Civic Intelligence

Smith & Ely, P.A.

Plan context: 17 Ames Avenue Defined Contribution Plan

EIN 22-2598332 • 8 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$620,834

2007 Contributions

$5,022

Historical Graphs

Total Assets Over Time

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

$2,570,292$1,285,146$0200020042006YearValue
$620,834Latest year 2006

Participants Over Time

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

530200020032006YearValue
3Latest year 2006

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
200710$0$5,022-
17 Ames Avenue Defined Contribution Plan-0-$5,022-
200613$620,834$11,288$3,763iApproximate average salary by contribution assumption: employee only about $94,067 at 4% or $62,711 at 6%; with 50% employer match about $62,711 at 4% or $41,807 at 6%; with 100% employer match about $47,033 at 4% or $31,356 at 6%.
17 Ames Avenue Defined Contribution Plan-3$620,834$11,288$3,763iApproximate average salary by contribution assumption: employee only about $94,067 at 4% or $62,711 at 6%; with 50% employer match about $62,711 at 4% or $41,807 at 6%; with 100% employer match about $47,033 at 4% or $31,356 at 6%.
200513$643,542$10,512$3,504iApproximate average salary by contribution assumption: employee only about $87,600 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,933 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
17 Ames Avenue Defined Contribution Plan-3$643,542$10,512$3,504iApproximate average salary by contribution assumption: employee only about $87,600 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,933 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
200413$650,696$16,456$5,485iApproximate average salary by contribution assumption: employee only about $137,133 at 4% or $91,422 at 6%; with 50% employer match about $91,422 at 4% or $60,948 at 6%; with 100% employer match about $68,567 at 4% or $45,711 at 6%.
17 Ames Avenue Defined Contribution Plan-3$650,696$16,456$5,485iApproximate average salary by contribution assumption: employee only about $137,133 at 4% or $91,422 at 6%; with 50% employer match about $91,422 at 4% or $60,948 at 6%; with 100% employer match about $68,567 at 4% or $45,711 at 6%.
200314$2,570,292$21,839$5,460iApproximate average salary by contribution assumption: employee only about $136,494 at 4% or $90,996 at 6%; with 50% employer match about $90,996 at 4% or $60,664 at 6%; with 100% employer match about $68,247 at 4% or $45,498 at 6%.
17 Ames Avenue Defined Contribution Plan-4$2,570,292$21,839$5,460iApproximate average salary by contribution assumption: employee only about $136,494 at 4% or $90,996 at 6%; with 50% employer match about $90,996 at 4% or $60,664 at 6%; with 100% employer match about $68,247 at 4% or $45,498 at 6%.
200215$1,898,349$24,080$4,816iApproximate average salary by contribution assumption: employee only about $120,400 at 4% or $80,267 at 6%; with 50% employer match about $80,267 at 4% or $53,511 at 6%; with 100% employer match about $60,200 at 4% or $40,133 at 6%.
17 Ames Avenue Defined Contribution Plan-5$1,898,349$24,080$4,816iApproximate average salary by contribution assumption: employee only about $120,400 at 4% or $80,267 at 6%; with 50% employer match about $80,267 at 4% or $53,511 at 6%; with 100% employer match about $60,200 at 4% or $40,133 at 6%.
200115$0$0-
17 Ames Avenue Defined Contribution Plan-5---
200015$2,174,566$20,897$4,179iApproximate average salary by contribution assumption: employee only about $104,485 at 4% or $69,657 at 6%; with 50% employer match about $69,657 at 4% or $46,438 at 6%; with 100% employer match about $52,242 at 4% or $34,828 at 6%.
17 Ames Avenue Defined Contribution Plan-5$2,174,566$20,897$4,179iApproximate average salary by contribution assumption: employee only about $104,485 at 4% or $69,657 at 6%; with 50% employer match about $69,657 at 4% or $46,438 at 6%; with 100% employer match about $52,242 at 4% or $34,828 at 6%.