Civic Intelligence

David F. Smith, M.D.

Plan context: David Francis Smith MD 401 K Profit Sharing Plan Trust

EIN 16-1335955 • Spencerport, NY • 22 filings • 4 plans

32 Valley Park DrSpencerport, NY 14559-1559
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$557,726

2023 Contributions

$40,416

Historical Graphs

Total Assets Over Time

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

$967,640$483,820$0199920082022YearValue
$557,726Latest year 2022

Participants Over Time

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

530199920082022YearValue
5Latest year 2022

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
202310$0$40,416-
David Francis Smith MD 401 K Profit Sharing Plan Trust-0$0$40,416-
202215$557,726$41,024$8,205iApproximate average salary by contribution assumption: employee only about $205,120 at 4% or $136,747 at 6%; with 50% employer match about $136,747 at 4% or $91,164 at 6%; with 100% employer match about $102,560 at 4% or $68,373 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$557,726$41,024$8,205iApproximate average salary by contribution assumption: employee only about $205,120 at 4% or $136,747 at 6%; with 50% employer match about $136,747 at 4% or $91,164 at 6%; with 100% employer match about $102,560 at 4% or $68,373 at 6%.
202115$641,560$49,329$9,866iApproximate average salary by contribution assumption: employee only about $246,645 at 4% or $164,430 at 6%; with 50% employer match about $164,430 at 4% or $109,620 at 6%; with 100% employer match about $123,322 at 4% or $82,215 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$641,560$49,329$9,866iApproximate average salary by contribution assumption: employee only about $246,645 at 4% or $164,430 at 6%; with 50% employer match about $164,430 at 4% or $109,620 at 6%; with 100% employer match about $123,322 at 4% or $82,215 at 6%.
202015$486,520$44,678$8,936iApproximate average salary by contribution assumption: employee only about $223,390 at 4% or $148,927 at 6%; with 50% employer match about $148,927 at 4% or $99,284 at 6%; with 100% employer match about $111,695 at 4% or $74,463 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$486,520$44,678$8,936iApproximate average salary by contribution assumption: employee only about $223,390 at 4% or $148,927 at 6%; with 50% employer match about $148,927 at 4% or $99,284 at 6%; with 100% employer match about $111,695 at 4% or $74,463 at 6%.
201915$369,806$51,220$10,244iApproximate average salary by contribution assumption: employee only about $256,100 at 4% or $170,733 at 6%; with 50% employer match about $170,733 at 4% or $113,822 at 6%; with 100% employer match about $128,050 at 4% or $85,367 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$369,806$51,220$10,244iApproximate average salary by contribution assumption: employee only about $256,100 at 4% or $170,733 at 6%; with 50% employer match about $170,733 at 4% or $113,822 at 6%; with 100% employer match about $128,050 at 4% or $85,367 at 6%.
201815$250,727$48,449$9,690iApproximate average salary by contribution assumption: employee only about $242,245 at 4% or $161,497 at 6%; with 50% employer match about $161,497 at 4% or $107,664 at 6%; with 100% employer match about $121,122 at 4% or $80,748 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$250,727$48,449$9,690iApproximate average salary by contribution assumption: employee only about $242,245 at 4% or $161,497 at 6%; with 50% employer match about $161,497 at 4% or $107,664 at 6%; with 100% employer match about $121,122 at 4% or $80,748 at 6%.
201714$222,955$47,694$11,924iApproximate average salary by contribution assumption: employee only about $298,088 at 4% or $198,725 at 6%; with 50% employer match about $198,725 at 4% or $132,483 at 6%; with 100% employer match about $149,044 at 4% or $99,363 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-4$222,955$47,694$11,924iApproximate average salary by contribution assumption: employee only about $298,088 at 4% or $198,725 at 6%; with 50% employer match about $198,725 at 4% or $132,483 at 6%; with 100% employer match about $149,044 at 4% or $99,363 at 6%.
201615$162,218$49,456$9,891iApproximate average salary by contribution assumption: employee only about $247,280 at 4% or $164,853 at 6%; with 50% employer match about $164,853 at 4% or $109,902 at 6%; with 100% employer match about $123,640 at 4% or $82,427 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$162,218$49,456$9,891iApproximate average salary by contribution assumption: employee only about $247,280 at 4% or $164,853 at 6%; with 50% employer match about $164,853 at 4% or $109,902 at 6%; with 100% employer match about $123,640 at 4% or $82,427 at 6%.
201515$95,030$50,025$10,005iApproximate average salary by contribution assumption: employee only about $250,125 at 4% or $166,750 at 6%; with 50% employer match about $166,750 at 4% or $111,167 at 6%; with 100% employer match about $125,063 at 4% or $83,375 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$95,030$50,025$10,005iApproximate average salary by contribution assumption: employee only about $250,125 at 4% or $166,750 at 6%; with 50% employer match about $166,750 at 4% or $111,167 at 6%; with 100% employer match about $125,063 at 4% or $83,375 at 6%.
201425$96,560$92,908$18,582iApproximate average salary by contribution assumption: employee only about $464,540 at 4% or $309,693 at 6%; with 50% employer match about $309,693 at 4% or $206,462 at 6%; with 100% employer match about $232,270 at 4% or $154,847 at 6%.
David F. Smith, M.D. Profit Sharing Plan-5$48,280$46,454$9,291iApproximate average salary by contribution assumption: employee only about $232,270 at 4% or $154,847 at 6%; with 50% employer match about $154,847 at 4% or $103,231 at 6%; with 100% employer match about $116,135 at 4% or $77,423 at 6%.
