Civic Intelligence

Smith & Carr, P.C.

Plan context: Smith & Carr PC. 401(K) Profit Sharing Plan & Trust

EIN 76-0613998 • Houston, TX • 22 filings • 3 plans

9235 Katy FreewaySuite 200Houston, TX 77024
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,696,859

2024 Contributions

$106,523

Historical Graphs

Total Assets Over Time

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

$5,934,652$2,967,326$0200320152024YearValue
$5,696,859Latest year 2024

Participants Over Time

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

22110200320142024YearValue
10Latest 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
2024110$5,696,859$106,523$10,652iApproximate average salary by contribution assumption: employee only about $266,308 at 4% or $177,538 at 6%; with 50% employer match about $177,538 at 4% or $118,359 at 6%; with 100% employer match about $133,154 at 4% or $88,769 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-10$5,696,859$106,523$10,652iApproximate average salary by contribution assumption: employee only about $266,308 at 4% or $177,538 at 6%; with 50% employer match about $177,538 at 4% or $118,359 at 6%; with 100% employer match about $133,154 at 4% or $88,769 at 6%.
2023112$4,804,059$121,003$10,084iApproximate average salary by contribution assumption: employee only about $252,090 at 4% or $168,060 at 6%; with 50% employer match about $168,060 at 4% or $112,040 at 6%; with 100% employer match about $126,045 at 4% or $84,030 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-12$4,804,059$121,003$10,084iApproximate average salary by contribution assumption: employee only about $252,090 at 4% or $168,060 at 6%; with 50% employer match about $168,060 at 4% or $112,040 at 6%; with 100% employer match about $126,045 at 4% or $84,030 at 6%.
2022113$4,760,833$135,508$10,424iApproximate average salary by contribution assumption: employee only about $260,592 at 4% or $173,728 at 6%; with 50% employer match about $173,728 at 4% or $115,819 at 6%; with 100% employer match about $130,296 at 4% or $86,864 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-13$4,760,833$135,508$10,424iApproximate average salary by contribution assumption: employee only about $260,592 at 4% or $173,728 at 6%; with 50% employer match about $173,728 at 4% or $115,819 at 6%; with 100% employer match about $130,296 at 4% or $86,864 at 6%.
202119$5,934,652$148,333$16,481iApproximate average salary by contribution assumption: employee only about $412,036 at 4% or $274,691 at 6%; with 50% employer match about $274,691 at 4% or $183,127 at 6%; with 100% employer match about $206,018 at 4% or $137,345 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-9$5,934,652$148,333$16,481iApproximate average salary by contribution assumption: employee only about $412,036 at 4% or $274,691 at 6%; with 50% employer match about $274,691 at 4% or $183,127 at 6%; with 100% employer match about $206,018 at 4% or $137,345 at 6%.
2020116$4,989,217$144,948$9,059iApproximate average salary by contribution assumption: employee only about $226,481 at 4% or $150,988 at 6%; with 50% employer match about $150,988 at 4% or $100,658 at 6%; with 100% employer match about $113,241 at 4% or $75,494 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-16$4,989,217$144,948$9,059iApproximate average salary by contribution assumption: employee only about $226,481 at 4% or $150,988 at 6%; with 50% employer match about $150,988 at 4% or $100,658 at 6%; with 100% employer match about $113,241 at 4% or $75,494 at 6%.
2019114$4,674,726$152,411$10,887iApproximate average salary by contribution assumption: employee only about $272,163 at 4% or $181,442 at 6%; with 50% employer match about $181,442 at 4% or $120,961 at 6%; with 100% employer match about $136,081 at 4% or $90,721 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-14$4,674,726$152,411$10,887iApproximate average salary by contribution assumption: employee only about $272,163 at 4% or $181,442 at 6%; with 50% employer match about $181,442 at 4% or $120,961 at 6%; with 100% employer match about $136,081 at 4% or $90,721 at 6%.
2018116$3,467,536$157,816$9,864iApproximate average salary by contribution assumption: employee only about $246,588 at 4% or $164,392 at 6%; with 50% employer match about $164,392 at 4% or $109,594 at 6%; with 100% employer match about $123,294 at 4% or $82,196 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-16$3,467,536$157,816$9,864iApproximate average salary by contribution assumption: employee only about $246,588 at 4% or $164,392 at 6%; with 50% employer match about $164,392 at 4% or $109,594 at 6%; with 100% employer match about $123,294 at 4% or $82,196 at 6%.
2017118$4,182,663$181,374$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-18$4,182,663$181,374$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
2016118$3,210,856$174,896$9,716iApproximate average salary by contribution assumption: employee only about $242,911 at 4% or $161,941 at 6%; with 50% employer match about $161,941 at 4% or $107,960 at 6%; with 100% employer match about $121,456 at 4% or $80,970 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-18$3,210,856$174,896$9,716iApproximate average salary by contribution assumption: employee only about $242,911 at 4% or $161,941 at 6%; with 50% employer match about $161,941 at 4% or $107,960 at 6%; with 100% employer match about $121,456 at 4% or $80,970 at 6%.
