Civic Intelligence

William Smith Properties Inc.

Plan context: William Smith Properties Inc. 401(K) Psp

EIN 93-0803276 • Bend, OR • 27 filings • 3 plans

15 SW Colorado AvenueSuite 1Bend, OR 97702
Current Snapshot

Latest Year

2025

2025 Participants

74

2025 Assets

$6,615,834

2025 Contributions

$567,020

Historical Graphs

Total Assets Over Time

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

$6,615,834$3,307,917$0199920132025YearValue
$6,615,834Latest year 2025

Participants Over Time

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

74370199920122025YearValue
74Latest 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
2025174$6,615,834$567,020$7,662iApproximate average salary by contribution assumption: employee only about $191,561 at 4% or $127,707 at 6%; with 50% employer match about $127,707 at 4% or $85,138 at 6%; with 100% employer match about $95,780 at 4% or $63,854 at 6%.
William Smith Properties Inc. 401(K) Psp-74$6,615,834$567,020$7,662iApproximate average salary by contribution assumption: employee only about $191,561 at 4% or $127,707 at 6%; with 50% employer match about $127,707 at 4% or $85,138 at 6%; with 100% employer match about $95,780 at 4% or $63,854 at 6%.
2024164$5,332,350$520,735$8,136iApproximate average salary by contribution assumption: employee only about $203,412 at 4% or $135,608 at 6%; with 50% employer match about $135,608 at 4% or $90,405 at 6%; with 100% employer match about $101,706 at 4% or $67,804 at 6%.
William Smith Properties Inc. 401(K) Psp-64$5,332,350$520,735$8,136iApproximate average salary by contribution assumption: employee only about $203,412 at 4% or $135,608 at 6%; with 50% employer match about $135,608 at 4% or $90,405 at 6%; with 100% employer match about $101,706 at 4% or $67,804 at 6%.
2023166$4,254,996$368,664$5,586iApproximate average salary by contribution assumption: employee only about $139,645 at 4% or $93,097 at 6%; with 50% employer match about $93,097 at 4% or $62,065 at 6%; with 100% employer match about $69,823 at 4% or $46,548 at 6%.
William Smith Properties Inc. 401(K) Psp-66$4,254,996$368,664$5,586iApproximate average salary by contribution assumption: employee only about $139,645 at 4% or $93,097 at 6%; with 50% employer match about $93,097 at 4% or $62,065 at 6%; with 100% employer match about $69,823 at 4% or $46,548 at 6%.
2022165$3,426,606$298,437$4,591iApproximate average salary by contribution assumption: employee only about $114,783 at 4% or $76,522 at 6%; with 50% employer match about $76,522 at 4% or $51,015 at 6%; with 100% employer match about $57,392 at 4% or $38,261 at 6%.
William Smith Properties Inc. 401(K) Psp-65$3,426,606$298,437$4,591iApproximate average salary by contribution assumption: employee only about $114,783 at 4% or $76,522 at 6%; with 50% employer match about $76,522 at 4% or $51,015 at 6%; with 100% employer match about $57,392 at 4% or $38,261 at 6%.
2021154$3,980,117$305,096$5,650iApproximate average salary by contribution assumption: employee only about $141,248 at 4% or $94,165 at 6%; with 50% employer match about $94,165 at 4% or $62,777 at 6%; with 100% employer match about $70,624 at 4% or $47,083 at 6%.
William Smith Properties Inc. 401(K) Psp-54$3,980,117$305,096$5,650iApproximate average salary by contribution assumption: employee only about $141,248 at 4% or $94,165 at 6%; with 50% employer match about $94,165 at 4% or $62,777 at 6%; with 100% employer match about $70,624 at 4% or $47,083 at 6%.
2020154$3,551,630$291,747$5,403iApproximate average salary by contribution assumption: employee only about $135,068 at 4% or $90,045 at 6%; with 50% employer match about $90,045 at 4% or $60,030 at 6%; with 100% employer match about $67,534 at 4% or $45,023 at 6%.
William Smith Properties Inc. 401(K) Psp-54$3,551,630$291,747$5,403iApproximate average salary by contribution assumption: employee only about $135,068 at 4% or $90,045 at 6%; with 50% employer match about $90,045 at 4% or $60,030 at 6%; with 100% employer match about $67,534 at 4% or $45,023 at 6%.
2019150$3,799,020$290,109$5,802iApproximate average salary by contribution assumption: employee only about $145,055 at 4% or $96,703 at 6%; with 50% employer match about $96,703 at 4% or $64,469 at 6%; with 100% employer match about $72,527 at 4% or $48,352 at 6%.
William Smith Properties Inc. 401(K) Psp-50$3,799,020$290,109$5,802iApproximate average salary by contribution assumption: employee only about $145,055 at 4% or $96,703 at 6%; with 50% employer match about $96,703 at 4% or $64,469 at 6%; with 100% employer match about $72,527 at 4% or $48,352 at 6%.
2018136$2,801,062$214,684$5,963iApproximate average salary by contribution assumption: employee only about $149,086 at 4% or $99,391 at 6%; with 50% employer match about $99,391 at 4% or $66,260 at 6%; with 100% employer match about $74,543 at 4% or $49,695 at 6%.
