Civic Intelligence

Grant & Smith LLP

Plan context: Grant & Smith LLP 401(K) Plan

EIN 94-3169649 • Oakland, CA • 18 filings • 2 plans

333 Hegenberger Rd, Suite 325Oakland, CA 94621
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,266,915

2025 Contributions

$141,089

Historical Graphs

Total Assets Over Time

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

$3,266,915$1,633,458$0200820172025YearValue
$3,266,915Latest year 2025

Participants Over Time

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

1050200820172025YearValue
9Latest 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
202519$3,266,915$141,089$15,677iApproximate average salary by contribution assumption: employee only about $391,914 at 4% or $261,276 at 6%; with 50% employer match about $261,276 at 4% or $174,184 at 6%; with 100% employer match about $195,957 at 4% or $130,638 at 6%.
Grant & Smith LLP 401(K) Plan-9$3,266,915$141,089$15,677iApproximate average salary by contribution assumption: employee only about $391,914 at 4% or $261,276 at 6%; with 50% employer match about $261,276 at 4% or $174,184 at 6%; with 100% employer match about $195,957 at 4% or $130,638 at 6%.
202419$2,700,394$145,317$16,146iApproximate average salary by contribution assumption: employee only about $403,658 at 4% or $269,106 at 6%; with 50% employer match about $269,106 at 4% or $179,404 at 6%; with 100% employer match about $201,829 at 4% or $134,553 at 6%.
Grant & Smith LLP 401(K) Plan-9$2,700,394$145,317$16,146iApproximate average salary by contribution assumption: employee only about $403,658 at 4% or $269,106 at 6%; with 50% employer match about $269,106 at 4% or $179,404 at 6%; with 100% employer match about $201,829 at 4% or $134,553 at 6%.
2023110$2,575,230$139,428$13,943iApproximate average salary by contribution assumption: employee only about $348,570 at 4% or $232,380 at 6%; with 50% employer match about $232,380 at 4% or $154,920 at 6%; with 100% employer match about $174,285 at 4% or $116,190 at 6%.
Grant & Smith LLP 401(K) Plan-10$2,575,230$139,428$13,943iApproximate average salary by contribution assumption: employee only about $348,570 at 4% or $232,380 at 6%; with 50% employer match about $232,380 at 4% or $154,920 at 6%; with 100% employer match about $174,285 at 4% or $116,190 at 6%.
2022110$2,175,511$125,168$12,517iApproximate average salary by contribution assumption: employee only about $312,920 at 4% or $208,613 at 6%; with 50% employer match about $208,613 at 4% or $139,076 at 6%; with 100% employer match about $156,460 at 4% or $104,307 at 6%.
Grant & Smith LLP 401(K) Plan-10$2,175,511$125,168$12,517iApproximate average salary by contribution assumption: employee only about $312,920 at 4% or $208,613 at 6%; with 50% employer match about $208,613 at 4% or $139,076 at 6%; with 100% employer match about $156,460 at 4% or $104,307 at 6%.
202119$2,377,178$135,510$15,057iApproximate average salary by contribution assumption: employee only about $376,417 at 4% or $250,944 at 6%; with 50% employer match about $250,944 at 4% or $167,296 at 6%; with 100% employer match about $188,208 at 4% or $125,472 at 6%.
Grant & Smith LLP 401(K) Plan-9$2,377,178$135,510$15,057iApproximate average salary by contribution assumption: employee only about $376,417 at 4% or $250,944 at 6%; with 50% employer match about $250,944 at 4% or $167,296 at 6%; with 100% employer match about $188,208 at 4% or $125,472 at 6%.
202017$2,014,583$142,154$20,308iApproximate average salary by contribution assumption: employee only about $507,693 at 4% or $338,462 at 6%; with 50% employer match about $338,462 at 4% or $225,641 at 6%; with 100% employer match about $253,846 at 4% or $169,231 at 6%.
Grant & Smith LLP 401(K) Plan-7$2,014,583$142,154$20,308iApproximate average salary by contribution assumption: employee only about $507,693 at 4% or $338,462 at 6%; with 50% employer match about $338,462 at 4% or $225,641 at 6%; with 100% employer match about $253,846 at 4% or $169,231 at 6%.
201917$2,041,635$120,133$17,162iApproximate average salary by contribution assumption: employee only about $429,046 at 4% or $286,031 at 6%; with 50% employer match about $286,031 at 4% or $190,687 at 6%; with 100% employer match about $214,523 at 4% or $143,015 at 6%.
Grant & Smith LLP 401(K) Plan-7$2,041,635$120,133$17,162iApproximate average salary by contribution assumption: employee only about $429,046 at 4% or $286,031 at 6%; with 50% employer match about $286,031 at 4% or $190,687 at 6%; with 100% employer match about $214,523 at 4% or $143,015 at 6%.
201817$1,550,155$113,868$16,267iApproximate average salary by contribution assumption: employee only about $406,671 at 4% or $271,114 at 6%; with 50% employer match about $271,114 at 4% or $180,743 at 6%; with 100% employer match about $203,336 at 4% or $135,557 at 6%.
Grant & Smith LLP 401(K) Plan-7$1,550,155$113,868$16,267iApproximate average salary by contribution assumption: employee only about $406,671 at 4% or $271,114 at 6%; with 50% employer match about $271,114 at 4% or $180,743 at 6%; with 100% employer match about $203,336 at 4% or $135,557 at 6%.
201716$1,582,565$100,646$16,774iApproximate average salary by contribution assumption: employee only about $419,358 at 4% or $279,572 at 6%; with 50% employer match about $279,572 at 4% or $186,381 at 6%; with 100% employer match about $209,679 at 4% or $139,786 at 6%.
