Civic Intelligence

Smith & Fong Company

Plan context: Smith & Fong Profit Sharing Plan

EIN 94-3277520 • Novato, CA • 38 filings • 5 plans

394 Bel Marin Keys Blvd., Suite 6Novato, CA 94949
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,372,066

2024 Contributions

$142,259

Historical Graphs

Total Assets Over Time

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

$5,857,582$2,928,791$0199920122024YearValue
$5,372,066Latest year 2024

Participants Over Time

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

1890199920122024YearValue
17Latest 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
2024217$5,372,066$142,259$8,368iApproximate average salary by contribution assumption: employee only about $209,204 at 4% or $139,470 at 6%; with 50% employer match about $139,470 at 4% or $92,980 at 6%; with 100% employer match about $104,602 at 4% or $69,735 at 6%.
Smith & Fong Profit Sharing Plan-17$5,372,066$142,259$8,368iApproximate average salary by contribution assumption: employee only about $209,204 at 4% or $139,470 at 6%; with 50% employer match about $139,470 at 4% or $92,980 at 6%; with 100% employer match about $104,602 at 4% or $69,735 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-0$0$0-
2023216$5,857,582$420,747$26,297iApproximate average salary by contribution assumption: employee only about $657,417 at 4% or $438,278 at 6%; with 50% employer match about $438,278 at 4% or $292,185 at 6%; with 100% employer match about $328,709 at 4% or $219,139 at 6%.
Smith & Fong Profit Sharing Plan-16$4,391,037$173,918$10,870iApproximate average salary by contribution assumption: employee only about $271,747 at 4% or $181,165 at 6%; with 50% employer match about $181,165 at 4% or $120,776 at 6%; with 100% employer match about $135,873 at 4% or $90,582 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-13$1,466,545$246,829$18,987iApproximate average salary by contribution assumption: employee only about $474,671 at 4% or $316,447 at 6%; with 50% employer match about $316,447 at 4% or $210,965 at 6%; with 100% employer match about $237,336 at 4% or $158,224 at 6%.
2022215$4,746,074$503,835$33,589iApproximate average salary by contribution assumption: employee only about $839,725 at 4% or $559,817 at 6%; with 50% employer match about $559,817 at 4% or $373,211 at 6%; with 100% employer match about $419,863 at 4% or $279,908 at 6%.
Smith & Fong Profit Sharing Plan-15$3,614,231$203,835$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-12$1,131,843$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2021218$5,021,855$586,184$32,566iApproximate average salary by contribution assumption: employee only about $814,144 at 4% or $542,763 at 6%; with 50% employer match about $542,763 at 4% or $361,842 at 6%; with 100% employer match about $407,072 at 4% or $271,381 at 6%.
Smith & Fong Profit Sharing Plan-18$4,069,917$376,184$20,899iApproximate average salary by contribution assumption: employee only about $522,478 at 4% or $348,319 at 6%; with 50% employer match about $348,319 at 4% or $232,212 at 6%; with 100% employer match about $261,239 at 4% or $174,159 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-10$951,938$210,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
2020216$3,772,779$448,604$28,038iApproximate average salary by contribution assumption: employee only about $700,944 at 4% or $467,296 at 6%; with 50% employer match about $467,296 at 4% or $311,531 at 6%; with 100% employer match about $350,472 at 4% or $233,648 at 6%.
Smith & Fong Profit Sharing Plan-16$3,076,329$255,218$15,951iApproximate average salary by contribution assumption: employee only about $398,778 at 4% or $265,852 at 6%; with 50% employer match about $265,852 at 4% or $177,235 at 6%; with 100% employer match about $199,389 at 4% or $132,926 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-10$696,450$193,386$19,339iApproximate average salary by contribution assumption: employee only about $483,465 at 4% or $322,310 at 6%; with 50% employer match about $322,310 at 4% or $214,873 at 6%; with 100% employer match about $241,732 at 4% or $161,155 at 6%.
