Eric Smith Associates PC.
Plan context: Eric Smith Associates PC. 401K Plan
EIN 84-1009968 • Boulder, CO • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,339,812
2024 Contributions
$337,941
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 | 14 | $3,339,812 | $337,941 | $24,139iApproximate average salary by contribution assumption: employee only about $603,466 at 4% or $402,311 at 6%; with 50% employer match about $402,311 at 4% or $268,207 at 6%; with 100% employer match about $301,733 at 4% or $201,155 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 14 | $3,339,812 | $337,941 | $24,139iApproximate average salary by contribution assumption: employee only about $603,466 at 4% or $402,311 at 6%; with 50% employer match about $402,311 at 4% or $268,207 at 6%; with 100% employer match about $301,733 at 4% or $201,155 at 6%. |
| 2023 | 1 | 13 | $2,583,555 | $267,025 | $20,540iApproximate average salary by contribution assumption: employee only about $513,510 at 4% or $342,340 at 6%; with 50% employer match about $342,340 at 4% or $228,226 at 6%; with 100% employer match about $256,755 at 4% or $171,170 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 13 | $2,583,555 | $267,025 | $20,540iApproximate average salary by contribution assumption: employee only about $513,510 at 4% or $342,340 at 6%; with 50% employer match about $342,340 at 4% or $228,226 at 6%; with 100% employer match about $256,755 at 4% or $171,170 at 6%. |
| 2022 | 1 | 14 | $2,140,340 | $205,998 | $14,714iApproximate average salary by contribution assumption: employee only about $367,854 at 4% or $245,236 at 6%; with 50% employer match about $245,236 at 4% or $163,490 at 6%; with 100% employer match about $183,927 at 4% or $122,618 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 14 | $2,140,340 | $205,998 | $14,714iApproximate average salary by contribution assumption: employee only about $367,854 at 4% or $245,236 at 6%; with 50% employer match about $245,236 at 4% or $163,490 at 6%; with 100% employer match about $183,927 at 4% or $122,618 at 6%. |
| 2021 | 1 | 13 | $2,610,739 | $186,634 | $14,356iApproximate average salary by contribution assumption: employee only about $358,912 at 4% or $239,274 at 6%; with 50% employer match about $239,274 at 4% or $159,516 at 6%; with 100% employer match about $179,456 at 4% or $119,637 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 13 | $2,610,739 | $186,634 | $14,356iApproximate average salary by contribution assumption: employee only about $358,912 at 4% or $239,274 at 6%; with 50% employer match about $239,274 at 4% or $159,516 at 6%; with 100% employer match about $179,456 at 4% or $119,637 at 6%. |
| 2020 | 1 | 10 | $2,428,261 | $41,757 | $4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,196 at 4% or $34,798 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 10 | $2,428,261 | $41,757 | $4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,196 at 4% or $34,798 at 6%. |
| 2019 | 1 | 13 | $1,853,849 | $143,314 | $11,024iApproximate average salary by contribution assumption: employee only about $275,604 at 4% or $183,736 at 6%; with 50% employer match about $183,736 at 4% or $122,491 at 6%; with 100% employer match about $137,802 at 4% or $91,868 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 13 | $1,853,849 | $143,314 | $11,024iApproximate average salary by contribution assumption: employee only about $275,604 at 4% or $183,736 at 6%; with 50% employer match about $183,736 at 4% or $122,491 at 6%; with 100% employer match about $137,802 at 4% or $91,868 at 6%. |
| 2018 | 1 | 9 | $1,437,210 | $153,968 | $17,108iApproximate average salary by contribution assumption: employee only about $427,689 at 4% or $285,126 at 6%; with 50% employer match about $285,126 at 4% or $190,084 at 6%; with 100% employer match about $213,844 at 4% or $142,563 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 9 | $1,437,210 | $153,968 | $17,108iApproximate average salary by contribution assumption: employee only about $427,689 at 4% or $285,126 at 6%; with 50% employer match about $285,126 at 4% or $190,084 at 6%; with 100% employer match about $213,844 at 4% or $142,563 at 6%. |
