Civic Intelligence

Sma Architecture & Design PC.

Plan context: Sma Architecture & Design 401K Plan

EIN 81-0513215 • Helena, MT • 28 filings • 5 plans

920 Front Street, Suite 101Helena, MT 59601
Current Snapshot

Latest Year

2025

2025 Participants

37

2025 Assets

$4,369,948

2025 Contributions

$481,594

Historical Graphs

Total Assets Over Time

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

$4,369,948$2,184,974$0199920132025YearValue
$4,369,948Latest year 2025

Participants Over Time

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

43220199920122025YearValue
37Latest 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
2025137$4,369,948$481,594$13,016iApproximate average salary by contribution assumption: employee only about $325,401 at 4% or $216,934 at 6%; with 50% employer match about $216,934 at 4% or $144,623 at 6%; with 100% employer match about $162,701 at 4% or $108,467 at 6%.
Sma Architecture & Design 401K Plan-37$4,369,948$481,594$13,016iApproximate average salary by contribution assumption: employee only about $325,401 at 4% or $216,934 at 6%; with 50% employer match about $216,934 at 4% or $144,623 at 6%; with 100% employer match about $162,701 at 4% or $108,467 at 6%.
2024143$3,336,104$310,242$7,215iApproximate average salary by contribution assumption: employee only about $180,373 at 4% or $120,249 at 6%; with 50% employer match about $120,249 at 4% or $80,166 at 6%; with 100% employer match about $90,187 at 4% or $60,124 at 6%.
Sma Architecture & Design 401K Plan-43$3,336,104$310,242$7,215iApproximate average salary by contribution assumption: employee only about $180,373 at 4% or $120,249 at 6%; with 50% employer match about $120,249 at 4% or $80,166 at 6%; with 100% employer match about $90,187 at 4% or $60,124 at 6%.
2023138$2,755,472$264,220$6,953iApproximate average salary by contribution assumption: employee only about $173,829 at 4% or $115,886 at 6%; with 50% employer match about $115,886 at 4% or $77,257 at 6%; with 100% employer match about $86,914 at 4% or $57,943 at 6%.
Sma Architecture & Design 401K Plan-38$2,755,472$264,220$6,953iApproximate average salary by contribution assumption: employee only about $173,829 at 4% or $115,886 at 6%; with 50% employer match about $115,886 at 4% or $77,257 at 6%; with 100% employer match about $86,914 at 4% or $57,943 at 6%.
2022133$2,181,651$218,900$6,633iApproximate average salary by contribution assumption: employee only about $165,833 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%.
Sma Architecture & Design 401K Plan-33$2,181,651$218,900$6,633iApproximate average salary by contribution assumption: employee only about $165,833 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%.
2021125$2,512,202$214,164$8,567iApproximate average salary by contribution assumption: employee only about $214,164 at 4% or $142,776 at 6%; with 50% employer match about $142,776 at 4% or $95,184 at 6%; with 100% employer match about $107,082 at 4% or $71,388 at 6%.
Sma Architecture & Design 401K Plan-25$2,512,202$214,164$8,567iApproximate average salary by contribution assumption: employee only about $214,164 at 4% or $142,776 at 6%; with 50% employer match about $142,776 at 4% or $95,184 at 6%; with 100% employer match about $107,082 at 4% or $71,388 at 6%.
2020122$1,955,985$183,570$8,344iApproximate average salary by contribution assumption: employee only about $208,602 at 4% or $139,068 at 6%; with 50% employer match about $139,068 at 4% or $92,712 at 6%; with 100% employer match about $104,301 at 4% or $69,534 at 6%.
Sma Architecture & Design 401K Plan-22$1,955,985$183,570$8,344iApproximate average salary by contribution assumption: employee only about $208,602 at 4% or $139,068 at 6%; with 50% employer match about $139,068 at 4% or $92,712 at 6%; with 100% employer match about $104,301 at 4% or $69,534 at 6%.
2019118$1,429,368$254,816$14,156iApproximate average salary by contribution assumption: employee only about $353,911 at 4% or $235,941 at 6%; with 50% employer match about $235,941 at 4% or $157,294 at 6%; with 100% employer match about $176,956 at 4% or $117,970 at 6%.
Sma Architecture & Design 401K Plan-18$1,429,368$254,816$14,156iApproximate average salary by contribution assumption: employee only about $353,911 at 4% or $235,941 at 6%; with 50% employer match about $235,941 at 4% or $157,294 at 6%; with 100% employer match about $176,956 at 4% or $117,970 at 6%.
2018219$932,972$118,157$6,219iApproximate average salary by contribution assumption: employee only about $155,470 at 4% or $103,646 at 6%; with 50% employer match about $103,646 at 4% or $69,098 at 6%; with 100% employer match about $77,735 at 4% or $51,823 at 6%.
