Jack Smith & Associates Inc.
Plan context: JACK SMITH & ASSOCIATES INC
EIN 16-1517507 • West Seneca, NY • 37 filings • 12 plans
Current Snapshot
Latest Year
2021
2021 Participants
4
2021 Assets
$1,694,187
2021 Contributions
$8,618
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $8,618 | - |
| JACK SMITH & ASSOCIATES INC | - | 0 | $0 | $8,618 | - |
| 2018 | 1 | 0 | $0 | $0 | - |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2017 | 2 | 4 | $1,694,187 | $55,832 | $13,958iApproximate average salary by contribution assumption: employee only about $348,950 at 4% or $232,633 at 6%; with 50% employer match about $232,633 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 4 | $1,555,232 | $55,832 | $13,958iApproximate average salary by contribution assumption: employee only about $348,950 at 4% or $232,633 at 6%; with 50% employer match about $232,633 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 1 | $138,955 | - | - |
| 2016 | 2 | 4 | $1,361,894 | $101,052 | $25,263iApproximate average salary by contribution assumption: employee only about $631,575 at 4% or $421,050 at 6%; with 50% employer match about $421,050 at 4% or $280,700 at 6%; with 100% employer match about $315,788 at 4% or $210,525 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 4 | $1,252,572 | $101,052 | $25,263iApproximate average salary by contribution assumption: employee only about $631,575 at 4% or $421,050 at 6%; with 50% employer match about $421,050 at 4% or $280,700 at 6%; with 100% employer match about $315,788 at 4% or $210,525 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 1 | $109,322 | - | - |
| 2015 | 2 | 4 | $1,184,792 | $70,212 | $17,553iApproximate average salary by contribution assumption: employee only about $438,825 at 4% or $292,550 at 6%; with 50% employer match about $292,550 at 4% or $195,033 at 6%; with 100% employer match about $219,413 at 4% or $146,275 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 4 | $1,080,350 | $70,212 | $17,553iApproximate average salary by contribution assumption: employee only about $438,825 at 4% or $292,550 at 6%; with 50% employer match about $292,550 at 4% or $195,033 at 6%; with 100% employer match about $219,413 at 4% or $146,275 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 1 | $104,442 | - | - |
| 2014 | 2 | 5 | $1,461,818 | $51,032 | $10,206iApproximate average salary by contribution assumption: employee only about $255,160 at 4% or $170,107 at 6%; with 50% employer match about $170,107 at 4% or $113,404 at 6%; with 100% employer match about $127,580 at 4% or $85,053 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 5 | $1,353,759 | $51,032 | $10,206iApproximate average salary by contribution assumption: employee only about $255,160 at 4% or $170,107 at 6%; with 50% employer match about $170,107 at 4% or $113,404 at 6%; with 100% employer match about $127,580 at 4% or $85,053 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 1 | $108,059 | - | - |
| 2013 | 2 | 5 | $1,487,065 | $105,650 | $21,130iApproximate average salary by contribution assumption: employee only about $528,250 at 4% or $352,167 at 6%; with 50% employer match about $352,167 at 4% or $234,778 at 6%; with 100% employer match about $264,125 at 4% or $176,083 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 5 | $1,269,334 | $105,650 | $21,130iApproximate average salary by contribution assumption: employee only about $528,250 at 4% or $352,167 at 6%; with 50% employer match about $352,167 at 4% or $234,778 at 6%; with 100% employer match about $264,125 at 4% or $176,083 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 2 | $217,731 | - | - |
| 2012 | 2 | 5 | $1,129,424 | $91,227 | $18,245iApproximate average salary by contribution assumption: employee only about $456,135 at 4% or $304,090 at 6%; with 50% employer match about $304,090 at 4% or $202,727 at 6%; with 100% employer match about $228,068 at 4% or $152,045 at 6%. |
| JACK SMITH & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TR | - | 5 | $940,410 | $91,227 | $18,245iApproximate average salary by contribution assumption: employee only about $456,135 at 4% or $304,090 at 6%; with 50% employer match about $304,090 at 4% or $202,727 at 6%; with 100% employer match about $228,068 at 4% or $152,045 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 2 | $189,014 | - | - |