2019212$2,944,842$426,126$35,511iApproximate average salary by contribution assumption: employee only about $887,763 at 4% or $591,842 at 6%; with 50% employer match about $591,842 at 4% or $394,561 at 6%; with 100% employer match about $443,881 at 4% or $295,921 at 6%.
Smith & Fong Profit Sharing Plan-12$2,476,801$186,029$15,502iApproximate average salary by contribution assumption: employee only about $387,560 at 4% or $258,374 at 6%; with 50% employer match about $258,374 at 4% or $172,249 at 6%; with 100% employer match about $193,780 at 4% or $129,187 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-9$468,041$240,097$26,677iApproximate average salary by contribution assumption: employee only about $666,936 at 4% or $444,624 at 6%; with 50% employer match about $444,624 at 4% or $296,416 at 6%; with 100% employer match about $333,468 at 4% or $222,312 at 6%.
2018213$2,133,279$305,533$23,503iApproximate average salary by contribution assumption: employee only about $587,563 at 4% or $391,709 at 6%; with 50% employer match about $391,709 at 4% or $261,139 at 6%; with 100% employer match about $293,782 at 4% or $195,854 at 6%.
Smith & Fong Profit Sharing Plan-13$1,917,152$89,406$6,877iApproximate average salary by contribution assumption: employee only about $171,935 at 4% or $114,623 at 6%; with 50% employer match about $114,623 at 4% or $76,415 at 6%; with 100% employer match about $85,967 at 4% or $57,312 at 6%.
SMITH & FONG COMPANY CASH BALANCE PLAN-9$216,127$216,127$24,014iApproximate average salary by contribution assumption: employee only about $600,353 at 4% or $400,235 at 6%; with 50% employer match about $400,235 at 4% or $266,823 at 6%; with 100% employer match about $300,176 at 4% or $200,118 at 6%.
2017115$2,119,841$153,436$10,229iApproximate average salary by contribution assumption: employee only about $255,727 at 4% or $170,484 at 6%; with 50% employer match about $170,484 at 4% or $113,656 at 6%; with 100% employer match about $127,863 at 4% or $85,242 at 6%.
Smith & Fong Profit Sharing Plan-15$2,119,841$153,436$10,229iApproximate average salary by contribution assumption: employee only about $255,727 at 4% or $170,484 at 6%; with 50% employer match about $170,484 at 4% or $113,656 at 6%; with 100% employer match about $127,863 at 4% or $85,242 at 6%.
2016114$1,765,127$78,222$5,587iApproximate average salary by contribution assumption: employee only about $139,682 at 4% or $93,121 at 6%; with 50% employer match about $93,121 at 4% or $62,081 at 6%; with 100% employer match about $69,841 at 4% or $46,561 at 6%.
Smith & Fong Profit Sharing Plan-14$1,765,127$78,222$5,587iApproximate average salary by contribution assumption: employee only about $139,682 at 4% or $93,121 at 6%; with 50% employer match about $93,121 at 4% or $62,081 at 6%; with 100% employer match about $69,841 at 4% or $46,561 at 6%.
2015118$1,537,293$49,265$2,737iApproximate average salary by contribution assumption: employee only about $68,424 at 4% or $45,616 at 6%; with 50% employer match about $45,616 at 4% or $30,410 at 6%; with 100% employer match about $34,212 at 4% or $22,808 at 6%.
Smith & Fong Profit Sharing Plan-18$1,537,293$49,265$2,737iApproximate average salary by contribution assumption: employee only about $68,424 at 4% or $45,616 at 6%; with 50% employer match about $45,616 at 4% or $30,410 at 6%; with 100% employer match about $34,212 at 4% or $22,808 at 6%.
2014116$1,525,303$61,689$3,856iApproximate average salary by contribution assumption: employee only about $96,389 at 4% or $64,259 at 6%; with 50% employer match about $64,259 at 4% or $42,840 at 6%; with 100% employer match about $48,195 at 4% or $32,130 at 6%.
Smith & Fong Profit Sharing Plan-16$1,525,303$61,689$3,856iApproximate average salary by contribution assumption: employee only about $96,389 at 4% or $64,259 at 6%; with 50% employer match about $64,259 at 4% or $42,840 at 6%; with 100% employer match about $48,195 at 4% or $32,130 at 6%.
