Civic Intelligence

Smith Health Inc.

Plan context: Smith Health 401(K) Plan

EIN 81-1489804 • San Francisco, CA • 10 filings • 2 plans

300 Brannan StSte 601San Francisco, CA 94107
Current Snapshot

Latest Year

2024

2024 Participants

630

2024 Assets

$10,516,135

2024 Contributions

$3,984,928

Historical Graphs

Total Assets Over Time

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

$10,516,135$5,258,068$0201720212024YearValue
$10,516,135Latest year 2024

Participants Over Time

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

6303150201720212024YearValue
630Latest 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
20242630$10,516,135$3,984,928$6,325iApproximate average salary by contribution assumption: employee only about $158,132 at 4% or $105,421 at 6%; with 50% employer match about $105,421 at 4% or $70,281 at 6%; with 100% employer match about $79,066 at 4% or $52,711 at 6%.
Smith Health 401(K) Plan-630$10,516,135$3,984,928$6,325iApproximate average salary by contribution assumption: employee only about $158,132 at 4% or $105,421 at 6%; with 50% employer match about $105,421 at 4% or $70,281 at 6%; with 100% employer match about $79,066 at 4% or $52,711 at 6%.
Smith Health Inc. Health & Welfare Benefits Plan-600---
20232555$5,895,922$2,637,272$4,752iApproximate average salary by contribution assumption: employee only about $118,796 at 4% or $79,197 at 6%; with 50% employer match about $79,197 at 4% or $52,798 at 6%; with 100% employer match about $59,398 at 4% or $39,599 at 6%.
Smith Health 401(K) Plan-546$5,895,922$2,637,272$4,830iApproximate average salary by contribution assumption: employee only about $120,754 at 4% or $80,503 at 6%; with 50% employer match about $80,503 at 4% or $53,669 at 6%; with 100% employer match about $60,377 at 4% or $40,251 at 6%.
Smith Health Inc. Health & Welfare Benefits Plan-555---
20221214$2,717,591$793,871$3,710iApproximate average salary by contribution assumption: employee only about $92,742 at 4% or $61,828 at 6%; with 50% employer match about $61,828 at 4% or $41,219 at 6%; with 100% employer match about $46,371 at 4% or $30,914 at 6%.
Smith Health 401(K) Plan-214$2,717,591$793,871$3,710iApproximate average salary by contribution assumption: employee only about $92,742 at 4% or $61,828 at 6%; with 50% employer match about $61,828 at 4% or $41,219 at 6%; with 100% employer match about $46,371 at 4% or $30,914 at 6%.
20211135$2,471,743$817,891$6,058iApproximate average salary by contribution assumption: employee only about $151,461 at 4% or $100,974 at 6%; with 50% employer match about $100,974 at 4% or $67,316 at 6%; with 100% employer match about $75,731 at 4% or $50,487 at 6%.
Smith Health 401(K) Plan-135$2,471,743$817,891$6,058iApproximate average salary by contribution assumption: employee only about $151,461 at 4% or $100,974 at 6%; with 50% employer match about $100,974 at 4% or $67,316 at 6%; with 100% employer match about $75,731 at 4% or $50,487 at 6%.
2020182$1,673,533$315,711$3,850iApproximate average salary by contribution assumption: employee only about $96,253 at 4% or $64,169 at 6%; with 50% employer match about $64,169 at 4% or $42,779 at 6%; with 100% employer match about $48,127 at 4% or $32,084 at 6%.
Smith Health 401(K) Plan-82$1,673,533$315,711$3,850iApproximate average salary by contribution assumption: employee only about $96,253 at 4% or $64,169 at 6%; with 50% employer match about $64,169 at 4% or $42,779 at 6%; with 100% employer match about $48,127 at 4% or $32,084 at 6%.
2019182$1,484,817$805,745$9,826iApproximate average salary by contribution assumption: employee only about $245,654 at 4% or $163,769 at 6%; with 50% employer match about $163,769 at 4% or $109,180 at 6%; with 100% employer match about $122,827 at 4% or $81,885 at 6%.
Smith Health 401(K) Plan-82$1,484,817$805,745$9,826iApproximate average salary by contribution assumption: employee only about $245,654 at 4% or $163,769 at 6%; with 50% employer match about $163,769 at 4% or $109,180 at 6%; with 100% employer match about $122,827 at 4% or $81,885 at 6%.
2018153$838,327$782,556$14,765iApproximate average salary by contribution assumption: employee only about $369,130 at 4% or $246,087 at 6%; with 50% employer match about $246,087 at 4% or $164,058 at 6%; with 100% employer match about $184,565 at 4% or $123,043 at 6%.
Smith Health 401(K) Plan-53$838,327$782,556$14,765iApproximate average salary by contribution assumption: employee only about $369,130 at 4% or $246,087 at 6%; with 50% employer match about $246,087 at 4% or $164,058 at 6%; with 100% employer match about $184,565 at 4% or $123,043 at 6%.
2017128$217,240$206,036$7,358iApproximate average salary by contribution assumption: employee only about $183,961 at 4% or $122,640 at 6%; with 50% employer match about $122,640 at 4% or $81,760 at 6%; with 100% employer match about $91,980 at 4% or $61,320 at 6%.
Smith Health 401(K) Plan-28$217,240$206,036$7,358iApproximate average salary by contribution assumption: employee only about $183,961 at 4% or $122,640 at 6%; with 50% employer match about $122,640 at 4% or $81,760 at 6%; with 100% employer match about $91,980 at 4% or $61,320 at 6%.