Civic Intelligence

R.W. Smith & Co.

Plan context: R.W. Smith & Co. Profit Sharing 401K Plan

EIN 95-1962438 • 50 filings • 7 plans

Current Snapshot

Latest Year

2016

2016 Participants

230

2016 Assets

$65,336,717

2016 Contributions

$6,423,445

Historical Graphs

Total Assets Over Time

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

$65,336,717$32,668,359$0199920092015YearValue
$65,336,717Latest year 2015

Participants Over Time

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

2301150199920082016YearValue
230Latest year 2016

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
20163230$0$6,423,445$27,928iApproximate average salary by contribution assumption: employee only about $698,201 at 4% or $465,467 at 6%; with 50% employer match about $465,467 at 4% or $310,311 at 6%; with 100% employer match about $349,100 at 4% or $232,734 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-0---
R.W. Smith & Co. Profit Sharing 401K Plan-0-$6,423,445-
R.W. Smith & Co. Welfare Benefits Plan-230---
20153215$65,336,717$851,293$3,960iApproximate average salary by contribution assumption: employee only about $98,988 at 4% or $65,992 at 6%; with 50% employer match about $65,992 at 4% or $43,994 at 6%; with 100% employer match about $49,494 at 4% or $32,996 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-153$58,602,519--
R.W. Smith & Co. Profit Sharing 401K Plan-215$6,734,198$851,293$3,960iApproximate average salary by contribution assumption: employee only about $98,988 at 4% or $65,992 at 6%; with 50% employer match about $65,992 at 4% or $43,994 at 6%; with 100% employer match about $49,494 at 4% or $32,996 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-199---
20143202$48,271,990$1,724,039$8,535iApproximate average salary by contribution assumption: employee only about $213,371 at 4% or $142,247 at 6%; with 50% employer match about $142,247 at 4% or $94,832 at 6%; with 100% employer match about $106,686 at 4% or $71,124 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-138$41,758,898$750,000$5,435iApproximate average salary by contribution assumption: employee only about $135,870 at 4% or $90,580 at 6%; with 50% employer match about $90,580 at 4% or $60,386 at 6%; with 100% employer match about $67,935 at 4% or $45,290 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-170$6,513,092$974,039$5,730iApproximate average salary by contribution assumption: employee only about $143,241 at 4% or $95,494 at 6%; with 50% employer match about $95,494 at 4% or $63,663 at 6%; with 100% employer match about $71,621 at 4% or $47,747 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-202---
20133181$32,969,264$1,142,349$6,311iApproximate average salary by contribution assumption: employee only about $157,783 at 4% or $105,189 at 6%; with 50% employer match about $105,189 at 4% or $70,126 at 6%; with 100% employer match about $78,892 at 4% or $52,594 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-131$27,309,727$510,482$3,897iApproximate average salary by contribution assumption: employee only about $97,420 at 4% or $64,947 at 6%; with 50% employer match about $64,947 at 4% or $43,298 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-181$5,659,537$631,867$3,491iApproximate average salary by contribution assumption: employee only about $87,274 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,789 at 6%; with 100% employer match about $43,637 at 4% or $29,091 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-175---
20123183$24,504,370$1,073,995$5,869iApproximate average salary by contribution assumption: employee only about $146,721 at 4% or $97,814 at 6%; with 50% employer match about $97,814 at 4% or $65,209 at 6%; with 100% employer match about $73,360 at 4% or $48,907 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-143$19,745,467$594,969$4,161iApproximate average salary by contribution assumption: employee only about $104,016 at 4% or $69,344 at 6%; with 50% employer match about $69,344 at 4% or $46,229 at 6%; with 100% employer match about $52,008 at 4% or $34,672 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-183$4,758,903$479,026$2,618iApproximate average salary by contribution assumption: employee only about $65,441 at 4% or $43,627 at 6%; with 50% employer match about $43,627 at 4% or $29,085 at 6%; with 100% employer match about $32,720 at 4% or $21,814 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-169---