| 2011 | 2 | 5 | $915,182 | $426,157 | $85,231iApproximate average salary by contribution assumption: employee only about $2,130,785 at 4% or $1,420,523 at 6%; with 50% employer match about $1,420,523 at 4% or $947,016 at 6%; with 100% employer match about $1,065,393 at 4% or $710,262 at 6%. |
| JACK SMITH AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $749,794 | $426,157 | $85,231iApproximate average salary by contribution assumption: employee only about $2,130,785 at 4% or $1,420,523 at 6%; with 50% employer match about $1,420,523 at 4% or $947,016 at 6%; with 100% employer match about $1,065,393 at 4% or $710,262 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 2 | $165,388 | - | - |
| 2010 | 2 | 5 | $918,980 | $76,243 | $15,249iApproximate average salary by contribution assumption: employee only about $381,215 at 4% or $254,143 at 6%; with 50% employer match about $254,143 at 4% or $169,429 at 6%; with 100% employer match about $190,608 at 4% or $127,072 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 5 | $525,254 | $38,448 | $7,690iApproximate average salary by contribution assumption: employee only about $192,240 at 4% or $128,160 at 6%; with 50% employer match about $128,160 at 4% or $85,440 at 6%; with 100% employer match about $96,120 at 4% or $64,080 at 6%. |
| JACK SMITH AND ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $393,726 | $37,795 | $7,559iApproximate average salary by contribution assumption: employee only about $188,975 at 4% or $125,983 at 6%; with 50% employer match about $125,983 at 4% or $83,989 at 6%; with 100% employer match about $94,488 at 4% or $62,992 at 6%. |
| 2009 | 2 | 5 | $753,052 | $116,681 | $23,336iApproximate average salary by contribution assumption: employee only about $583,405 at 4% or $388,937 at 6%; with 50% employer match about $388,937 at 4% or $259,291 at 6%; with 100% employer match about $291,703 at 4% or $194,468 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 5 | $450,278 | $58,000 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| JACK SMITH AND ASSOCIATES INC | - | 4 | $302,774 | $58,681 | $14,670iApproximate average salary by contribution assumption: employee only about $366,756 at 4% or $244,504 at 6%; with 50% employer match about $244,504 at 4% or $163,003 at 6%; with 100% employer match about $183,378 at 4% or $122,252 at 6%. |
| 2008 | 2 | 4 | $501,949 | $111,232 | $27,808iApproximate average salary by contribution assumption: employee only about $695,200 at 4% or $463,467 at 6%; with 50% employer match about $463,467 at 4% or $308,978 at 6%; with 100% employer match about $347,600 at 4% or $231,733 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 4 | $318,063 | $53,378 | $13,345iApproximate average salary by contribution assumption: employee only about $333,613 at 4% or $222,408 at 6%; with 50% employer match about $222,408 at 4% or $148,272 at 6%; with 100% employer match about $166,806 at 4% or $111,204 at 6%. |
| JACK SMITH AND ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 4 | $183,886 | $57,854 | $14,464iApproximate average salary by contribution assumption: employee only about $361,588 at 4% or $241,058 at 6%; with 50% employer match about $241,058 at 4% or $160,706 at 6%; with 100% employer match about $180,794 at 4% or $120,529 at 6%. |
| 2007 | 2 | 4 | $0 | $0 | - |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| JACK SMITH AND ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 4 | - | - | - |
| 2006 | 2 | 3 | $493,403 | $106,617 | $35,539iApproximate average salary by contribution assumption: employee only about $888,475 at 4% or $592,317 at 6%; with 50% employer match about $592,317 at 4% or $394,878 at 6%; with 100% employer match about $444,238 at 4% or $296,158 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 3 | $362,492 | $65,958 | $21,986iApproximate average salary by contribution assumption: employee only about $549,650 at 4% or $366,433 at 6%; with 50% employer match about $366,433 at 4% or $244,289 at 6%; with 100% employer match about $274,825 at 4% or $183,217 at 6%. |
| JACK SMITH AND ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 3 | $130,911 | $40,659 | $13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%. |
