Smith-Kandal Insurance Agency
Plan context: Smith-Kandal Insurance Agency Profit Sharing Plan
EIN 95-1871189 • Brawley, CA • 27 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$3,824,983
2025 Contributions
$101,998
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,824,983 | $101,998 | $8,500iApproximate average salary by contribution assumption: employee only about $212,496 at 4% or $141,664 at 6%; with 50% employer match about $141,664 at 4% or $94,443 at 6%; with 100% employer match about $106,248 at 4% or $70,832 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 12 | $3,824,983 | $101,998 | $8,500iApproximate average salary by contribution assumption: employee only about $212,496 at 4% or $141,664 at 6%; with 50% employer match about $141,664 at 4% or $94,443 at 6%; with 100% employer match about $106,248 at 4% or $70,832 at 6%. |
| 2024 | 1 | 11 | $3,600,146 | $93,357 | $8,487iApproximate average salary by contribution assumption: employee only about $212,175 at 4% or $141,450 at 6%; with 50% employer match about $141,450 at 4% or $94,300 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 11 | $3,600,146 | $93,357 | $8,487iApproximate average salary by contribution assumption: employee only about $212,175 at 4% or $141,450 at 6%; with 50% employer match about $141,450 at 4% or $94,300 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%. |
| 2023 | 1 | 11 | $2,322,337 | $98,779 | $8,980iApproximate average salary by contribution assumption: employee only about $224,498 at 4% or $149,665 at 6%; with 50% employer match about $149,665 at 4% or $99,777 at 6%; with 100% employer match about $112,249 at 4% or $74,833 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 11 | $2,322,337 | $98,779 | $8,980iApproximate average salary by contribution assumption: employee only about $224,498 at 4% or $149,665 at 6%; with 50% employer match about $149,665 at 4% or $99,777 at 6%; with 100% employer match about $112,249 at 4% or $74,833 at 6%. |
| 2022 | 1 | 13 | $3,218,378 | $173,635 | $13,357iApproximate average salary by contribution assumption: employee only about $333,913 at 4% or $222,609 at 6%; with 50% employer match about $222,609 at 4% or $148,406 at 6%; with 100% employer match about $166,957 at 4% or $111,304 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 13 | $3,218,378 | $173,635 | $13,357iApproximate average salary by contribution assumption: employee only about $333,913 at 4% or $222,609 at 6%; with 50% employer match about $222,609 at 4% or $148,406 at 6%; with 100% employer match about $166,957 at 4% or $111,304 at 6%. |
| 2021 | 1 | 11 | $3,799,422 | $114,590 | $10,417iApproximate average salary by contribution assumption: employee only about $260,432 at 4% or $173,621 at 6%; with 50% employer match about $173,621 at 4% or $115,747 at 6%; with 100% employer match about $130,216 at 4% or $86,811 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 11 | $3,799,422 | $114,590 | $10,417iApproximate average salary by contribution assumption: employee only about $260,432 at 4% or $173,621 at 6%; with 50% employer match about $173,621 at 4% or $115,747 at 6%; with 100% employer match about $130,216 at 4% or $86,811 at 6%. |
| 2020 | 1 | 11 | $3,315,137 | $161,578 | $14,689iApproximate average salary by contribution assumption: employee only about $367,223 at 4% or $244,815 at 6%; with 50% employer match about $244,815 at 4% or $163,210 at 6%; with 100% employer match about $183,611 at 4% or $122,408 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 11 | $3,315,137 | $161,578 | $14,689iApproximate average salary by contribution assumption: employee only about $367,223 at 4% or $244,815 at 6%; with 50% employer match about $244,815 at 4% or $163,210 at 6%; with 100% employer match about $183,611 at 4% or $122,408 at 6%. |
| 2019 | 1 | 13 | $2,265,772 | $107,946 | $8,304iApproximate average salary by contribution assumption: employee only about $207,588 at 4% or $138,392 at 6%; with 50% employer match about $138,392 at 4% or $92,262 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 13 | $2,265,772 | $107,946 | $8,304iApproximate average salary by contribution assumption: employee only about $207,588 at 4% or $138,392 at 6%; with 50% employer match about $138,392 at 4% or $92,262 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%. |
