Shah Smith & Associates Inc.
Plan context: Shah Smith & Associates Inc. Profit Sharing Plan
EIN 76-0423147 • Houston, TX • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
122
2024 Assets
$23,413,996
2024 Contributions
$1,432,096
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 | 2 | 122 | $23,413,996 | $1,432,096 | $11,738iApproximate average salary by contribution assumption: employee only about $293,462 at 4% or $195,642 at 6%; with 50% employer match about $195,642 at 4% or $130,428 at 6%; with 100% employer match about $146,731 at 4% or $97,821 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 122 | $23,413,996 | $1,432,096 | $11,738iApproximate average salary by contribution assumption: employee only about $293,462 at 4% or $195,642 at 6%; with 50% employer match about $195,642 at 4% or $130,428 at 6%; with 100% employer match about $146,731 at 4% or $97,821 at 6%. |
| Shah Smith & Associates Inc. Health and Welfare Plan | - | 102 | - | - | - |
| 2023 | 1 | 110 | $18,639,565 | $1,454,057 | $13,219iApproximate average salary by contribution assumption: employee only about $330,468 at 4% or $220,312 at 6%; with 50% employer match about $220,312 at 4% or $146,874 at 6%; with 100% employer match about $165,234 at 4% or $110,156 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 110 | $18,639,565 | $1,454,057 | $13,219iApproximate average salary by contribution assumption: employee only about $330,468 at 4% or $220,312 at 6%; with 50% employer match about $220,312 at 4% or $146,874 at 6%; with 100% employer match about $165,234 at 4% or $110,156 at 6%. |
| 2022 | 1 | 106 | $14,703,428 | $1,206,789 | $11,385iApproximate average salary by contribution assumption: employee only about $284,620 at 4% or $189,747 at 6%; with 50% employer match about $189,747 at 4% or $126,498 at 6%; with 100% employer match about $142,310 at 4% or $94,873 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 106 | $14,703,428 | $1,206,789 | $11,385iApproximate average salary by contribution assumption: employee only about $284,620 at 4% or $189,747 at 6%; with 50% employer match about $189,747 at 4% or $126,498 at 6%; with 100% employer match about $142,310 at 4% or $94,873 at 6%. |
| 2021 | 1 | 102 | $18,257,876 | $958,653 | $9,399iApproximate average salary by contribution assumption: employee only about $234,964 at 4% or $156,643 at 6%; with 50% employer match about $156,643 at 4% or $104,428 at 6%; with 100% employer match about $117,482 at 4% or $78,321 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 102 | $18,257,876 | $958,653 | $9,399iApproximate average salary by contribution assumption: employee only about $234,964 at 4% or $156,643 at 6%; with 50% employer match about $156,643 at 4% or $104,428 at 6%; with 100% employer match about $117,482 at 4% or $78,321 at 6%. |
| 2020 | 1 | 95 | $15,488,030 | $876,281 | $9,224iApproximate average salary by contribution assumption: employee only about $230,600 at 4% or $153,734 at 6%; with 50% employer match about $153,734 at 4% or $102,489 at 6%; with 100% employer match about $115,300 at 4% or $76,867 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 95 | $15,488,030 | $876,281 | $9,224iApproximate average salary by contribution assumption: employee only about $230,600 at 4% or $153,734 at 6%; with 50% employer match about $153,734 at 4% or $102,489 at 6%; with 100% employer match about $115,300 at 4% or $76,867 at 6%. |
| 2019 | 1 | 86 | $12,125,667 | $688,451 | $8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,421 at 6%; with 50% employer match about $133,421 at 4% or $88,947 at 6%; with 100% employer match about $100,066 at 4% or $66,710 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 86 | $12,125,667 | $688,451 | $8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,421 at 6%; with 50% employer match about $133,421 at 4% or $88,947 at 6%; with 100% employer match about $100,066 at 4% or $66,710 at 6%. |
| 2018 | 1 | 87 | $10,140,955 | $1,300,853 | $14,952iApproximate average salary by contribution assumption: employee only about $373,808 at 4% or $249,206 at 6%; with 50% employer match about $249,206 at 4% or $166,137 at 6%; with 100% employer match about $186,904 at 4% or $124,603 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 87 | $10,140,955 | $1,300,853 | $14,952iApproximate average salary by contribution assumption: employee only about $373,808 at 4% or $249,206 at 6%; with 50% employer match about $249,206 at 4% or $166,137 at 6%; with 100% employer match about $186,904 at 4% or $124,603 at 6%. |
| 2017 | 1 | 94 | $9,558,832 | $841,542 | $8,953iApproximate average salary by contribution assumption: employee only about $223,814 at 4% or $149,210 at 6%; with 50% employer match about $149,210 at 4% or $99,473 at 6%; with 100% employer match about $111,907 at 4% or $74,605 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 94 | $9,558,832 | $841,542 | $8,953iApproximate average salary by contribution assumption: employee only about $223,814 at 4% or $149,210 at 6%; with 50% employer match about $149,210 at 4% or $99,473 at 6%; with 100% employer match about $111,907 at 4% or $74,605 at 6%. |
