Civic Intelligence

James a. Smith, M.D.

Plan context: James a. Smith Retirement Plan and Trust

EIN 04-2409251 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$608,933

2008 Contributions

$10,109

Historical Graphs

Total Assets Over Time

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

$691,031$345,516$0199920032006YearValue
$608,933Latest year 2006

Participants Over Time

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

320199920032007YearValue
2Latest year 2007

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
200810$0$0-
James a. Smith Retirement Plan and Trust-0---
200712$0$0-
James a. Smith Retirement Plan and Trust-2---
200613$608,933$10,109$3,370iApproximate average salary by contribution assumption: employee only about $84,242 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,081 at 6%.
James a. Smith Retirement Plan and Trust-3$608,933$10,109$3,370iApproximate average salary by contribution assumption: employee only about $84,242 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,081 at 6%.
200513$547,612$22,870$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,056 at 6%; with 50% employer match about $127,056 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
James a. Smith Retirement Plan and Trust-3$547,612$22,870$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,056 at 6%; with 50% employer match about $127,056 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
200413$525,919$19,249$6,416iApproximate average salary by contribution assumption: employee only about $160,408 at 4% or $106,939 at 6%; with 50% employer match about $106,939 at 4% or $71,293 at 6%; with 100% employer match about $80,204 at 4% or $53,469 at 6%.
James a. Smith Retirement Plan and Trust-3$525,919$19,249$6,416iApproximate average salary by contribution assumption: employee only about $160,408 at 4% or $106,939 at 6%; with 50% employer match about $106,939 at 4% or $71,293 at 6%; with 100% employer match about $80,204 at 4% or $53,469 at 6%.
200313$483,685$23,563$7,854iApproximate average salary by contribution assumption: employee only about $196,358 at 4% or $130,906 at 6%; with 50% employer match about $130,906 at 4% or $87,270 at 6%; with 100% employer match about $98,179 at 4% or $65,453 at 6%.
James a. Smith Retirement Plan and Trust-3$483,685$23,563$7,854iApproximate average salary by contribution assumption: employee only about $196,358 at 4% or $130,906 at 6%; with 50% employer match about $130,906 at 4% or $87,270 at 6%; with 100% employer match about $98,179 at 4% or $65,453 at 6%.
200213$382,048$21,813$7,271iApproximate average salary by contribution assumption: employee only about $181,775 at 4% or $121,183 at 6%; with 50% employer match about $121,183 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%.
James a. Smith Retirement Plan and Trust-3$382,048$21,813$7,271iApproximate average salary by contribution assumption: employee only about $181,775 at 4% or $121,183 at 6%; with 50% employer match about $121,183 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%.
200113$502,516$23,909$7,970iApproximate average salary by contribution assumption: employee only about $199,242 at 4% or $132,828 at 6%; with 50% employer match about $132,828 at 4% or $88,552 at 6%; with 100% employer match about $99,621 at 4% or $66,414 at 6%.
James a. Smith Retirement Plan and Trust-3$502,516$23,909$7,970iApproximate average salary by contribution assumption: employee only about $199,242 at 4% or $132,828 at 6%; with 50% employer match about $132,828 at 4% or $88,552 at 6%; with 100% employer match about $99,621 at 4% or $66,414 at 6%.
200013$0$0-
James a. Smith Retirement Plan and Trust-3---
199912$691,031$19,513$9,757iApproximate average salary by contribution assumption: employee only about $243,913 at 4% or $162,608 at 6%; with 50% employer match about $162,608 at 4% or $108,406 at 6%; with 100% employer match about $121,956 at 4% or $81,304 at 6%.
James a. Smith Retirement Plan and Trust-2$691,031$19,513$9,757iApproximate average salary by contribution assumption: employee only about $243,913 at 4% or $162,608 at 6%; with 50% employer match about $162,608 at 4% or $108,406 at 6%; with 100% employer match about $121,956 at 4% or $81,304 at 6%.