Civic Intelligence

Stanley E. Smith Insurance Agency

Plan context: Dad'S Piano 401(K) Retirement Plan

EIN 94-2381567 • Lafayette, CA • 18 filings • 4 plans

3540 Wilkinson LaneLafayette, CA 94549
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$4,465,098

2022 Contributions

$105,095

Historical Graphs

Total Assets Over Time

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

$4,465,098$2,232,549$0200520132021YearValue
$4,465,098Latest year 2021

Participants Over Time

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

1050200520132021YearValue
7Latest year 2021

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
202210$0$105,095-
Dad'S Piano 401(K) Retirement Plan-0$0$105,095-
202117$4,465,098$137,022$19,575iApproximate average salary by contribution assumption: employee only about $489,364 at 4% or $326,243 at 6%; with 50% employer match about $326,243 at 4% or $217,495 at 6%; with 100% employer match about $244,682 at 4% or $163,121 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$4,465,098$137,022$19,575iApproximate average salary by contribution assumption: employee only about $489,364 at 4% or $326,243 at 6%; with 50% employer match about $326,243 at 4% or $217,495 at 6%; with 100% employer match about $244,682 at 4% or $163,121 at 6%.
202017$3,744,639$71,864$10,266iApproximate average salary by contribution assumption: employee only about $256,657 at 4% or $171,105 at 6%; with 50% employer match about $171,105 at 4% or $114,070 at 6%; with 100% employer match about $128,329 at 4% or $85,552 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$3,744,639$71,864$10,266iApproximate average salary by contribution assumption: employee only about $256,657 at 4% or $171,105 at 6%; with 50% employer match about $171,105 at 4% or $114,070 at 6%; with 100% employer match about $128,329 at 4% or $85,552 at 6%.
201917$2,866,076$135,091$19,299iApproximate average salary by contribution assumption: employee only about $482,468 at 4% or $321,645 at 6%; with 50% employer match about $321,645 at 4% or $214,430 at 6%; with 100% employer match about $241,234 at 4% or $160,823 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$2,866,076$135,091$19,299iApproximate average salary by contribution assumption: employee only about $482,468 at 4% or $321,645 at 6%; with 50% employer match about $321,645 at 4% or $214,430 at 6%; with 100% employer match about $241,234 at 4% or $160,823 at 6%.
201815$2,117,957$134,849$26,970iApproximate average salary by contribution assumption: employee only about $674,245 at 4% or $449,497 at 6%; with 50% employer match about $449,497 at 4% or $299,664 at 6%; with 100% employer match about $337,123 at 4% or $224,748 at 6%.
Dad'S Piano 401(K) Retirement Plan-5$2,117,957$134,849$26,970iApproximate average salary by contribution assumption: employee only about $674,245 at 4% or $449,497 at 6%; with 50% employer match about $449,497 at 4% or $299,664 at 6%; with 100% employer match about $337,123 at 4% or $224,748 at 6%.
201717$2,166,151$133,019$19,003iApproximate average salary by contribution assumption: employee only about $475,068 at 4% or $316,712 at 6%; with 50% employer match about $316,712 at 4% or $211,141 at 6%; with 100% employer match about $237,534 at 4% or $158,356 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$2,166,151$133,019$19,003iApproximate average salary by contribution assumption: employee only about $475,068 at 4% or $316,712 at 6%; with 50% employer match about $316,712 at 4% or $211,141 at 6%; with 100% employer match about $237,534 at 4% or $158,356 at 6%.
201617$1,638,441$115,823$16,546iApproximate average salary by contribution assumption: employee only about $413,654 at 4% or $275,769 at 6%; with 50% employer match about $275,769 at 4% or $183,846 at 6%; with 100% employer match about $206,827 at 4% or $137,885 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$1,638,441$115,823$16,546iApproximate average salary by contribution assumption: employee only about $413,654 at 4% or $275,769 at 6%; with 50% employer match about $275,769 at 4% or $183,846 at 6%; with 100% employer match about $206,827 at 4% or $137,885 at 6%.
201518$1,509,003$134,644$16,831iApproximate average salary by contribution assumption: employee only about $420,763 at 4% or $280,508 at 6%; with 50% employer match about $280,508 at 4% or $187,006 at 6%; with 100% employer match about $210,381 at 4% or $140,254 at 6%.
Dad'S Piano 401(K) Retirement Plan-8$1,509,003$134,644$16,831iApproximate average salary by contribution assumption: employee only about $420,763 at 4% or $280,508 at 6%; with 50% employer match about $280,508 at 4% or $187,006 at 6%; with 100% employer match about $210,381 at 4% or $140,254 at 6%.
201419$1,441,676$132,466$14,718iApproximate average salary by contribution assumption: employee only about $367,961 at 4% or $245,307 at 6%; with 50% employer match about $245,307 at 4% or $163,538 at 6%; with 100% employer match about $183,981 at 4% or $122,654 at 6%.
Dad'S Piano 401(K) Retirement Plan-9$1,441,676$132,466$14,718iApproximate average salary by contribution assumption: employee only about $367,961 at 4% or $245,307 at 6%; with 50% employer match about $245,307 at 4% or $163,538 at 6%; with 100% employer match about $183,981 at 4% or $122,654 at 6%.