2015120$2,830,096$201,870$10,094iApproximate average salary by contribution assumption: employee only about $252,338 at 4% or $168,225 at 6%; with 50% employer match about $168,225 at 4% or $112,150 at 6%; with 100% employer match about $126,169 at 4% or $84,113 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-20$2,830,096$201,870$10,094iApproximate average salary by contribution assumption: employee only about $252,338 at 4% or $168,225 at 6%; with 50% employer match about $168,225 at 4% or $112,150 at 6%; with 100% employer match about $126,169 at 4% or $84,113 at 6%.
2014122$2,582,489$170,983$7,772iApproximate average salary by contribution assumption: employee only about $194,299 at 4% or $129,533 at 6%; with 50% employer match about $129,533 at 4% or $86,355 at 6%; with 100% employer match about $97,149 at 4% or $64,766 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-22$2,582,489$170,983$7,772iApproximate average salary by contribution assumption: employee only about $194,299 at 4% or $129,533 at 6%; with 50% employer match about $129,533 at 4% or $86,355 at 6%; with 100% employer match about $97,149 at 4% or $64,766 at 6%.
2013116$2,182,843$227,231$14,202iApproximate average salary by contribution assumption: employee only about $355,048 at 4% or $236,699 at 6%; with 50% employer match about $236,699 at 4% or $157,799 at 6%; with 100% employer match about $177,524 at 4% or $118,349 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-16$2,182,843$227,231$14,202iApproximate average salary by contribution assumption: employee only about $355,048 at 4% or $236,699 at 6%; with 50% employer match about $236,699 at 4% or $157,799 at 6%; with 100% employer match about $177,524 at 4% or $118,349 at 6%.
2012115$1,531,407$178,155$11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-15$1,531,407$178,155$11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%.
2011113$1,261,361$159,128$12,241iApproximate average salary by contribution assumption: employee only about $306,015 at 4% or $204,010 at 6%; with 50% employer match about $204,010 at 4% or $136,007 at 6%; with 100% employer match about $153,008 at 4% or $102,005 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-13$1,261,361$159,128$12,241iApproximate average salary by contribution assumption: employee only about $306,015 at 4% or $204,010 at 6%; with 50% employer match about $204,010 at 4% or $136,007 at 6%; with 100% employer match about $153,008 at 4% or $102,005 at 6%.
2010117$1,125,715$99,948$5,879iApproximate average salary by contribution assumption: employee only about $146,982 at 4% or $97,988 at 6%; with 50% employer match about $97,988 at 4% or $65,325 at 6%; with 100% employer match about $73,491 at 4% or $48,994 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-17$1,125,715$99,948$5,879iApproximate average salary by contribution assumption: employee only about $146,982 at 4% or $97,988 at 6%; with 50% employer match about $97,988 at 4% or $65,325 at 6%; with 100% employer match about $73,491 at 4% or $48,994 at 6%.
2009115$896,865$70,214$4,681iApproximate average salary by contribution assumption: employee only about $117,023 at 4% or $78,016 at 6%; with 50% employer match about $78,016 at 4% or $52,010 at 6%; with 100% employer match about $58,512 at 4% or $39,008 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-15$896,865$70,214$4,681iApproximate average salary by contribution assumption: employee only about $117,023 at 4% or $78,016 at 6%; with 50% employer match about $78,016 at 4% or $52,010 at 6%; with 100% employer match about $58,512 at 4% or $39,008 at 6%.
2008116$0$0-
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-16---
2007113$0$0-
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-13---
2006116$474,362$81,204$5,075iApproximate average salary by contribution assumption: employee only about $126,881 at 4% or $84,588 at 6%; with 50% employer match about $84,588 at 4% or $56,392 at 6%; with 100% employer match about $63,441 at 4% or $42,294 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-16$474,362$81,204$5,075iApproximate average salary by contribution assumption: employee only about $126,881 at 4% or $84,588 at 6%; with 50% employer match about $84,588 at 4% or $56,392 at 6%; with 100% employer match about $63,441 at 4% or $42,294 at 6%.
2005115$350,739$80,367$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-15$350,739$80,367$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
2004118$265,866$66,222$3,679iApproximate average salary by contribution assumption: employee only about $91,975 at 4% or $61,317 at 6%; with 50% employer match about $61,317 at 4% or $40,878 at 6%; with 100% employer match about $45,988 at 4% or $30,658 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-18$265,866$66,222$3,679iApproximate average salary by contribution assumption: employee only about $91,975 at 4% or $61,317 at 6%; with 50% employer match about $61,317 at 4% or $40,878 at 6%; with 100% employer match about $45,988 at 4% or $30,658 at 6%.
2003113$175,373$63,189$4,861iApproximate average salary by contribution assumption: employee only about $121,517 at 4% or $81,012 at 6%; with 50% employer match about $81,012 at 4% or $54,008 at 6%; with 100% employer match about $60,759 at 4% or $40,506 at 6%.
Smith & Carr PC. 401(K) Profit Sharing Plan & Trust-13$175,373$63,189$4,861iApproximate average salary by contribution assumption: employee only about $121,517 at 4% or $81,012 at 6%; with 50% employer match about $81,012 at 4% or $54,008 at 6%; with 100% employer match about $60,759 at 4% or $40,506 at 6%.