Civic Intelligence

Smith, Freed, Heald & Chock PC.

Plan context: Smith, Freed, Heald & Chock PC. 401K Retirement Plan

EIN 93-0944667 • Portland, OR • 27 filings • 7 plans

111 SW 5th Avenue, Suite 4300Portland, OR 97204
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$12,795,585

2024 Contributions

$824,057

Historical Graphs

Total Assets Over Time

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

$12,795,585$6,397,793$0199920132024YearValue
$12,795,585Latest year 2024

Participants Over Time

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

167840199920122024YearValue
66Latest 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
2024166$12,795,585$824,057$12,486iApproximate average salary by contribution assumption: employee only about $312,143 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,048 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-66$12,795,585$824,057$12,486iApproximate average salary by contribution assumption: employee only about $312,143 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,048 at 6%.
2023167$10,914,576$788,263$11,765iApproximate average salary by contribution assumption: employee only about $294,128 at 4% or $196,085 at 6%; with 50% employer match about $196,085 at 4% or $130,724 at 6%; with 100% employer match about $147,064 at 4% or $98,043 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-67$10,914,576$788,263$11,765iApproximate average salary by contribution assumption: employee only about $294,128 at 4% or $196,085 at 6%; with 50% employer match about $196,085 at 4% or $130,724 at 6%; with 100% employer match about $147,064 at 4% or $98,043 at 6%.
2022162$8,996,541$714,460$11,524iApproximate average salary by contribution assumption: employee only about $288,089 at 4% or $192,059 at 6%; with 50% employer match about $192,059 at 4% or $128,039 at 6%; with 100% employer match about $144,044 at 4% or $96,030 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-62$8,996,541$714,460$11,524iApproximate average salary by contribution assumption: employee only about $288,089 at 4% or $192,059 at 6%; with 50% employer match about $192,059 at 4% or $128,039 at 6%; with 100% employer match about $144,044 at 4% or $96,030 at 6%.
2021164$10,373,153$796,785$12,450iApproximate average salary by contribution assumption: employee only about $311,244 at 4% or $207,496 at 6%; with 50% employer match about $207,496 at 4% or $138,331 at 6%; with 100% employer match about $155,622 at 4% or $103,748 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-64$10,373,153$796,785$12,450iApproximate average salary by contribution assumption: employee only about $311,244 at 4% or $207,496 at 6%; with 50% employer match about $207,496 at 4% or $138,331 at 6%; with 100% employer match about $155,622 at 4% or $103,748 at 6%.
2020158$9,381,178$857,638$14,787iApproximate average salary by contribution assumption: employee only about $369,672 at 4% or $246,448 at 6%; with 50% employer match about $246,448 at 4% or $164,298 at 6%; with 100% employer match about $184,836 at 4% or $123,224 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-58$9,381,178$857,638$14,787iApproximate average salary by contribution assumption: employee only about $369,672 at 4% or $246,448 at 6%; with 50% employer match about $246,448 at 4% or $164,298 at 6%; with 100% employer match about $184,836 at 4% or $123,224 at 6%.
2019156$9,117,295$600,364$10,721iApproximate average salary by contribution assumption: employee only about $268,020 at 4% or $178,680 at 6%; with 50% employer match about $178,680 at 4% or $119,120 at 6%; with 100% employer match about $134,010 at 4% or $89,340 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-56$9,117,295$600,364$10,721iApproximate average salary by contribution assumption: employee only about $268,020 at 4% or $178,680 at 6%; with 50% employer match about $178,680 at 4% or $119,120 at 6%; with 100% employer match about $134,010 at 4% or $89,340 at 6%.
2018187$9,520,716$763,137$8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,195 at 6%; with 50% employer match about $146,195 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-87$9,520,716$763,137$8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,195 at 6%; with 50% employer match about $146,195 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%.
2017191$10,799,998$740,731$8,140iApproximate average salary by contribution assumption: employee only about $203,498 at 4% or $135,665 at 6%; with 50% employer match about $135,665 at 4% or $90,443 at 6%; with 100% employer match about $101,749 at 4% or $67,833 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-91$10,799,998$740,731$8,140iApproximate average salary by contribution assumption: employee only about $203,498 at 4% or $135,665 at 6%; with 50% employer match about $135,665 at 4% or $90,443 at 6%; with 100% employer match about $101,749 at 4% or $67,833 at 6%.