2013110$1,201,219$128,252$12,825iApproximate average salary by contribution assumption: employee only about $320,630 at 4% or $213,753 at 6%; with 50% employer match about $213,753 at 4% or $142,502 at 6%; with 100% employer match about $160,315 at 4% or $106,877 at 6%.
Dad'S Piano 401(K) Retirement Plan-10$1,201,219$128,252$12,825iApproximate average salary by contribution assumption: employee only about $320,630 at 4% or $213,753 at 6%; with 50% employer match about $213,753 at 4% or $142,502 at 6%; with 100% employer match about $160,315 at 4% or $106,877 at 6%.
201219$968,063$118,357$13,151iApproximate average salary by contribution assumption: employee only about $328,769 at 4% or $219,180 at 6%; with 50% employer match about $219,180 at 4% or $146,120 at 6%; with 100% employer match about $164,385 at 4% or $109,590 at 6%.
Dad'S Piano 401(K) Retirement Plan-9$968,063$118,357$13,151iApproximate average salary by contribution assumption: employee only about $328,769 at 4% or $219,180 at 6%; with 50% employer match about $219,180 at 4% or $146,120 at 6%; with 100% employer match about $164,385 at 4% or $109,590 at 6%.
201118$803,994$105,085$13,136iApproximate average salary by contribution assumption: employee only about $328,391 at 4% or $218,927 at 6%; with 50% employer match about $218,927 at 4% or $145,951 at 6%; with 100% employer match about $164,195 at 4% or $109,464 at 6%.
Dad'S Piano 401(K) Retirement Plan-8$803,994$105,085$13,136iApproximate average salary by contribution assumption: employee only about $328,391 at 4% or $218,927 at 6%; with 50% employer match about $218,927 at 4% or $145,951 at 6%; with 100% employer match about $164,195 at 4% or $109,464 at 6%.
201017$752,700$133,739$19,106iApproximate average salary by contribution assumption: employee only about $477,639 at 4% or $318,426 at 6%; with 50% employer match about $318,426 at 4% or $212,284 at 6%; with 100% employer match about $238,820 at 4% or $159,213 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$752,700$133,739$19,106iApproximate average salary by contribution assumption: employee only about $477,639 at 4% or $318,426 at 6%; with 50% employer match about $318,426 at 4% or $212,284 at 6%; with 100% employer match about $238,820 at 4% or $159,213 at 6%.
200918$562,162$132,127$16,516iApproximate average salary by contribution assumption: employee only about $412,897 at 4% or $275,265 at 6%; with 50% employer match about $275,265 at 4% or $183,510 at 6%; with 100% employer match about $206,448 at 4% or $137,632 at 6%.
Dad'S Piano 401(K) Retirement Plan-8$562,162$132,127$16,516iApproximate average salary by contribution assumption: employee only about $412,897 at 4% or $275,265 at 6%; with 50% employer match about $275,265 at 4% or $183,510 at 6%; with 100% employer match about $206,448 at 4% or $137,632 at 6%.
200817$325,405$122,627$17,518iApproximate average salary by contribution assumption: employee only about $437,954 at 4% or $291,969 at 6%; with 50% employer match about $291,969 at 4% or $194,646 at 6%; with 100% employer match about $218,977 at 4% or $145,985 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$325,405$122,627$17,518iApproximate average salary by contribution assumption: employee only about $437,954 at 4% or $291,969 at 6%; with 50% employer match about $291,969 at 4% or $194,646 at 6%; with 100% employer match about $218,977 at 4% or $145,985 at 6%.
200717$426,189$140,707$20,101iApproximate average salary by contribution assumption: employee only about $502,525 at 4% or $335,017 at 6%; with 50% employer match about $335,017 at 4% or $223,344 at 6%; with 100% employer match about $251,263 at 4% or $167,508 at 6%.
Dad'S Piano 401(K) Retirement Plan-7$426,189$140,707$20,101iApproximate average salary by contribution assumption: employee only about $502,525 at 4% or $335,017 at 6%; with 50% employer match about $335,017 at 4% or $223,344 at 6%; with 100% employer match about $251,263 at 4% or $167,508 at 6%.
200615$264,549$128,180$25,636iApproximate average salary by contribution assumption: employee only about $640,900 at 4% or $427,267 at 6%; with 50% employer match about $427,267 at 4% or $284,844 at 6%; with 100% employer match about $320,450 at 4% or $213,633 at 6%.
Dad'S Piano 401(K) Retirement Plan-5$264,549$128,180$25,636iApproximate average salary by contribution assumption: employee only about $640,900 at 4% or $427,267 at 6%; with 50% employer match about $427,267 at 4% or $284,844 at 6%; with 100% employer match about $320,450 at 4% or $213,633 at 6%.
200515$126,131$126,016$25,203iApproximate average salary by contribution assumption: employee only about $630,080 at 4% or $420,053 at 6%; with 50% employer match about $420,053 at 4% or $280,036 at 6%; with 100% employer match about $315,040 at 4% or $210,027 at 6%.
Dad'S Piano 401(K) Retirement Plan-5$126,131$126,016$25,203iApproximate average salary by contribution assumption: employee only about $630,080 at 4% or $420,053 at 6%; with 50% employer match about $420,053 at 4% or $280,036 at 6%; with 100% employer match about $315,040 at 4% or $210,027 at 6%.