William Smith Properties Inc. 401(K) Psp-36$2,801,062$214,684$5,963iApproximate average salary by contribution assumption: employee only about $149,086 at 4% or $99,391 at 6%; with 50% employer match about $99,391 at 4% or $66,260 at 6%; with 100% employer match about $74,543 at 4% or $49,695 at 6%.
2017140$2,922,390$196,961$4,924iApproximate average salary by contribution assumption: employee only about $123,101 at 4% or $82,067 at 6%; with 50% employer match about $82,067 at 4% or $54,711 at 6%; with 100% employer match about $61,550 at 4% or $41,034 at 6%.
William Smith Properties Inc. 401(K) Psp-40$2,922,390$196,961$4,924iApproximate average salary by contribution assumption: employee only about $123,101 at 4% or $82,067 at 6%; with 50% employer match about $82,067 at 4% or $54,711 at 6%; with 100% employer match about $61,550 at 4% or $41,034 at 6%.
2016135$2,828,585$181,042$5,173iApproximate average salary by contribution assumption: employee only about $129,316 at 4% or $86,210 at 6%; with 50% employer match about $86,210 at 4% or $57,474 at 6%; with 100% employer match about $64,658 at 4% or $43,105 at 6%.
William Smith Properties Inc. 401(K) Psp-35$2,828,585$181,042$5,173iApproximate average salary by contribution assumption: employee only about $129,316 at 4% or $86,210 at 6%; with 50% employer match about $86,210 at 4% or $57,474 at 6%; with 100% employer match about $64,658 at 4% or $43,105 at 6%.
2015139$2,468,430$155,592$3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%.
William Smith Properties Inc. 401(K) Psp-39$2,468,430$155,592$3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%.
2014134$2,396,851$129,106$3,797iApproximate average salary by contribution assumption: employee only about $94,931 at 4% or $63,287 at 6%; with 50% employer match about $63,287 at 4% or $42,192 at 6%; with 100% employer match about $47,465 at 4% or $31,644 at 6%.
William Smith Properties Inc. 401(K) Psp-34$2,396,851$129,106$3,797iApproximate average salary by contribution assumption: employee only about $94,931 at 4% or $63,287 at 6%; with 50% employer match about $63,287 at 4% or $42,192 at 6%; with 100% employer match about $47,465 at 4% or $31,644 at 6%.
2013133$2,258,355$154,558$4,684iApproximate average salary by contribution assumption: employee only about $117,089 at 4% or $78,060 at 6%; with 50% employer match about $78,060 at 4% or $52,040 at 6%; with 100% employer match about $58,545 at 4% or $39,030 at 6%.
William Smith Properties Inc. 401(K) Psp-33$2,258,355$154,558$4,684iApproximate average salary by contribution assumption: employee only about $117,089 at 4% or $78,060 at 6%; with 50% employer match about $78,060 at 4% or $52,040 at 6%; with 100% employer match about $58,545 at 4% or $39,030 at 6%.
2012133$1,759,122$135,321$4,101iApproximate average salary by contribution assumption: employee only about $102,516 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
William Smith Properties Inc. 401(K) Psp-33$1,759,122$135,321$4,101iApproximate average salary by contribution assumption: employee only about $102,516 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
2011132$1,478,122$130,453$4,077iApproximate average salary by contribution assumption: employee only about $101,916 at 4% or $67,944 at 6%; with 50% employer match about $67,944 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%.
William Smith Properties Inc. 401(K) Psp-32$1,478,122$130,453$4,077iApproximate average salary by contribution assumption: employee only about $101,916 at 4% or $67,944 at 6%; with 50% employer match about $67,944 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%.
2010129$1,383,554$144,746$4,991iApproximate average salary by contribution assumption: employee only about $124,781 at 4% or $83,187 at 6%; with 50% employer match about $83,187 at 4% or $55,458 at 6%; with 100% employer match about $62,391 at 4% or $41,594 at 6%.
William Smith Properties Inc. 401(K) Psp-29$1,383,554$144,746$4,991iApproximate average salary by contribution assumption: employee only about $124,781 at 4% or $83,187 at 6%; with 50% employer match about $83,187 at 4% or $55,458 at 6%; with 100% employer match about $62,391 at 4% or $41,594 at 6%.
2009134$1,153,945$63,682$1,873iApproximate average salary by contribution assumption: employee only about $46,825 at 4% or $31,217 at 6%; with 50% employer match about $31,217 at 4% or $20,811 at 6%; with 100% employer match about $23,413 at 4% or $15,608 at 6%.
William Smith Properties Inc. 401(K) Psp-34$1,153,945$63,682$1,873iApproximate average salary by contribution assumption: employee only about $46,825 at 4% or $31,217 at 6%; with 50% employer match about $31,217 at 4% or $20,811 at 6%; with 100% employer match about $23,413 at 4% or $15,608 at 6%.