| 2017 | 1 | 9 | $1,337,142 | $134,356 | $14,928iApproximate average salary by contribution assumption: employee only about $373,211 at 4% or $248,807 at 6%; with 50% employer match about $248,807 at 4% or $165,872 at 6%; with 100% employer match about $186,606 at 4% or $124,404 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 9 | $1,337,142 | $134,356 | $14,928iApproximate average salary by contribution assumption: employee only about $373,211 at 4% or $248,807 at 6%; with 50% employer match about $248,807 at 4% or $165,872 at 6%; with 100% employer match about $186,606 at 4% or $124,404 at 6%. |
| 2016 | 1 | 11 | $977,076 | $203,874 | $18,534iApproximate average salary by contribution assumption: employee only about $463,350 at 4% or $308,900 at 6%; with 50% employer match about $308,900 at 4% or $205,933 at 6%; with 100% employer match about $231,675 at 4% or $154,450 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 11 | $977,076 | $203,874 | $18,534iApproximate average salary by contribution assumption: employee only about $463,350 at 4% or $308,900 at 6%; with 50% employer match about $308,900 at 4% or $205,933 at 6%; with 100% employer match about $231,675 at 4% or $154,450 at 6%. |
| 2015 | 1 | 9 | $792,215 | $13,527 | $1,503iApproximate average salary by contribution assumption: employee only about $37,575 at 4% or $25,050 at 6%; with 50% employer match about $25,050 at 4% or $16,700 at 6%; with 100% employer match about $18,788 at 4% or $12,525 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 9 | $792,215 | $13,527 | $1,503iApproximate average salary by contribution assumption: employee only about $37,575 at 4% or $25,050 at 6%; with 50% employer match about $25,050 at 4% or $16,700 at 6%; with 100% employer match about $18,788 at 4% or $12,525 at 6%. |
| 2014 | 1 | 10 | $795,743 | $28,195 | $2,820iApproximate average salary by contribution assumption: employee only about $70,488 at 4% or $46,992 at 6%; with 50% employer match about $46,992 at 4% or $31,328 at 6%; with 100% employer match about $35,244 at 4% or $23,496 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 10 | $795,743 | $28,195 | $2,820iApproximate average salary by contribution assumption: employee only about $70,488 at 4% or $46,992 at 6%; with 50% employer match about $46,992 at 4% or $31,328 at 6%; with 100% employer match about $35,244 at 4% or $23,496 at 6%. |
| 2013 | 1 | 10 | $749,053 | $34,307 | $3,431iApproximate average salary by contribution assumption: employee only about $85,768 at 4% or $57,178 at 6%; with 50% employer match about $57,178 at 4% or $38,119 at 6%; with 100% employer match about $42,884 at 4% or $28,589 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 10 | $749,053 | $34,307 | $3,431iApproximate average salary by contribution assumption: employee only about $85,768 at 4% or $57,178 at 6%; with 50% employer match about $57,178 at 4% or $38,119 at 6%; with 100% employer match about $42,884 at 4% or $28,589 at 6%. |
| 2012 | 1 | 8 | $561,259 | $36,005 | $4,501iApproximate average salary by contribution assumption: employee only about $112,516 at 4% or $75,010 at 6%; with 50% employer match about $75,010 at 4% or $50,007 at 6%; with 100% employer match about $56,258 at 4% or $37,505 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 8 | $561,259 | $36,005 | $4,501iApproximate average salary by contribution assumption: employee only about $112,516 at 4% or $75,010 at 6%; with 50% employer match about $75,010 at 4% or $50,007 at 6%; with 100% employer match about $56,258 at 4% or $37,505 at 6%. |
| 2011 | 1 | 11 | $699,719 | $42,037 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,692 at 6%; with 50% employer match about $63,692 at 4% or $42,462 at 6%; with 100% employer match about $47,769 at 4% or $31,846 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 11 | $699,719 | $42,037 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,692 at 6%; with 50% employer match about $63,692 at 4% or $42,462 at 6%; with 100% employer match about $47,769 at 4% or $31,846 at 6%. |
| 2010 | 1 | 11 | $718,461 | $55,758 | $5,069iApproximate average salary by contribution assumption: employee only about $126,723 at 4% or $84,482 at 6%; with 50% employer match about $84,482 at 4% or $56,321 at 6%; with 100% employer match about $63,361 at 4% or $42,241 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 11 | $718,461 | $55,758 | $5,069iApproximate average salary by contribution assumption: employee only about $126,723 at 4% or $84,482 at 6%; with 50% employer match about $84,482 at 4% or $56,321 at 6%; with 100% employer match about $63,361 at 4% or $42,241 at 6%. |
