Civic Intelligence

Smith and Company Cpas

Plan context: Smith & Company CPA'S 401(K) Plan

EIN 90-0249216 • Manteca, CA • 19 filings • 3 plans

250 Cherry Ln Ste 101Manteca, CA 95337-4396
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,033,226

2024 Contributions

$84,921

Historical Graphs

Total Assets Over Time

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

$3,033,226$1,516,613$0200620152024YearValue
$3,033,226Latest year 2024

Participants Over Time

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

630200620152024YearValue
5Latest 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
202415$3,033,226$84,921$16,984iApproximate average salary by contribution assumption: employee only about $424,605 at 4% or $283,070 at 6%; with 50% employer match about $283,070 at 4% or $188,713 at 6%; with 100% employer match about $212,303 at 4% or $141,535 at 6%.
Smith & Company CPA'S 401(K) Plan-5$3,033,226$84,921$16,984iApproximate average salary by contribution assumption: employee only about $424,605 at 4% or $283,070 at 6%; with 50% employer match about $283,070 at 4% or $188,713 at 6%; with 100% employer match about $212,303 at 4% or $141,535 at 6%.
202315$2,701,743$95,302$19,060iApproximate average salary by contribution assumption: employee only about $476,510 at 4% or $317,673 at 6%; with 50% employer match about $317,673 at 4% or $211,782 at 6%; with 100% employer match about $238,255 at 4% or $158,837 at 6%.
Smith & Company CPA'S 401(K) Plan-5$2,701,743$95,302$19,060iApproximate average salary by contribution assumption: employee only about $476,510 at 4% or $317,673 at 6%; with 50% employer match about $317,673 at 4% or $211,782 at 6%; with 100% employer match about $238,255 at 4% or $158,837 at 6%.
202214$2,288,806$87,776$21,944iApproximate average salary by contribution assumption: employee only about $548,600 at 4% or $365,733 at 6%; with 50% employer match about $365,733 at 4% or $243,822 at 6%; with 100% employer match about $274,300 at 4% or $182,867 at 6%.
Smith & Company CPA'S 401(K) Plan-4$2,288,806$87,776$21,944iApproximate average salary by contribution assumption: employee only about $548,600 at 4% or $365,733 at 6%; with 50% employer match about $365,733 at 4% or $243,822 at 6%; with 100% employer match about $274,300 at 4% or $182,867 at 6%.
202114$2,567,222$83,620$20,905iApproximate average salary by contribution assumption: employee only about $522,625 at 4% or $348,417 at 6%; with 50% employer match about $348,417 at 4% or $232,278 at 6%; with 100% employer match about $261,313 at 4% or $174,208 at 6%.
Smith & Company CPA'S 401(K) Plan-4$2,567,222$83,620$20,905iApproximate average salary by contribution assumption: employee only about $522,625 at 4% or $348,417 at 6%; with 50% employer match about $348,417 at 4% or $232,278 at 6%; with 100% employer match about $261,313 at 4% or $174,208 at 6%.
202015$2,254,601$84,797$16,959iApproximate average salary by contribution assumption: employee only about $423,985 at 4% or $282,657 at 6%; with 50% employer match about $282,657 at 4% or $188,438 at 6%; with 100% employer match about $211,993 at 4% or $141,328 at 6%.
Smith & Company CPA'S 401(K) Plan-5$2,254,601$84,797$16,959iApproximate average salary by contribution assumption: employee only about $423,985 at 4% or $282,657 at 6%; with 50% employer match about $282,657 at 4% or $188,438 at 6%; with 100% employer match about $211,993 at 4% or $141,328 at 6%.
201915$1,968,172$83,909$16,782iApproximate average salary by contribution assumption: employee only about $419,545 at 4% or $279,697 at 6%; with 50% employer match about $279,697 at 4% or $186,464 at 6%; with 100% employer match about $209,773 at 4% or $139,848 at 6%.