| 2018 | 1 | 14 | $1,674,994 | $89,586 | $6,399iApproximate average salary by contribution assumption: employee only about $159,975 at 4% or $106,650 at 6%; with 50% employer match about $106,650 at 4% or $71,100 at 6%; with 100% employer match about $79,988 at 4% or $53,325 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 14 | $1,674,994 | $89,586 | $6,399iApproximate average salary by contribution assumption: employee only about $159,975 at 4% or $106,650 at 6%; with 50% employer match about $106,650 at 4% or $71,100 at 6%; with 100% employer match about $79,988 at 4% or $53,325 at 6%. |
| 2017 | 1 | 14 | $1,111,070 | $90,445 | $6,460iApproximate average salary by contribution assumption: employee only about $161,509 at 4% or $107,673 at 6%; with 50% employer match about $107,673 at 4% or $71,782 at 6%; with 100% employer match about $80,754 at 4% or $53,836 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 14 | $1,111,070 | $90,445 | $6,460iApproximate average salary by contribution assumption: employee only about $161,509 at 4% or $107,673 at 6%; with 50% employer match about $107,673 at 4% or $71,782 at 6%; with 100% employer match about $80,754 at 4% or $53,836 at 6%. |
| 2016 | 1 | 17 | $865,990 | $69,268 | $4,075iApproximate average salary by contribution assumption: employee only about $101,865 at 4% or $67,910 at 6%; with 50% employer match about $67,910 at 4% or $45,273 at 6%; with 100% employer match about $50,932 at 4% or $33,955 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 17 | $865,990 | $69,268 | $4,075iApproximate average salary by contribution assumption: employee only about $101,865 at 4% or $67,910 at 6%; with 50% employer match about $67,910 at 4% or $45,273 at 6%; with 100% employer match about $50,932 at 4% or $33,955 at 6%. |
| 2015 | 1 | 16 | $744,925 | $74,357 | $4,647iApproximate average salary by contribution assumption: employee only about $116,183 at 4% or $77,455 at 6%; with 50% employer match about $77,455 at 4% or $51,637 at 6%; with 100% employer match about $58,091 at 4% or $38,728 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 16 | $744,925 | $74,357 | $4,647iApproximate average salary by contribution assumption: employee only about $116,183 at 4% or $77,455 at 6%; with 50% employer match about $77,455 at 4% or $51,637 at 6%; with 100% employer match about $58,091 at 4% or $38,728 at 6%. |
| 2014 | 1 | 15 | $733,008 | $48,136 | $3,209iApproximate average salary by contribution assumption: employee only about $80,227 at 4% or $53,484 at 6%; with 50% employer match about $53,484 at 4% or $35,656 at 6%; with 100% employer match about $40,113 at 4% or $26,742 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 15 | $733,008 | $48,136 | $3,209iApproximate average salary by contribution assumption: employee only about $80,227 at 4% or $53,484 at 6%; with 50% employer match about $53,484 at 4% or $35,656 at 6%; with 100% employer match about $40,113 at 4% or $26,742 at 6%. |
| 2013 | 1 | 16 | $652,588 | $50,537 | $3,159iApproximate average salary by contribution assumption: employee only about $78,964 at 4% or $52,643 at 6%; with 50% employer match about $52,643 at 4% or $35,095 at 6%; with 100% employer match about $39,482 at 4% or $26,321 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 16 | $652,588 | $50,537 | $3,159iApproximate average salary by contribution assumption: employee only about $78,964 at 4% or $52,643 at 6%; with 50% employer match about $52,643 at 4% or $35,095 at 6%; with 100% employer match about $39,482 at 4% or $26,321 at 6%. |
| 2012 | 1 | 17 | $722,047 | $62,588 | $3,682iApproximate average salary by contribution assumption: employee only about $92,041 at 4% or $61,361 at 6%; with 50% employer match about $61,361 at 4% or $40,907 at 6%; with 100% employer match about $46,021 at 4% or $30,680 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 17 | $722,047 | $62,588 | $3,682iApproximate average salary by contribution assumption: employee only about $92,041 at 4% or $61,361 at 6%; with 50% employer match about $61,361 at 4% or $40,907 at 6%; with 100% employer match about $46,021 at 4% or $30,680 at 6%. |
| 2011 | 1 | 17 | $638,978 | $73,510 | $4,324iApproximate average salary by contribution assumption: employee only about $108,103 at 4% or $72,069 at 6%; with 50% employer match about $72,069 at 4% or $48,046 at 6%; with 100% employer match about $54,051 at 4% or $36,034 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 17 | $638,978 | $73,510 | $4,324iApproximate average salary by contribution assumption: employee only about $108,103 at 4% or $72,069 at 6%; with 50% employer match about $72,069 at 4% or $48,046 at 6%; with 100% employer match about $54,051 at 4% or $36,034 at 6%. |
