The W.W. Smith Charitable Trust
Plan context: The W.W. Smith Charitable Trust 403(B) Plan
EIN 23-6648841 • West Conshohocken, PA • 10 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$262,304
2016 Contributions
$20,410
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $20,410 | - |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 0 | $0 | $20,410 | - |
| 2015 | 1 | 1 | $262,304 | $22,627 | $22,627iApproximate average salary by contribution assumption: employee only about $565,675 at 4% or $377,117 at 6%; with 50% employer match about $377,117 at 4% or $251,411 at 6%; with 100% employer match about $282,838 at 4% or $188,558 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $262,304 | $22,627 | $22,627iApproximate average salary by contribution assumption: employee only about $565,675 at 4% or $377,117 at 6%; with 50% employer match about $377,117 at 4% or $251,411 at 6%; with 100% employer match about $282,838 at 4% or $188,558 at 6%. |
| 2014 | 1 | 1 | $239,752 | $25,290 | $25,290iApproximate average salary by contribution assumption: employee only about $632,250 at 4% or $421,500 at 6%; with 50% employer match about $421,500 at 4% or $281,000 at 6%; with 100% employer match about $316,125 at 4% or $210,750 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $239,752 | $25,290 | $25,290iApproximate average salary by contribution assumption: employee only about $632,250 at 4% or $421,500 at 6%; with 50% employer match about $421,500 at 4% or $281,000 at 6%; with 100% employer match about $316,125 at 4% or $210,750 at 6%. |
| 2013 | 1 | 1 | $196,192 | $20,500 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $196,192 | $20,500 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| 2012 | 1 | 1 | $141,383 | $12,218 | $12,218iApproximate average salary by contribution assumption: employee only about $305,450 at 4% or $203,633 at 6%; with 50% employer match about $203,633 at 4% or $135,756 at 6%; with 100% employer match about $152,725 at 4% or $101,817 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $141,383 | $12,218 | $12,218iApproximate average salary by contribution assumption: employee only about $305,450 at 4% or $203,633 at 6%; with 50% employer match about $203,633 at 4% or $135,756 at 6%; with 100% employer match about $152,725 at 4% or $101,817 at 6%. |
| 2011 | 1 | 1 | $116,056 | $12,106 | $12,106iApproximate average salary by contribution assumption: employee only about $302,650 at 4% or $201,767 at 6%; with 50% employer match about $201,767 at 4% or $134,511 at 6%; with 100% employer match about $151,325 at 4% or $100,883 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $116,056 | $12,106 | $12,106iApproximate average salary by contribution assumption: employee only about $302,650 at 4% or $201,767 at 6%; with 50% employer match about $201,767 at 4% or $134,511 at 6%; with 100% employer match about $151,325 at 4% or $100,883 at 6%. |
| 2010 | 1 | 1 | $102,665 | $13,849 | $13,849iApproximate average salary by contribution assumption: employee only about $346,225 at 4% or $230,817 at 6%; with 50% employer match about $230,817 at 4% or $153,878 at 6%; with 100% employer match about $173,113 at 4% or $115,408 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $102,665 | $13,849 | $13,849iApproximate average salary by contribution assumption: employee only about $346,225 at 4% or $230,817 at 6%; with 50% employer match about $230,817 at 4% or $153,878 at 6%; with 100% employer match about $173,113 at 4% or $115,408 at 6%. |
| 2009 | 1 | 1 | $77,652 | $21,179 | $21,179iApproximate average salary by contribution assumption: employee only about $529,475 at 4% or $352,983 at 6%; with 50% employer match about $352,983 at 4% or $235,322 at 6%; with 100% employer match about $264,738 at 4% or $176,492 at 6%. |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 1 | $77,652 | $21,179 | $21,179iApproximate average salary by contribution assumption: employee only about $529,475 at 4% or $352,983 at 6%; with 50% employer match about $352,983 at 4% or $235,322 at 6%; with 100% employer match about $264,738 at 4% or $176,492 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The W.W. Smith Charitable Trust 403(B) Plan | - | 0 | - | - | - |