Civic Intelligence

Kelly, Smith & Schmidt PC

Plan context: Kelly & Smith PC 401K Profit Sharing Plan and Trust

EIN 76-0671192 • Plano, TX • 18 filings • 5 plans

6275 W. Plano Parkway, Suite 500Plano, TX 75093
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$870,200

2025 Contributions

$72,609

Historical Graphs

Total Assets Over Time

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

$1,773,842$886,921$0200820172025YearValue
$870,200Latest year 2025

Participants Over Time

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

1050200820172025YearValue
6Latest year 2025

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
202516$870,200$72,609$12,102iApproximate average salary by contribution assumption: employee only about $302,538 at 4% or $201,692 at 6%; with 50% employer match about $201,692 at 4% or $134,461 at 6%; with 100% employer match about $151,269 at 4% or $100,846 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-6$870,200$72,609$12,102iApproximate average salary by contribution assumption: employee only about $302,538 at 4% or $201,692 at 6%; with 50% employer match about $201,692 at 4% or $134,461 at 6%; with 100% employer match about $151,269 at 4% or $100,846 at 6%.
202416$1,773,842$73,725$12,288iApproximate average salary by contribution assumption: employee only about $307,188 at 4% or $204,792 at 6%; with 50% employer match about $204,792 at 4% or $136,528 at 6%; with 100% employer match about $153,594 at 4% or $102,396 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-6$1,773,842$73,725$12,288iApproximate average salary by contribution assumption: employee only about $307,188 at 4% or $204,792 at 6%; with 50% employer match about $204,792 at 4% or $136,528 at 6%; with 100% employer match about $153,594 at 4% or $102,396 at 6%.
202315$1,450,580$68,642$13,728iApproximate average salary by contribution assumption: employee only about $343,210 at 4% or $228,807 at 6%; with 50% employer match about $228,807 at 4% or $152,538 at 6%; with 100% employer match about $171,605 at 4% or $114,403 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$1,450,580$68,642$13,728iApproximate average salary by contribution assumption: employee only about $343,210 at 4% or $228,807 at 6%; with 50% employer match about $228,807 at 4% or $152,538 at 6%; with 100% employer match about $171,605 at 4% or $114,403 at 6%.
202215$1,230,432$80,240$16,048iApproximate average salary by contribution assumption: employee only about $401,200 at 4% or $267,467 at 6%; with 50% employer match about $267,467 at 4% or $178,311 at 6%; with 100% employer match about $200,600 at 4% or $133,733 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$1,230,432$80,240$16,048iApproximate average salary by contribution assumption: employee only about $401,200 at 4% or $267,467 at 6%; with 50% employer match about $267,467 at 4% or $178,311 at 6%; with 100% employer match about $200,600 at 4% or $133,733 at 6%.
202115$1,347,596$106,085$21,217iApproximate average salary by contribution assumption: employee only about $530,425 at 4% or $353,617 at 6%; with 50% employer match about $353,617 at 4% or $235,744 at 6%; with 100% employer match about $265,213 at 4% or $176,808 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$1,347,596$106,085$21,217iApproximate average salary by contribution assumption: employee only about $530,425 at 4% or $353,617 at 6%; with 50% employer match about $353,617 at 4% or $235,744 at 6%; with 100% employer match about $265,213 at 4% or $176,808 at 6%.
202013$1,072,757$40,828$13,609iApproximate average salary by contribution assumption: employee only about $340,233 at 4% or $226,822 at 6%; with 50% employer match about $226,822 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-3$1,072,757$40,828$13,609iApproximate average salary by contribution assumption: employee only about $340,233 at 4% or $226,822 at 6%; with 50% employer match about $226,822 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
201913$885,201$36,453$12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-3$885,201$36,453$12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%.
201814$727,432$32,141$8,035iApproximate average salary by contribution assumption: employee only about $200,881 at 4% or $133,921 at 6%; with 50% employer match about $133,921 at 4% or $89,281 at 6%; with 100% employer match about $100,441 at 4% or $66,960 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-4$727,432$32,141$8,035iApproximate average salary by contribution assumption: employee only about $200,881 at 4% or $133,921 at 6%; with 50% employer match about $133,921 at 4% or $89,281 at 6%; with 100% employer match about $100,441 at 4% or $66,960 at 6%.