| 2010 | 1 | 19 | $717,935 | $80,920 | $4,259iApproximate average salary by contribution assumption: employee only about $106,474 at 4% or $70,982 at 6%; with 50% employer match about $70,982 at 4% or $47,322 at 6%; with 100% employer match about $53,237 at 4% or $35,491 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 19 | $717,935 | $80,920 | $4,259iApproximate average salary by contribution assumption: employee only about $106,474 at 4% or $70,982 at 6%; with 50% employer match about $70,982 at 4% or $47,322 at 6%; with 100% employer match about $53,237 at 4% or $35,491 at 6%. |
| 2009 | 1 | 20 | $608,239 | $64,448 | $3,222iApproximate average salary by contribution assumption: employee only about $80,560 at 4% or $53,707 at 6%; with 50% employer match about $53,707 at 4% or $35,804 at 6%; with 100% employer match about $40,280 at 4% or $26,853 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 20 | $608,239 | $64,448 | $3,222iApproximate average salary by contribution assumption: employee only about $80,560 at 4% or $53,707 at 6%; with 50% employer match about $53,707 at 4% or $35,804 at 6%; with 100% employer match about $40,280 at 4% or $26,853 at 6%. |
| 2008 | 1 | 20 | $484,932 | $58,165 | $2,908iApproximate average salary by contribution assumption: employee only about $72,706 at 4% or $48,471 at 6%; with 50% employer match about $48,471 at 4% or $32,314 at 6%; with 100% employer match about $36,353 at 4% or $24,235 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 20 | $484,932 | $58,165 | $2,908iApproximate average salary by contribution assumption: employee only about $72,706 at 4% or $48,471 at 6%; with 50% employer match about $48,471 at 4% or $32,314 at 6%; with 100% employer match about $36,353 at 4% or $24,235 at 6%. |
| 2007 | 1 | 20 | $621,117 | $64,951 | $3,248iApproximate average salary by contribution assumption: employee only about $81,189 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,594 at 4% or $27,063 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 20 | $621,117 | $64,951 | $3,248iApproximate average salary by contribution assumption: employee only about $81,189 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,594 at 4% or $27,063 at 6%. |
| 2006 | 1 | 17 | $606,143 | $0 | - |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 17 | $606,143 | - | - |
| 2005 | 1 | 15 | $542,645 | $0 | - |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 15 | $542,645 | - | - |
| 2004 | 1 | 15 | $552,594 | $0 | - |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 15 | $552,594 | - | - |
| 2003 | 1 | 13 | $527,580 | $1,700 | $131iApproximate average salary by contribution assumption: employee only about $3,269 at 4% or $2,179 at 6%; with 50% employer match about $2,179 at 4% or $1,453 at 6%; with 100% employer match about $1,635 at 4% or $1,090 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 13 | $527,580 | $1,700 | $131iApproximate average salary by contribution assumption: employee only about $3,269 at 4% or $2,179 at 6%; with 50% employer match about $2,179 at 4% or $1,453 at 6%; with 100% employer match about $1,635 at 4% or $1,090 at 6%. |
| 2002 | 1 | 13 | $486,663 | $12,675 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 13 | $486,663 | $12,675 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |
| 2001 | 1 | 12 | $514,713 | $17,250 | $1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 12 | $514,713 | $17,250 | $1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%. |
| 2000 | 1 | 14 | $571,255 | $18,305 | $1,308iApproximate average salary by contribution assumption: employee only about $32,688 at 4% or $21,792 at 6%; with 50% employer match about $21,792 at 4% or $14,528 at 6%; with 100% employer match about $16,344 at 4% or $10,896 at 6%. |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 14 | $571,255 | $18,305 | $1,308iApproximate average salary by contribution assumption: employee only about $32,688 at 4% or $21,792 at 6%; with 50% employer match about $21,792 at 4% or $14,528 at 6%; with 100% employer match about $16,344 at 4% or $10,896 at 6%. |
| 1999 | 1 | 11 | $774,402 | $0 | - |
| Smith-Kandal Insurance Agency Profit Sharing Plan | - | 11 | $774,402 | - | - |