Trustees of the Smith Charities
Plan context: Smith Charities Pension Plan
EIN 04-2105778 • Northampton, MA • 21 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$14,982
2019 Contributions
$3,800
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $3,800 | - |
| Smith Charities Pension Plan | - | 0 | $0 | $3,800 | - |
| 2018 | 1 | 1 | $14,982 | $3,800 | $3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%. |
| Smith Charities Pension Plan | - | 1 | $14,982 | $3,800 | $3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%. |
| 2017 | 1 | 2 | $160,708 | $7,046 | $3,523iApproximate average salary by contribution assumption: employee only about $88,075 at 4% or $58,717 at 6%; with 50% employer match about $58,717 at 4% or $39,144 at 6%; with 100% employer match about $44,038 at 4% or $29,358 at 6%. |
| Smith Charities Pension Plan | - | 2 | $160,708 | $7,046 | $3,523iApproximate average salary by contribution assumption: employee only about $88,075 at 4% or $58,717 at 6%; with 50% employer match about $58,717 at 4% or $39,144 at 6%; with 100% employer match about $44,038 at 4% or $29,358 at 6%. |
| 2016 | 1 | 2 | $145,790 | $23,870 | $11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%. |
| Smith Charities Pension Plan | - | 2 | $145,790 | $23,870 | $11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%. |
| 2015 | 1 | 2 | $121,920 | $6,840 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| Smith Charities Pension Plan | - | 2 | $121,920 | $6,840 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| 2014 | 1 | 1 | $121,149 | $6,765 | $6,765iApproximate average salary by contribution assumption: employee only about $169,125 at 4% or $112,750 at 6%; with 50% employer match about $112,750 at 4% or $75,167 at 6%; with 100% employer match about $84,563 at 4% or $56,375 at 6%. |
| Smith Charities Pension Plan | - | 1 | $121,149 | $6,765 | $6,765iApproximate average salary by contribution assumption: employee only about $169,125 at 4% or $112,750 at 6%; with 50% employer match about $112,750 at 4% or $75,167 at 6%; with 100% employer match about $84,563 at 4% or $56,375 at 6%. |
| 2013 | 1 | 1 | $108,441 | $7,048 | $7,048iApproximate average salary by contribution assumption: employee only about $176,200 at 4% or $117,467 at 6%; with 50% employer match about $117,467 at 4% or $78,311 at 6%; with 100% employer match about $88,100 at 4% or $58,733 at 6%. |
| Smith Charities Pension Plan | - | 1 | $108,441 | $7,048 | $7,048iApproximate average salary by contribution assumption: employee only about $176,200 at 4% or $117,467 at 6%; with 50% employer match about $117,467 at 4% or $78,311 at 6%; with 100% employer match about $88,100 at 4% or $58,733 at 6%. |
| 2012 | 1 | 2 | $214,712 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| Smith Charities Pension Plan | - | 2 | $214,712 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| 2011 | 1 | 2 | $174,669 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| Smith Charities Pension Plan | - | 2 | $174,669 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| 2010 | 1 | 2 | $165,615 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| Smith Charities Pension Plan | - | 2 | $165,615 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| 2009 | 1 | 2 | $130,019 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| Smith Charities Pension Plan | - | 2 | $130,019 | $11,407 | $5,704iApproximate average salary by contribution assumption: employee only about $142,588 at 4% or $95,058 at 6%; with 50% employer match about $95,058 at 4% or $63,372 at 6%; with 100% employer match about $71,294 at 4% or $47,529 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Smith Charities Pension Plan | - | 0 | - | - | - |