20161101$9,071,610$827,402$8,192iApproximate average salary by contribution assumption: employee only about $204,802 at 4% or $136,535 at 6%; with 50% employer match about $136,535 at 4% or $91,023 at 6%; with 100% employer match about $102,401 at 4% or $68,267 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-101$9,071,610$827,402$8,192iApproximate average salary by contribution assumption: employee only about $204,802 at 4% or $136,535 at 6%; with 50% employer match about $136,535 at 4% or $91,023 at 6%; with 100% employer match about $102,401 at 4% or $68,267 at 6%.
2015195$8,220,591$732,200$7,707iApproximate average salary by contribution assumption: employee only about $192,684 at 4% or $128,456 at 6%; with 50% employer match about $128,456 at 4% or $85,637 at 6%; with 100% employer match about $96,342 at 4% or $64,228 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-95$8,220,591$732,200$7,707iApproximate average salary by contribution assumption: employee only about $192,684 at 4% or $128,456 at 6%; with 50% employer match about $128,456 at 4% or $85,637 at 6%; with 100% employer match about $96,342 at 4% or $64,228 at 6%.
2014193$8,164,075$641,238$6,895iApproximate average salary by contribution assumption: employee only about $172,376 at 4% or $114,917 at 6%; with 50% employer match about $114,917 at 4% or $76,611 at 6%; with 100% employer match about $86,188 at 4% or $57,459 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-93$8,164,075$641,238$6,895iApproximate average salary by contribution assumption: employee only about $172,376 at 4% or $114,917 at 6%; with 50% employer match about $114,917 at 4% or $76,611 at 6%; with 100% employer match about $86,188 at 4% or $57,459 at 6%.
2013191$7,517,081$809,678$8,898iApproximate average salary by contribution assumption: employee only about $222,439 at 4% or $148,293 at 6%; with 50% employer match about $148,293 at 4% or $98,862 at 6%; with 100% employer match about $111,220 at 4% or $74,146 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-91$7,517,081$809,678$8,898iApproximate average salary by contribution assumption: employee only about $222,439 at 4% or $148,293 at 6%; with 50% employer match about $148,293 at 4% or $98,862 at 6%; with 100% employer match about $111,220 at 4% or $74,146 at 6%.
2012189$6,933,385$985,903$11,078iApproximate average salary by contribution assumption: employee only about $276,939 at 4% or $184,626 at 6%; with 50% employer match about $184,626 at 4% or $123,084 at 6%; with 100% employer match about $138,470 at 4% or $92,313 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-89$6,933,385$985,903$11,078iApproximate average salary by contribution assumption: employee only about $276,939 at 4% or $184,626 at 6%; with 50% employer match about $184,626 at 4% or $123,084 at 6%; with 100% employer match about $138,470 at 4% or $92,313 at 6%.
20111116$7,037,737$819,557$7,065iApproximate average salary by contribution assumption: employee only about $176,629 at 4% or $117,752 at 6%; with 50% employer match about $117,752 at 4% or $78,502 at 6%; with 100% employer match about $88,314 at 4% or $58,876 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-116$7,037,737$819,557$7,065iApproximate average salary by contribution assumption: employee only about $176,629 at 4% or $117,752 at 6%; with 50% employer match about $117,752 at 4% or $78,502 at 6%; with 100% employer match about $88,314 at 4% or $58,876 at 6%.
20101116$6,569,516$909,780$7,843iApproximate average salary by contribution assumption: employee only about $196,073 at 4% or $130,716 at 6%; with 50% employer match about $130,716 at 4% or $87,144 at 6%; with 100% employer match about $98,037 at 4% or $65,358 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-116$6,569,516$909,780$7,843iApproximate average salary by contribution assumption: employee only about $196,073 at 4% or $130,716 at 6%; with 50% employer match about $130,716 at 4% or $87,144 at 6%; with 100% employer match about $98,037 at 4% or $65,358 at 6%.
20092167$5,168,596$998,541$5,979iApproximate average salary by contribution assumption: employee only about $149,482 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,827 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-167$5,168,596$998,541$5,979iApproximate average salary by contribution assumption: employee only about $149,482 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,827 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-----
