Civic Intelligence

Karl a. Smith, Dds LLC

Plan context: KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 01-0681376 • Alexandria, VA • 33 filings • 4 plans

2500 North Van Dorn StreetSuite 128Alexandria, VA 22302
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,804,325

2024 Contributions

$237,810

Historical Graphs

Total Assets Over Time

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

$2,804,325$1,402,163$0200420172024YearValue
$2,804,325Latest year 2024

Participants Over Time

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

1370200420172024YearValue
13Latest 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
2024213$2,804,325$237,810$18,293iApproximate average salary by contribution assumption: employee only about $457,327 at 4% or $304,885 at 6%; with 50% employer match about $304,885 at 4% or $203,256 at 6%; with 100% employer match about $228,663 at 4% or $152,442 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-13$1,489,048$115,000$8,846iApproximate average salary by contribution assumption: employee only about $221,154 at 4% or $147,436 at 6%; with 50% employer match about $147,436 at 4% or $98,291 at 6%; with 100% employer match about $110,577 at 4% or $73,718 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-11$1,315,277$122,810$11,165iApproximate average salary by contribution assumption: employee only about $279,114 at 4% or $186,076 at 6%; with 50% employer match about $186,076 at 4% or $124,051 at 6%; with 100% employer match about $139,557 at 4% or $93,038 at 6%.
2023212$2,480,129$159,092$13,258iApproximate average salary by contribution assumption: employee only about $331,442 at 4% or $220,961 at 6%; with 50% employer match about $220,961 at 4% or $147,307 at 6%; with 100% employer match about $165,721 at 4% or $110,481 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-11$1,308,625$73,839$6,713iApproximate average salary by contribution assumption: employee only about $167,816 at 4% or $111,877 at 6%; with 50% employer match about $111,877 at 4% or $74,585 at 6%; with 100% employer match about $83,908 at 4% or $55,939 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-12$1,171,504$85,253$7,104iApproximate average salary by contribution assumption: employee only about $177,610 at 4% or $118,407 at 6%; with 50% employer match about $118,407 at 4% or $78,938 at 6%; with 100% employer match about $88,805 at 4% or $59,203 at 6%.
202229$2,086,824$189,992$21,110iApproximate average salary by contribution assumption: employee only about $527,756 at 4% or $351,837 at 6%; with 50% employer match about $351,837 at 4% or $234,558 at 6%; with 100% employer match about $263,878 at 4% or $175,919 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$1,107,248$100,068$12,509iApproximate average salary by contribution assumption: employee only about $312,713 at 4% or $208,475 at 6%; with 50% employer match about $208,475 at 4% or $138,983 at 6%; with 100% employer match about $156,356 at 4% or $104,238 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-9$979,576$89,924$9,992iApproximate average salary by contribution assumption: employee only about $249,789 at 4% or $166,526 at 6%; with 50% employer match about $166,526 at 4% or $111,017 at 6%; with 100% employer match about $124,894 at 4% or $83,263 at 6%.
202128$2,199,715$169,849$21,231iApproximate average salary by contribution assumption: employee only about $530,778 at 4% or $353,852 at 6%; with 50% employer match about $353,852 at 4% or $235,901 at 6%; with 100% employer match about $265,389 at 4% or $176,926 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$1,172,068$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-8$1,027,647$89,849$11,231iApproximate average salary by contribution assumption: employee only about $280,778 at 4% or $187,185 at 6%; with 50% employer match about $187,185 at 4% or $124,790 at 6%; with 100% employer match about $140,389 at 4% or $93,593 at 6%.
