Civic Intelligence

HORACE SMITH FUND

Plan context: TAX DEFERRED ANNUITY PLAN OF HORACE SMITH FUND

EIN 04-2235130 • Springfield, MA • 3 filings • 1 plans

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1441 Main StreetSpringfield, MA 01103
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$69,960

2011 Contributions

$4,089

Historical Graphs

Total Assets Over Time

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

$69,960$34,980$020092010YearValue
$69,960Latest year 2010

Participants Over Time

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

11020092010YearValue
1Latest year 2010

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
201110$0$0-
TAX DEFERRED ANNUITY PLAN OF HORACE SMITH FUND-0$0--
201011$69,960$4,089$4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%.
TAX DEFERRED ANNUITY PLAN OF HORACE SMITH FUND-1$69,960$4,089$4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%.
200911$58,967$6,714$6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%.
TAX DEFERRED ANNUITY PLAN OF HORACE SMITH FUND-1$58,967$6,714$6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%.