Smith & Zuccarini, P.S.
Plan context: Smith & Zuccarini, P.S. Retirement Savings Plan and Trust
EIN 91-1704670 • Bellevue, WA • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,810,671
2024 Contributions
$114,804
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 | 9 | $3,810,671 | $114,804 | $12,756iApproximate average salary by contribution assumption: employee only about $318,900 at 4% or $212,600 at 6%; with 50% employer match about $212,600 at 4% or $141,733 at 6%; with 100% employer match about $159,450 at 4% or $106,300 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 9 | $3,810,671 | $114,804 | $12,756iApproximate average salary by contribution assumption: employee only about $318,900 at 4% or $212,600 at 6%; with 50% employer match about $212,600 at 4% or $141,733 at 6%; with 100% employer match about $159,450 at 4% or $106,300 at 6%. |
| 2023 | 1 | 10 | $3,338,594 | $105,345 | $10,535iApproximate average salary by contribution assumption: employee only about $263,363 at 4% or $175,575 at 6%; with 50% employer match about $175,575 at 4% or $117,050 at 6%; with 100% employer match about $131,681 at 4% or $87,788 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 10 | $3,338,594 | $105,345 | $10,535iApproximate average salary by contribution assumption: employee only about $263,363 at 4% or $175,575 at 6%; with 50% employer match about $175,575 at 4% or $117,050 at 6%; with 100% employer match about $131,681 at 4% or $87,788 at 6%. |
| 2022 | 1 | 10 | $2,726,801 | $104,169 | $10,417iApproximate average salary by contribution assumption: employee only about $260,423 at 4% or $173,615 at 6%; with 50% employer match about $173,615 at 4% or $115,743 at 6%; with 100% employer match about $130,211 at 4% or $86,808 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 10 | $2,726,801 | $104,169 | $10,417iApproximate average salary by contribution assumption: employee only about $260,423 at 4% or $173,615 at 6%; with 50% employer match about $173,615 at 4% or $115,743 at 6%; with 100% employer match about $130,211 at 4% or $86,808 at 6%. |
| 2021 | 1 | 11 | $3,442,415 | $92,835 | $8,440iApproximate average salary by contribution assumption: employee only about $210,989 at 4% or $140,659 at 6%; with 50% employer match about $140,659 at 4% or $93,773 at 6%; with 100% employer match about $105,494 at 4% or $70,330 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 11 | $3,442,415 | $92,835 | $8,440iApproximate average salary by contribution assumption: employee only about $210,989 at 4% or $140,659 at 6%; with 50% employer match about $140,659 at 4% or $93,773 at 6%; with 100% employer match about $105,494 at 4% or $70,330 at 6%. |
| 2020 | 1 | 11 | $2,948,802 | $158,444 | $14,404iApproximate average salary by contribution assumption: employee only about $360,100 at 4% or $240,067 at 6%; with 50% employer match about $240,067 at 4% or $160,044 at 6%; with 100% employer match about $180,050 at 4% or $120,033 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 11 | $2,948,802 | $158,444 | $14,404iApproximate average salary by contribution assumption: employee only about $360,100 at 4% or $240,067 at 6%; with 50% employer match about $240,067 at 4% or $160,044 at 6%; with 100% employer match about $180,050 at 4% or $120,033 at 6%. |
| 2019 | 1 | 14 | $3,542,481 | $128,459 | $9,176iApproximate average salary by contribution assumption: employee only about $229,391 at 4% or $152,927 at 6%; with 50% employer match about $152,927 at 4% or $101,952 at 6%; with 100% employer match about $114,696 at 4% or $76,464 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 14 | $3,542,481 | $128,459 | $9,176iApproximate average salary by contribution assumption: employee only about $229,391 at 4% or $152,927 at 6%; with 50% employer match about $152,927 at 4% or $101,952 at 6%; with 100% employer match about $114,696 at 4% or $76,464 at 6%. |
| 2018 | 1 | 14 | $2,711,261 | $134,223 | $9,587iApproximate average salary by contribution assumption: employee only about $239,684 at 4% or $159,789 at 6%; with 50% employer match about $159,789 at 4% or $106,526 at 6%; with 100% employer match about $119,842 at 4% or $79,895 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 14 | $2,711,261 | $134,223 | $9,587iApproximate average salary by contribution assumption: employee only about $239,684 at 4% or $159,789 at 6%; with 50% employer match about $159,789 at 4% or $106,526 at 6%; with 100% employer match about $119,842 at 4% or $79,895 at 6%. |
