Civic Intelligence

Smith-Stewart Associates

Plan context: Smith-Stewart Associates Profit Sharing Plan

EIN 04-2646857 • Newton Centre, MA • 21 filings • 4 plans

10 Langley RoadNewton Centre, MA 02459
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$6,357,080

2016 Contributions

$42,784

Historical Graphs

Total Assets Over Time

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

$6,587,308$3,293,654$0199920082015YearValue
$6,357,080Latest year 2015

Participants Over Time

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

630199920082015YearValue
6Latest year 2015

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
201610$0$0-
Smith-Stewart Associates Profit Sharing Plan-0$0--
201516$6,357,080$42,784$7,131iApproximate average salary by contribution assumption: employee only about $178,267 at 4% or $118,844 at 6%; with 50% employer match about $118,844 at 4% or $79,230 at 6%; with 100% employer match about $89,133 at 4% or $59,422 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$6,357,080$42,784$7,131iApproximate average salary by contribution assumption: employee only about $178,267 at 4% or $118,844 at 6%; with 50% employer match about $118,844 at 4% or $79,230 at 6%; with 100% employer match about $89,133 at 4% or $59,422 at 6%.
201416$6,587,308$87,513$14,586iApproximate average salary by contribution assumption: employee only about $364,638 at 4% or $243,092 at 6%; with 50% employer match about $243,092 at 4% or $162,061 at 6%; with 100% employer match about $182,319 at 4% or $121,546 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$6,587,308$87,513$14,586iApproximate average salary by contribution assumption: employee only about $364,638 at 4% or $243,092 at 6%; with 50% employer match about $243,092 at 4% or $162,061 at 6%; with 100% employer match about $182,319 at 4% or $121,546 at 6%.
201316$6,231,309$166,808$27,801iApproximate average salary by contribution assumption: employee only about $695,033 at 4% or $463,356 at 6%; with 50% employer match about $463,356 at 4% or $308,904 at 6%; with 100% employer match about $347,517 at 4% or $231,678 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$6,231,309$166,808$27,801iApproximate average salary by contribution assumption: employee only about $695,033 at 4% or $463,356 at 6%; with 50% employer match about $463,356 at 4% or $308,904 at 6%; with 100% employer match about $347,517 at 4% or $231,678 at 6%.
201216$5,290,147$164,106$27,351iApproximate average salary by contribution assumption: employee only about $683,775 at 4% or $455,850 at 6%; with 50% employer match about $455,850 at 4% or $303,900 at 6%; with 100% employer match about $341,888 at 4% or $227,925 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$5,290,147$164,106$27,351iApproximate average salary by contribution assumption: employee only about $683,775 at 4% or $455,850 at 6%; with 50% employer match about $455,850 at 4% or $303,900 at 6%; with 100% employer match about $341,888 at 4% or $227,925 at 6%.
201116$4,676,578$163,684$27,281iApproximate average salary by contribution assumption: employee only about $682,017 at 4% or $454,678 at 6%; with 50% employer match about $454,678 at 4% or $303,119 at 6%; with 100% employer match about $341,008 at 4% or $227,339 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$4,676,578$163,684$27,281iApproximate average salary by contribution assumption: employee only about $682,017 at 4% or $454,678 at 6%; with 50% employer match about $454,678 at 4% or $303,119 at 6%; with 100% employer match about $341,008 at 4% or $227,339 at 6%.
201016$4,579,710$164,190$27,365iApproximate average salary by contribution assumption: employee only about $684,125 at 4% or $456,083 at 6%; with 50% employer match about $456,083 at 4% or $304,056 at 6%; with 100% employer match about $342,063 at 4% or $228,042 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$4,579,710$164,190$27,365iApproximate average salary by contribution assumption: employee only about $684,125 at 4% or $456,083 at 6%; with 50% employer match about $456,083 at 4% or $304,056 at 6%; with 100% employer match about $342,063 at 4% or $228,042 at 6%.
200916$3,951,933$175,069$29,178iApproximate average salary by contribution assumption: employee only about $729,454 at 4% or $486,303 at 6%; with 50% employer match about $486,303 at 4% or $324,202 at 6%; with 100% employer match about $364,727 at 4% or $243,151 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$3,951,933$175,069$29,178iApproximate average salary by contribution assumption: employee only about $729,454 at 4% or $486,303 at 6%; with 50% employer match about $486,303 at 4% or $324,202 at 6%; with 100% employer match about $364,727 at 4% or $243,151 at 6%.
200815$3,033,288$147,156$29,431iApproximate average salary by contribution assumption: employee only about $735,780 at 4% or $490,520 at 6%; with 50% employer match about $490,520 at 4% or $327,013 at 6%; with 100% employer match about $367,890 at 4% or $245,260 at 6%.
Smith-Stewart Associates Profit Sharing Plan-5$3,033,288$147,156$29,431iApproximate average salary by contribution assumption: employee only about $735,780 at 4% or $490,520 at 6%; with 50% employer match about $490,520 at 4% or $327,013 at 6%; with 100% employer match about $367,890 at 4% or $245,260 at 6%.