2013117$1,400,091$81,547$4,797iApproximate average salary by contribution assumption: employee only about $119,922 at 4% or $79,948 at 6%; with 50% employer match about $79,948 at 4% or $53,299 at 6%; with 100% employer match about $59,961 at 4% or $39,974 at 6%.
Smith & Fong Profit Sharing Plan-17$1,400,091$81,547$4,797iApproximate average salary by contribution assumption: employee only about $119,922 at 4% or $79,948 at 6%; with 50% employer match about $79,948 at 4% or $53,299 at 6%; with 100% employer match about $59,961 at 4% or $39,974 at 6%.
2012116$1,212,835$81,119$5,070iApproximate average salary by contribution assumption: employee only about $126,748 at 4% or $84,499 at 6%; with 50% employer match about $84,499 at 4% or $56,333 at 6%; with 100% employer match about $63,374 at 4% or $42,249 at 6%.
Smith & Fong Profit Sharing Plan-16$1,212,835$81,119$5,070iApproximate average salary by contribution assumption: employee only about $126,748 at 4% or $84,499 at 6%; with 50% employer match about $84,499 at 4% or $56,333 at 6%; with 100% employer match about $63,374 at 4% or $42,249 at 6%.
2011118$1,121,593$80,186$4,455iApproximate average salary by contribution assumption: employee only about $111,369 at 4% or $74,246 at 6%; with 50% employer match about $74,246 at 4% or $49,498 at 6%; with 100% employer match about $55,685 at 4% or $37,123 at 6%.
Smith & Fong Profit Sharing Plan-18$1,121,593$80,186$4,455iApproximate average salary by contribution assumption: employee only about $111,369 at 4% or $74,246 at 6%; with 50% employer match about $74,246 at 4% or $49,498 at 6%; with 100% employer match about $55,685 at 4% or $37,123 at 6%.
2010116$1,037,423$73,620$4,601iApproximate average salary by contribution assumption: employee only about $115,031 at 4% or $76,688 at 6%; with 50% employer match about $76,688 at 4% or $51,125 at 6%; with 100% employer match about $57,516 at 4% or $38,344 at 6%.
Smith & Fong Profit Sharing Plan-16$1,037,423$73,620$4,601iApproximate average salary by contribution assumption: employee only about $115,031 at 4% or $76,688 at 6%; with 50% employer match about $76,688 at 4% or $51,125 at 6%; with 100% employer match about $57,516 at 4% or $38,344 at 6%.
2009115$835,129$150,633$10,042iApproximate average salary by contribution assumption: employee only about $251,055 at 4% or $167,370 at 6%; with 50% employer match about $167,370 at 4% or $111,580 at 6%; with 100% employer match about $125,528 at 4% or $83,685 at 6%.
Smith & Fong Profit Sharing Plan-15$835,129$150,633$10,042iApproximate average salary by contribution assumption: employee only about $251,055 at 4% or $167,370 at 6%; with 50% employer match about $167,370 at 4% or $111,580 at 6%; with 100% employer match about $125,528 at 4% or $83,685 at 6%.
2008110$577,438$123,991$12,399iApproximate average salary by contribution assumption: employee only about $309,978 at 4% or $206,652 at 6%; with 50% employer match about $206,652 at 4% or $137,768 at 6%; with 100% employer match about $154,989 at 4% or $103,326 at 6%.
Smith & Fong Profit Sharing Plan-10$577,438$123,991$12,399iApproximate average salary by contribution assumption: employee only about $309,978 at 4% or $206,652 at 6%; with 50% employer match about $206,652 at 4% or $137,768 at 6%; with 100% employer match about $154,989 at 4% or $103,326 at 6%.
200717$623,390$109,685$15,669iApproximate average salary by contribution assumption: employee only about $391,732 at 4% or $261,155 at 6%; with 50% employer match about $261,155 at 4% or $174,103 at 6%; with 100% employer match about $195,866 at 4% or $130,577 at 6%.
Smith & Fong Profit Sharing Plan-7$623,390$109,685$15,669iApproximate average salary by contribution assumption: employee only about $391,732 at 4% or $261,155 at 6%; with 50% employer match about $261,155 at 4% or $174,103 at 6%; with 100% employer match about $195,866 at 4% or $130,577 at 6%.
200617$533,872$107,589$15,370iApproximate average salary by contribution assumption: employee only about $384,246 at 4% or $256,164 at 6%; with 50% employer match about $256,164 at 4% or $170,776 at 6%; with 100% employer match about $192,123 at 4% or $128,082 at 6%.
