Civic Intelligence

Wm Smith & Co.

Plan context: WM SMITH & CO. 401(K) PLAN

EIN 84-1204416 • Greenwood Village, CO • 16 filings • 5 plans

5700 S. Aspen Ct.Greenwood Village, CO 80121
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$46,629

2025 Contributions

$2,130

Historical Graphs

Total Assets Over Time

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

$1,110,128$555,064$0199920192025YearValue
$46,629Latest year 2025

Participants Over Time

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

740199920182025YearValue
2Latest year 2025

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
202512$46,629$2,130$1,065iApproximate average salary by contribution assumption: employee only about $26,625 at 4% or $17,750 at 6%; with 50% employer match about $17,750 at 4% or $11,833 at 6%; with 100% employer match about $13,313 at 4% or $8,875 at 6%.
WM SMITH & CO. 401(K) PLAN-2$46,629$2,130$1,065iApproximate average salary by contribution assumption: employee only about $26,625 at 4% or $17,750 at 6%; with 50% employer match about $17,750 at 4% or $11,833 at 6%; with 100% employer match about $13,313 at 4% or $8,875 at 6%.
202412$257,175$12,167$6,084iApproximate average salary by contribution assumption: employee only about $152,088 at 4% or $101,392 at 6%; with 50% employer match about $101,392 at 4% or $67,594 at 6%; with 100% employer match about $76,044 at 4% or $50,696 at 6%.
WM SMITH & CO. 401(K) PLAN-2$257,175$12,167$6,084iApproximate average salary by contribution assumption: employee only about $152,088 at 4% or $101,392 at 6%; with 50% employer match about $101,392 at 4% or $67,594 at 6%; with 100% employer match about $76,044 at 4% or $50,696 at 6%.
202313$266,240$12,680$4,227iApproximate average salary by contribution assumption: employee only about $105,667 at 4% or $70,444 at 6%; with 50% employer match about $70,444 at 4% or $46,963 at 6%; with 100% employer match about $52,833 at 4% or $35,222 at 6%.
WM SMITH & CO 401(K) PLAN-3$266,240$12,680$4,227iApproximate average salary by contribution assumption: employee only about $105,667 at 4% or $70,444 at 6%; with 50% employer match about $70,444 at 4% or $46,963 at 6%; with 100% employer match about $52,833 at 4% or $35,222 at 6%.
202213$207,965$11,806$3,935iApproximate average salary by contribution assumption: employee only about $98,383 at 4% or $65,589 at 6%; with 50% employer match about $65,589 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,794 at 6%.
WM SMITH & CO 401(K) PLAN-3$207,965$11,806$3,935iApproximate average salary by contribution assumption: employee only about $98,383 at 4% or $65,589 at 6%; with 50% employer match about $65,589 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,794 at 6%.
202113$250,689$13,520$4,507iApproximate average salary by contribution assumption: employee only about $112,667 at 4% or $75,111 at 6%; with 50% employer match about $75,111 at 4% or $50,074 at 6%; with 100% employer match about $56,333 at 4% or $37,556 at 6%.
WM SMITH & CO 401(K) PLAN-3$250,689$13,520$4,507iApproximate average salary by contribution assumption: employee only about $112,667 at 4% or $75,111 at 6%; with 50% employer match about $75,111 at 4% or $50,074 at 6%; with 100% employer match about $56,333 at 4% or $37,556 at 6%.
202013$192,939$12,320$4,107iApproximate average salary by contribution assumption: employee only about $102,667 at 4% or $68,444 at 6%; with 50% employer match about $68,444 at 4% or $45,630 at 6%; with 100% employer match about $51,333 at 4% or $34,222 at 6%.
WM SMITH & CO 401(K) PLAN-3$192,939$12,320$4,107iApproximate average salary by contribution assumption: employee only about $102,667 at 4% or $68,444 at 6%; with 50% employer match about $68,444 at 4% or $45,630 at 6%; with 100% employer match about $51,333 at 4% or $34,222 at 6%.
201913$154,778$16,120$5,373iApproximate average salary by contribution assumption: employee only about $134,333 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%.
WM. SMITH & CO. 401K PLAN-3$154,778$16,120$5,373iApproximate average salary by contribution assumption: employee only about $134,333 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%.
201813$155,290$46,126$15,375iApproximate average salary by contribution assumption: employee only about $384,383 at 4% or $256,256 at 6%; with 50% employer match about $256,256 at 4% or $170,837 at 6%; with 100% employer match about $192,192 at 4% or $128,128 at 6%.
WM. SMITH & CO. 401K PLAN-3$155,290$46,126$15,375iApproximate average salary by contribution assumption: employee only about $384,383 at 4% or $256,256 at 6%; with 50% employer match about $256,256 at 4% or $170,837 at 6%; with 100% employer match about $192,192 at 4% or $128,128 at 6%.
201713$119,214$36,813$12,271iApproximate average salary by contribution assumption: employee only about $306,775 at 4% or $204,517 at 6%; with 50% employer match about $204,517 at 4% or $136,344 at 6%; with 100% employer match about $153,388 at 4% or $102,258 at 6%.
WM. SMITH & CO. 401K PLAN-3$119,214$36,813$12,271iApproximate average salary by contribution assumption: employee only about $306,775 at 4% or $204,517 at 6%; with 50% employer match about $204,517 at 4% or $136,344 at 6%; with 100% employer match about $153,388 at 4% or $102,258 at 6%.
201613$77,130$59,641$19,880iApproximate average salary by contribution assumption: employee only about $497,008 at 4% or $331,339 at 6%; with 50% employer match about $331,339 at 4% or $220,893 at 6%; with 100% employer match about $248,504 at 4% or $165,669 at 6%.
WM. SMITH & CO. 401K PLAN-3$77,130$59,641$19,880iApproximate average salary by contribution assumption: employee only about $497,008 at 4% or $331,339 at 6%; with 50% employer match about $331,339 at 4% or $220,893 at 6%; with 100% employer match about $248,504 at 4% or $165,669 at 6%.
201516$1,110,128$1,112,623$185,437iApproximate average salary by contribution assumption: employee only about $4,635,929 at 4% or $3,090,619 at 6%; with 50% employer match about $3,090,619 at 4% or $2,060,413 at 6%; with 100% employer match about $2,317,965 at 4% or $1,545,310 at 6%.
WM. SMITH & CO. 401K PLAN-6$1,110,128$1,112,623$185,437iApproximate average salary by contribution assumption: employee only about $4,635,929 at 4% or $3,090,619 at 6%; with 50% employer match about $3,090,619 at 4% or $2,060,413 at 6%; with 100% employer match about $2,317,965 at 4% or $1,545,310 at 6%.
200310$0$0-
Wm Smith & Co. Defined Benefit Plan-0---
200211$299,389$0-
Wm Smith & Co. Defined Benefit Plan-1$299,389--
200117$0$0-
Wm Smith & Co. Defined Benefit Plan-7---
200017$403,399$6,811$973iApproximate average salary by contribution assumption: employee only about $24,325 at 4% or $16,217 at 6%; with 50% employer match about $16,217 at 4% or $10,811 at 6%; with 100% employer match about $12,163 at 4% or $8,108 at 6%.
Wm Smith & Co. Defined Benefit Plan-7$403,399$6,811$973iApproximate average salary by contribution assumption: employee only about $24,325 at 4% or $16,217 at 6%; with 50% employer match about $16,217 at 4% or $10,811 at 6%; with 100% employer match about $12,163 at 4% or $8,108 at 6%.
199916$446,100$72,906$12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%.
Wm Smith & Co. Defined Benefit Plan-6$446,100$72,906$12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%.