SMITH TEAM CPA, INC.
Plan context: SMITH TEAM 401(K) PLAN
EIN 82-2294396 • Temecula, CA • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,402,739
2025 Contributions
$60,083
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,402,739 | $60,083 | $12,017iApproximate average salary by contribution assumption: employee only about $300,415 at 4% or $200,277 at 6%; with 50% employer match about $200,277 at 4% or $133,518 at 6%; with 100% employer match about $150,208 at 4% or $100,138 at 6%. |
| SMITH TEAM 401(K) PLAN | - | 5 | $1,402,739 | $60,083 | $12,017iApproximate average salary by contribution assumption: employee only about $300,415 at 4% or $200,277 at 6%; with 50% employer match about $200,277 at 4% or $133,518 at 6%; with 100% employer match about $150,208 at 4% or $100,138 at 6%. |