Civic Intelligence

Smith Dollar PC

Plan context: Smith Dollar PC 401(K) Profit Sharing Plan and Trust

EIN 20-2951753 • Santa Rosa, CA • 16 filings • 3 plans

418 B Street, 4th FloorSanta Rosa, CA 95401
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,639,268

2024 Contributions

$261,189

Historical Graphs

Total Assets Over Time

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

$2,639,268$1,319,634$0200920172024YearValue
$2,639,268Latest year 2024

Participants Over Time

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

27140200920172024YearValue
19Latest year 2024

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
2024119$2,639,268$261,189$13,747iApproximate average salary by contribution assumption: employee only about $343,670 at 4% or $229,113 at 6%; with 50% employer match about $229,113 at 4% or $152,742 at 6%; with 100% employer match about $171,835 at 4% or $114,557 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-19$2,639,268$261,189$13,747iApproximate average salary by contribution assumption: employee only about $343,670 at 4% or $229,113 at 6%; with 50% employer match about $229,113 at 4% or $152,742 at 6%; with 100% employer match about $171,835 at 4% or $114,557 at 6%.
2023119$2,165,838$251,753$13,250iApproximate average salary by contribution assumption: employee only about $331,254 at 4% or $220,836 at 6%; with 50% employer match about $220,836 at 4% or $147,224 at 6%; with 100% employer match about $165,627 at 4% or $110,418 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-19$2,165,838$251,753$13,250iApproximate average salary by contribution assumption: employee only about $331,254 at 4% or $220,836 at 6%; with 50% employer match about $220,836 at 4% or $147,224 at 6%; with 100% employer match about $165,627 at 4% or $110,418 at 6%.
2022120$1,661,998$158,117$7,906iApproximate average salary by contribution assumption: employee only about $197,646 at 4% or $131,764 at 6%; with 50% employer match about $131,764 at 4% or $87,843 at 6%; with 100% employer match about $98,823 at 4% or $65,882 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-20$1,661,998$158,117$7,906iApproximate average salary by contribution assumption: employee only about $197,646 at 4% or $131,764 at 6%; with 50% employer match about $131,764 at 4% or $87,843 at 6%; with 100% employer match about $98,823 at 4% or $65,882 at 6%.
2021118$1,826,641$120,928$6,718iApproximate average salary by contribution assumption: employee only about $167,956 at 4% or $111,970 at 6%; with 50% employer match about $111,970 at 4% or $74,647 at 6%; with 100% employer match about $83,978 at 4% or $55,985 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-18$1,826,641$120,928$6,718iApproximate average salary by contribution assumption: employee only about $167,956 at 4% or $111,970 at 6%; with 50% employer match about $111,970 at 4% or $74,647 at 6%; with 100% employer match about $83,978 at 4% or $55,985 at 6%.
2020120$1,654,314$268,683$13,434iApproximate average salary by contribution assumption: employee only about $335,854 at 4% or $223,903 at 6%; with 50% employer match about $223,903 at 4% or $149,268 at 6%; with 100% employer match about $167,927 at 4% or $111,951 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-20$1,654,314$268,683$13,434iApproximate average salary by contribution assumption: employee only about $335,854 at 4% or $223,903 at 6%; with 50% employer match about $223,903 at 4% or $149,268 at 6%; with 100% employer match about $167,927 at 4% or $111,951 at 6%.
2019121$1,480,445$138,622$6,601iApproximate average salary by contribution assumption: employee only about $165,026 at 4% or $110,017 at 6%; with 50% employer match about $110,017 at 4% or $73,345 at 6%; with 100% employer match about $82,513 at 4% or $55,009 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-21$1,480,445$138,622$6,601iApproximate average salary by contribution assumption: employee only about $165,026 at 4% or $110,017 at 6%; with 50% employer match about $110,017 at 4% or $73,345 at 6%; with 100% employer match about $82,513 at 4% or $55,009 at 6%.
2018121$1,120,311$79,981$3,809iApproximate average salary by contribution assumption: employee only about $95,215 at 4% or $63,477 at 6%; with 50% employer match about $63,477 at 4% or $42,318 at 6%; with 100% employer match about $47,608 at 4% or $31,738 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-21$1,120,311$79,981$3,809iApproximate average salary by contribution assumption: employee only about $95,215 at 4% or $63,477 at 6%; with 50% employer match about $63,477 at 4% or $42,318 at 6%; with 100% employer match about $47,608 at 4% or $31,738 at 6%.
