Civic Intelligence

Serenity Homes & Educational Servic

Plan context: SMITH AGENCY 403(B) PLAN

EIN 84-1198543 • Aurora, CO • 26 filings • 5 plans

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14364 E Evans AveAurora, CO 80014
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$2,752,668

2024 Contributions

$451,773

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,752,668$1,376,334$0201220182024YearValue
$2,752,668Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

35180201220182024YearValue
35Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024235$2,752,668$451,773$12,908iApproximate average salary by contribution assumption: employee only about $322,695 at 4% or $215,130 at 6%; with 50% employer match about $215,130 at 4% or $143,420 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%.
SMITH AGENCY 403(B) PLAN-33$2,185,885$349,493$10,591iApproximate average salary by contribution assumption: employee only about $264,767 at 4% or $176,512 at 6%; with 50% employer match about $176,512 at 4% or $117,674 at 6%; with 100% employer match about $132,384 at 4% or $88,256 at 6%.
Serenity 403B Plan-35$566,783$102,280$2,922iApproximate average salary by contribution assumption: employee only about $73,057 at 4% or $48,705 at 6%; with 50% employer match about $48,705 at 4% or $32,470 at 6%; with 100% employer match about $36,529 at 4% or $24,352 at 6%.
2023233$2,257,933$611,496$18,530iApproximate average salary by contribution assumption: employee only about $463,255 at 4% or $308,836 at 6%; with 50% employer match about $308,836 at 4% or $205,891 at 6%; with 100% employer match about $231,627 at 4% or $154,418 at 6%.
SMITH AGENCY 403(B) PLAN-28$1,790,419$468,770$16,742iApproximate average salary by contribution assumption: employee only about $418,545 at 4% or $279,030 at 6%; with 50% employer match about $279,030 at 4% or $186,020 at 6%; with 100% employer match about $209,272 at 4% or $139,515 at 6%.
Serenity 403B Plan-33$467,514$142,726$4,325iApproximate average salary by contribution assumption: employee only about $108,126 at 4% or $72,084 at 6%; with 50% employer match about $72,084 at 4% or $48,056 at 6%; with 100% employer match about $54,063 at 4% or $36,042 at 6%.
2022229$1,465,544$188,023$6,484iApproximate average salary by contribution assumption: employee only about $162,089 at 4% or $108,059 at 6%; with 50% employer match about $108,059 at 4% or $72,039 at 6%; with 100% employer match about $81,044 at 4% or $54,030 at 6%.
SMITH AGENCY 403B PLAN-15$1,123,901$124,494$8,300iApproximate average salary by contribution assumption: employee only about $207,490 at 4% or $138,327 at 6%; with 50% employer match about $138,327 at 4% or $92,218 at 6%; with 100% employer match about $103,745 at 4% or $69,163 at 6%.
Serenity 403B Plan-29$341,643$63,529$2,191iApproximate average salary by contribution assumption: employee only about $54,766 at 4% or $36,511 at 6%; with 50% employer match about $36,511 at 4% or $24,341 at 6%; with 100% employer match about $27,383 at 4% or $18,255 at 6%.
2021223$1,550,671$212,206$9,226iApproximate average salary by contribution assumption: employee only about $230,659 at 4% or $153,772 at 6%; with 50% employer match about $153,772 at 4% or $102,515 at 6%; with 100% employer match about $115,329 at 4% or $76,886 at 6%.
SMITH AGENCY 403B PLAN-15$1,196,779$158,368$10,558iApproximate average salary by contribution assumption: employee only about $263,947 at 4% or $175,964 at 6%; with 50% employer match about $175,964 at 4% or $117,310 at 6%; with 100% employer match about $131,973 at 4% or $87,982 at 6%.
Serenity 403B Plan-23$353,892$53,838$2,341iApproximate average salary by contribution assumption: employee only about $58,520 at 4% or $39,013 at 6%; with 50% employer match about $39,013 at 4% or $26,009 at 6%; with 100% employer match about $29,260 at 4% or $19,507 at 6%.
