Civic Intelligence

Smarthhealth Inc

Plan context: Smarthealth 401(K) Plan and Trust

EIN 86-0225261 • Phoenix, AZ • 72 filings • 13 plans

3400 E Mcdowell RdPhoenix, AZ 85008-3884
Current Snapshot

Latest Year

2024

2024 Participants

229

2024 Assets

$30,991,218

2024 Contributions

$1,566,121

Historical Graphs

Total Assets Over Time

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

$30,991,218$15,495,609$0200020132024YearValue
$30,991,218Latest year 2024

Participants Over Time

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

4162080199920122024YearValue
229Latest 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
20242229$30,991,218$1,566,121$6,839iApproximate average salary by contribution assumption: employee only about $170,974 at 4% or $113,983 at 6%; with 50% employer match about $113,983 at 4% or $75,988 at 6%; with 100% employer match about $85,487 at 4% or $56,991 at 6%.
Smarthealth 401(K) Plan and Trust-229$30,991,218$1,566,121$6,839iApproximate average salary by contribution assumption: employee only about $170,974 at 4% or $113,983 at 6%; with 50% employer match about $113,983 at 4% or $75,988 at 6%; with 100% employer match about $85,487 at 4% or $56,991 at 6%.
Smarthealth Health Benefits Plan-164---
20232249$27,058,716$1,663,843$6,682iApproximate average salary by contribution assumption: employee only about $167,053 at 4% or $111,368 at 6%; with 50% employer match about $111,368 at 4% or $74,246 at 6%; with 100% employer match about $83,526 at 4% or $55,684 at 6%.
Smarthealth 401(K) Plan and Trust-249$27,058,716$1,663,843$6,682iApproximate average salary by contribution assumption: employee only about $167,053 at 4% or $111,368 at 6%; with 50% employer match about $111,368 at 4% or $74,246 at 6%; with 100% employer match about $83,526 at 4% or $55,684 at 6%.
Smarthealth Health Benefits Plan-229---
20222238$24,562,115$1,489,994$6,260iApproximate average salary by contribution assumption: employee only about $156,512 at 4% or $104,341 at 6%; with 50% employer match about $104,341 at 4% or $69,561 at 6%; with 100% employer match about $78,256 at 4% or $52,171 at 6%.
Smarthealth 401(K) Plan and Trust-238$24,562,115$1,489,994$6,260iApproximate average salary by contribution assumption: employee only about $156,512 at 4% or $104,341 at 6%; with 50% employer match about $104,341 at 4% or $69,561 at 6%; with 100% employer match about $78,256 at 4% or $52,171 at 6%.
Smarthealth Health Benefits Plan-153---
20212232$28,948,267$1,555,905$6,706iApproximate average salary by contribution assumption: employee only about $167,662 at 4% or $111,775 at 6%; with 50% employer match about $111,775 at 4% or $74,517 at 6%; with 100% employer match about $83,831 at 4% or $55,887 at 6%.
Smarthealth 401(K) Plan and Trust-232$28,948,267$1,555,905$6,706iApproximate average salary by contribution assumption: employee only about $167,662 at 4% or $111,775 at 6%; with 50% employer match about $111,775 at 4% or $74,517 at 6%; with 100% employer match about $83,831 at 4% or $55,887 at 6%.
Smarthealth Health Benefits Plan-192---
20202246$26,042,647$1,402,884$5,703iApproximate average salary by contribution assumption: employee only about $142,570 at 4% or $95,046 at 6%; with 50% employer match about $95,046 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
Smarthealth 401(K) Plan and Trust-246$26,042,647$1,402,884$5,703iApproximate average salary by contribution assumption: employee only about $142,570 at 4% or $95,046 at 6%; with 50% employer match about $95,046 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
Smarthealth Health Benefits Plan-172---
20192276$21,915,032$1,270,944$4,605iApproximate average salary by contribution assumption: employee only about $115,122 at 4% or $76,748 at 6%; with 50% employer match about $76,748 at 4% or $51,165 at 6%; with 100% employer match about $57,561 at 4% or $38,374 at 6%.
