Plan-10$881,968$156,722$15,672iApproximate average salary by contribution assumption: employee only about $391,805 at 4% or $261,203 at 6%; with 50% employer match about $261,203 at 4% or $174,136 at 6%; with 100% employer match about $195,903 at 4% or $130,602 at 6%.
2007111$0$0-
Smith Management Company 401K Profit Sharing Plan-11---
2006111$999,229$136,758$12,433iApproximate average salary by contribution assumption: employee only about $310,814 at 4% or $207,209 at 6%; with 50% employer match about $207,209 at 4% or $138,139 at 6%; with 100% employer match about $155,407 at 4% or $103,605 at 6%.
Smith Management Company 401K Profit Sharing Plan-11$999,229$136,758$12,433iApproximate average salary by contribution assumption: employee only about $310,814 at 4% or $207,209 at 6%; with 50% employer match about $207,209 at 4% or $138,139 at 6%; with 100% employer match about $155,407 at 4% or $103,605 at 6%.
200519$764,925$115,537$12,837iApproximate average salary by contribution assumption: employee only about $320,936 at 4% or $213,957 at 6%; with 50% employer match about $213,957 at 4% or $142,638 at 6%; with 100% employer match about $160,468 at 4% or $106,979 at 6%.
Smith Management Company 401K Profit Sharing Plan-9$764,925$115,537$12,837iApproximate average salary by contribution assumption: employee only about $320,936 at 4% or $213,957 at 6%; with 50% employer match about $213,957 at 4% or $142,638 at 6%; with 100% employer match about $160,468 at 4% or $106,979 at 6%.
200417$569,603$85,576$12,225iApproximate average salary by contribution assumption: employee only about $305,629 at 4% or $203,752 at 6%; with 50% employer match about $203,752 at 4% or $135,835 at 6%; with 100% employer match about $152,814 at 4% or $101,876 at 6%.
Smith Management Company 401K Profit Sharing Plan-7$569,603$85,576$12,225iApproximate average salary by contribution assumption: employee only about $305,629 at 4% or $203,752 at 6%; with 50% employer match about $203,752 at 4% or $135,835 at 6%; with 100% employer match about $152,814 at 4% or $101,876 at 6%.
200316$432,142$70,518$11,753iApproximate average salary by contribution assumption: employee only about $293,825 at 4% or $195,883 at 6%; with 50% employer match about $195,883 at 4% or $130,589 at 6%; with 100% employer match about $146,913 at 4% or $97,942 at 6%.
Smith Management Company 401K Profit Sharing Plan-6$432,142$70,518$11,753iApproximate average salary by contribution assumption: employee only about $293,825 at 4% or $195,883 at 6%; with 50% employer match about $195,883 at 4% or $130,589 at 6%; with 100% employer match about $146,913 at 4% or $97,942 at 6%.
200227$0$0-
Smith Management Company 401K Profit Sharing Plan-7---
SMITH MANAGEMENT COMPANY FLEXIBLE BENEFITS PLAN-0---
200117$0$0-
Smith Management Company 401K Profit Sharing Plan-7---
200016$336,385$34,725$5,788iApproximate average salary by contribution assumption: employee only about $144,688 at 4% or $96,458 at 6%; with 50% employer match about $96,458 at 4% or $64,306 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%.
Smith Management Company 401K Profit Sharing Plan-6$336,385$34,725$5,788iApproximate average salary by contribution assumption: employee only about $144,688 at 4% or $96,458 at 6%; with 50% employer match about $96,458 at 4% or $64,306 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%.
199918$361,002$36,885$4,611iApproximate average salary by contribution assumption: employee only about $115,266 at 4% or $76,844 at 6%; with 50% employer match about $76,844 at 4% or $51,229 at 6%; with 100% employer match about $57,633 at 4% or $38,422 at 6%.
Smith Management Company 401K Profit Sharing Plan-8$361,002$36,885$4,611iApproximate average salary by contribution assumption: employee only about $115,266 at 4% or $76,844 at 6%; with 50% employer match about $76,844 at 4% or $51,229 at 6%; with 100% employer match about $57,633 at 4% or $38,422 at 6%.