SMITH ESTATES & TRUSTS, LLC
Plan context: SMITH ESTATES & TRUSTS, LLC 401(K) PLAN
EIN 83-2851224 • St. Charles, MO • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$265,089
2025 Contributions
$56,643
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 | 3 | $265,089 | $56,643 | $18,881iApproximate average salary by contribution assumption: employee only about $472,025 at 4% or $314,683 at 6%; with 50% employer match about $314,683 at 4% or $209,789 at 6%; with 100% employer match about $236,013 at 4% or $157,342 at 6%. |
| SMITH ESTATES & TRUSTS, LLC 401(K) PLAN | - | 3 | $265,089 | $56,643 | $18,881iApproximate average salary by contribution assumption: employee only about $472,025 at 4% or $314,683 at 6%; with 50% employer match about $314,683 at 4% or $209,789 at 6%; with 100% employer match about $236,013 at 4% or $157,342 at 6%. |
| 2024 | 1 | 3 | $174,253 | $79,370 | $26,457iApproximate average salary by contribution assumption: employee only about $661,417 at 4% or $440,944 at 6%; with 50% employer match about $440,944 at 4% or $293,963 at 6%; with 100% employer match about $330,708 at 4% or $220,472 at 6%. |
| SMITH ESTATES & TRUSTS, LLC 401(K) PLAN | - | 3 | $174,253 | $79,370 | $26,457iApproximate average salary by contribution assumption: employee only about $661,417 at 4% or $440,944 at 6%; with 50% employer match about $440,944 at 4% or $293,963 at 6%; with 100% employer match about $330,708 at 4% or $220,472 at 6%. |
| 2023 | 1 | 3 | $82,746 | $37,462 | $12,487iApproximate average salary by contribution assumption: employee only about $312,183 at 4% or $208,122 at 6%; with 50% employer match about $208,122 at 4% or $138,748 at 6%; with 100% employer match about $156,092 at 4% or $104,061 at 6%. |
| SMITH ESTATES & TRUSTS, LLC 401(K) PLAN | - | 3 | $82,746 | $37,462 | $12,487iApproximate average salary by contribution assumption: employee only about $312,183 at 4% or $208,122 at 6%; with 50% employer match about $208,122 at 4% or $138,748 at 6%; with 100% employer match about $156,092 at 4% or $104,061 at 6%. |
| 2022 | 1 | 3 | $36,784 | $38,433 | $12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%. |
| SMITH ESTATES & TRUSTS, LLC 401(K) PLAN | - | 3 | $36,784 | $38,433 | $12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%. |