Civic Intelligence

Dawn Smith

Plan context: Dawn Smith 401(K) Profit Sharing Plan & Trust

EIN 04-3529576 • Hopkinton, MA • 9 filings • 5 plans

63 South Street Suite 192Hopkinton, MA 01748
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$1,411,389

2021 Contributions

$116,950

Historical Graphs

Total Assets Over Time

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

$1,411,389$705,695$0201320172021YearValue
$1,411,389Latest year 2021

Participants Over Time

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

840201320172021YearValue
6Latest year 2021

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
202116$1,411,389$116,950$19,492iApproximate average salary by contribution assumption: employee only about $487,292 at 4% or $324,861 at 6%; with 50% employer match about $324,861 at 4% or $216,574 at 6%; with 100% employer match about $243,646 at 4% or $162,431 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-6$1,411,389$116,950$19,492iApproximate average salary by contribution assumption: employee only about $487,292 at 4% or $324,861 at 6%; with 50% employer match about $324,861 at 4% or $216,574 at 6%; with 100% employer match about $243,646 at 4% or $162,431 at 6%.
202017$1,090,268$104,083$14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-7$1,090,268$104,083$14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%.
201915$876,208$64,691$12,938iApproximate average salary by contribution assumption: employee only about $323,455 at 4% or $215,637 at 6%; with 50% employer match about $215,637 at 4% or $143,758 at 6%; with 100% employer match about $161,728 at 4% or $107,818 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-5$876,208$64,691$12,938iApproximate average salary by contribution assumption: employee only about $323,455 at 4% or $215,637 at 6%; with 50% employer match about $215,637 at 4% or $143,758 at 6%; with 100% employer match about $161,728 at 4% or $107,818 at 6%.
201816$662,010$100,346$16,724iApproximate average salary by contribution assumption: employee only about $418,108 at 4% or $278,739 at 6%; with 50% employer match about $278,739 at 4% or $185,826 at 6%; with 100% employer match about $209,054 at 4% or $139,369 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-6$662,010$100,346$16,724iApproximate average salary by contribution assumption: employee only about $418,108 at 4% or $278,739 at 6%; with 50% employer match about $278,739 at 4% or $185,826 at 6%; with 100% employer match about $209,054 at 4% or $139,369 at 6%.
201717$621,559$271,839$38,834iApproximate average salary by contribution assumption: employee only about $970,854 at 4% or $647,236 at 6%; with 50% employer match about $647,236 at 4% or $431,490 at 6%; with 100% employer match about $485,427 at 4% or $323,618 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-7$621,559$271,839$38,834iApproximate average salary by contribution assumption: employee only about $970,854 at 4% or $647,236 at 6%; with 50% employer match about $647,236 at 4% or $431,490 at 6%; with 100% employer match about $485,427 at 4% or $323,618 at 6%.
201618$286,567$67,148$8,394iApproximate average salary by contribution assumption: employee only about $209,838 at 4% or $139,892 at 6%; with 50% employer match about $139,892 at 4% or $93,261 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-8$286,567$67,148$8,394iApproximate average salary by contribution assumption: employee only about $209,838 at 4% or $139,892 at 6%; with 50% employer match about $139,892 at 4% or $93,261 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.
201515$201,273$83,833$16,767iApproximate average salary by contribution assumption: employee only about $419,165 at 4% or $279,443 at 6%; with 50% employer match about $279,443 at 4% or $186,296 at 6%; with 100% employer match about $209,582 at 4% or $139,722 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-5$201,273$83,833$16,767iApproximate average salary by contribution assumption: employee only about $419,165 at 4% or $279,443 at 6%; with 50% employer match about $279,443 at 4% or $186,296 at 6%; with 100% employer match about $209,582 at 4% or $139,722 at 6%.
201413$123,223$63,316$21,105iApproximate average salary by contribution assumption: employee only about $527,633 at 4% or $351,756 at 6%; with 50% employer match about $351,756 at 4% or $234,504 at 6%; with 100% employer match about $263,817 at 4% or $175,878 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-3$123,223$63,316$21,105iApproximate average salary by contribution assumption: employee only about $527,633 at 4% or $351,756 at 6%; with 50% employer match about $351,756 at 4% or $234,504 at 6%; with 100% employer match about $263,817 at 4% or $175,878 at 6%.
201314$62,617$58,553$14,638iApproximate average salary by contribution assumption: employee only about $365,956 at 4% or $243,971 at 6%; with 50% employer match about $243,971 at 4% or $162,647 at 6%; with 100% employer match about $182,978 at 4% or $121,985 at 6%.
Dawn Smith 401(K) Profit Sharing Plan & Trust-4$62,617$58,553$14,638iApproximate average salary by contribution assumption: employee only about $365,956 at 4% or $243,971 at 6%; with 50% employer match about $243,971 at 4% or $162,647 at 6%; with 100% employer match about $182,978 at 4% or $121,985 at 6%.