Joe A. Smith, D.D.S., P.A.
Plan context: Joe a. Smith, D.D.S., P.A. 401(K) Plan
EIN 20-3124235 • Crossroads, TX • 17 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,773,905
2024 Contributions
$79,851
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,773,905 | $79,851 | $5,323iApproximate average salary by contribution assumption: employee only about $133,085 at 4% or $88,723 at 6%; with 50% employer match about $88,723 at 4% or $59,149 at 6%; with 100% employer match about $66,543 at 4% or $44,362 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 15 | $2,773,905 | $79,851 | $5,323iApproximate average salary by contribution assumption: employee only about $133,085 at 4% or $88,723 at 6%; with 50% employer match about $88,723 at 4% or $59,149 at 6%; with 100% employer match about $66,543 at 4% or $44,362 at 6%. |
| 2023 | 1 | 12 | $2,560,142 | $65,655 | $5,471iApproximate average salary by contribution assumption: employee only about $136,781 at 4% or $91,188 at 6%; with 50% employer match about $91,188 at 4% or $60,792 at 6%; with 100% employer match about $68,391 at 4% or $45,594 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 12 | $2,560,142 | $65,655 | $5,471iApproximate average salary by contribution assumption: employee only about $136,781 at 4% or $91,188 at 6%; with 50% employer match about $91,188 at 4% or $60,792 at 6%; with 100% employer match about $68,391 at 4% or $45,594 at 6%. |
| 2022 | 1 | 11 | $2,343,574 | $63,011 | $5,728iApproximate average salary by contribution assumption: employee only about $143,207 at 4% or $95,471 at 6%; with 50% employer match about $95,471 at 4% or $63,647 at 6%; with 100% employer match about $71,603 at 4% or $47,736 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 11 | $2,343,574 | $63,011 | $5,728iApproximate average salary by contribution assumption: employee only about $143,207 at 4% or $95,471 at 6%; with 50% employer match about $95,471 at 4% or $63,647 at 6%; with 100% employer match about $71,603 at 4% or $47,736 at 6%. |
| 2021 | 1 | 11 | $2,382,984 | $83,570 | $7,597iApproximate average salary by contribution assumption: employee only about $189,932 at 4% or $126,621 at 6%; with 50% employer match about $126,621 at 4% or $84,414 at 6%; with 100% employer match about $94,966 at 4% or $63,311 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 11 | $2,382,984 | $83,570 | $7,597iApproximate average salary by contribution assumption: employee only about $189,932 at 4% or $126,621 at 6%; with 50% employer match about $126,621 at 4% or $84,414 at 6%; with 100% employer match about $94,966 at 4% or $63,311 at 6%. |
| 2020 | 1 | 12 | $2,233,852 | $61,167 | $5,097iApproximate average salary by contribution assumption: employee only about $127,431 at 4% or $84,954 at 6%; with 50% employer match about $84,954 at 4% or $56,636 at 6%; with 100% employer match about $63,716 at 4% or $42,477 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 12 | $2,233,852 | $61,167 | $5,097iApproximate average salary by contribution assumption: employee only about $127,431 at 4% or $84,954 at 6%; with 50% employer match about $84,954 at 4% or $56,636 at 6%; with 100% employer match about $63,716 at 4% or $42,477 at 6%. |
| 2019 | 1 | 12 | $2,155,295 | $119,530 | $9,961iApproximate average salary by contribution assumption: employee only about $249,021 at 4% or $166,014 at 6%; with 50% employer match about $166,014 at 4% or $110,676 at 6%; with 100% employer match about $124,510 at 4% or $83,007 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 12 | $2,155,295 | $119,530 | $9,961iApproximate average salary by contribution assumption: employee only about $249,021 at 4% or $166,014 at 6%; with 50% employer match about $166,014 at 4% or $110,676 at 6%; with 100% employer match about $124,510 at 4% or $83,007 at 6%. |
| 2018 | 1 | 12 | $928,167 | $115,411 | $9,618iApproximate average salary by contribution assumption: employee only about $240,440 at 4% or $160,293 at 6%; with 50% employer match about $160,293 at 4% or $106,862 at 6%; with 100% employer match about $120,220 at 4% or $80,147 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 12 | $928,167 | $115,411 | $9,618iApproximate average salary by contribution assumption: employee only about $240,440 at 4% or $160,293 at 6%; with 50% employer match about $160,293 at 4% or $106,862 at 6%; with 100% employer match about $120,220 at 4% or $80,147 at 6%. |
| 2017 | 1 | 7 | $883,513 | $103,838 | $14,834iApproximate average salary by contribution assumption: employee only about $370,850 at 4% or $247,233 at 6%; with 50% employer match about $247,233 at 4% or $164,822 at 6%; with 100% employer match about $185,425 at 4% or $123,617 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 7 | $883,513 | $103,838 | $14,834iApproximate average salary by contribution assumption: employee only about $370,850 at 4% or $247,233 at 6%; with 50% employer match about $247,233 at 4% or $164,822 at 6%; with 100% employer match about $185,425 at 4% or $123,617 at 6%. |
