Civic Intelligence

Steven J. Smith & Associates Inc.

Plan context: Steven J. Smith & Associates Inc. Profit Sharing Plan

EIN 02-0334103 • Laconia, NH • 22 filings • 1 plans

245 Shore DriveLaconia, NH 03246
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$964,733

2020 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$964,733$482,367$0199920092019YearValue
$964,733Latest year 2019

Participants Over Time

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

840199920092019YearValue
7Latest year 2019

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
202010$0$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-0$0$0-
201917$964,733$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-7$964,733$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
201818$840,510$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$840,510$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201718$845,063$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$845,063$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201617$729,799$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-7$729,799$0-
201517$684,081$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-7$684,081$0-
201417$686,701$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-7$686,701$0-
201318$658,015$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$658,015$0-
201218$588,748$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$588,748$0-
201118$556,552$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$556,552$0-
201018$542,403$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$542,403$0-
200918$501,839$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$501,839$0-
200818$414,684$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$414,684--
200718$538,276$642$80iApproximate average salary by contribution assumption: employee only about $2,006 at 4% or $1,338 at 6%; with 50% employer match about $1,338 at 4% or $892 at 6%; with 100% employer match about $1,003 at 4% or $669 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$538,276$642$80iApproximate average salary by contribution assumption: employee only about $2,006 at 4% or $1,338 at 6%; with 50% employer match about $1,338 at 4% or $892 at 6%; with 100% employer match about $1,003 at 4% or $669 at 6%.
200618$509,486$96,832$12,104iApproximate average salary by contribution assumption: employee only about $302,600 at 4% or $201,733 at 6%; with 50% employer match about $201,733 at 4% or $134,489 at 6%; with 100% employer match about $151,300 at 4% or $100,867 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$509,486$96,832$12,104iApproximate average salary by contribution assumption: employee only about $302,600 at 4% or $201,733 at 6%; with 50% employer match about $201,733 at 4% or $134,489 at 6%; with 100% employer match about $151,300 at 4% or $100,867 at 6%.
200518$379,075$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$379,075$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200418$317,177$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$317,177$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200318$248,680$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$248,680$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200218$188,018$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$188,018$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200118$182,741$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$182,741$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
200018$177,141$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$177,141$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
199918$170,120$0-
Steven J. Smith & Associates Inc. Profit Sharing Plan-8$170,120--