MAY & STANLEY SMITH CHARITABLE TRUST
Plan context: MAY & STANLEY SMITH CHARITABLE TRUST
EIN 94-6622075 • Larkspur, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,411,181
2024 Contributions
$315,168
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,411,181 | $315,168 | $31,517iApproximate average salary by contribution assumption: employee only about $787,920 at 4% or $525,280 at 6%; with 50% employer match about $525,280 at 4% or $350,187 at 6%; with 100% employer match about $393,960 at 4% or $262,640 at 6%. |
| MAY & STANLEY SMITH CHARITABLE TRUST | - | 10 | $1,411,181 | $315,168 | $31,517iApproximate average salary by contribution assumption: employee only about $787,920 at 4% or $525,280 at 6%; with 50% employer match about $525,280 at 4% or $350,187 at 6%; with 100% employer match about $393,960 at 4% or $262,640 at 6%. |
| 2023 | 1 | 9 | $956,261 | $314,349 | $34,928iApproximate average salary by contribution assumption: employee only about $873,192 at 4% or $582,128 at 6%; with 50% employer match about $582,128 at 4% or $388,085 at 6%; with 100% employer match about $436,596 at 4% or $291,064 at 6%. |
| MAY & STANLEY SMITH CHARITABLE TRUST RETIREMENT SAVINGS PLAN | - | 9 | $956,261 | $314,349 | $34,928iApproximate average salary by contribution assumption: employee only about $873,192 at 4% or $582,128 at 6%; with 50% employer match about $582,128 at 4% or $388,085 at 6%; with 100% employer match about $436,596 at 4% or $291,064 at 6%. |
| 2022 | 1 | 9 | $650,581 | $289,105 | $32,123iApproximate average salary by contribution assumption: employee only about $803,069 at 4% or $535,380 at 6%; with 50% employer match about $535,380 at 4% or $356,920 at 6%; with 100% employer match about $401,535 at 4% or $267,690 at 6%. |
| MAY & STANLEY SMITH CHARITABLE TRUST RETIREMENT SAVINGS PLAN | - | 9 | $650,581 | $289,105 | $32,123iApproximate average salary by contribution assumption: employee only about $803,069 at 4% or $535,380 at 6%; with 50% employer match about $535,380 at 4% or $356,920 at 6%; with 100% employer match about $401,535 at 4% or $267,690 at 6%. |
| 2021 | 1 | 7 | $458,862 | $224,245 | $32,035iApproximate average salary by contribution assumption: employee only about $800,875 at 4% or $533,917 at 6%; with 50% employer match about $533,917 at 4% or $355,944 at 6%; with 100% employer match about $400,438 at 4% or $266,958 at 6%. |
| MAY & STANLEY SMITH CHARITABLE TRUST RETIREMENT SAVINGS PLAN | - | 7 | $458,862 | $224,245 | $32,035iApproximate average salary by contribution assumption: employee only about $800,875 at 4% or $533,917 at 6%; with 50% employer match about $533,917 at 4% or $355,944 at 6%; with 100% employer match about $400,438 at 4% or $266,958 at 6%. |
| 2020 | 1 | 8 | $279,427 | $160,865 | $20,108iApproximate average salary by contribution assumption: employee only about $502,703 at 4% or $335,135 at 6%; with 50% employer match about $335,135 at 4% or $223,424 at 6%; with 100% employer match about $251,352 at 4% or $167,568 at 6%. |
| MAY & STANLEY SMITH CHARITABLE TRUST RETIREMENT SAVINGS PLAN | - | 8 | $279,427 | $160,865 | $20,108iApproximate average salary by contribution assumption: employee only about $502,703 at 4% or $335,135 at 6%; with 50% employer match about $335,135 at 4% or $223,424 at 6%; with 100% employer match about $251,352 at 4% or $167,568 at 6%. |