Smarthealth 401(K) Plan and Trust-246$21,915,032$1,270,944$5,166iApproximate average salary by contribution assumption: employee only about $129,161 at 4% or $86,107 at 6%; with 50% employer match about $86,107 at 4% or $57,405 at 6%; with 100% employer match about $64,580 at 4% or $43,054 at 6%.
Smarthealth Health Benefits Plan-276---
20182276$19,603,977$1,638,262$5,936iApproximate average salary by contribution assumption: employee only about $148,393 at 4% or $98,929 at 6%; with 50% employer match about $98,929 at 4% or $65,953 at 6%; with 100% employer match about $74,197 at 4% or $49,464 at 6%.
Smarthealth 401(K) Plan and Trust-262$19,603,977$1,638,262$6,253iApproximate average salary by contribution assumption: employee only about $156,323 at 4% or $104,215 at 6%; with 50% employer match about $104,215 at 4% or $69,477 at 6%; with 100% employer match about $78,161 at 4% or $52,108 at 6%.
Smarthealth Health Benefits Plan-276---
20172351$28,138,136$1,630,914$4,646iApproximate average salary by contribution assumption: employee only about $116,162 at 4% or $77,441 at 6%; with 50% employer match about $77,441 at 4% or $51,628 at 6%; with 100% employer match about $58,081 at 4% or $38,721 at 6%.
Smarthealth 401(K) Plan and Trust-341$28,138,136$1,630,914$4,783iApproximate average salary by contribution assumption: employee only about $119,568 at 4% or $79,712 at 6%; with 50% employer match about $79,712 at 4% or $53,142 at 6%; with 100% employer match about $59,784 at 4% or $39,856 at 6%.
Smarthealth Health Benefits Plan-351---
20162377$23,484,366$1,695,686$4,498iApproximate average salary by contribution assumption: employee only about $112,446 at 4% or $74,964 at 6%; with 50% employer match about $74,964 at 4% or $49,976 at 6%; with 100% employer match about $56,223 at 4% or $37,482 at 6%.
Smarthealth 401(K) Plan and Trust-354$23,484,366$1,695,686$4,790iApproximate average salary by contribution assumption: employee only about $119,752 at 4% or $79,835 at 6%; with 50% employer match about $79,835 at 4% or $53,223 at 6%; with 100% employer match about $59,876 at 4% or $39,917 at 6%.
Smarthealth Health Benefits Plan-377---
20153352$21,869,372$1,646,993$4,679iApproximate average salary by contribution assumption: employee only about $116,974 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,988 at 6%; with 100% employer match about $58,487 at 4% or $38,991 at 6%.
Smarthealth 401(K) Plan and Trust-352$21,869,372$1,646,993$4,679iApproximate average salary by contribution assumption: employee only about $116,974 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,988 at 6%; with 100% employer match about $58,487 at 4% or $38,991 at 6%.
Smarthealth Health Benefits Plan-340---
SMARTHEALTH, INC. GROUP DENTAL PLAN-0---
20143351$20,983,677$1,557,410$4,437iApproximate average salary by contribution assumption: employee only about $110,927 at 4% or $73,951 at 6%; with 50% employer match about $73,951 at 4% or $49,301 at 6%; with 100% employer match about $55,463 at 4% or $36,976 at 6%.
Smarthealth 401(K) Plan and Trust-351$20,983,677$1,557,410$4,437iApproximate average salary by contribution assumption: employee only about $110,927 at 4% or $73,951 at 6%; with 50% employer match about $73,951 at 4% or $49,301 at 6%; with 100% employer match about $55,463 at 4% or $36,976 at 6%.
Smarthealth Health Benefits Plan-333---
SMARTHEALTH, INC. GROUP DENTAL PLAN-280---
20133344$20,377,055$1,453,430$4,225iApproximate average salary by contribution assumption: employee only about $105,627 at 4% or $70,418 at 6%; with 50% employer match about $70,418 at 4% or $46,945 at 6%; with 100% employer match about $52,814 at 4% or $35,209 at 6%.
Smarthealth 401(K) Plan and Trust-344$20,377,055$1,453,430$4,225iApproximate average salary by contribution assumption: employee only about $105,627 at 4% or $70,418 at 6%; with 50% employer match about $70,418 at 4% or $46,945 at 6%; with 100% employer match about $52,814 at 4% or $35,209 at 6%.