202028$1,884,316$163,732$20,467iApproximate average salary by contribution assumption: employee only about $511,663 at 4% or $341,108 at 6%; with 50% employer match about $341,108 at 4% or $227,406 at 6%; with 100% employer match about $255,831 at 4% or $170,554 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$1,005,741$81,000$11,571iApproximate average salary by contribution assumption: employee only about $289,286 at 4% or $192,857 at 6%; with 50% employer match about $192,857 at 4% or $128,571 at 6%; with 100% employer match about $144,643 at 4% or $96,429 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-8$878,575$82,732$10,342iApproximate average salary by contribution assumption: employee only about $258,538 at 4% or $172,358 at 6%; with 50% employer match about $172,358 at 4% or $114,906 at 6%; with 100% employer match about $129,269 at 4% or $86,179 at 6%.
201928$1,549,238$181,834$22,729iApproximate average salary by contribution assumption: employee only about $568,231 at 4% or $378,821 at 6%; with 50% employer match about $378,821 at 4% or $252,547 at 6%; with 100% employer match about $284,116 at 4% or $189,410 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$834,416$115,000$16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-8$714,822$66,834$8,354iApproximate average salary by contribution assumption: employee only about $208,856 at 4% or $139,238 at 6%; with 50% employer match about $139,238 at 4% or $92,825 at 6%; with 100% employer match about $104,428 at 4% or $69,619 at 6%.
201829$1,211,334$142,080$15,787iApproximate average salary by contribution assumption: employee only about $394,667 at 4% or $263,111 at 6%; with 50% employer match about $263,111 at 4% or $175,407 at 6%; with 100% employer match about $197,333 at 4% or $131,556 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$640,613$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-9$570,721$42,080$4,676iApproximate average salary by contribution assumption: employee only about $116,889 at 4% or $77,926 at 6%; with 50% employer match about $77,926 at 4% or $51,951 at 6%; with 100% employer match about $58,444 at 4% or $38,963 at 6%.
201727$1,140,778$237,848$33,978iApproximate average salary by contribution assumption: employee only about $849,457 at 4% or $566,305 at 6%; with 50% employer match about $566,305 at 4% or $377,537 at 6%; with 100% employer match about $424,729 at 4% or $283,152 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$578,551$88,000$12,571iApproximate average salary by contribution assumption: employee only about $314,286 at 4% or $209,524 at 6%; with 50% employer match about $209,524 at 4% or $139,683 at 6%; with 100% employer match about $157,143 at 4% or $104,762 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-7$562,227$149,848$21,407iApproximate average salary by contribution assumption: employee only about $535,171 at 4% or $356,781 at 6%; with 50% employer match about $356,781 at 4% or $237,854 at 6%; with 100% employer match about $267,586 at 4% or $178,390 at 6%.
201628$838,743$129,141$16,143iApproximate average salary by contribution assumption: employee only about $403,566 at 4% or $269,044 at 6%; with 50% employer match about $269,044 at 4% or $179,363 at 6%; with 100% employer match about $201,783 at 4% or $134,522 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$459,591$90,016$11,252iApproximate average salary by contribution assumption: employee only about $281,300 at 4% or $187,533 at 6%; with 50% employer match about $187,533 at 4% or $125,022 at 6%; with 100% employer match about $140,650 at 4% or $93,767 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-8$379,152$39,125$4,891iApproximate average salary by contribution assumption: employee only about $122,266 at 4% or $81,510 at 6%; with 50% employer match about $81,510 at 4% or $54,340 at 6%; with 100% employer match about $61,133 at 4% or $40,755 at 6%.
201529$677,912$108,368$12,041iApproximate average salary by contribution assumption: employee only about $301,022 at 4% or $200,681 at 6%; with 50% employer match about $200,681 at 4% or $133,788 at 6%; with 100% employer match about $150,511 at 4% or $100,341 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-6$352,506$63,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-9$325,406$45,368$5,041iApproximate average salary by contribution assumption: employee only about $126,022 at 4% or $84,015 at 6%; with 50% employer match about $84,015 at 4% or $56,010 at 6%; with 100% employer match about $63,011 at 4% or $42,007 at 6%.
