Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$623,263
2024 Contributions
$29,301
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 | 1 | 1 | $623,263 | $29,301 | $29,301iApproximate average salary by contribution assumption: employee only about $732,525 at 4% or $488,350 at 6%; with 50% employer match about $488,350 at 4% or $325,567 at 6%; with 100% employer match about $366,263 at 4% or $244,175 at 6%. |
| Smk Investment Trust | - | 1 | $623,263 | $29,301 | $29,301iApproximate average salary by contribution assumption: employee only about $732,525 at 4% or $488,350 at 6%; with 50% employer match about $488,350 at 4% or $325,567 at 6%; with 100% employer match about $366,263 at 4% or $244,175 at 6%. |
| 2023 | 1 | 1 | $494,534 | $49,129 | $49,129iApproximate average salary by contribution assumption: employee only about $1,228,225 at 4% or $818,817 at 6%; with 50% employer match about $818,817 at 4% or $545,878 at 6%; with 100% employer match about $614,113 at 4% or $409,408 at 6%. |
| Smk Investment Trust | - | 1 | $494,534 | $49,129 | $49,129iApproximate average salary by contribution assumption: employee only about $1,228,225 at 4% or $818,817 at 6%; with 50% employer match about $818,817 at 4% or $545,878 at 6%; with 100% employer match about $614,113 at 4% or $409,408 at 6%. |
| 2022 | 1 | 1 | $450,772 | $30,279 | $30,279iApproximate average salary by contribution assumption: employee only about $756,975 at 4% or $504,650 at 6%; with 50% employer match about $504,650 at 4% or $336,433 at 6%; with 100% employer match about $378,488 at 4% or $252,325 at 6%. |
| Smk Investment Trust | - | 1 | $450,772 | $30,279 | $30,279iApproximate average salary by contribution assumption: employee only about $756,975 at 4% or $504,650 at 6%; with 50% employer match about $504,650 at 4% or $336,433 at 6%; with 100% employer match about $378,488 at 4% or $252,325 at 6%. |
| 2021 | 1 | 1 | $392,233 | $45,618 | $45,618iApproximate average salary by contribution assumption: employee only about $1,140,450 at 4% or $760,300 at 6%; with 50% employer match about $760,300 at 4% or $506,867 at 6%; with 100% employer match about $570,225 at 4% or $380,150 at 6%. |
| Smk Investment Trust | - | 1 | $392,233 | $45,618 | $45,618iApproximate average salary by contribution assumption: employee only about $1,140,450 at 4% or $760,300 at 6%; with 50% employer match about $760,300 at 4% or $506,867 at 6%; with 100% employer match about $570,225 at 4% or $380,150 at 6%. |
| 2020 | 1 | 1 | $335,683 | $28,198 | $28,198iApproximate average salary by contribution assumption: employee only about $704,950 at 4% or $469,967 at 6%; with 50% employer match about $469,967 at 4% or $313,311 at 6%; with 100% employer match about $352,475 at 4% or $234,983 at 6%. |
| Smk Investment Trust | - | 1 | $335,683 | $28,198 | $28,198iApproximate average salary by contribution assumption: employee only about $704,950 at 4% or $469,967 at 6%; with 50% employer match about $469,967 at 4% or $313,311 at 6%; with 100% employer match about $352,475 at 4% or $234,983 at 6%. |
| 2019 | 1 | 1 | $240,584 | $40,647 | $40,647iApproximate average salary by contribution assumption: employee only about $1,016,175 at 4% or $677,450 at 6%; with 50% employer match about $677,450 at 4% or $451,633 at 6%; with 100% employer match about $508,088 at 4% or $338,725 at 6%. |
| Smk Investment Trust | - | 1 | $240,584 | $40,647 | $40,647iApproximate average salary by contribution assumption: employee only about $1,016,175 at 4% or $677,450 at 6%; with 50% employer match about $677,450 at 4% or $451,633 at 6%; with 100% employer match about $508,088 at 4% or $338,725 at 6%. |