Sma Architecture & Design 401K Plan-17$932,972$118,157$6,950iApproximate average salary by contribution assumption: employee only about $173,760 at 4% or $115,840 at 6%; with 50% employer match about $115,840 at 4% or $77,227 at 6%; with 100% employer match about $86,880 at 4% or $57,920 at 6%.
SCHLENKER & MCKITTRICK ARCHITECTS, P.C. HEALTH & WELFARE PLAN-19---
2017114$860,781$118,101$8,436iApproximate average salary by contribution assumption: employee only about $210,895 at 4% or $140,596 at 6%; with 50% employer match about $140,596 at 4% or $93,731 at 6%; with 100% employer match about $105,447 at 4% or $70,298 at 6%.
Sma Architecture & Design 401K Plan-14$860,781$118,101$8,436iApproximate average salary by contribution assumption: employee only about $210,895 at 4% or $140,596 at 6%; with 50% employer match about $140,596 at 4% or $93,731 at 6%; with 100% employer match about $105,447 at 4% or $70,298 at 6%.
2016114$609,353$84,713$6,051iApproximate average salary by contribution assumption: employee only about $151,273 at 4% or $100,849 at 6%; with 50% employer match about $100,849 at 4% or $67,233 at 6%; with 100% employer match about $75,637 at 4% or $50,424 at 6%.
Sma Architecture & Design 401K Plan-14$609,353$84,713$6,051iApproximate average salary by contribution assumption: employee only about $151,273 at 4% or $100,849 at 6%; with 50% employer match about $100,849 at 4% or $67,233 at 6%; with 100% employer match about $75,637 at 4% or $50,424 at 6%.
2015116$1,064,403$57,405$3,588iApproximate average salary by contribution assumption: employee only about $89,695 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,865 at 6%; with 100% employer match about $44,848 at 4% or $29,898 at 6%.
Sma Architecture & Design 401K Plan-16$1,064,403$57,405$3,588iApproximate average salary by contribution assumption: employee only about $89,695 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,865 at 6%; with 100% employer match about $44,848 at 4% or $29,898 at 6%.
2014111$1,001,137$80,882$7,353iApproximate average salary by contribution assumption: employee only about $183,823 at 4% or $122,548 at 6%; with 50% employer match about $122,548 at 4% or $81,699 at 6%; with 100% employer match about $91,911 at 4% or $61,274 at 6%.
Sma Architecture & Design 401K Plan-11$1,001,137$80,882$7,353iApproximate average salary by contribution assumption: employee only about $183,823 at 4% or $122,548 at 6%; with 50% employer match about $122,548 at 4% or $81,699 at 6%; with 100% employer match about $91,911 at 4% or $61,274 at 6%.
2013110$870,053$38,112$3,811iApproximate average salary by contribution assumption: employee only about $95,280 at 4% or $63,520 at 6%; with 50% employer match about $63,520 at 4% or $42,347 at 6%; with 100% employer match about $47,640 at 4% or $31,760 at 6%.
Sma Architecture & Design 401K Plan-10$870,053$38,112$3,811iApproximate average salary by contribution assumption: employee only about $95,280 at 4% or $63,520 at 6%; with 50% employer match about $63,520 at 4% or $42,347 at 6%; with 100% employer match about $47,640 at 4% or $31,760 at 6%.
201219$1,267,230$53,367$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
Sma Architecture & Design 401K Plan-9$1,267,230$53,367$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
201119$1,099,315$79,771$8,863iApproximate average salary by contribution assumption: employee only about $221,586 at 4% or $147,724 at 6%; with 50% employer match about $147,724 at 4% or $98,483 at 6%; with 100% employer match about $110,793 at 4% or $73,862 at 6%.
Sma Architecture & Design 401K Plan-9$1,099,315$79,771$8,863iApproximate average salary by contribution assumption: employee only about $221,586 at 4% or $147,724 at 6%; with 50% employer match about $147,724 at 4% or $98,483 at 6%; with 100% employer match about $110,793 at 4% or $73,862 at 6%.
201019$1,009,854$92,663$10,296iApproximate average salary by contribution assumption: employee only about $257,397 at 4% or $171,598 at 6%; with 50% employer match about $171,598 at 4% or $114,399 at 6%; with 100% employer match about $128,699 at 4% or $85,799 at 6%.
Sma Architecture & Design 401K Plan-9$1,009,854$92,663$10,296iApproximate average salary by contribution assumption: employee only about $257,397 at 4% or $171,598 at 6%; with 50% employer match about $171,598 at 4% or $114,399 at 6%; with 100% employer match about $128,699 at 4% or $85,799 at 6%.
200919$823,208$69,648$7,739iApproximate average salary by contribution assumption: employee only about $193,467 at 4% or $128,978 at 6%; with 50% employer match about $128,978 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
Sma Architecture & Design 401K Plan-9$823,208$69,648$7,739iApproximate average salary by contribution assumption: employee only about $193,467 at 4% or $128,978 at 6%; with 50% employer match about $128,978 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