| 2017 | 1 | 12 | $3,285,160 | $90,664 | $7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,442 at 4% or $62,961 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $3,285,160 | $90,664 | $7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,442 at 4% or $62,961 at 6%. |
| 2016 | 1 | 12 | $2,721,336 | $74,870 | $6,239iApproximate average salary by contribution assumption: employee only about $155,979 at 4% or $103,986 at 6%; with 50% employer match about $103,986 at 4% or $69,324 at 6%; with 100% employer match about $77,990 at 4% or $51,993 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $2,721,336 | $74,870 | $6,239iApproximate average salary by contribution assumption: employee only about $155,979 at 4% or $103,986 at 6%; with 50% employer match about $103,986 at 4% or $69,324 at 6%; with 100% employer match about $77,990 at 4% or $51,993 at 6%. |
| 2015 | 1 | 12 | $2,444,634 | $68,642 | $5,720iApproximate average salary by contribution assumption: employee only about $143,004 at 4% or $95,336 at 6%; with 50% employer match about $95,336 at 4% or $63,557 at 6%; with 100% employer match about $71,502 at 4% or $47,668 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $2,444,634 | $68,642 | $5,720iApproximate average salary by contribution assumption: employee only about $143,004 at 4% or $95,336 at 6%; with 50% employer match about $95,336 at 4% or $63,557 at 6%; with 100% employer match about $71,502 at 4% or $47,668 at 6%. |
| 2014 | 1 | 12 | $2,349,779 | $69,610 | $5,801iApproximate average salary by contribution assumption: employee only about $145,021 at 4% or $96,681 at 6%; with 50% employer match about $96,681 at 4% or $64,454 at 6%; with 100% employer match about $72,510 at 4% or $48,340 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $2,349,779 | $69,610 | $5,801iApproximate average salary by contribution assumption: employee only about $145,021 at 4% or $96,681 at 6%; with 50% employer match about $96,681 at 4% or $64,454 at 6%; with 100% employer match about $72,510 at 4% or $48,340 at 6%. |
| 2013 | 1 | 12 | $2,081,935 | $83,529 | $6,961iApproximate average salary by contribution assumption: employee only about $174,019 at 4% or $116,013 at 6%; with 50% employer match about $116,013 at 4% or $77,342 at 6%; with 100% employer match about $87,009 at 4% or $58,006 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $2,081,935 | $83,529 | $6,961iApproximate average salary by contribution assumption: employee only about $174,019 at 4% or $116,013 at 6%; with 50% employer match about $116,013 at 4% or $77,342 at 6%; with 100% employer match about $87,009 at 4% or $58,006 at 6%. |
| 2012 | 1 | 12 | $1,547,189 | $78,143 | $6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,355 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $1,547,189 | $78,143 | $6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,355 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%. |
| 2011 | 1 | 12 | $1,423,458 | $67,163 | $5,597iApproximate average salary by contribution assumption: employee only about $139,923 at 4% or $93,282 at 6%; with 50% employer match about $93,282 at 4% or $62,188 at 6%; with 100% employer match about $69,961 at 4% or $46,641 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $1,423,458 | $67,163 | $5,597iApproximate average salary by contribution assumption: employee only about $139,923 at 4% or $93,282 at 6%; with 50% employer match about $93,282 at 4% or $62,188 at 6%; with 100% employer match about $69,961 at 4% or $46,641 at 6%. |
| 2010 | 1 | 14 | $1,398,997 | $124,066 | $8,862iApproximate average salary by contribution assumption: employee only about $221,546 at 4% or $147,698 at 6%; with 50% employer match about $147,698 at 4% or $98,465 at 6%; with 100% employer match about $110,773 at 4% or $73,849 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 14 | $1,398,997 | $124,066 | $8,862iApproximate average salary by contribution assumption: employee only about $221,546 at 4% or $147,698 at 6%; with 50% employer match about $147,698 at 4% or $98,465 at 6%; with 100% employer match about $110,773 at 4% or $73,849 at 6%. |
| 2009 | 1 | 15 | $1,064,758 | $51,976 | $3,465iApproximate average salary by contribution assumption: employee only about $86,627 at 4% or $57,751 at 6%; with 50% employer match about $57,751 at 4% or $38,501 at 6%; with 100% employer match about $43,313 at 4% or $28,876 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 15 | $1,064,758 | $51,976 | $3,465iApproximate average salary by contribution assumption: employee only about $86,627 at 4% or $57,751 at 6%; with 50% employer match about $57,751 at 4% or $38,501 at 6%; with 100% employer match about $43,313 at 4% or $28,876 at 6%. |