Grant & Smith LLP 401(K) Plan-6$1,582,565$100,646$16,774iApproximate average salary by contribution assumption: employee only about $419,358 at 4% or $279,572 at 6%; with 50% employer match about $279,572 at 4% or $186,381 at 6%; with 100% employer match about $209,679 at 4% or $139,786 at 6%.
201617$1,215,290$108,785$15,541iApproximate average salary by contribution assumption: employee only about $388,518 at 4% or $259,012 at 6%; with 50% employer match about $259,012 at 4% or $172,675 at 6%; with 100% employer match about $194,259 at 4% or $129,506 at 6%.
Grant & Smith LLP 401(K) Plan-7$1,215,290$108,785$15,541iApproximate average salary by contribution assumption: employee only about $388,518 at 4% or $259,012 at 6%; with 50% employer match about $259,012 at 4% or $172,675 at 6%; with 100% employer match about $194,259 at 4% or $129,506 at 6%.
201518$1,066,976$126,475$15,809iApproximate average salary by contribution assumption: employee only about $395,234 at 4% or $263,490 at 6%; with 50% employer match about $263,490 at 4% or $175,660 at 6%; with 100% employer match about $197,617 at 4% or $131,745 at 6%.
Grant & Smith LLP 401(K) Plan-8$1,066,976$126,475$15,809iApproximate average salary by contribution assumption: employee only about $395,234 at 4% or $263,490 at 6%; with 50% employer match about $263,490 at 4% or $175,660 at 6%; with 100% employer match about $197,617 at 4% or $131,745 at 6%.
201418$962,790$116,851$14,606iApproximate average salary by contribution assumption: employee only about $365,159 at 4% or $243,440 at 6%; with 50% employer match about $243,440 at 4% or $162,293 at 6%; with 100% employer match about $182,580 at 4% or $121,720 at 6%.
Grant & Smith LLP 401(K) Plan-8$962,790$116,851$14,606iApproximate average salary by contribution assumption: employee only about $365,159 at 4% or $243,440 at 6%; with 50% employer match about $243,440 at 4% or $162,293 at 6%; with 100% employer match about $182,580 at 4% or $121,720 at 6%.
2013110$816,546$126,573$12,657iApproximate average salary by contribution assumption: employee only about $316,433 at 4% or $210,955 at 6%; with 50% employer match about $210,955 at 4% or $140,637 at 6%; with 100% employer match about $158,216 at 4% or $105,478 at 6%.
Grant & Smith LLP 401(K) Plan-10$816,546$126,573$12,657iApproximate average salary by contribution assumption: employee only about $316,433 at 4% or $210,955 at 6%; with 50% employer match about $210,955 at 4% or $140,637 at 6%; with 100% employer match about $158,216 at 4% or $105,478 at 6%.
201219$573,355$114,231$12,692iApproximate average salary by contribution assumption: employee only about $317,308 at 4% or $211,539 at 6%; with 50% employer match about $211,539 at 4% or $141,026 at 6%; with 100% employer match about $158,654 at 4% or $105,769 at 6%.
Grant & Smith LLP 401(K) Plan-9$573,355$114,231$12,692iApproximate average salary by contribution assumption: employee only about $317,308 at 4% or $211,539 at 6%; with 50% employer match about $211,539 at 4% or $141,026 at 6%; with 100% employer match about $158,654 at 4% or $105,769 at 6%.
201119$401,323$112,502$12,500iApproximate average salary by contribution assumption: employee only about $312,506 at 4% or $208,337 at 6%; with 50% employer match about $208,337 at 4% or $138,891 at 6%; with 100% employer match about $156,253 at 4% or $104,169 at 6%.
Grant & Smith LLP 401(K) Plan-9$401,323$112,502$12,500iApproximate average salary by contribution assumption: employee only about $312,506 at 4% or $208,337 at 6%; with 50% employer match about $208,337 at 4% or $138,891 at 6%; with 100% employer match about $156,253 at 4% or $104,169 at 6%.
201018$308,078$108,831$13,604iApproximate average salary by contribution assumption: employee only about $340,097 at 4% or $226,731 at 6%; with 50% employer match about $226,731 at 4% or $151,154 at 6%; with 100% employer match about $170,048 at 4% or $113,366 at 6%.
Grant & Smith LLP 401(K) Plan-8$308,078$108,831$13,604iApproximate average salary by contribution assumption: employee only about $340,097 at 4% or $226,731 at 6%; with 50% employer match about $226,731 at 4% or $151,154 at 6%; with 100% employer match about $170,048 at 4% or $113,366 at 6%.
200919$179,339$101,436$11,271iApproximate average salary by contribution assumption: employee only about $281,767 at 4% or $187,844 at 6%; with 50% employer match about $187,844 at 4% or $125,230 at 6%; with 100% employer match about $140,883 at 4% or $93,922 at 6%.
Grant & Smith LLP 401(K) Plan-9$179,339$101,436$11,271iApproximate average salary by contribution assumption: employee only about $281,767 at 4% or $187,844 at 6%; with 50% employer match about $187,844 at 4% or $125,230 at 6%; with 100% employer match about $140,883 at 4% or $93,922 at 6%.
200817$80,864$83,364$11,909iApproximate average salary by contribution assumption: employee only about $297,729 at 4% or $198,486 at 6%; with 50% employer match about $198,486 at 4% or $132,324 at 6%; with 100% employer match about $148,864 at 4% or $99,243 at 6%.
Grant & Smith LLP 401(K) Plan-7$80,864$83,364$11,909iApproximate average salary by contribution assumption: employee only about $297,729 at 4% or $198,486 at 6%; with 50% employer match about $198,486 at 4% or $132,324 at 6%; with 100% employer match about $148,864 at 4% or $99,243 at 6%.