2020225$1,385,375$274,146$10,966iApproximate average salary by contribution assumption: employee only about $274,146 at 4% or $182,764 at 6%; with 50% employer match about $182,764 at 4% or $121,843 at 6%; with 100% employer match about $137,073 at 4% or $91,382 at 6%.
SMITH AGENCY 403B PLAN-17$966,908$181,687$10,687iApproximate average salary by contribution assumption: employee only about $267,187 at 4% or $178,125 at 6%; with 50% employer match about $178,125 at 4% or $118,750 at 6%; with 100% employer match about $133,593 at 4% or $89,062 at 6%.
Serenity 403B Plan-25$418,467$92,459$3,698iApproximate average salary by contribution assumption: employee only about $92,459 at 4% or $61,639 at 6%; with 50% employer match about $61,639 at 4% or $41,093 at 6%; with 100% employer match about $46,230 at 4% or $30,820 at 6%.
2019224$955,580$171,859$7,161iApproximate average salary by contribution assumption: employee only about $179,020 at 4% or $119,347 at 6%; with 50% employer match about $119,347 at 4% or $79,564 at 6%; with 100% employer match about $89,510 at 4% or $59,673 at 6%.
SMITH AGENCY 403B PLAN-14$681,755$106,717$7,623iApproximate average salary by contribution assumption: employee only about $190,566 at 4% or $127,044 at 6%; with 50% employer match about $127,044 at 4% or $84,696 at 6%; with 100% employer match about $95,283 at 4% or $63,522 at 6%.
Serenity 403B Plan-24$273,825$65,142$2,714iApproximate average salary by contribution assumption: employee only about $67,856 at 4% or $45,238 at 6%; with 50% employer match about $45,238 at 4% or $30,158 at 6%; with 100% employer match about $33,928 at 4% or $22,619 at 6%.
2018220$754,896$84,300$4,215iApproximate average salary by contribution assumption: employee only about $105,375 at 4% or $70,250 at 6%; with 50% employer match about $70,250 at 4% or $46,833 at 6%; with 100% employer match about $52,688 at 4% or $35,125 at 6%.
SMITH AGENCY 403B PLAN-18$558,580$54,893$3,050iApproximate average salary by contribution assumption: employee only about $76,240 at 4% or $50,827 at 6%; with 50% employer match about $50,827 at 4% or $33,885 at 6%; with 100% employer match about $38,120 at 4% or $25,413 at 6%.
Serenity 403B Plan-20$196,316$29,407$1,470iApproximate average salary by contribution assumption: employee only about $36,759 at 4% or $24,506 at 6%; with 50% employer match about $24,506 at 4% or $16,337 at 6%; with 100% employer match about $18,379 at 4% or $12,253 at 6%.
2017220$736,846$344,743$17,237iApproximate average salary by contribution assumption: employee only about $430,929 at 4% or $287,286 at 6%; with 50% employer match about $287,286 at 4% or $191,524 at 6%; with 100% employer match about $215,464 at 4% or $143,643 at 6%.
SMITH AGENCY 403B PLAN-13$556,199$252,936$19,457iApproximate average salary by contribution assumption: employee only about $486,415 at 4% or $324,277 at 6%; with 50% employer match about $324,277 at 4% or $216,185 at 6%; with 100% employer match about $243,208 at 4% or $162,138 at 6%.
Serenity 403B Plan-20$180,647$91,807$4,590iApproximate average salary by contribution assumption: employee only about $114,759 at 4% or $76,506 at 6%; with 50% employer match about $76,506 at 4% or $51,004 at 6%; with 100% employer match about $57,379 at 4% or $38,253 at 6%.
2016215$424,824$154,437$10,296iApproximate average salary by contribution assumption: employee only about $257,395 at 4% or $171,597 at 6%; with 50% employer match about $171,597 at 4% or $114,398 at 6%; with 100% employer match about $128,697 at 4% or $85,798 at 6%.