2008124$877,493$135,848$5,660iApproximate average salary by contribution assumption: employee only about $141,508 at 4% or $94,339 at 6%; with 50% employer match about $94,339 at 4% or $62,893 at 6%; with 100% employer match about $70,754 at 4% or $47,169 at 6%.
William Smith Properties Inc. 401(K) Psp-24$877,493$135,848$5,660iApproximate average salary by contribution assumption: employee only about $141,508 at 4% or $94,339 at 6%; with 50% employer match about $94,339 at 4% or $62,893 at 6%; with 100% employer match about $70,754 at 4% or $47,169 at 6%.
2007122$1,319,680$127,811$5,810iApproximate average salary by contribution assumption: employee only about $145,240 at 4% or $96,827 at 6%; with 50% employer match about $96,827 at 4% or $64,551 at 6%; with 100% employer match about $72,620 at 4% or $48,413 at 6%.
William Smith Properties Inc. 401(K) Psp-22$1,319,680$127,811$5,810iApproximate average salary by contribution assumption: employee only about $145,240 at 4% or $96,827 at 6%; with 50% employer match about $96,827 at 4% or $64,551 at 6%; with 100% employer match about $72,620 at 4% or $48,413 at 6%.
2006122$1,110,675$112,337$5,106iApproximate average salary by contribution assumption: employee only about $127,656 at 4% or $85,104 at 6%; with 50% employer match about $85,104 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
William Smith Properties Inc. 401(K) Psp-22$1,110,675$112,337$5,106iApproximate average salary by contribution assumption: employee only about $127,656 at 4% or $85,104 at 6%; with 50% employer match about $85,104 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
2005120$935,645$113,137$5,657iApproximate average salary by contribution assumption: employee only about $141,421 at 4% or $94,281 at 6%; with 50% employer match about $94,281 at 4% or $62,854 at 6%; with 100% employer match about $70,711 at 4% or $47,140 at 6%.
William Smith Properties Inc. 401(K) Psp-20$935,645$113,137$5,657iApproximate average salary by contribution assumption: employee only about $141,421 at 4% or $94,281 at 6%; with 50% employer match about $94,281 at 4% or $62,854 at 6%; with 100% employer match about $70,711 at 4% or $47,140 at 6%.
2004119$876,296$112,597$5,926iApproximate average salary by contribution assumption: employee only about $148,154 at 4% or $98,769 at 6%; with 50% employer match about $98,769 at 4% or $65,846 at 6%; with 100% employer match about $74,077 at 4% or $49,385 at 6%.
William Smith Properties Inc. 401(K) Psp-19$876,296$112,597$5,926iApproximate average salary by contribution assumption: employee only about $148,154 at 4% or $98,769 at 6%; with 50% employer match about $98,769 at 4% or $65,846 at 6%; with 100% employer match about $74,077 at 4% or $49,385 at 6%.
2003120$708,413$86,445$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
William Smith Properties Inc. 401(K) Psp-20$708,413$86,445$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
2002115$548,288$68,378$4,559iApproximate average salary by contribution assumption: employee only about $113,963 at 4% or $75,976 at 6%; with 50% employer match about $75,976 at 4% or $50,650 at 6%; with 100% employer match about $56,982 at 4% or $37,988 at 6%.
William Smith Properties Inc. 401(K) Psp-15$548,288$68,378$4,559iApproximate average salary by contribution assumption: employee only about $113,963 at 4% or $75,976 at 6%; with 50% employer match about $75,976 at 4% or $50,650 at 6%; with 100% employer match about $56,982 at 4% or $37,988 at 6%.
2001118$574,481$79,219$4,401iApproximate average salary by contribution assumption: employee only about $110,026 at 4% or $73,351 at 6%; with 50% employer match about $73,351 at 4% or $48,901 at 6%; with 100% employer match about $55,013 at 4% or $36,675 at 6%.
William Smith Properties Inc. 401(K) Psp-18$574,481$79,219$4,401iApproximate average salary by contribution assumption: employee only about $110,026 at 4% or $73,351 at 6%; with 50% employer match about $73,351 at 4% or $48,901 at 6%; with 100% employer match about $55,013 at 4% or $36,675 at 6%.
2000114$0$0-
William Smith Properties Inc. 401(K) Psp-14---
1999112$465,676$50,148$4,179iApproximate average salary by contribution assumption: employee only about $104,475 at 4% or $69,650 at 6%; with 50% employer match about $69,650 at 4% or $46,433 at 6%; with 100% employer match about $52,238 at 4% or $34,825 at 6%.
William Smith Properties Inc. 401(K) Psp-12$465,676$50,148$4,179iApproximate average salary by contribution assumption: employee only about $104,475 at 4% or $69,650 at 6%; with 50% employer match about $69,650 at 4% or $46,433 at 6%; with 100% employer match about $52,238 at 4% or $34,825 at 6%.