20113181$22,194,100$1,030,953$5,696iApproximate average salary by contribution assumption: employee only about $142,397 at 4% or $94,931 at 6%; with 50% employer match about $94,931 at 4% or $63,287 at 6%; with 100% employer match about $71,198 at 4% or $47,466 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-127$18,411,317$638,447$5,027iApproximate average salary by contribution assumption: employee only about $125,679 at 4% or $83,786 at 6%; with 50% employer match about $83,786 at 4% or $55,857 at 6%; with 100% employer match about $62,839 at 4% or $41,893 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-181$3,782,783$392,506$2,169iApproximate average salary by contribution assumption: employee only about $54,214 at 4% or $36,142 at 6%; with 50% employer match about $36,142 at 4% or $24,095 at 6%; with 100% employer match about $27,107 at 4% or $18,071 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-171---
20103169$16,306,597$1,068,988$6,325iApproximate average salary by contribution assumption: employee only about $158,134 at 4% or $105,423 at 6%; with 50% employer match about $105,423 at 4% or $70,282 at 6%; with 100% employer match about $79,067 at 4% or $52,711 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-129$13,076,776$681,924$5,286iApproximate average salary by contribution assumption: employee only about $132,156 at 4% or $88,104 at 6%; with 50% employer match about $88,104 at 4% or $58,736 at 6%; with 100% employer match about $66,078 at 4% or $44,052 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-169$3,229,821$387,064$2,290iApproximate average salary by contribution assumption: employee only about $57,258 at 4% or $38,172 at 6%; with 50% employer match about $38,172 at 4% or $25,448 at 6%; with 100% employer match about $28,629 at 4% or $19,086 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-166---
20093155$17,266,382$1,269,156$8,188iApproximate average salary by contribution assumption: employee only about $204,703 at 4% or $136,468 at 6%; with 50% employer match about $136,468 at 4% or $90,979 at 6%; with 100% employer match about $102,351 at 4% or $68,234 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-125$14,099,655$883,072$7,065iApproximate average salary by contribution assumption: employee only about $176,614 at 4% or $117,743 at 6%; with 50% employer match about $117,743 at 4% or $78,495 at 6%; with 100% employer match about $88,307 at 4% or $58,871 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-139$3,166,727$386,084$2,778iApproximate average salary by contribution assumption: employee only about $69,440 at 4% or $46,293 at 6%; with 50% employer match about $46,293 at 4% or $30,862 at 6%; with 100% employer match about $34,720 at 4% or $23,147 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-155---
20081129$12,070,176$1,214,278$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-129$12,070,176$1,214,278$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
20073163$12,875,362$891,065$5,467iApproximate average salary by contribution assumption: employee only about $136,666 at 4% or $91,111 at 6%; with 50% employer match about $91,111 at 4% or $60,741 at 6%; with 100% employer match about $68,333 at 4% or $45,555 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-128$12,875,362$891,065$6,961iApproximate average salary by contribution assumption: employee only about $174,036 at 4% or $116,024 at 6%; with 50% employer match about $116,024 at 4% or $77,349 at 6%; with 100% employer match about $87,018 at 4% or $58,012 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-79---
R.W. Smith & Co. Welfare Benefits Plan-163---
20063111$24,302,240$1,328,875$11,972iApproximate average salary by contribution assumption: employee only about $299,296 at 4% or $199,531 at 6%; with 50% employer match about $199,531 at 4% or $133,021 at 6%; with 100% employer match about $149,648 at 4% or $99,765 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-103$20,889,276$882,654$8,569iApproximate average salary by contribution assumption: employee only about $214,236 at 4% or $142,824 at 6%; with 50% employer match about $142,824 at 4% or $95,216 at 6%; with 100% employer match about $107,118 at 4% or $71,412 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-66$3,412,964$446,221$6,761iApproximate average salary by contribution assumption: employee only about $169,023 at 4% or $112,682 at 6%; with 50% employer match about $112,682 at 4% or $75,121 at 6%; with 100% employer match about $84,512 at 4% or $56,341 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-111---
