WILSON SMITH
Plan context: SMITH FINANCIAL 401K PLAN
EIN 83-2555542 • Bozeman, MT • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$143,901
2024 Contributions
$17,270
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 | 2 | $143,901 | $17,270 | $8,635iApproximate average salary by contribution assumption: employee only about $215,875 at 4% or $143,917 at 6%; with 50% employer match about $143,917 at 4% or $95,944 at 6%; with 100% employer match about $107,938 at 4% or $71,958 at 6%. |
| SMITH FINANCIAL 401K PLAN | - | 2 | $143,901 | $17,270 | $8,635iApproximate average salary by contribution assumption: employee only about $215,875 at 4% or $143,917 at 6%; with 50% employer match about $143,917 at 4% or $95,944 at 6%; with 100% employer match about $107,938 at 4% or $71,958 at 6%. |
| 2023 | 1 | 2 | $111,848 | $47,101 | $23,551iApproximate average salary by contribution assumption: employee only about $588,763 at 4% or $392,508 at 6%; with 50% employer match about $392,508 at 4% or $261,672 at 6%; with 100% employer match about $294,381 at 4% or $196,254 at 6%. |
| SMITH FINANCIAL 401K PLAN | - | 2 | $111,848 | $47,101 | $23,551iApproximate average salary by contribution assumption: employee only about $588,763 at 4% or $392,508 at 6%; with 50% employer match about $392,508 at 4% or $261,672 at 6%; with 100% employer match about $294,381 at 4% or $196,254 at 6%. |
| 2022 | 1 | 2 | $53,392 | $27,873 | $13,937iApproximate average salary by contribution assumption: employee only about $348,413 at 4% or $232,275 at 6%; with 50% employer match about $232,275 at 4% or $154,850 at 6%; with 100% employer match about $174,206 at 4% or $116,138 at 6%. |
| CLAUDE W SMITH III 401K PROFIT SHARING PLAN & TRUST | - | 2 | $53,392 | $27,873 | $13,937iApproximate average salary by contribution assumption: employee only about $348,413 at 4% or $232,275 at 6%; with 50% employer match about $232,275 at 4% or $154,850 at 6%; with 100% employer match about $174,206 at 4% or $116,138 at 6%. |
| 2021 | 1 | 2 | $30,227 | $28,774 | $14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%. |
| CLAUDE W SMITH III 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $30,227 | $28,774 | $14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%. |