| 2005 | 2 | 3 | $306,460 | $81,365 | $27,122iApproximate average salary by contribution assumption: employee only about $678,042 at 4% or $452,028 at 6%; with 50% employer match about $452,028 at 4% or $301,352 at 6%; with 100% employer match about $339,021 at 4% or $226,014 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 3 | $230,944 | $38,663 | $12,888iApproximate average salary by contribution assumption: employee only about $322,192 at 4% or $214,794 at 6%; with 50% employer match about $214,794 at 4% or $143,196 at 6%; with 100% employer match about $161,096 at 4% or $107,397 at 6%. |
| JACK SMITH AND ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 3 | $75,516 | $42,702 | $14,234iApproximate average salary by contribution assumption: employee only about $355,850 at 4% or $237,233 at 6%; with 50% employer match about $237,233 at 4% or $158,156 at 6%; with 100% employer match about $177,925 at 4% or $118,617 at 6%. |
| 2004 | 2 | 3 | $263,259 | $72,584 | $24,195iApproximate average salary by contribution assumption: employee only about $604,867 at 4% or $403,244 at 6%; with 50% employer match about $403,244 at 4% or $268,830 at 6%; with 100% employer match about $302,433 at 4% or $201,622 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 3 | $232,681 | $41,910 | $13,970iApproximate average salary by contribution assumption: employee only about $349,250 at 4% or $232,833 at 6%; with 50% employer match about $232,833 at 4% or $155,222 at 6%; with 100% employer match about $174,625 at 4% or $116,417 at 6%. |
| JACK SMITH AND ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 3 | $30,578 | $30,674 | $10,225iApproximate average salary by contribution assumption: employee only about $255,617 at 4% or $170,411 at 6%; with 50% employer match about $170,411 at 4% or $113,607 at 6%; with 100% employer match about $127,808 at 4% or $85,206 at 6%. |
| 2003 | 1 | 4 | $184,423 | $33,624 | $8,406iApproximate average salary by contribution assumption: employee only about $210,150 at 4% or $140,100 at 6%; with 50% employer match about $140,100 at 4% or $93,400 at 6%; with 100% employer match about $105,075 at 4% or $70,050 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 4 | $184,423 | $33,624 | $8,406iApproximate average salary by contribution assumption: employee only about $210,150 at 4% or $140,100 at 6%; with 50% employer match about $140,100 at 4% or $93,400 at 6%; with 100% employer match about $105,075 at 4% or $70,050 at 6%. |
| 2002 | 1 | 4 | $121,348 | $29,679 | $7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 4 | $121,348 | $29,679 | $7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%. |
| 2001 | 1 | 4 | $117,334 | $33,404 | $8,351iApproximate average salary by contribution assumption: employee only about $208,775 at 4% or $139,183 at 6%; with 50% employer match about $139,183 at 4% or $92,789 at 6%; with 100% employer match about $104,388 at 4% or $69,592 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 4 | $117,334 | $33,404 | $8,351iApproximate average salary by contribution assumption: employee only about $208,775 at 4% or $139,183 at 6%; with 50% employer match about $139,183 at 4% or $92,789 at 6%; with 100% employer match about $104,388 at 4% or $69,592 at 6%. |
| 2000 | 2 | 4 | $99,039 | $31,698 | $7,925iApproximate average salary by contribution assumption: employee only about $198,113 at 4% or $132,075 at 6%; with 50% employer match about $132,075 at 4% or $88,050 at 6%; with 100% employer match about $99,056 at 4% or $66,038 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 4 | $99,039 | $31,698 | $7,925iApproximate average salary by contribution assumption: employee only about $198,113 at 4% or $132,075 at 6%; with 50% employer match about $132,075 at 4% or $88,050 at 6%; with 100% employer match about $99,056 at 4% or $66,038 at 6%. |
| Jack Smith & Associates Inc. Money Purchase Plan | - | 0 | - | - | - |
| 1999 | 2 | 3 | $72,951 | $25,618 | $8,539iApproximate average salary by contribution assumption: employee only about $213,483 at 4% or $142,322 at 6%; with 50% employer match about $142,322 at 4% or $94,881 at 6%; with 100% employer match about $106,742 at 4% or $71,161 at 6%. |
| Jack Smith & Associates Inc. Profit Sharing Plan | - | 3 | $40,796 | $25,618 | $8,539iApproximate average salary by contribution assumption: employee only about $213,483 at 4% or $142,322 at 6%; with 50% employer match about $142,322 at 4% or $94,881 at 6%; with 100% employer match about $106,742 at 4% or $71,161 at 6%. |
| Jack Smith & Associates Inc. Money Purchase Plan | - | 2 | $32,155 | - | - |