Anthony B Smolen Jr
Plan context: Anthony B Smolen Jr Keogh Trust
EIN 16-1120491 • Miami Beach, FL • 22 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$2,122,986
2019 Contributions
$10,876
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Anthony B Smolen Jr Keogh Trust | - | 0 | $0 | - | - |
| 2018 | 1 | 0 | $2,122,986 | $10,876 | - |
| Anthony B Smolen Jr Keogh Trust | - | 0 | $2,122,986 | $10,876 | - |
| 2017 | 1 | 3 | $2,390,837 | $15,237 | $5,079iApproximate average salary by contribution assumption: employee only about $126,975 at 4% or $84,650 at 6%; with 50% employer match about $84,650 at 4% or $56,433 at 6%; with 100% employer match about $63,488 at 4% or $42,325 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $2,390,837 | $15,237 | $5,079iApproximate average salary by contribution assumption: employee only about $126,975 at 4% or $84,650 at 6%; with 50% employer match about $84,650 at 4% or $56,433 at 6%; with 100% employer match about $63,488 at 4% or $42,325 at 6%. |
| 2016 | 1 | 4 | $2,044,489 | $28,849 | $7,212iApproximate average salary by contribution assumption: employee only about $180,306 at 4% or $120,204 at 6%; with 50% employer match about $120,204 at 4% or $80,136 at 6%; with 100% employer match about $90,153 at 4% or $60,102 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $2,044,489 | $28,849 | $7,212iApproximate average salary by contribution assumption: employee only about $180,306 at 4% or $120,204 at 6%; with 50% employer match about $120,204 at 4% or $80,136 at 6%; with 100% employer match about $90,153 at 4% or $60,102 at 6%. |
| 2015 | 1 | 4 | $1,858,490 | $23,264 | $5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $1,858,490 | $23,264 | $5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%. |
| 2014 | 1 | 4 | $1,865,676 | $16,561 | $4,140iApproximate average salary by contribution assumption: employee only about $103,506 at 4% or $69,004 at 6%; with 50% employer match about $69,004 at 4% or $46,003 at 6%; with 100% employer match about $51,753 at 4% or $34,502 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $1,865,676 | $16,561 | $4,140iApproximate average salary by contribution assumption: employee only about $103,506 at 4% or $69,004 at 6%; with 50% employer match about $69,004 at 4% or $46,003 at 6%; with 100% employer match about $51,753 at 4% or $34,502 at 6%. |
| 2013 | 1 | 4 | $1,715,330 | $0 | - |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $1,715,330 | - | - |
| 2012 | 1 | 4 | $1,335,510 | $24,710 | $6,178iApproximate average salary by contribution assumption: employee only about $154,438 at 4% or $102,958 at 6%; with 50% employer match about $102,958 at 4% or $68,639 at 6%; with 100% employer match about $77,219 at 4% or $51,479 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $1,335,510 | $24,710 | $6,178iApproximate average salary by contribution assumption: employee only about $154,438 at 4% or $102,958 at 6%; with 50% employer match about $102,958 at 4% or $68,639 at 6%; with 100% employer match about $77,219 at 4% or $51,479 at 6%. |
| 2011 | 1 | 4 | $1,080,602 | $34,688 | $8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 4 | $1,080,602 | $34,688 | $8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%. |
| 2010 | 1 | 3 | $1,120,198 | $47,219 | $15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $1,120,198 | $47,219 | $15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%. |
| 2009 | 1 | 6 | $959,743 | $42,942 | $7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 6 | $959,743 | $42,942 | $7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%. |