201426$589,713$129,512$21,585iApproximate average salary by contribution assumption: employee only about $539,633 at 4% or $359,756 at 6%; with 50% employer match about $359,756 at 4% or $239,837 at 6%; with 100% employer match about $269,817 at 4% or $179,878 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-6$297,764$59,000$9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-6$291,949$70,512$11,752iApproximate average salary by contribution assumption: employee only about $293,800 at 4% or $195,867 at 6%; with 50% employer match about $195,867 at 4% or $130,578 at 6%; with 100% employer match about $146,900 at 4% or $97,933 at 6%.
201335$450,493$152,311$30,462iApproximate average salary by contribution assumption: employee only about $761,555 at 4% or $507,703 at 6%; with 50% employer match about $507,703 at 4% or $338,469 at 6%; with 100% employer match about $380,778 at 4% or $253,852 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$234,372$86,562$21,641iApproximate average salary by contribution assumption: employee only about $541,013 at 4% or $360,675 at 6%; with 50% employer match about $360,675 at 4% or $240,450 at 6%; with 100% employer match about $270,506 at 4% or $180,338 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-5$216,121$65,749$13,150iApproximate average salary by contribution assumption: employee only about $328,745 at 4% or $219,163 at 6%; with 50% employer match about $219,163 at 4% or $146,109 at 6%; with 100% employer match about $164,373 at 4% or $109,582 at 6%.
Karl a. Smith Dds LLC 401K Profit Sharing Plan & Trust-0$0$0-
201234$280,254$135,514$33,879iApproximate average salary by contribution assumption: employee only about $846,963 at 4% or $564,642 at 6%; with 50% employer match about $564,642 at 4% or $376,428 at 6%; with 100% employer match about $423,481 at 4% or $282,321 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-4$140,837$68,554$17,139iApproximate average salary by contribution assumption: employee only about $428,463 at 4% or $285,642 at 6%; with 50% employer match about $285,642 at 4% or $190,428 at 6%; with 100% employer match about $214,231 at 4% or $142,821 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-3$138,156$66,960$22,320iApproximate average salary by contribution assumption: employee only about $558,000 at 4% or $372,000 at 6%; with 50% employer match about $372,000 at 4% or $248,000 at 6%; with 100% employer match about $279,000 at 4% or $186,000 at 6%.
Karl a. Smith Dds LLC 401K Profit Sharing Plan & Trust-2$1,261$0-
201135$137,601$136,496$27,299iApproximate average salary by contribution assumption: employee only about $682,480 at 4% or $454,987 at 6%; with 50% employer match about $454,987 at 4% or $303,324 at 6%; with 100% employer match about $341,240 at 4% or $227,493 at 6%.
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$68,623$68,623$17,156iApproximate average salary by contribution assumption: employee only about $428,894 at 4% or $285,929 at 6%; with 50% employer match about $285,929 at 4% or $190,619 at 6%; with 100% employer match about $214,447 at 4% or $142,965 at 6%.
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST-5$67,873$67,873$13,575iApproximate average salary by contribution assumption: employee only about $339,365 at 4% or $226,243 at 6%; with 50% employer match about $226,243 at 4% or $150,829 at 6%; with 100% employer match about $169,683 at 4% or $113,122 at 6%.
Karl a. Smith Dds LLC 401K Profit Sharing Plan & Trust-2$1,105$0-
200516$1,044$0-
Karl a. Smith Dds LLC 401K Profit Sharing Plan & Trust-6$1,044--
200412$4,583$4,487$2,244iApproximate average salary by contribution assumption: employee only about $56,088 at 4% or $37,392 at 6%; with 50% employer match about $37,392 at 4% or $24,928 at 6%; with 100% employer match about $28,044 at 4% or $18,696 at 6%.
Karl a. Smith Dds LLC 401K Profit Sharing Plan & Trust-2$4,583$4,487$2,244iApproximate average salary by contribution assumption: employee only about $56,088 at 4% or $37,392 at 6%; with 50% employer match about $37,392 at 4% or $24,928 at 6%; with 100% employer match about $28,044 at 4% or $18,696 at 6%.