200615$3,731,682$149,331$29,866iApproximate average salary by contribution assumption: employee only about $746,655 at 4% or $497,770 at 6%; with 50% employer match about $497,770 at 4% or $331,847 at 6%; with 100% employer match about $373,328 at 4% or $248,885 at 6%.
Smith-Stewart Associates Profit Sharing Plan-5$3,731,682$149,331$29,866iApproximate average salary by contribution assumption: employee only about $746,655 at 4% or $497,770 at 6%; with 50% employer match about $497,770 at 4% or $331,847 at 6%; with 100% employer match about $373,328 at 4% or $248,885 at 6%.
200515$3,125,910$130,218$26,044iApproximate average salary by contribution assumption: employee only about $651,090 at 4% or $434,060 at 6%; with 50% employer match about $434,060 at 4% or $289,373 at 6%; with 100% employer match about $325,545 at 4% or $217,030 at 6%.
Smith-Stewart Associates Profit Sharing Plan-5$3,125,910$130,218$26,044iApproximate average salary by contribution assumption: employee only about $651,090 at 4% or $434,060 at 6%; with 50% employer match about $434,060 at 4% or $289,373 at 6%; with 100% employer match about $325,545 at 4% or $217,030 at 6%.
200415$2,828,933$141,461$28,292iApproximate average salary by contribution assumption: employee only about $707,305 at 4% or $471,537 at 6%; with 50% employer match about $471,537 at 4% or $314,358 at 6%; with 100% employer match about $353,653 at 4% or $235,768 at 6%.
Smith-Stewart Associates Profit Sharing Plan-5$2,828,933$141,461$28,292iApproximate average salary by contribution assumption: employee only about $707,305 at 4% or $471,537 at 6%; with 50% employer match about $471,537 at 4% or $314,358 at 6%; with 100% employer match about $353,653 at 4% or $235,768 at 6%.
200316$2,502,910$144,715$24,119iApproximate average salary by contribution assumption: employee only about $602,979 at 4% or $401,986 at 6%; with 50% employer match about $401,986 at 4% or $267,991 at 6%; with 100% employer match about $301,490 at 4% or $200,993 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$2,502,910$144,715$24,119iApproximate average salary by contribution assumption: employee only about $602,979 at 4% or $401,986 at 6%; with 50% employer match about $401,986 at 4% or $267,991 at 6%; with 100% employer match about $301,490 at 4% or $200,993 at 6%.
200226$1,961,162$133,319$22,220iApproximate average salary by contribution assumption: employee only about $555,496 at 4% or $370,331 at 6%; with 50% employer match about $370,331 at 4% or $246,887 at 6%; with 100% employer match about $277,748 at 4% or $185,165 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$1,961,162$133,319$22,220iApproximate average salary by contribution assumption: employee only about $555,496 at 4% or $370,331 at 6%; with 50% employer match about $370,331 at 4% or $246,887 at 6%; with 100% employer match about $277,748 at 4% or $185,165 at 6%.
Smith-Stewart Associates Money Purchase Pension Plan-0---
200126$196,762$37,440$6,240iApproximate average salary by contribution assumption: employee only about $156,000 at 4% or $104,000 at 6%; with 50% employer match about $104,000 at 4% or $69,333 at 6%; with 100% employer match about $78,000 at 4% or $52,000 at 6%.
Smith-Stewart Associates Money Purchase Pension Plan-6$196,762$37,440$6,240iApproximate average salary by contribution assumption: employee only about $156,000 at 4% or $104,000 at 6%; with 50% employer match about $104,000 at 4% or $69,333 at 6%; with 100% employer match about $78,000 at 4% or $52,000 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6---
200025$2,378,950$83,092$16,618iApproximate average salary by contribution assumption: employee only about $415,460 at 4% or $276,973 at 6%; with 50% employer match about $276,973 at 4% or $184,649 at 6%; with 100% employer match about $207,730 at 4% or $138,487 at 6%.
Smith-Stewart Associates Profit Sharing Plan-5$2,213,799$46,319$9,264iApproximate average salary by contribution assumption: employee only about $231,595 at 4% or $154,397 at 6%; with 50% employer match about $154,397 at 4% or $102,931 at 6%; with 100% employer match about $115,797 at 4% or $77,198 at 6%.
Smith-Stewart Associates Money Purchase Pension Plan-5$165,151$36,773$7,355iApproximate average salary by contribution assumption: employee only about $183,865 at 4% or $122,577 at 6%; with 50% employer match about $122,577 at 4% or $81,718 at 6%; with 100% employer match about $91,933 at 4% or $61,288 at 6%.
199926$2,787,649$90,145$15,024iApproximate average salary by contribution assumption: employee only about $375,604 at 4% or $250,403 at 6%; with 50% employer match about $250,403 at 4% or $166,935 at 6%; with 100% employer match about $187,802 at 4% or $125,201 at 6%.
Smith-Stewart Associates Profit Sharing Plan-6$2,643,725$59,802$9,967iApproximate average salary by contribution assumption: employee only about $249,175 at 4% or $166,117 at 6%; with 50% employer match about $166,117 at 4% or $110,744 at 6%; with 100% employer match about $124,588 at 4% or $83,058 at 6%.
Smith-Stewart Associates Money Purchase Pension Plan-6$143,924$30,343$5,057iApproximate average salary by contribution assumption: employee only about $126,429 at 4% or $84,286 at 6%; with 50% employer match about $84,286 at 4% or $56,191 at 6%; with 100% employer match about $63,215 at 4% or $42,143 at 6%.