Civic Intelligence

Shawn M. Stepleton

Plan context: Sms Profit Sharing Plan

EIN 20-8299544 • Cincinnati, OH • 7 filings • 1 plans

6071 Montgomery RoadCincinnati, OH 45213
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$542,212

2014 Contributions

$118,945

Historical Graphs

Total Assets Over Time

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

$542,212$271,106$0200820112014YearValue
$542,212Latest year 2014

Participants Over Time

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

740200820112014YearValue
7Latest year 2014

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
201417$542,212$118,945$16,992iApproximate average salary by contribution assumption: employee only about $424,804 at 4% or $283,202 at 6%; with 50% employer match about $283,202 at 4% or $188,802 at 6%; with 100% employer match about $212,402 at 4% or $141,601 at 6%.
Sms Profit Sharing Plan-7$542,212$118,945$16,992iApproximate average salary by contribution assumption: employee only about $424,804 at 4% or $283,202 at 6%; with 50% employer match about $283,202 at 4% or $188,802 at 6%; with 100% employer match about $212,402 at 4% or $141,601 at 6%.
201316$409,879$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Sms Profit Sharing Plan-6$409,879$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201216$385,222$93,181$15,530iApproximate average salary by contribution assumption: employee only about $388,254 at 4% or $258,836 at 6%; with 50% employer match about $258,836 at 4% or $172,557 at 6%; with 100% employer match about $194,127 at 4% or $129,418 at 6%.
Sms Profit Sharing Plan-6$385,222$93,181$15,530iApproximate average salary by contribution assumption: employee only about $388,254 at 4% or $258,836 at 6%; with 50% employer match about $258,836 at 4% or $172,557 at 6%; with 100% employer match about $194,127 at 4% or $129,418 at 6%.
201114$282,885$87,897$21,974iApproximate average salary by contribution assumption: employee only about $549,356 at 4% or $366,238 at 6%; with 50% employer match about $366,238 at 4% or $244,158 at 6%; with 100% employer match about $274,678 at 4% or $183,119 at 6%.
Sms Profit Sharing Plan-4$282,885$87,897$21,974iApproximate average salary by contribution assumption: employee only about $549,356 at 4% or $366,238 at 6%; with 50% employer match about $366,238 at 4% or $244,158 at 6%; with 100% employer match about $274,678 at 4% or $183,119 at 6%.
201015$200,532$76,698$15,340iApproximate average salary by contribution assumption: employee only about $383,490 at 4% or $255,660 at 6%; with 50% employer match about $255,660 at 4% or $170,440 at 6%; with 100% employer match about $191,745 at 4% or $127,830 at 6%.
Sms Profit Sharing Plan-5$200,532$76,698$15,340iApproximate average salary by contribution assumption: employee only about $383,490 at 4% or $255,660 at 6%; with 50% employer match about $255,660 at 4% or $170,440 at 6%; with 100% employer match about $191,745 at 4% or $127,830 at 6%.
200912$113,002$53,560$26,780iApproximate average salary by contribution assumption: employee only about $669,500 at 4% or $446,333 at 6%; with 50% employer match about $446,333 at 4% or $297,556 at 6%; with 100% employer match about $334,750 at 4% or $223,167 at 6%.
Sms Profit Sharing Plan-2$113,002$53,560$26,780iApproximate average salary by contribution assumption: employee only about $669,500 at 4% or $446,333 at 6%; with 50% employer match about $446,333 at 4% or $297,556 at 6%; with 100% employer match about $334,750 at 4% or $223,167 at 6%.
200812$51,172$51,172$25,586iApproximate average salary by contribution assumption: employee only about $639,650 at 4% or $426,433 at 6%; with 50% employer match about $426,433 at 4% or $284,289 at 6%; with 100% employer match about $319,825 at 4% or $213,217 at 6%.
Sms Profit Sharing Plan-2$51,172$51,172$25,586iApproximate average salary by contribution assumption: employee only about $639,650 at 4% or $426,433 at 6%; with 50% employer match about $426,433 at 4% or $284,289 at 6%; with 100% employer match about $319,825 at 4% or $213,217 at 6%.