2017118$1,120,098$83,532$4,641iApproximate average salary by contribution assumption: employee only about $116,017 at 4% or $77,344 at 6%; with 50% employer match about $77,344 at 4% or $51,563 at 6%; with 100% employer match about $58,008 at 4% or $38,672 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-18$1,120,098$83,532$4,641iApproximate average salary by contribution assumption: employee only about $116,017 at 4% or $77,344 at 6%; with 50% employer match about $77,344 at 4% or $51,563 at 6%; with 100% employer match about $58,008 at 4% or $38,672 at 6%.
2016116$888,641$74,954$4,685iApproximate average salary by contribution assumption: employee only about $117,116 at 4% or $78,077 at 6%; with 50% employer match about $78,077 at 4% or $52,051 at 6%; with 100% employer match about $58,558 at 4% or $39,039 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-16$888,641$74,954$4,685iApproximate average salary by contribution assumption: employee only about $117,116 at 4% or $78,077 at 6%; with 50% employer match about $78,077 at 4% or $52,051 at 6%; with 100% employer match about $58,558 at 4% or $39,039 at 6%.
2015123$776,698$44,507$1,935iApproximate average salary by contribution assumption: employee only about $48,377 at 4% or $32,251 at 6%; with 50% employer match about $32,251 at 4% or $21,501 at 6%; with 100% employer match about $24,189 at 4% or $16,126 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-23$776,698$44,507$1,935iApproximate average salary by contribution assumption: employee only about $48,377 at 4% or $32,251 at 6%; with 50% employer match about $32,251 at 4% or $21,501 at 6%; with 100% employer match about $24,189 at 4% or $16,126 at 6%.
2014126$748,488$95,822$3,685iApproximate average salary by contribution assumption: employee only about $92,137 at 4% or $61,424 at 6%; with 50% employer match about $61,424 at 4% or $40,950 at 6%; with 100% employer match about $46,068 at 4% or $30,712 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-26$748,488$95,822$3,685iApproximate average salary by contribution assumption: employee only about $92,137 at 4% or $61,424 at 6%; with 50% employer match about $61,424 at 4% or $40,950 at 6%; with 100% employer match about $46,068 at 4% or $30,712 at 6%.
2013127$735,350$168,907$6,256iApproximate average salary by contribution assumption: employee only about $156,395 at 4% or $104,264 at 6%; with 50% employer match about $104,264 at 4% or $69,509 at 6%; with 100% employer match about $78,198 at 4% or $52,132 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-27$735,350$168,907$6,256iApproximate average salary by contribution assumption: employee only about $156,395 at 4% or $104,264 at 6%; with 50% employer match about $104,264 at 4% or $69,509 at 6%; with 100% employer match about $78,198 at 4% or $52,132 at 6%.
2012126$532,104$192,158$7,391iApproximate average salary by contribution assumption: employee only about $184,767 at 4% or $123,178 at 6%; with 50% employer match about $123,178 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,589 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-26$532,104$192,158$7,391iApproximate average salary by contribution assumption: employee only about $184,767 at 4% or $123,178 at 6%; with 50% employer match about $123,178 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,589 at 6%.
2011122$303,489$135,463$6,157iApproximate average salary by contribution assumption: employee only about $153,935 at 4% or $102,623 at 6%; with 50% employer match about $102,623 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-22$303,489$135,463$6,157iApproximate average salary by contribution assumption: employee only about $153,935 at 4% or $102,623 at 6%; with 50% employer match about $102,623 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%.
2010117$187,908$155,114$9,124iApproximate average salary by contribution assumption: employee only about $228,109 at 4% or $152,073 at 6%; with 50% employer match about $152,073 at 4% or $101,382 at 6%; with 100% employer match about $114,054 at 4% or $76,036 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-17$187,908$155,114$9,124iApproximate average salary by contribution assumption: employee only about $228,109 at 4% or $152,073 at 6%; with 50% employer match about $152,073 at 4% or $101,382 at 6%; with 100% employer match about $114,054 at 4% or $76,036 at 6%.
200919$25,440$25,452$2,828iApproximate average salary by contribution assumption: employee only about $70,700 at 4% or $47,133 at 6%; with 50% employer match about $47,133 at 4% or $31,422 at 6%; with 100% employer match about $35,350 at 4% or $23,567 at 6%.
Smith Dollar PC 401(K) Profit Sharing Plan and Trust-9$25,440$25,452$2,828iApproximate average salary by contribution assumption: employee only about $70,700 at 4% or $47,133 at 6%; with 50% employer match about $47,133 at 4% or $31,422 at 6%; with 100% employer match about $35,350 at 4% or $23,567 at 6%.