| 2016 | 1 | 95 | $7,300,306 | $761,450 | $8,015iApproximate average salary by contribution assumption: employee only about $200,382 at 4% or $133,588 at 6%; with 50% employer match about $133,588 at 4% or $89,058 at 6%; with 100% employer match about $100,191 at 4% or $66,794 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 95 | $7,300,306 | $761,450 | $8,015iApproximate average salary by contribution assumption: employee only about $200,382 at 4% or $133,588 at 6%; with 50% employer match about $133,588 at 4% or $89,058 at 6%; with 100% employer match about $100,191 at 4% or $66,794 at 6%. |
| 2015 | 1 | 73 | $6,307,989 | $655,247 | $8,976iApproximate average salary by contribution assumption: employee only about $224,400 at 4% or $149,600 at 6%; with 50% employer match about $149,600 at 4% or $99,733 at 6%; with 100% employer match about $112,200 at 4% or $74,800 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 73 | $6,307,989 | $655,247 | $8,976iApproximate average salary by contribution assumption: employee only about $224,400 at 4% or $149,600 at 6%; with 50% employer match about $149,600 at 4% or $99,733 at 6%; with 100% employer match about $112,200 at 4% or $74,800 at 6%. |
| 2014 | 1 | 67 | $5,664,897 | $443,054 | $6,613iApproximate average salary by contribution assumption: employee only about $165,319 at 4% or $110,212 at 6%; with 50% employer match about $110,212 at 4% or $73,475 at 6%; with 100% employer match about $82,659 at 4% or $55,106 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 67 | $5,664,897 | $443,054 | $6,613iApproximate average salary by contribution assumption: employee only about $165,319 at 4% or $110,212 at 6%; with 50% employer match about $110,212 at 4% or $73,475 at 6%; with 100% employer match about $82,659 at 4% or $55,106 at 6%. |
| 2013 | 1 | 58 | $5,649,295 | $460,339 | $7,937iApproximate average salary by contribution assumption: employee only about $198,422 at 4% or $132,281 at 6%; with 50% employer match about $132,281 at 4% or $88,188 at 6%; with 100% employer match about $99,211 at 4% or $66,141 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 58 | $5,649,295 | $460,339 | $7,937iApproximate average salary by contribution assumption: employee only about $198,422 at 4% or $132,281 at 6%; with 50% employer match about $132,281 at 4% or $88,188 at 6%; with 100% employer match about $99,211 at 4% or $66,141 at 6%. |
| 2012 | 1 | 58 | $4,053,885 | $394,623 | $6,804iApproximate average salary by contribution assumption: employee only about $170,096 at 4% or $113,397 at 6%; with 50% employer match about $113,397 at 4% or $75,598 at 6%; with 100% employer match about $85,048 at 4% or $56,699 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 58 | $4,053,885 | $394,623 | $6,804iApproximate average salary by contribution assumption: employee only about $170,096 at 4% or $113,397 at 6%; with 50% employer match about $113,397 at 4% or $75,598 at 6%; with 100% employer match about $85,048 at 4% or $56,699 at 6%. |
| 2011 | 1 | 50 | $3,325,664 | $416,216 | $8,324iApproximate average salary by contribution assumption: employee only about $208,108 at 4% or $138,739 at 6%; with 50% employer match about $138,739 at 4% or $92,492 at 6%; with 100% employer match about $104,054 at 4% or $69,369 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 50 | $3,325,664 | $416,216 | $8,324iApproximate average salary by contribution assumption: employee only about $208,108 at 4% or $138,739 at 6%; with 50% employer match about $138,739 at 4% or $92,492 at 6%; with 100% employer match about $104,054 at 4% or $69,369 at 6%. |
| 2010 | 1 | 59 | $3,183,152 | $436,937 | $7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 59 | $3,183,152 | $436,937 | $7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%. |
| 2009 | 1 | 65 | $2,737,893 | $495,864 | $7,629iApproximate average salary by contribution assumption: employee only about $190,717 at 4% or $127,145 at 6%; with 50% employer match about $127,145 at 4% or $84,763 at 6%; with 100% employer match about $95,358 at 4% or $63,572 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 65 | $2,737,893 | $495,864 | $7,629iApproximate average salary by contribution assumption: employee only about $190,717 at 4% or $127,145 at 6%; with 50% employer match about $127,145 at 4% or $84,763 at 6%; with 100% employer match about $95,358 at 4% or $63,572 at 6%. |
| 2008 | 1 | 58 | $2,153,663 | $356,608 | $6,148iApproximate average salary by contribution assumption: employee only about $153,710 at 4% or $102,474 at 6%; with 50% employer match about $102,474 at 4% or $68,316 at 6%; with 100% employer match about $76,855 at 4% or $51,237 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 58 | $2,153,663 | $356,608 | $6,148iApproximate average salary by contribution assumption: employee only about $153,710 at 4% or $102,474 at 6%; with 50% employer match about $102,474 at 4% or $68,316 at 6%; with 100% employer match about $76,855 at 4% or $51,237 at 6%. |
