Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$521,445
2024 Contributions
$553,276
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 | 1 | $521,445 | $0 | - |
| Smmartly Inc. Retirement Plan | - | 1 | $521,445 | - | - |
| 2023 | 1 | 1 | $508,638 | $0 | - |
| Smmartly Inc. Retirement Plan | - | 1 | $508,638 | - | - |
| 2022 | 1 | 1 | $528,452 | $0 | - |
| Smmartly Inc. Retirement Plan | - | 1 | $528,452 | - | - |
| 2021 | 1 | 1 | $528,416 | $0 | - |
| Smmartly Inc. Retirement Plan | - | 1 | $528,416 | - | - |
| 2020 | 1 | 1 | $528,416 | $0 | - |
| Smmartly Inc. Retirement Plan | - | 1 | $528,416 | - | - |
| 2019 | 1 | 1 | $553,281 | $553,276 | $553,276iApproximate average salary by contribution assumption: employee only about $13,831,900 at 4% or $9,221,267 at 6%; with 50% employer match about $9,221,267 at 4% or $6,147,511 at 6%; with 100% employer match about $6,915,950 at 4% or $4,610,633 at 6%. |
| Smmartly Inc. Retirement Plan | - | 1 | $553,281 | $553,276 | $553,276iApproximate average salary by contribution assumption: employee only about $13,831,900 at 4% or $9,221,267 at 6%; with 50% employer match about $9,221,267 at 4% or $6,147,511 at 6%; with 100% employer match about $6,915,950 at 4% or $4,610,633 at 6%. |