Smith & Company CPA'S 401(K) Plan-5$1,968,172$83,909$16,782iApproximate average salary by contribution assumption: employee only about $419,545 at 4% or $279,697 at 6%; with 50% employer match about $279,697 at 4% or $186,464 at 6%; with 100% employer match about $209,773 at 4% or $139,848 at 6%.
201815$1,585,938$82,431$16,486iApproximate average salary by contribution assumption: employee only about $412,155 at 4% or $274,770 at 6%; with 50% employer match about $274,770 at 4% or $183,180 at 6%; with 100% employer match about $206,078 at 4% or $137,385 at 6%.
Smith & Company CPA'S 401(K) Plan-5$1,585,938$82,431$16,486iApproximate average salary by contribution assumption: employee only about $412,155 at 4% or $274,770 at 6%; with 50% employer match about $274,770 at 4% or $183,180 at 6%; with 100% employer match about $206,078 at 4% or $137,385 at 6%.
201715$1,558,661$75,662$15,132iApproximate average salary by contribution assumption: employee only about $378,310 at 4% or $252,207 at 6%; with 50% employer match about $252,207 at 4% or $168,138 at 6%; with 100% employer match about $189,155 at 4% or $126,103 at 6%.
Smith & Company CPA'S 401(K) Plan-5$1,558,661$75,662$15,132iApproximate average salary by contribution assumption: employee only about $378,310 at 4% or $252,207 at 6%; with 50% employer match about $252,207 at 4% or $168,138 at 6%; with 100% employer match about $189,155 at 4% or $126,103 at 6%.
201615$1,206,956$72,101$14,420iApproximate average salary by contribution assumption: employee only about $360,505 at 4% or $240,337 at 6%; with 50% employer match about $240,337 at 4% or $160,224 at 6%; with 100% employer match about $180,253 at 4% or $120,168 at 6%.
Smith & Company CPA'S 401(K) Plan-5$1,206,956$72,101$14,420iApproximate average salary by contribution assumption: employee only about $360,505 at 4% or $240,337 at 6%; with 50% employer match about $240,337 at 4% or $160,224 at 6%; with 100% employer match about $180,253 at 4% or $120,168 at 6%.
201515$1,040,400$69,180$13,836iApproximate average salary by contribution assumption: employee only about $345,900 at 4% or $230,600 at 6%; with 50% employer match about $230,600 at 4% or $153,733 at 6%; with 100% employer match about $172,950 at 4% or $115,300 at 6%.
Smith & Company CPA'S 401(K) Plan-5$1,040,400$69,180$13,836iApproximate average salary by contribution assumption: employee only about $345,900 at 4% or $230,600 at 6%; with 50% employer match about $230,600 at 4% or $153,733 at 6%; with 100% employer match about $172,950 at 4% or $115,300 at 6%.
201415$968,501$65,170$13,034iApproximate average salary by contribution assumption: employee only about $325,850 at 4% or $217,233 at 6%; with 50% employer match about $217,233 at 4% or $144,822 at 6%; with 100% employer match about $162,925 at 4% or $108,617 at 6%.
Smith & Company CPA'S 401(K) Plan-5$968,501$65,170$13,034iApproximate average salary by contribution assumption: employee only about $325,850 at 4% or $217,233 at 6%; with 50% employer match about $217,233 at 4% or $144,822 at 6%; with 100% employer match about $162,925 at 4% or $108,617 at 6%.
201315$850,166$65,842$13,168iApproximate average salary by contribution assumption: employee only about $329,210 at 4% or $219,473 at 6%; with 50% employer match about $219,473 at 4% or $146,316 at 6%; with 100% employer match about $164,605 at 4% or $109,737 at 6%.
Smith & Company CPA'S 401(K) Plan-5$850,166$65,842$13,168iApproximate average salary by contribution assumption: employee only about $329,210 at 4% or $219,473 at 6%; with 50% employer match about $219,473 at 4% or $146,316 at 6%; with 100% employer match about $164,605 at 4% or $109,737 at 6%.