Smarthealth Health Benefits Plan-314---
SMARTHEALTH, INC. GROUP DENTAL PLAN-240---
20123362$16,183,927$1,382,308$3,819iApproximate average salary by contribution assumption: employee only about $95,463 at 4% or $63,642 at 6%; with 50% employer match about $63,642 at 4% or $42,428 at 6%; with 100% employer match about $47,732 at 4% or $31,821 at 6%.
Smarthealth 401(K) Plan and Trust-362$16,183,927$1,382,308$3,819iApproximate average salary by contribution assumption: employee only about $95,463 at 4% or $63,642 at 6%; with 50% employer match about $63,642 at 4% or $42,428 at 6%; with 100% employer match about $47,732 at 4% or $31,821 at 6%.
Smarthealth Health Benefits Plan-326---
SMARTHEALTH, INC. GROUP DENTAL PLAN-230---
20113354$14,135,958$1,198,418$3,385iApproximate average salary by contribution assumption: employee only about $84,634 at 4% or $56,423 at 6%; with 50% employer match about $56,423 at 4% or $37,615 at 6%; with 100% employer match about $42,317 at 4% or $28,211 at 6%.
Smarthealth 401(K) Plan and Trust-354$14,135,958$1,198,418$3,385iApproximate average salary by contribution assumption: employee only about $84,634 at 4% or $56,423 at 6%; with 50% employer match about $56,423 at 4% or $37,615 at 6%; with 100% employer match about $42,317 at 4% or $28,211 at 6%.
Smarthealth Health Benefits Plan-322---
SMARTHEALTH, INC. GROUP DENTAL PLAN-252---
20103357$14,208,663$1,190,831$3,336iApproximate average salary by contribution assumption: employee only about $83,392 at 4% or $55,594 at 6%; with 50% employer match about $55,594 at 4% or $37,063 at 6%; with 100% employer match about $41,696 at 4% or $27,797 at 6%.
Smarthealth 401(K) Plan and Trust-357$14,208,663$1,190,831$3,336iApproximate average salary by contribution assumption: employee only about $83,392 at 4% or $55,594 at 6%; with 50% employer match about $55,594 at 4% or $37,063 at 6%; with 100% employer match about $41,696 at 4% or $27,797 at 6%.
Smarthealth Health Benefits Plan-348---
SMARTHEALTH, INC. GROUP DENTAL PLAN-300---
20093368$12,520,774$1,181,728$3,211iApproximate average salary by contribution assumption: employee only about $80,280 at 4% or $53,520 at 6%; with 50% employer match about $53,520 at 4% or $35,680 at 6%; with 100% employer match about $40,140 at 4% or $26,760 at 6%.
Smarthealth 401(K) Plan and Trust-368$12,520,774$1,181,728$3,211iApproximate average salary by contribution assumption: employee only about $80,280 at 4% or $53,520 at 6%; with 50% employer match about $53,520 at 4% or $35,680 at 6%; with 100% employer match about $40,140 at 4% or $26,760 at 6%.
SMARTHEALTH, INC. GROUP DENTAL PLAN-322---
Smarthealth Health Benefits Plan-364---
20084386$9,344,157$1,354,102$3,508iApproximate average salary by contribution assumption: employee only about $87,701 at 4% or $58,467 at 6%; with 50% employer match about $58,467 at 4% or $38,978 at 6%; with 100% employer match about $43,850 at 4% or $29,234 at 6%.
Smarthealth 401(K) Plan and Trust-386$9,344,157$1,354,102$3,508iApproximate average salary by contribution assumption: employee only about $87,701 at 4% or $58,467 at 6%; with 50% employer match about $58,467 at 4% or $38,978 at 6%; with 100% employer match about $43,850 at 4% or $29,234 at 6%.
SMARTHEALTH, INC. CAFETERIA PLAN-89---
Smarthealth Health Benefits Plan-301---
SMARTHEALTH, INC. GROUP DENTAL PLAN-274---
20074407$12,499,140$1,333,508$3,276iApproximate average salary by contribution assumption: employee only about $81,911 at 4% or $54,607 at 6%; with 50% employer match about $54,607 at 4% or $36,405 at 6%; with 100% employer match about $40,955 at 4% or $27,304 at 6%.
Smarthealth 401(K) Plan and Trust-381$12,499,140$1,333,508$3,500iApproximate average salary by contribution assumption: employee only about $87,501 at 4% or $58,334 at 6%; with 50% employer match about $58,334 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