| 2008 | 1 | 13 | $835,126 | $79,379 | $6,106iApproximate average salary by contribution assumption: employee only about $152,652 at 4% or $101,768 at 6%; with 50% employer match about $101,768 at 4% or $67,845 at 6%; with 100% employer match about $76,326 at 4% or $50,884 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 13 | $835,126 | $79,379 | $6,106iApproximate average salary by contribution assumption: employee only about $152,652 at 4% or $101,768 at 6%; with 50% employer match about $101,768 at 4% or $67,845 at 6%; with 100% employer match about $76,326 at 4% or $50,884 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 13 | - | - | - |
| 2006 | 1 | 12 | $1,053,199 | $90,021 | $7,502iApproximate average salary by contribution assumption: employee only about $187,544 at 4% or $125,029 at 6%; with 50% employer match about $125,029 at 4% or $83,353 at 6%; with 100% employer match about $93,772 at 4% or $62,515 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $1,053,199 | $90,021 | $7,502iApproximate average salary by contribution assumption: employee only about $187,544 at 4% or $125,029 at 6%; with 50% employer match about $125,029 at 4% or $83,353 at 6%; with 100% employer match about $93,772 at 4% or $62,515 at 6%. |
| 2005 | 1 | 11 | $1,022,840 | $105,148 | $9,559iApproximate average salary by contribution assumption: employee only about $238,973 at 4% or $159,315 at 6%; with 50% employer match about $159,315 at 4% or $106,210 at 6%; with 100% employer match about $119,486 at 4% or $79,658 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 11 | $1,022,840 | $105,148 | $9,559iApproximate average salary by contribution assumption: employee only about $238,973 at 4% or $159,315 at 6%; with 50% employer match about $159,315 at 4% or $106,210 at 6%; with 100% employer match about $119,486 at 4% or $79,658 at 6%. |
| 2004 | 1 | 18 | $1,011,667 | $205,234 | $11,402iApproximate average salary by contribution assumption: employee only about $285,047 at 4% or $190,031 at 6%; with 50% employer match about $190,031 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 18 | $1,011,667 | $205,234 | $11,402iApproximate average salary by contribution assumption: employee only about $285,047 at 4% or $190,031 at 6%; with 50% employer match about $190,031 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%. |
| 2003 | 1 | 15 | $780,256 | $276,343 | $18,423iApproximate average salary by contribution assumption: employee only about $460,572 at 4% or $307,048 at 6%; with 50% employer match about $307,048 at 4% or $204,699 at 6%; with 100% employer match about $230,286 at 4% or $153,524 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 15 | $780,256 | $276,343 | $18,423iApproximate average salary by contribution assumption: employee only about $460,572 at 4% or $307,048 at 6%; with 50% employer match about $307,048 at 4% or $204,699 at 6%; with 100% employer match about $230,286 at 4% or $153,524 at 6%. |
| 2002 | 2 | 13 | $369,383 | $138,165 | $10,628iApproximate average salary by contribution assumption: employee only about $265,702 at 4% or $177,135 at 6%; with 50% employer match about $177,135 at 4% or $118,090 at 6%; with 100% employer match about $132,851 at 4% or $88,567 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 13 | $369,383 | $88,764 | $6,828iApproximate average salary by contribution assumption: employee only about $170,700 at 4% or $113,800 at 6%; with 50% employer match about $113,800 at 4% or $75,867 at 6%; with 100% employer match about $85,350 at 4% or $56,900 at 6%. |
| SMITH & ZUCCARINI, P.S. RETIREMENT SAVINGS PLAN & TRUST | - | 0 | - | $49,401 | - |
| 2001 | 2 | 12 | $0 | $0 | - |
| SMITH & ZUCCARINI, P.S. RETIREMENT SAVINGS PLAN AND TRUST | - | 12 | - | - | - |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | - | - | - |
| 2000 | 2 | 11 | $0 | $0 | - |
| SMITH & ZUCCARINI, P.S. RETIREMENT SAVINGS PLAN AND TRUST | - | 11 | - | - | - |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 10 | - | - | - |
| 1999 | 1 | 12 | $85,499 | $81,351 | $6,779iApproximate average salary by contribution assumption: employee only about $169,481 at 4% or $112,988 at 6%; with 50% employer match about $112,988 at 4% or $75,325 at 6%; with 100% employer match about $84,741 at 4% or $56,494 at 6%. |
| Smith & Zuccarini, P.S. Retirement Savings Plan and Trust | - | 12 | $85,499 | $81,351 | $6,779iApproximate average salary by contribution assumption: employee only about $169,481 at 4% or $112,988 at 6%; with 50% employer match about $112,988 at 4% or $75,325 at 6%; with 100% employer match about $84,741 at 4% or $56,494 at 6%. |