201214$596,180$62,299$15,575iApproximate average salary by contribution assumption: employee only about $389,369 at 4% or $259,579 at 6%; with 50% employer match about $259,579 at 4% or $173,053 at 6%; with 100% employer match about $194,684 at 4% or $129,790 at 6%.
Smith & Company CPA'S 401(K) Plan-4$596,180$62,299$15,575iApproximate average salary by contribution assumption: employee only about $389,369 at 4% or $259,579 at 6%; with 50% employer match about $259,579 at 4% or $173,053 at 6%; with 100% employer match about $194,684 at 4% or $129,790 at 6%.
201114$462,104$61,508$15,377iApproximate average salary by contribution assumption: employee only about $384,425 at 4% or $256,283 at 6%; with 50% employer match about $256,283 at 4% or $170,856 at 6%; with 100% employer match about $192,213 at 4% or $128,142 at 6%.
Smith & Company CPA'S 401(K) Plan-4$462,104$61,508$15,377iApproximate average salary by contribution assumption: employee only about $384,425 at 4% or $256,283 at 6%; with 50% employer match about $256,283 at 4% or $170,856 at 6%; with 100% employer match about $192,213 at 4% or $128,142 at 6%.
201014$416,489$60,816$15,204iApproximate average salary by contribution assumption: employee only about $380,100 at 4% or $253,400 at 6%; with 50% employer match about $253,400 at 4% or $168,933 at 6%; with 100% employer match about $190,050 at 4% or $126,700 at 6%.
Smith & Company CPA'S 401(K) Plan-4$416,489$60,816$15,204iApproximate average salary by contribution assumption: employee only about $380,100 at 4% or $253,400 at 6%; with 50% employer match about $253,400 at 4% or $168,933 at 6%; with 100% employer match about $190,050 at 4% or $126,700 at 6%.
200914$301,019$60,544$15,136iApproximate average salary by contribution assumption: employee only about $378,400 at 4% or $252,267 at 6%; with 50% employer match about $252,267 at 4% or $168,178 at 6%; with 100% employer match about $189,200 at 4% or $126,133 at 6%.
Smith & Company CPA'S 401(K) Plan-4$301,019$60,544$15,136iApproximate average salary by contribution assumption: employee only about $378,400 at 4% or $252,267 at 6%; with 50% employer match about $252,267 at 4% or $168,178 at 6%; with 100% employer match about $189,200 at 4% or $126,133 at 6%.
200815$182,454$58,528$11,706iApproximate average salary by contribution assumption: employee only about $292,640 at 4% or $195,093 at 6%; with 50% employer match about $195,093 at 4% or $130,062 at 6%; with 100% employer match about $146,320 at 4% or $97,547 at 6%.
Smith & Company CPA'S 401(K) Plan-5$182,454$58,528$11,706iApproximate average salary by contribution assumption: employee only about $292,640 at 4% or $195,093 at 6%; with 50% employer match about $195,093 at 4% or $130,062 at 6%; with 100% employer match about $146,320 at 4% or $97,547 at 6%.
200715$230,649$57,763$11,553iApproximate average salary by contribution assumption: employee only about $288,815 at 4% or $192,543 at 6%; with 50% employer match about $192,543 at 4% or $128,362 at 6%; with 100% employer match about $144,408 at 4% or $96,272 at 6%.
Smith & Company CPA'S 401(K) Plan-5$230,649$57,763$11,553iApproximate average salary by contribution assumption: employee only about $288,815 at 4% or $192,543 at 6%; with 50% employer match about $192,543 at 4% or $128,362 at 6%; with 100% employer match about $144,408 at 4% or $96,272 at 6%.
200616$157,866$55,056$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
Smith & Company CPA'S 401(K) Plan-6$157,866$55,056$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.