| 2008 | 1 | 2 | $673,457 | $38,582 | $19,291iApproximate average salary by contribution assumption: employee only about $482,275 at 4% or $321,517 at 6%; with 50% employer match about $321,517 at 4% or $214,344 at 6%; with 100% employer match about $241,138 at 4% or $160,758 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 2 | $673,457 | $38,582 | $19,291iApproximate average salary by contribution assumption: employee only about $482,275 at 4% or $321,517 at 6%; with 50% employer match about $321,517 at 4% or $214,344 at 6%; with 100% employer match about $241,138 at 4% or $160,758 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Anthony B Smolen Jr Keogh Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $890,404 | $30,923 | $10,308iApproximate average salary by contribution assumption: employee only about $257,692 at 4% or $171,794 at 6%; with 50% employer match about $171,794 at 4% or $114,530 at 6%; with 100% employer match about $128,846 at 4% or $85,897 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $890,404 | $30,923 | $10,308iApproximate average salary by contribution assumption: employee only about $257,692 at 4% or $171,794 at 6%; with 50% employer match about $171,794 at 4% or $114,530 at 6%; with 100% employer match about $128,846 at 4% or $85,897 at 6%. |
| 2005 | 1 | 3 | $758,148 | $35,645 | $11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $758,148 | $35,645 | $11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%. |
| 2004 | 2 | 7 | $1,084,833 | $28,886 | $4,127iApproximate average salary by contribution assumption: employee only about $103,164 at 4% or $68,776 at 6%; with 50% employer match about $68,776 at 4% or $45,851 at 6%; with 100% employer match about $51,582 at 4% or $34,388 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $644,345 | $14,481 | $4,827iApproximate average salary by contribution assumption: employee only about $120,675 at 4% or $80,450 at 6%; with 50% employer match about $80,450 at 4% or $53,633 at 6%; with 100% employer match about $60,338 at 4% or $40,225 at 6%. |
| DAVID E MYERS MD PC MONEY PURCHASE PLAN & TRUST | - | 7 | $440,488 | $14,405 | $2,058iApproximate average salary by contribution assumption: employee only about $51,446 at 4% or $34,298 at 6%; with 50% employer match about $34,298 at 4% or $22,865 at 6%; with 100% employer match about $25,723 at 4% or $17,149 at 6%. |
| 2003 | 2 | 7 | $993,881 | $59,634 | $8,519iApproximate average salary by contribution assumption: employee only about $212,979 at 4% or $141,986 at 6%; with 50% employer match about $141,986 at 4% or $94,657 at 6%; with 100% employer match about $106,489 at 4% or $70,993 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $583,974 | $45,457 | $15,152iApproximate average salary by contribution assumption: employee only about $378,808 at 4% or $252,539 at 6%; with 50% employer match about $252,539 at 4% or $168,359 at 6%; with 100% employer match about $189,404 at 4% or $126,269 at 6%. |
| DAVID E MYERS MD PC MONEY PURCHASE PLAN & TRUST | - | 7 | $409,907 | $14,177 | $2,025iApproximate average salary by contribution assumption: employee only about $50,632 at 4% or $33,755 at 6%; with 50% employer match about $33,755 at 4% or $22,503 at 6%; with 100% employer match about $25,316 at 4% or $16,877 at 6%. |
| 2002 | 1 | 3 | $440,365 | $41,449 | $13,816iApproximate average salary by contribution assumption: employee only about $345,408 at 4% or $230,272 at 6%; with 50% employer match about $230,272 at 4% or $153,515 at 6%; with 100% employer match about $172,704 at 4% or $115,136 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $440,365 | $41,449 | $13,816iApproximate average salary by contribution assumption: employee only about $345,408 at 4% or $230,272 at 6%; with 50% employer match about $230,272 at 4% or $153,515 at 6%; with 100% employer match about $172,704 at 4% or $115,136 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Anthony B Smolen Jr Keogh Trust | - | 3 | - | - | - |
| 1999 | 1 | 3 | $662,967 | $25,348 | $8,449iApproximate average salary by contribution assumption: employee only about $211,233 at 4% or $140,822 at 6%; with 50% employer match about $140,822 at 4% or $93,881 at 6%; with 100% employer match about $105,617 at 4% or $70,411 at 6%. |
| Anthony B Smolen Jr Keogh Trust | - | 3 | $662,967 | $25,348 | $8,449iApproximate average salary by contribution assumption: employee only about $211,233 at 4% or $140,822 at 6%; with 50% employer match about $140,822 at 4% or $93,881 at 6%; with 100% employer match about $105,617 at 4% or $70,411 at 6%. |