2008197$3,158,678$680,580$7,016iApproximate average salary by contribution assumption: employee only about $175,407 at 4% or $116,938 at 6%; with 50% employer match about $116,938 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-97$3,158,678$680,580$7,016iApproximate average salary by contribution assumption: employee only about $175,407 at 4% or $116,938 at 6%; with 50% employer match about $116,938 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%.
2007179$0$0-
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-79---
2006165$2,840,292$525,188$8,080iApproximate average salary by contribution assumption: employee only about $201,995 at 4% or $134,664 at 6%; with 50% employer match about $134,664 at 4% or $89,776 at 6%; with 100% employer match about $100,998 at 4% or $67,332 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-65$2,840,292$525,188$8,080iApproximate average salary by contribution assumption: employee only about $201,995 at 4% or $134,664 at 6%; with 50% employer match about $134,664 at 4% or $89,776 at 6%; with 100% employer match about $100,998 at 4% or $67,332 at 6%.
2005164$2,135,369$435,923$6,811iApproximate average salary by contribution assumption: employee only about $170,282 at 4% or $113,522 at 6%; with 50% employer match about $113,522 at 4% or $75,681 at 6%; with 100% employer match about $85,141 at 4% or $56,761 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-64$2,135,369$435,923$6,811iApproximate average salary by contribution assumption: employee only about $170,282 at 4% or $113,522 at 6%; with 50% employer match about $113,522 at 4% or $75,681 at 6%; with 100% employer match about $85,141 at 4% or $56,761 at 6%.
2004161$1,603,420$329,079$5,395iApproximate average salary by contribution assumption: employee only about $134,868 at 4% or $89,912 at 6%; with 50% employer match about $89,912 at 4% or $59,942 at 6%; with 100% employer match about $67,434 at 4% or $44,956 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-61$1,603,420$329,079$5,395iApproximate average salary by contribution assumption: employee only about $134,868 at 4% or $89,912 at 6%; with 50% employer match about $89,912 at 4% or $59,942 at 6%; with 100% employer match about $67,434 at 4% or $44,956 at 6%.
2003151$1,167,390$166,546$3,266iApproximate average salary by contribution assumption: employee only about $81,640 at 4% or $54,427 at 6%; with 50% employer match about $54,427 at 4% or $36,285 at 6%; with 100% employer match about $40,820 at 4% or $27,213 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-51$1,167,390$166,546$3,266iApproximate average salary by contribution assumption: employee only about $81,640 at 4% or $54,427 at 6%; with 50% employer match about $54,427 at 4% or $36,285 at 6%; with 100% employer match about $40,820 at 4% or $27,213 at 6%.
2002145$813,352$238,883$5,309iApproximate average salary by contribution assumption: employee only about $132,713 at 4% or $88,475 at 6%; with 50% employer match about $88,475 at 4% or $58,983 at 6%; with 100% employer match about $66,356 at 4% or $44,238 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-45$813,352$238,883$5,309iApproximate average salary by contribution assumption: employee only about $132,713 at 4% or $88,475 at 6%; with 50% employer match about $88,475 at 4% or $58,983 at 6%; with 100% employer match about $66,356 at 4% or $44,238 at 6%.
2001138$885,353$228,492$6,013iApproximate average salary by contribution assumption: employee only about $150,324 at 4% or $100,216 at 6%; with 50% employer match about $100,216 at 4% or $66,811 at 6%; with 100% employer match about $75,162 at 4% or $50,108 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-38$885,353$228,492$6,013iApproximate average salary by contribution assumption: employee only about $150,324 at 4% or $100,216 at 6%; with 50% employer match about $100,216 at 4% or $66,811 at 6%; with 100% employer match about $75,162 at 4% or $50,108 at 6%.
2000125$0$0-
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-25---
1999129$1,117,377$211,798$7,303iApproximate average salary by contribution assumption: employee only about $182,584 at 4% or $121,723 at 6%; with 50% employer match about $121,723 at 4% or $81,149 at 6%; with 100% employer match about $91,292 at 4% or $60,861 at 6%.
Smith, Freed, Heald & Chock PC. 401K Retirement Plan-29$1,117,377$211,798$7,303iApproximate average salary by contribution assumption: employee only about $182,584 at 4% or $121,723 at 6%; with 50% employer match about $121,723 at 4% or $81,149 at 6%; with 100% employer match about $91,292 at 4% or $60,861 at 6%.