David Francis Smith MD 401 K Profit Sharing Plan Trust-5$48,280$46,454$9,291iApproximate average salary by contribution assumption: employee only about $232,270 at 4% or $154,847 at 6%; with 50% employer match about $154,847 at 4% or $103,231 at 6%; with 100% employer match about $116,135 at 4% or $77,423 at 6%.
200910$0$27,856-
David F. Smith, M.D. Profit Sharing Plan-0$0$27,856-
200813$802,905$28,640$9,547iApproximate average salary by contribution assumption: employee only about $238,667 at 4% or $159,111 at 6%; with 50% employer match about $159,111 at 4% or $106,074 at 6%; with 100% employer match about $119,333 at 4% or $79,556 at 6%.
David F. Smith, M.D. Profit Sharing Plan-3$802,905$28,640$9,547iApproximate average salary by contribution assumption: employee only about $238,667 at 4% or $159,111 at 6%; with 50% employer match about $159,111 at 4% or $106,074 at 6%; with 100% employer match about $119,333 at 4% or $79,556 at 6%.
200712$967,640$24,963$12,482iApproximate average salary by contribution assumption: employee only about $312,038 at 4% or $208,025 at 6%; with 50% employer match about $208,025 at 4% or $138,683 at 6%; with 100% employer match about $156,019 at 4% or $104,013 at 6%.
David F. Smith, M.D. Profit Sharing Plan-2$967,640$24,963$12,482iApproximate average salary by contribution assumption: employee only about $312,038 at 4% or $208,025 at 6%; with 50% employer match about $208,025 at 4% or $138,683 at 6%; with 100% employer match about $156,019 at 4% or $104,013 at 6%.
200612$892,042$27,154$13,577iApproximate average salary by contribution assumption: employee only about $339,425 at 4% or $226,283 at 6%; with 50% employer match about $226,283 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%.
David F. Smith, M.D. Profit Sharing Plan-2$892,042$27,154$13,577iApproximate average salary by contribution assumption: employee only about $339,425 at 4% or $226,283 at 6%; with 50% employer match about $226,283 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%.
200512$761,029$27,407$13,704iApproximate average salary by contribution assumption: employee only about $342,588 at 4% or $228,392 at 6%; with 50% employer match about $228,392 at 4% or $152,261 at 6%; with 100% employer match about $171,294 at 4% or $114,196 at 6%.
David F. Smith, M.D. Profit Sharing Plan-2$761,029$27,407$13,704iApproximate average salary by contribution assumption: employee only about $342,588 at 4% or $228,392 at 6%; with 50% employer match about $228,392 at 4% or $152,261 at 6%; with 100% employer match about $171,294 at 4% or $114,196 at 6%.
200412$695,948$28,032$14,016iApproximate average salary by contribution assumption: employee only about $350,400 at 4% or $233,600 at 6%; with 50% employer match about $233,600 at 4% or $155,733 at 6%; with 100% employer match about $175,200 at 4% or $116,800 at 6%.
David F. Smith, M.D. Profit Sharing Plan-2$695,948$28,032$14,016iApproximate average salary by contribution assumption: employee only about $350,400 at 4% or $233,600 at 6%; with 50% employer match about $233,600 at 4% or $155,733 at 6%; with 100% employer match about $175,200 at 4% or $116,800 at 6%.
200313$628,762$29,014$9,671iApproximate average salary by contribution assumption: employee only about $241,783 at 4% or $161,189 at 6%; with 50% employer match about $161,189 at 4% or $107,459 at 6%; with 100% employer match about $120,892 at 4% or $80,594 at 6%.
David F. Smith, M.D. Profit Sharing Plan-3$628,762$29,014$9,671iApproximate average salary by contribution assumption: employee only about $241,783 at 4% or $161,189 at 6%; with 50% employer match about $161,189 at 4% or $107,459 at 6%; with 100% employer match about $120,892 at 4% or $80,594 at 6%.
200213$460,273$29,015$9,672iApproximate average salary by contribution assumption: employee only about $241,792 at 4% or $161,194 at 6%; with 50% employer match about $161,194 at 4% or $107,463 at 6%; with 100% employer match about $120,896 at 4% or $80,597 at 6%.
David F. Smith, M.D. Profit Sharing Plan-3$460,273$29,015$9,672iApproximate average salary by contribution assumption: employee only about $241,792 at 4% or $161,194 at 6%; with 50% employer match about $161,194 at 4% or $107,463 at 6%; with 100% employer match about $120,896 at 4% or $80,597 at 6%.
200113$584,674$30,150$10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%.
David F. Smith, M.D. Profit Sharing Plan-3$584,674$30,150$10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%.
200013$587,546$30,029$10,010iApproximate average salary by contribution assumption: employee only about $250,242 at 4% or $166,828 at 6%; with 50% employer match about $166,828 at 4% or $111,219 at 6%; with 100% employer match about $125,121 at 4% or $83,414 at 6%.
David F. Smith, M.D. Profit Sharing Plan-3$587,546$30,029$10,010iApproximate average salary by contribution assumption: employee only about $250,242 at 4% or $166,828 at 6%; with 50% employer match about $166,828 at 4% or $111,219 at 6%; with 100% employer match about $125,121 at 4% or $83,414 at 6%.
199912$531,677$27,731$13,866iApproximate average salary by contribution assumption: employee only about $346,638 at 4% or $231,092 at 6%; with 50% employer match about $231,092 at 4% or $154,061 at 6%; with 100% employer match about $173,319 at 4% or $115,546 at 6%.
David F. Smith, M.D. Profit Sharing Plan-2$531,677$27,731$13,866iApproximate average salary by contribution assumption: employee only about $346,638 at 4% or $231,092 at 6%; with 50% employer match about $231,092 at 4% or $154,061 at 6%; with 100% employer match about $173,319 at 4% or $115,546 at 6%.