| 2016 | 1 | 6 | $658,553 | $119,199 | $19,867iApproximate average salary by contribution assumption: employee only about $496,663 at 4% or $331,108 at 6%; with 50% employer match about $331,108 at 4% or $220,739 at 6%; with 100% employer match about $248,331 at 4% or $165,554 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 6 | $658,553 | $119,199 | $19,867iApproximate average salary by contribution assumption: employee only about $496,663 at 4% or $331,108 at 6%; with 50% employer match about $331,108 at 4% or $220,739 at 6%; with 100% employer match about $248,331 at 4% or $165,554 at 6%. |
| 2015 | 1 | 5 | $502,409 | $82,743 | $16,549iApproximate average salary by contribution assumption: employee only about $413,715 at 4% or $275,810 at 6%; with 50% employer match about $275,810 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 5 | $502,409 | $82,743 | $16,549iApproximate average salary by contribution assumption: employee only about $413,715 at 4% or $275,810 at 6%; with 50% employer match about $275,810 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%. |
| 2014 | 1 | 4 | $434,512 | $60,106 | $15,027iApproximate average salary by contribution assumption: employee only about $375,663 at 4% or $250,442 at 6%; with 50% employer match about $250,442 at 4% or $166,961 at 6%; with 100% employer match about $187,831 at 4% or $125,221 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 4 | $434,512 | $60,106 | $15,027iApproximate average salary by contribution assumption: employee only about $375,663 at 4% or $250,442 at 6%; with 50% employer match about $250,442 at 4% or $166,961 at 6%; with 100% employer match about $187,831 at 4% or $125,221 at 6%. |
| 2013 | 1 | 5 | $351,363 | $71,630 | $14,326iApproximate average salary by contribution assumption: employee only about $358,150 at 4% or $238,767 at 6%; with 50% employer match about $238,767 at 4% or $159,178 at 6%; with 100% employer match about $179,075 at 4% or $119,383 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 5 | $351,363 | $71,630 | $14,326iApproximate average salary by contribution assumption: employee only about $358,150 at 4% or $238,767 at 6%; with 50% employer match about $238,767 at 4% or $159,178 at 6%; with 100% employer match about $179,075 at 4% or $119,383 at 6%. |
| 2012 | 1 | 3 | $252,953 | $64,386 | $21,462iApproximate average salary by contribution assumption: employee only about $536,550 at 4% or $357,700 at 6%; with 50% employer match about $357,700 at 4% or $238,467 at 6%; with 100% employer match about $268,275 at 4% or $178,850 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 3 | $252,953 | $64,386 | $21,462iApproximate average salary by contribution assumption: employee only about $536,550 at 4% or $357,700 at 6%; with 50% employer match about $357,700 at 4% or $238,467 at 6%; with 100% employer match about $268,275 at 4% or $178,850 at 6%. |
| 2011 | 1 | 2 | $177,102 | $57,251 | $28,626iApproximate average salary by contribution assumption: employee only about $715,638 at 4% or $477,092 at 6%; with 50% employer match about $477,092 at 4% or $318,061 at 6%; with 100% employer match about $357,819 at 4% or $238,546 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 2 | $177,102 | $57,251 | $28,626iApproximate average salary by contribution assumption: employee only about $715,638 at 4% or $477,092 at 6%; with 50% employer match about $477,092 at 4% or $318,061 at 6%; with 100% employer match about $357,819 at 4% or $238,546 at 6%. |
| 2010 | 1 | 3 | $126,373 | $58,088 | $19,363iApproximate average salary by contribution assumption: employee only about $484,067 at 4% or $322,711 at 6%; with 50% employer match about $322,711 at 4% or $215,141 at 6%; with 100% employer match about $242,033 at 4% or $161,356 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 3 | $126,373 | $58,088 | $19,363iApproximate average salary by contribution assumption: employee only about $484,067 at 4% or $322,711 at 6%; with 50% employer match about $322,711 at 4% or $215,141 at 6%; with 100% employer match about $242,033 at 4% or $161,356 at 6%. |
| 2009 | 1 | 2 | $68,203 | $53,280 | $26,640iApproximate average salary by contribution assumption: employee only about $666,000 at 4% or $444,000 at 6%; with 50% employer match about $444,000 at 4% or $296,000 at 6%; with 100% employer match about $333,000 at 4% or $222,000 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 2 | $68,203 | $53,280 | $26,640iApproximate average salary by contribution assumption: employee only about $666,000 at 4% or $444,000 at 6%; with 50% employer match about $444,000 at 4% or $296,000 at 6%; with 100% employer match about $333,000 at 4% or $222,000 at 6%. |
| 2008 | 1 | 1 | $11,782 | $18,204 | $18,204iApproximate average salary by contribution assumption: employee only about $455,100 at 4% or $303,400 at 6%; with 50% employer match about $303,400 at 4% or $202,267 at 6%; with 100% employer match about $227,550 at 4% or $151,700 at 6%. |
| Joe a. Smith, D.D.S., P.A. 401(K) Plan | - | 1 | $11,782 | $18,204 | $18,204iApproximate average salary by contribution assumption: employee only about $455,100 at 4% or $303,400 at 6%; with 50% employer match about $303,400 at 4% or $202,267 at 6%; with 100% employer match about $227,550 at 4% or $151,700 at 6%. |