Smith & Fong Profit Sharing Plan-7$533,872$107,589$15,370iApproximate average salary by contribution assumption: employee only about $384,246 at 4% or $256,164 at 6%; with 50% employer match about $256,164 at 4% or $170,776 at 6%; with 100% employer match about $192,123 at 4% or $128,082 at 6%.
200517$390,069$103,598$14,800iApproximate average salary by contribution assumption: employee only about $369,993 at 4% or $246,662 at 6%; with 50% employer match about $246,662 at 4% or $164,441 at 6%; with 100% employer match about $184,996 at 4% or $123,331 at 6%.
Smith & Fong Profit Sharing Plan-7$390,069$103,598$14,800iApproximate average salary by contribution assumption: employee only about $369,993 at 4% or $246,662 at 6%; with 50% employer match about $246,662 at 4% or $164,441 at 6%; with 100% employer match about $184,996 at 4% or $123,331 at 6%.
200416$269,785$103,391$17,232iApproximate average salary by contribution assumption: employee only about $430,796 at 4% or $287,197 at 6%; with 50% employer match about $287,197 at 4% or $191,465 at 6%; with 100% employer match about $215,398 at 4% or $143,599 at 6%.
Smith & Fong Profit Sharing Plan-6$269,785$103,391$17,232iApproximate average salary by contribution assumption: employee only about $430,796 at 4% or $287,197 at 6%; with 50% employer match about $287,197 at 4% or $191,465 at 6%; with 100% employer match about $215,398 at 4% or $143,599 at 6%.
200326$161,679$68,927$11,488iApproximate average salary by contribution assumption: employee only about $287,196 at 4% or $191,464 at 6%; with 50% employer match about $191,464 at 4% or $127,643 at 6%; with 100% employer match about $143,598 at 4% or $95,732 at 6%.
Smith & Fong Profit Sharing Plan-6$161,679$42,162$7,027iApproximate average salary by contribution assumption: employee only about $175,675 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,558 at 6%.
Smith & Fong Company Money Purchase Pension Plan and Trust-0-$26,765-
200224$49,178$49,012$12,253iApproximate average salary by contribution assumption: employee only about $306,325 at 4% or $204,217 at 6%; with 50% employer match about $204,217 at 4% or $136,144 at 6%; with 100% employer match about $153,163 at 4% or $102,108 at 6%.
Smith & Fong Company Money Purchase Pension Plan and Trust-4$33,443$29,407$7,352iApproximate average salary by contribution assumption: employee only about $183,794 at 4% or $122,529 at 6%; with 50% employer match about $122,529 at 4% or $81,686 at 6%; with 100% employer match about $91,897 at 4% or $61,265 at 6%.
Smith & Fong Profit Sharing Plan-4$15,735$19,605$4,901iApproximate average salary by contribution assumption: employee only about $122,531 at 4% or $81,688 at 6%; with 50% employer match about $81,688 at 4% or $54,458 at 6%; with 100% employer match about $61,266 at 4% or $40,844 at 6%.
200124$0$0-
Smith & Fong Company Money Purchase Pension Plan and Trust-4---
Smith & Fong Profit Sharing Plan-4---
200024$23,996$12,794$3,199iApproximate average salary by contribution assumption: employee only about $79,963 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,539 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
Smith & Fong Company Money Purchase Pension Plan and Trust-4$23,996$12,794$3,199iApproximate average salary by contribution assumption: employee only about $79,963 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,539 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
Smith & Fong Profit Sharing Plan-4---
199923$39,555$32,358$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
Smith & Fong Profit Sharing Plan-3$25,236$19,415$6,472iApproximate average salary by contribution assumption: employee only about $161,792 at 4% or $107,861 at 6%; with 50% employer match about $107,861 at 4% or $71,907 at 6%; with 100% employer match about $80,896 at 4% or $53,931 at 6%.
Smith & Fong Company Money Purchase Pension Plan and Trust-3$14,319$12,943$4,314iApproximate average salary by contribution assumption: employee only about $107,858 at 4% or $71,906 at 6%; with 50% employer match about $71,906 at 4% or $47,937 at 6%; with 100% employer match about $53,929 at 4% or $35,953 at 6%.