SMITH AGENCY 403B PLAN-15$335,367$128,386$8,559iApproximate average salary by contribution assumption: employee only about $213,977 at 4% or $142,651 at 6%; with 50% employer match about $142,651 at 4% or $95,101 at 6%; with 100% employer match about $106,988 at 4% or $71,326 at 6%.
Serenity 403B Plan-14$89,457$26,051$1,861iApproximate average salary by contribution assumption: employee only about $46,520 at 4% or $31,013 at 6%; with 50% employer match about $31,013 at 4% or $20,675 at 6%; with 100% employer match about $23,260 at 4% or $15,507 at 6%.
2015213$254,358$113,082$8,699iApproximate average salary by contribution assumption: employee only about $217,465 at 4% or $144,977 at 6%; with 50% employer match about $144,977 at 4% or $96,651 at 6%; with 100% employer match about $108,733 at 4% or $72,488 at 6%.
SMITH AGENCY 403B PLAN-13$194,426$91,279$7,021iApproximate average salary by contribution assumption: employee only about $175,537 at 4% or $117,024 at 6%; with 50% employer match about $117,024 at 4% or $78,016 at 6%; with 100% employer match about $87,768 at 4% or $58,512 at 6%.
Serenity 403B Plan-8$59,932$21,803$2,725iApproximate average salary by contribution assumption: employee only about $68,134 at 4% or $45,423 at 6%; with 50% employer match about $45,423 at 4% or $30,282 at 6%; with 100% employer match about $34,067 at 4% or $22,711 at 6%.
2014215$168,768$84,169$5,611iApproximate average salary by contribution assumption: employee only about $140,282 at 4% or $93,521 at 6%; with 50% employer match about $93,521 at 4% or $62,347 at 6%; with 100% employer match about $70,141 at 4% or $46,761 at 6%.
Serenity 403B Plan-15$127,126$65,376$4,358iApproximate average salary by contribution assumption: employee only about $108,960 at 4% or $72,640 at 6%; with 50% employer match about $72,640 at 4% or $48,427 at 6%; with 100% employer match about $54,480 at 4% or $36,320 at 6%.
Serenity 403B Plan-10$41,642$18,793$1,879iApproximate average salary by contribution assumption: employee only about $46,983 at 4% or $31,322 at 6%; with 50% employer match about $31,322 at 4% or $20,881 at 6%; with 100% employer match about $23,491 at 4% or $15,661 at 6%.
2013211$94,679$51,870$4,715iApproximate average salary by contribution assumption: employee only about $117,886 at 4% or $78,591 at 6%; with 50% employer match about $78,591 at 4% or $52,394 at 6%; with 100% employer match about $58,943 at 4% or $39,295 at 6%.
Serenity 403B Plan-11$72,500$40,047$3,641iApproximate average salary by contribution assumption: employee only about $91,016 at 4% or $60,677 at 6%; with 50% employer match about $60,677 at 4% or $40,452 at 6%; with 100% employer match about $45,508 at 4% or $30,339 at 6%.
Serenity 403B Plan-7$22,179$11,823$1,689iApproximate average salary by contribution assumption: employee only about $42,225 at 4% or $28,150 at 6%; with 50% employer match about $28,150 at 4% or $18,767 at 6%; with 100% employer match about $21,113 at 4% or $14,075 at 6%.
201226$30,085$29,377$4,896iApproximate average salary by contribution assumption: employee only about $122,404 at 4% or $81,603 at 6%; with 50% employer match about $81,603 at 4% or $54,402 at 6%; with 100% employer match about $61,202 at 4% or $40,801 at 6%.
Serenity 403B Plan-6$22,789$22,243$3,707iApproximate average salary by contribution assumption: employee only about $92,679 at 4% or $61,786 at 6%; with 50% employer match about $61,786 at 4% or $41,191 at 6%; with 100% employer match about $46,340 at 4% or $30,893 at 6%.
Serenity 403B Plan-4$7,296$7,134$1,784iApproximate average salary by contribution assumption: employee only about $44,588 at 4% or $29,725 at 6%; with 50% employer match about $29,725 at 4% or $19,817 at 6%; with 100% employer match about $22,294 at 4% or $14,863 at 6%.