Civic Intelligence

David Smith

Plan context: David Smith 401 K Profit Sharing Plan Trust

EIN 26-1651010 • San Francisco, CA • 5 filings • 1 plans

1527 Stockton Street, 3rd FLSan Francisco, CA 94133
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$649,592

2015 Contributions

$79,956

Historical Graphs

Total Assets Over Time

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

$649,592$324,796$0201120132015YearValue
$649,592Latest year 2015

Participants Over Time

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

1050201120132015YearValue
10Latest year 2015

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
2015110$649,592$79,956$7,996iApproximate average salary by contribution assumption: employee only about $199,890 at 4% or $133,260 at 6%; with 50% employer match about $133,260 at 4% or $88,840 at 6%; with 100% employer match about $99,945 at 4% or $66,630 at 6%.
David Smith 401 K Profit Sharing Plan Trust-10$649,592$79,956$7,996iApproximate average salary by contribution assumption: employee only about $199,890 at 4% or $133,260 at 6%; with 50% employer match about $133,260 at 4% or $88,840 at 6%; with 100% employer match about $99,945 at 4% or $66,630 at 6%.
201419$574,103$202,224$22,469iApproximate average salary by contribution assumption: employee only about $561,733 at 4% or $374,489 at 6%; with 50% employer match about $374,489 at 4% or $249,659 at 6%; with 100% employer match about $280,867 at 4% or $187,244 at 6%.
David Smith 401 K Profit Sharing Plan Trust-9$574,103$202,224$22,469iApproximate average salary by contribution assumption: employee only about $561,733 at 4% or $374,489 at 6%; with 50% employer match about $374,489 at 4% or $249,659 at 6%; with 100% employer match about $280,867 at 4% or $187,244 at 6%.
201317$333,571$79,821$11,403iApproximate average salary by contribution assumption: employee only about $285,075 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%.
David Smith 401 K Profit Sharing Plan Trust-7$333,571$79,821$11,403iApproximate average salary by contribution assumption: employee only about $285,075 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%.
201217$204,011$192,649$27,521iApproximate average salary by contribution assumption: employee only about $688,032 at 4% or $458,688 at 6%; with 50% employer match about $458,688 at 4% or $305,792 at 6%; with 100% employer match about $344,016 at 4% or $229,344 at 6%.
David Smith 401 K Profit Sharing Plan Trust-7$204,011$192,649$27,521iApproximate average salary by contribution assumption: employee only about $688,032 at 4% or $458,688 at 6%; with 50% employer match about $458,688 at 4% or $305,792 at 6%; with 100% employer match about $344,016 at 4% or $229,344 at 6%.
201111$399$398$398iApproximate average salary by contribution assumption: employee only about $9,950 at 4% or $6,633 at 6%; with 50% employer match about $6,633 at 4% or $4,422 at 6%; with 100% employer match about $4,975 at 4% or $3,317 at 6%.
David Smith 401 K Profit Sharing Plan Trust-1$399$398$398iApproximate average salary by contribution assumption: employee only about $9,950 at 4% or $6,633 at 6%; with 50% employer match about $6,633 at 4% or $4,422 at 6%; with 100% employer match about $4,975 at 4% or $3,317 at 6%.