SMARTHEALTH, INC. CAFETERIA PLAN-96---
Smarthealth Health Benefits Plan-407---
SMARTHEALTH, INC. GROUP DENTAL PLAN-338---
20064414$10,856,877$1,373,282$3,317iApproximate average salary by contribution assumption: employee only about $82,928 at 4% or $55,285 at 6%; with 50% employer match about $55,285 at 4% or $36,857 at 6%; with 100% employer match about $41,464 at 4% or $27,643 at 6%.
Smarthealth 401(K) Plan and Trust-414$10,856,877$1,373,282$3,317iApproximate average salary by contribution assumption: employee only about $82,928 at 4% or $55,285 at 6%; with 50% employer match about $55,285 at 4% or $36,857 at 6%; with 100% employer match about $41,464 at 4% or $27,643 at 6%.
Smarthealth Health Benefits Plan-392---
SMARTHEALTH, INC. GROUP DENTAL PLAN-344---
SMARTHEALTH, INC. CAFETERIA PLAN-98---
20053416$8,972,518$1,300,274$3,126iApproximate average salary by contribution assumption: employee only about $78,141 at 4% or $52,094 at 6%; with 50% employer match about $52,094 at 4% or $34,730 at 6%; with 100% employer match about $39,071 at 4% or $26,047 at 6%.
Smarthealth 401(K) Plan and Trust-416$8,972,518$1,300,274$3,126iApproximate average salary by contribution assumption: employee only about $78,141 at 4% or $52,094 at 6%; with 50% employer match about $52,094 at 4% or $34,730 at 6%; with 100% employer match about $39,071 at 4% or $26,047 at 6%.
Smarthealth Health Benefits Plan-389---
SMARTHEALTH CAFETERIA PLAN-107---
20043415$7,465,157$926,851$2,233iApproximate average salary by contribution assumption: employee only about $55,834 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
Smarthealth 401(K) Plan and Trust-415$7,465,157$926,851$2,233iApproximate average salary by contribution assumption: employee only about $55,834 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
Smarthealth Health Benefits Plan-402---
SMARTHEALTH CAFETERIA PLAN-111---
20033416$6,627,882$782,479$1,881iApproximate average salary by contribution assumption: employee only about $47,024 at 4% or $31,349 at 6%; with 50% employer match about $31,349 at 4% or $20,900 at 6%; with 100% employer match about $23,512 at 4% or $15,675 at 6%.
Smarthealth 401(K) Plan and Trust-416$6,627,882$782,479$1,881iApproximate average salary by contribution assumption: employee only about $47,024 at 4% or $31,349 at 6%; with 50% employer match about $31,349 at 4% or $20,900 at 6%; with 100% employer match about $23,512 at 4% or $15,675 at 6%.
SMARTHEALTH CAFETERIA PLAN-105---
Smarthealth Health Benefits Plan-350---
20024373$0$0-
Smarthealth Health Benefits Plan-364---
SMARTHEALTH CAFETERIA PLAN-96---
Smarthhealth Dental Benefit Plan-328---
Smarthealth 401(K) Plan and Trust-373---
20013358$5,545,143$780,759$2,181iApproximate average salary by contribution assumption: employee only about $54,522 at 4% or $36,348 at 6%; with 50% employer match about $36,348 at 4% or $24,232 at 6%; with 100% employer match about $27,261 at 4% or $18,174 at 6%.
Smarthealth 401(K) Plan and Trust-358$5,545,143$780,759$2,181iApproximate average salary by contribution assumption: employee only about $54,522 at 4% or $36,348 at 6%; with 50% employer match about $36,348 at 4% or $24,232 at 6%; with 100% employer match about $27,261 at 4% or $18,174 at 6%.
Smarthhealth Dental Benefit Plan-0---
Smarthealth Health Benefits Plan-348---
20003284$6,180,270$829,940$2,922iApproximate average salary by contribution assumption: employee only about $73,058 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 $24,353 at 6%.
Smarthealth 401(K) Plan and Trust-284$6,180,270$829,940$2,922iApproximate average salary by contribution assumption: employee only about $73,058 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 $24,353 at 6%.
Smarthhealth Dental Benefit Plan-281---
Smarthealth Health Benefits Plan-257---
19992246$0$0-
Smarthealth Health Benefits Plan-246---
Smarthhealth Dental Benefit Plan-167---