201714$775,691$35,031$8,758iApproximate average salary by contribution assumption: employee only about $218,944 at 4% or $145,963 at 6%; with 50% employer match about $145,963 at 4% or $97,308 at 6%; with 100% employer match about $109,472 at 4% or $72,981 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-4$775,691$35,031$8,758iApproximate average salary by contribution assumption: employee only about $218,944 at 4% or $145,963 at 6%; with 50% employer match about $145,963 at 4% or $97,308 at 6%; with 100% employer match about $109,472 at 4% or $72,981 at 6%.
201614$709,062$36,716$9,179iApproximate average salary by contribution assumption: employee only about $229,475 at 4% or $152,983 at 6%; with 50% employer match about $152,983 at 4% or $101,989 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-4$709,062$36,716$9,179iApproximate average salary by contribution assumption: employee only about $229,475 at 4% or $152,983 at 6%; with 50% employer match about $152,983 at 4% or $101,989 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
201515$699,945$45,332$9,066iApproximate average salary by contribution assumption: employee only about $226,660 at 4% or $151,107 at 6%; with 50% employer match about $151,107 at 4% or $100,738 at 6%; with 100% employer match about $113,330 at 4% or $75,553 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$699,945$45,332$9,066iApproximate average salary by contribution assumption: employee only about $226,660 at 4% or $151,107 at 6%; with 50% employer match about $151,107 at 4% or $100,738 at 6%; with 100% employer match about $113,330 at 4% or $75,553 at 6%.
201415$664,438$66,068$13,214iApproximate average salary by contribution assumption: employee only about $330,340 at 4% or $220,227 at 6%; with 50% employer match about $220,227 at 4% or $146,818 at 6%; with 100% employer match about $165,170 at 4% or $110,113 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$664,438$66,068$13,214iApproximate average salary by contribution assumption: employee only about $330,340 at 4% or $220,227 at 6%; with 50% employer match about $220,227 at 4% or $146,818 at 6%; with 100% employer match about $165,170 at 4% or $110,113 at 6%.
201316$556,567$66,960$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-6$556,567$66,960$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
201215$461,091$48,662$9,732iApproximate average salary by contribution assumption: employee only about $243,310 at 4% or $162,207 at 6%; with 50% employer match about $162,207 at 4% or $108,138 at 6%; with 100% employer match about $121,655 at 4% or $81,103 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-5$461,091$48,662$9,732iApproximate average salary by contribution assumption: employee only about $243,310 at 4% or $162,207 at 6%; with 50% employer match about $162,207 at 4% or $108,138 at 6%; with 100% employer match about $121,655 at 4% or $81,103 at 6%.
201116$488,955$65,780$10,963iApproximate average salary by contribution assumption: employee only about $274,083 at 4% or $182,722 at 6%; with 50% employer match about $182,722 at 4% or $121,815 at 6%; with 100% employer match about $137,042 at 4% or $91,361 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-6$488,955$65,780$10,963iApproximate average salary by contribution assumption: employee only about $274,083 at 4% or $182,722 at 6%; with 50% employer match about $182,722 at 4% or $121,815 at 6%; with 100% employer match about $137,042 at 4% or $91,361 at 6%.
201014$435,872$49,156$12,289iApproximate average salary by contribution assumption: employee only about $307,225 at 4% or $204,817 at 6%; with 50% employer match about $204,817 at 4% or $136,544 at 6%; with 100% employer match about $153,613 at 4% or $102,408 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-4$435,872$49,156$12,289iApproximate average salary by contribution assumption: employee only about $307,225 at 4% or $204,817 at 6%; with 50% employer match about $204,817 at 4% or $136,544 at 6%; with 100% employer match about $153,613 at 4% or $102,408 at 6%.
200913$329,295$42,108$14,036iApproximate average salary by contribution assumption: employee only about $350,900 at 4% or $233,933 at 6%; with 50% employer match about $233,933 at 4% or $155,956 at 6%; with 100% employer match about $175,450 at 4% or $116,967 at 6%.
Kelly & Smith PC 401K Profit Sharing Plan and Trust-3$329,295$42,108$14,036iApproximate average salary by contribution assumption: employee only about $350,900 at 4% or $233,933 at 6%; with 50% employer match about $233,933 at 4% or $155,956 at 6%; with 100% employer match about $175,450 at 4% or $116,967 at 6%.
2008110$7,156$0-
Kelly & Smith PC 401K Profit Sharing Plan and Trust-10$7,156--