| 2009 | 1 | 16 | $797,077 | $74,909 | $4,682iApproximate average salary by contribution assumption: employee only about $117,045 at 4% or $78,030 at 6%; with 50% employer match about $78,030 at 4% or $52,020 at 6%; with 100% employer match about $58,523 at 4% or $39,015 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 16 | $797,077 | $74,909 | $4,682iApproximate average salary by contribution assumption: employee only about $117,045 at 4% or $78,030 at 6%; with 50% employer match about $78,030 at 4% or $52,020 at 6%; with 100% employer match about $58,523 at 4% or $39,015 at 6%. |
| 2008 | 1 | 25 | $551,765 | $96,348 | $3,854iApproximate average salary by contribution assumption: employee only about $96,348 at 4% or $64,232 at 6%; with 50% employer match about $64,232 at 4% or $42,821 at 6%; with 100% employer match about $48,174 at 4% or $32,116 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 25 | $551,765 | $96,348 | $3,854iApproximate average salary by contribution assumption: employee only about $96,348 at 4% or $64,232 at 6%; with 50% employer match about $64,232 at 4% or $42,821 at 6%; with 100% employer match about $48,174 at 4% or $32,116 at 6%. |
| 2007 | 1 | 27 | $810,840 | $110,623 | $4,097iApproximate average salary by contribution assumption: employee only about $102,429 at 4% or $68,286 at 6%; with 50% employer match about $68,286 at 4% or $45,524 at 6%; with 100% employer match about $51,214 at 4% or $34,143 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 27 | $810,840 | $110,623 | $4,097iApproximate average salary by contribution assumption: employee only about $102,429 at 4% or $68,286 at 6%; with 50% employer match about $68,286 at 4% or $45,524 at 6%; with 100% employer match about $51,214 at 4% or $34,143 at 6%. |
| 2006 | 1 | 25 | $671,013 | $212,106 | $8,484iApproximate average salary by contribution assumption: employee only about $212,106 at 4% or $141,404 at 6%; with 50% employer match about $141,404 at 4% or $94,269 at 6%; with 100% employer match about $106,053 at 4% or $70,702 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 25 | $671,013 | $212,106 | $8,484iApproximate average salary by contribution assumption: employee only about $212,106 at 4% or $141,404 at 6%; with 50% employer match about $141,404 at 4% or $94,269 at 6%; with 100% employer match about $106,053 at 4% or $70,702 at 6%. |
| 2005 | 1 | 27 | $403,746 | $79,429 | $2,942iApproximate average salary by contribution assumption: employee only about $73,545 at 4% or $49,030 at 6%; with 50% employer match about $49,030 at 4% or $32,687 at 6%; with 100% employer match about $36,773 at 4% or $24,515 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 27 | $403,746 | $79,429 | $2,942iApproximate average salary by contribution assumption: employee only about $73,545 at 4% or $49,030 at 6%; with 50% employer match about $49,030 at 4% or $32,687 at 6%; with 100% employer match about $36,773 at 4% or $24,515 at 6%. |
| 2004 | 1 | 25 | $325,126 | $75,243 | $3,010iApproximate average salary by contribution assumption: employee only about $75,243 at 4% or $50,162 at 6%; with 50% employer match about $50,162 at 4% or $33,441 at 6%; with 100% employer match about $37,622 at 4% or $25,081 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 25 | $325,126 | $75,243 | $3,010iApproximate average salary by contribution assumption: employee only about $75,243 at 4% or $50,162 at 6%; with 50% employer match about $50,162 at 4% or $33,441 at 6%; with 100% employer match about $37,622 at 4% or $25,081 at 6%. |
| 2003 | 1 | 23 | $237,143 | $73,470 | $3,194iApproximate average salary by contribution assumption: employee only about $79,859 at 4% or $53,239 at 6%; with 50% employer match about $53,239 at 4% or $35,493 at 6%; with 100% employer match about $39,929 at 4% or $26,620 at 6%. |
| Eric Smith Associates PC. 401K Plan | - | 23 | $237,143 | $73,470 | $3,194iApproximate average salary by contribution assumption: employee only about $79,859 at 4% or $53,239 at 6%; with 50% employer match about $53,239 at 4% or $35,493 at 6%; with 100% employer match about $39,929 at 4% or $26,620 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Eric Smith Associates PC. 401K Plan | - | 16 | - | - | - |