Daniel M. Smith Associates
Plan context: Daniel M. Smith Retirement Plan
EIN 22-2997799 • Guilford, CT • 14 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$113,238
2015 Contributions
$11,000
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $11,000 | - |
| Daniel M. Smith Retirement Plan | - | 0 | $0 | $11,000 | - |
| 2014 | 1 | 1 | $113,238 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Daniel M. Smith Retirement Plan | - | 1 | $113,238 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2013 | 1 | 1 | $101,917 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Daniel M. Smith Retirement Plan | - | 1 | $101,917 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2012 | 1 | 1 | $81,838 | $11,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Daniel M. Smith Retirement Plan | - | 1 | $81,838 | $11,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2011 | 1 | 1 | $64,687 | $13,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Daniel M. Smith Retirement Plan | - | 1 | $64,687 | $13,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2010 | 1 | 1 | $58,019 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Daniel M. Smith Retirement Plan | - | 1 | $58,019 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2009 | 1 | 2 | $55,821 | $8,700 | $4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%. |
| Daniel M. Smith Retirement Plan | - | 2 | $55,821 | $8,700 | $4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%. |
| 2008 | 1 | 2 | $51,225 | $8,300 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| Daniel M. Smith Retirement Plan | - | 2 | $51,225 | $8,300 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| 2007 | 1 | 2 | $52,871 | $52,871 | $26,436iApproximate average salary by contribution assumption: employee only about $660,888 at 4% or $440,592 at 6%; with 50% employer match about $440,592 at 4% or $293,728 at 6%; with 100% employer match about $330,444 at 4% or $220,296 at 6%. |
| Daniel M. Smith Retirement Plan | - | 2 | $52,871 | $52,871 | $26,436iApproximate average salary by contribution assumption: employee only about $660,888 at 4% or $440,592 at 6%; with 50% employer match about $440,592 at 4% or $293,728 at 6%; with 100% employer match about $330,444 at 4% or $220,296 at 6%. |
| 2002 | 2 | 0 | $0 | $0 | - |
| DANIEL M. SMITH DEFINIED CONTRIBUTION PENSION PLAN | - | 0 | - | - | - |
| Daniel M. Smith Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| DANIEL M. SMITH DEFINED CONTRIBUTION PENSION PLAN | - | 3 | - | - | - |
| Daniel M. Smith Retirement Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| DANIEL M. SMITH DEFINED CONTRIBUTION PENSION PLAN | - | 3 | - | - | - |