Mackenzie Smith Lewis Mitchell & Hughes
Plan context: Mackenzie Smith Lewis Mitchell & Hughes Retirement Plan and Trust
EIN 15-0373370 • 3 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
58
2001 Assets
$17,506,262
2001 Contributions
$448,494
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 58 | $17,506,262 | $448,494 | $7,733iApproximate average salary by contribution assumption: employee only about $193,316 at 4% or $128,878 at 6%; with 50% employer match about $128,878 at 4% or $85,918 at 6%; with 100% employer match about $96,658 at 4% or $64,439 at 6%. |
| Mackenzie Smith Lewis Mitchell & Hughes Retirement Plan and Trust | - | 58 | $17,506,262 | $448,494 | $7,733iApproximate average salary by contribution assumption: employee only about $193,316 at 4% or $128,878 at 6%; with 50% employer match about $128,878 at 4% or $85,918 at 6%; with 100% employer match about $96,658 at 4% or $64,439 at 6%. |
| 2000 | 1 | 62 | $17,565,589 | $479,490 | $7,734iApproximate average salary by contribution assumption: employee only about $193,343 at 4% or $128,895 at 6%; with 50% employer match about $128,895 at 4% or $85,930 at 6%; with 100% employer match about $96,671 at 4% or $64,448 at 6%. |
| Mackenzie Smith Lewis Mitchell & Hughes Retirement Plan and Trust | - | 62 | $17,565,589 | $479,490 | $7,734iApproximate average salary by contribution assumption: employee only about $193,343 at 4% or $128,895 at 6%; with 50% employer match about $128,895 at 4% or $85,930 at 6%; with 100% employer match about $96,671 at 4% or $64,448 at 6%. |
| 1999 | 1 | 67 | $15,906,570 | $694,230 | $10,362iApproximate average salary by contribution assumption: employee only about $259,041 at 4% or $172,694 at 6%; with 50% employer match about $172,694 at 4% or $115,129 at 6%; with 100% employer match about $129,521 at 4% or $86,347 at 6%. |
| Mackenzie Smith Lewis Mitchell & Hughes Retirement Plan and Trust | - | 67 | $15,906,570 | $694,230 | $10,362iApproximate average salary by contribution assumption: employee only about $259,041 at 4% or $172,694 at 6%; with 50% employer match about $172,694 at 4% or $115,129 at 6%; with 100% employer match about $129,521 at 4% or $86,347 at 6%. |