20053112$22,466,857$1,039,221$9,279iApproximate average salary by contribution assumption: employee only about $231,969 at 4% or $154,646 at 6%; with 50% employer match about $154,646 at 4% or $103,097 at 6%; with 100% employer match about $115,984 at 4% or $77,323 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-92$19,894,413$922,164$10,024iApproximate average salary by contribution assumption: employee only about $250,588 at 4% or $167,059 at 6%; with 50% employer match about $167,059 at 4% or $111,372 at 6%; with 100% employer match about $125,294 at 4% or $83,529 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-51$2,572,444$117,057$2,295iApproximate average salary by contribution assumption: employee only about $57,381 at 4% or $38,254 at 6%; with 50% employer match about $38,254 at 4% or $25,503 at 6%; with 100% employer match about $28,690 at 4% or $19,127 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-112---
20043106$2,255,753$101,080$954iApproximate average salary by contribution assumption: employee only about $23,840 at 4% or $15,893 at 6%; with 50% employer match about $15,893 at 4% or $10,595 at 6%; with 100% employer match about $11,920 at 4% or $7,947 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-52$2,255,753$101,080$1,944iApproximate average salary by contribution assumption: employee only about $48,596 at 4% or $32,397 at 6%; with 50% employer match about $32,397 at 4% or $21,598 at 6%; with 100% employer match about $24,298 at 4% or $16,199 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-106---
R.W. Smith & Co. Employee Stock Ownership Plan-79---
2003397$19,593,227$1,075,408$11,087iApproximate average salary by contribution assumption: employee only about $277,167 at 4% or $184,778 at 6%; with 50% employer match about $184,778 at 4% or $123,185 at 6%; with 100% employer match about $138,584 at 4% or $92,389 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-81$17,328,387$987,417$12,190iApproximate average salary by contribution assumption: employee only about $304,758 at 4% or $203,172 at 6%; with 50% employer match about $203,172 at 4% or $135,448 at 6%; with 100% employer match about $152,379 at 4% or $101,586 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-80$2,264,840$87,991$1,100iApproximate average salary by contribution assumption: employee only about $27,497 at 4% or $18,331 at 6%; with 50% employer match about $18,331 at 4% or $12,221 at 6%; with 100% employer match about $13,749 at 4% or $9,166 at 6%.
R.W. Smith & Co. Welfare Benefits Plan-97---
20023102$0$0-
R.W. Smith & Co. Profit Sharing 401K Plan-74---
R.W. Smith & Co. Employee Stock Ownership Plan-82---
R.W. Smith & Co. Welfare Benefits Plan-102---
20013109$0$0-
R.W. Smith & Co. Profit Sharing 401K Plan-78---
R.W. Smith & Co. Employee Stock Ownership Plan-75---
R.W. Smith & Co. Welfare Benefits Plan-109---
2000277$0$0-
R.W. Smith & Co. Profit Sharing 401K Plan-77---
R.W. Smith & Co. Employee Stock Ownership Plan-77---
1999277$18,325,977$1,123,312$14,588iApproximate average salary by contribution assumption: employee only about $364,712 at 4% or $243,141 at 6%; with 50% employer match about $243,141 at 4% or $162,094 at 6%; with 100% employer match about $182,356 at 4% or $121,571 at 6%.
R.W. Smith & Co. Employee Stock Ownership Plan-73$13,605,011$1,051,810$14,408iApproximate average salary by contribution assumption: employee only about $360,209 at 4% or $240,139 at 6%; with 50% employer match about $240,139 at 4% or $160,093 at 6%; with 100% employer match about $180,104 at 4% or $120,070 at 6%.
R.W. Smith & Co. Profit Sharing 401K Plan-77$4,720,966$71,502$929iApproximate average salary by contribution assumption: employee only about $23,215 at 4% or $15,477 at 6%; with 50% employer match about $15,477 at 4% or $10,318 at 6%; with 100% employer match about $11,607 at 4% or $7,738 at 6%.