| 2007 | 1 | 41 | $0 | $0 | - |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 41 | - | - | - |
| 2006 | 1 | 37 | $2,321,320 | $316,680 | $8,559iApproximate average salary by contribution assumption: employee only about $213,973 at 4% or $142,649 at 6%; with 50% employer match about $142,649 at 4% or $95,099 at 6%; with 100% employer match about $106,986 at 4% or $71,324 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 37 | $2,321,320 | $316,680 | $8,559iApproximate average salary by contribution assumption: employee only about $213,973 at 4% or $142,649 at 6%; with 50% employer match about $142,649 at 4% or $95,099 at 6%; with 100% employer match about $106,986 at 4% or $71,324 at 6%. |
| 2005 | 1 | 45 | $1,803,763 | $238,795 | $5,307iApproximate average salary by contribution assumption: employee only about $132,664 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,332 at 4% or $44,221 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 45 | $1,803,763 | $238,795 | $5,307iApproximate average salary by contribution assumption: employee only about $132,664 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,332 at 4% or $44,221 at 6%. |
| 2004 | 1 | 43 | $1,664,999 | $222,713 | $5,179iApproximate average salary by contribution assumption: employee only about $129,484 at 4% or $86,323 at 6%; with 50% employer match about $86,323 at 4% or $57,549 at 6%; with 100% employer match about $64,742 at 4% or $43,161 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 43 | $1,664,999 | $222,713 | $5,179iApproximate average salary by contribution assumption: employee only about $129,484 at 4% or $86,323 at 6%; with 50% employer match about $86,323 at 4% or $57,549 at 6%; with 100% employer match about $64,742 at 4% or $43,161 at 6%. |
| 2003 | 1 | 34 | $1,383,373 | $265,456 | $7,808iApproximate average salary by contribution assumption: employee only about $195,188 at 4% or $130,125 at 6%; with 50% employer match about $130,125 at 4% or $86,750 at 6%; with 100% employer match about $97,594 at 4% or $65,063 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 34 | $1,383,373 | $265,456 | $7,808iApproximate average salary by contribution assumption: employee only about $195,188 at 4% or $130,125 at 6%; with 50% employer match about $130,125 at 4% or $86,750 at 6%; with 100% employer match about $97,594 at 4% or $65,063 at 6%. |
| 2002 | 1 | 24 | $907,727 | $202,486 | $8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,615 at 6%; with 50% employer match about $140,615 at 4% or $93,744 at 6%; with 100% employer match about $105,461 at 4% or $70,308 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 24 | $907,727 | $202,486 | $8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,615 at 6%; with 50% employer match about $140,615 at 4% or $93,744 at 6%; with 100% employer match about $105,461 at 4% or $70,308 at 6%. |
| 2001 | 1 | 25 | $907,162 | $289,018 | $11,561iApproximate average salary by contribution assumption: employee only about $289,018 at 4% or $192,679 at 6%; with 50% employer match about $192,679 at 4% or $128,452 at 6%; with 100% employer match about $144,509 at 4% or $96,339 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 25 | $907,162 | $289,018 | $11,561iApproximate average salary by contribution assumption: employee only about $289,018 at 4% or $192,679 at 6%; with 50% employer match about $192,679 at 4% or $128,452 at 6%; with 100% employer match about $144,509 at 4% or $96,339 at 6%. |
| 2000 | 1 | 24 | $746,781 | $228,571 | $9,524iApproximate average salary by contribution assumption: employee only about $238,095 at 4% or $158,730 at 6%; with 50% employer match about $158,730 at 4% or $105,820 at 6%; with 100% employer match about $119,047 at 4% or $79,365 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 24 | $746,781 | $228,571 | $9,524iApproximate average salary by contribution assumption: employee only about $238,095 at 4% or $158,730 at 6%; with 50% employer match about $158,730 at 4% or $105,820 at 6%; with 100% employer match about $119,047 at 4% or $79,365 at 6%. |
| 1999 | 1 | 24 | $603,130 | $162,668 | $6,778iApproximate average salary by contribution assumption: employee only about $169,446 at 4% or $112,964 at 6%; with 50% employer match about $112,964 at 4% or $75,309 at 6%; with 100% employer match about $84,723 at 4% or $56,482 at 6%. |
| Shah Smith & Associates Inc. Profit Sharing Plan | - | 24 | $603,130 | $162,668 | $6,778iApproximate average salary by contribution assumption: employee only about $169,446 at 4% or $112,964 at 6%; with 50% employer match about $112,964 at 4% or $75,309 at 6%; with 100% employer match about $84,723 at 4% or $56,482 at 6%. |