200817$0$0-
Sma Architecture & Design 401K Plan-7---
200717$856,856$133,562$19,080iApproximate average salary by contribution assumption: employee only about $477,007 at 4% or $318,005 at 6%; with 50% employer match about $318,005 at 4% or $212,003 at 6%; with 100% employer match about $238,504 at 4% or $159,002 at 6%.
Sma Architecture & Design 401K Plan-7$856,856$133,562$19,080iApproximate average salary by contribution assumption: employee only about $477,007 at 4% or $318,005 at 6%; with 50% employer match about $318,005 at 4% or $212,003 at 6%; with 100% employer match about $238,504 at 4% or $159,002 at 6%.
200617$658,390$128,541$18,363iApproximate average salary by contribution assumption: employee only about $459,075 at 4% or $306,050 at 6%; with 50% employer match about $306,050 at 4% or $204,033 at 6%; with 100% employer match about $229,538 at 4% or $153,025 at 6%.
Sma Architecture & Design 401K Plan-7$658,390$128,541$18,363iApproximate average salary by contribution assumption: employee only about $459,075 at 4% or $306,050 at 6%; with 50% employer match about $306,050 at 4% or $204,033 at 6%; with 100% employer match about $229,538 at 4% or $153,025 at 6%.
200517$447,285$109,642$15,663iApproximate average salary by contribution assumption: employee only about $391,579 at 4% or $261,052 at 6%; with 50% employer match about $261,052 at 4% or $174,035 at 6%; with 100% employer match about $195,789 at 4% or $130,526 at 6%.
Sma Architecture & Design 401K Plan-7$447,285$109,642$15,663iApproximate average salary by contribution assumption: employee only about $391,579 at 4% or $261,052 at 6%; with 50% employer match about $261,052 at 4% or $174,035 at 6%; with 100% employer match about $195,789 at 4% or $130,526 at 6%.
200414$305,137$82,500$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
Sma Architecture & Design 401K Plan-4$305,137$82,500$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
200316$209,845$13,384$2,231iApproximate average salary by contribution assumption: employee only about $55,767 at 4% or $37,178 at 6%; with 50% employer match about $37,178 at 4% or $24,785 at 6%; with 100% employer match about $27,883 at 4% or $18,589 at 6%.
Sma Architecture & Design 401K Plan-6$209,845$13,384$2,231iApproximate average salary by contribution assumption: employee only about $55,767 at 4% or $37,178 at 6%; with 50% employer match about $37,178 at 4% or $24,785 at 6%; with 100% employer match about $27,883 at 4% or $18,589 at 6%.
200214$154,643$16,924$4,231iApproximate average salary by contribution assumption: employee only about $105,775 at 4% or $70,517 at 6%; with 50% employer match about $70,517 at 4% or $47,011 at 6%; with 100% employer match about $52,888 at 4% or $35,258 at 6%.
Sma Architecture & Design 401K Plan-4$154,643$16,924$4,231iApproximate average salary by contribution assumption: employee only about $105,775 at 4% or $70,517 at 6%; with 50% employer match about $70,517 at 4% or $47,011 at 6%; with 100% employer match about $52,888 at 4% or $35,258 at 6%.
200117$167,475$9,135$1,305iApproximate average salary by contribution assumption: employee only about $32,625 at 4% or $21,750 at 6%; with 50% employer match about $21,750 at 4% or $14,500 at 6%; with 100% employer match about $16,313 at 4% or $10,875 at 6%.
Sma Architecture & Design 401K Plan-7$167,475$9,135$1,305iApproximate average salary by contribution assumption: employee only about $32,625 at 4% or $21,750 at 6%; with 50% employer match about $21,750 at 4% or $14,500 at 6%; with 100% employer match about $16,313 at 4% or $10,875 at 6%.
200016$217,484$37,525$6,254iApproximate average salary by contribution assumption: employee only about $156,354 at 4% or $104,236 at 6%; with 50% employer match about $104,236 at 4% or $69,491 at 6%; with 100% employer match about $78,177 at 4% or $52,118 at 6%.
Sma Architecture & Design 401K Plan-6$217,484$37,525$6,254iApproximate average salary by contribution assumption: employee only about $156,354 at 4% or $104,236 at 6%; with 50% employer match about $104,236 at 4% or $69,491 at 6%; with 100% employer match about $78,177 at 4% or $52,118 at 6%.
199919$217,796$43,041$4,782iApproximate average salary by contribution assumption: employee only about $119,558 at 4% or $79,706 at 6%; with 50% employer match about $79,706 at 4% or $53,137 at 6%; with 100% employer match about $59,779 at 4% or $39,853 at 6%.
Sma Architecture & Design 401K Plan-9$217,796$43,041$4,782iApproximate average salary by contribution assumption: employee only about $119,558 at 4% or $79,706 at 6%; with 50% employer match about $79,706 at 4% or $53,137 at 6%; with 100% employer match about $59,779 at 4% or $39,853 at 6%.