Smi Management LLC
Plan context: Smi Management LLC 401(K) Plan and Trust
EIN 83-1940216 • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
676
2024 Assets
$42,622,980
2024 Contributions
$2,949,530
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 | 2 | 676 | $42,622,980 | $2,949,530 | $4,363iApproximate average salary by contribution assumption: employee only about $109,080 at 4% or $72,720 at 6%; with 50% employer match about $72,720 at 4% or $48,480 at 6%; with 100% employer match about $54,540 at 4% or $36,360 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 676 | $42,622,980 | $2,949,530 | $4,363iApproximate average salary by contribution assumption: employee only about $109,080 at 4% or $72,720 at 6%; with 50% employer match about $72,720 at 4% or $48,480 at 6%; with 100% employer match about $54,540 at 4% or $36,360 at 6%. |
| Smi Management LLC | - | 576 | - | - | - |
| 2023 | 2 | 584 | $39,000,315 | $3,092,120 | $5,295iApproximate average salary by contribution assumption: employee only about $132,368 at 4% or $88,245 at 6%; with 50% employer match about $88,245 at 4% or $58,830 at 6%; with 100% employer match about $66,184 at 4% or $44,123 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 584 | $39,000,315 | $3,092,120 | $5,295iApproximate average salary by contribution assumption: employee only about $132,368 at 4% or $88,245 at 6%; with 50% employer match about $88,245 at 4% or $58,830 at 6%; with 100% employer match about $66,184 at 4% or $44,123 at 6%. |
| Smi Management LLC | - | 553 | - | - | - |
| 2022 | 2 | 648 | $32,971,551 | $2,794,742 | $4,313iApproximate average salary by contribution assumption: employee only about $107,822 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,941 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 566 | $32,971,551 | $2,794,742 | $4,938iApproximate average salary by contribution assumption: employee only about $123,443 at 4% or $82,295 at 6%; with 50% employer match about $82,295 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,148 at 6%. |
| Smi Management LLC | - | 648 | - | - | - |
| 2021 | 2 | 702 | $42,290,617 | $2,956,099 | $4,211iApproximate average salary by contribution assumption: employee only about $105,274 at 4% or $70,183 at 6%; with 50% employer match about $70,183 at 4% or $46,789 at 6%; with 100% employer match about $52,637 at 4% or $35,091 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 561 | $42,290,617 | $2,956,099 | $5,269iApproximate average salary by contribution assumption: employee only about $131,733 at 4% or $87,822 at 6%; with 50% employer match about $87,822 at 4% or $58,548 at 6%; with 100% employer match about $65,867 at 4% or $43,911 at 6%. |
| Smi Management LLC | - | 702 | - | - | - |
| 2020 | 2 | 596 | $35,782,664 | $2,496,965 | $4,190iApproximate average salary by contribution assumption: employee only about $104,738 at 4% or $69,826 at 6%; with 50% employer match about $69,826 at 4% or $46,550 at 6%; with 100% employer match about $52,369 at 4% or $34,913 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 596 | $35,782,664 | $2,496,965 | $4,190iApproximate average salary by contribution assumption: employee only about $104,738 at 4% or $69,826 at 6%; with 50% employer match about $69,826 at 4% or $46,550 at 6%; with 100% employer match about $52,369 at 4% or $34,913 at 6%. |
| Smi Management LLC | - | 569 | - | - | - |
| 2019 | 2 | 630 | $28,021,098 | $2,341,576 | $3,717iApproximate average salary by contribution assumption: employee only about $92,920 at 4% or $61,946 at 6%; with 50% employer match about $61,946 at 4% or $41,298 at 6%; with 100% employer match about $46,460 at 4% or $30,973 at 6%. |
| Smi Management LLC 401(K) Plan and Trust | - | 630 | $28,021,098 | $2,341,576 | $3,717iApproximate average salary by contribution assumption: employee only about $92,920 at 4% or $61,946 at 6%; with 50% employer match about $61,946 at 4% or $41,298 at 6%; with 100% employer match about $46,460 at 4% or $30,973 at 6%. |
| Smi Management LLC | - | 586 | - | - | - |