Civic Intelligence

Jonathan D. Smart, DMD PC

Plan context: Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan

EIN 26-3844480 • Corvallis, OR • 16 filings • 2 plans

2342 NW Professional Dr.Corvallis, OR 97330
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,377,720

2022 Contributions

$130,722

Historical Graphs

Total Assets Over Time

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

$1,377,720$688,860$0201420182021YearValue
$1,377,720Latest year 2021

Participants Over Time

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

950201420182021YearValue
9Latest year 2021

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
202220$0$0-
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-0$0$0-
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-0$0$0-
202129$1,377,720$130,722$14,525iApproximate average salary by contribution assumption: employee only about $363,117 at 4% or $242,078 at 6%; with 50% employer match about $242,078 at 4% or $161,385 at 6%; with 100% employer match about $181,558 at 4% or $121,039 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-9$706,219$58,722$6,525iApproximate average salary by contribution assumption: employee only about $163,117 at 4% or $108,744 at 6%; with 50% employer match about $108,744 at 4% or $72,496 at 6%; with 100% employer match about $81,558 at 4% or $54,372 at 6%.
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-8$671,501$72,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202029$1,124,264$215,705$23,967iApproximate average salary by contribution assumption: employee only about $599,181 at 4% or $399,454 at 6%; with 50% employer match about $399,454 at 4% or $266,302 at 6%; with 100% employer match about $299,590 at 4% or $199,727 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-9$575,189$53,705$5,967iApproximate average salary by contribution assumption: employee only about $149,181 at 4% or $99,454 at 6%; with 50% employer match about $99,454 at 4% or $66,302 at 6%; with 100% employer match about $74,590 at 4% or $49,727 at 6%.
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-7$549,075$162,000$23,143iApproximate average salary by contribution assumption: employee only about $578,571 at 4% or $385,714 at 6%; with 50% employer match about $385,714 at 4% or $257,143 at 6%; with 100% employer match about $289,286 at 4% or $192,857 at 6%.
201928$792,520$126,725$15,841iApproximate average salary by contribution assumption: employee only about $396,016 at 4% or $264,010 at 6%; with 50% employer match about $264,010 at 4% or $176,007 at 6%; with 100% employer match about $198,008 at 4% or $132,005 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-8$444,941$58,725$7,341iApproximate average salary by contribution assumption: employee only about $183,516 at 4% or $122,344 at 6%; with 50% employer match about $122,344 at 4% or $81,563 at 6%; with 100% employer match about $91,758 at 4% or $61,172 at 6%.
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-6$347,579$68,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
201828$553,074$142,438$17,805iApproximate average salary by contribution assumption: employee only about $445,119 at 4% or $296,746 at 6%; with 50% employer match about $296,746 at 4% or $197,831 at 6%; with 100% employer match about $222,559 at 4% or $148,373 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-8$313,248$55,438$6,930iApproximate average salary by contribution assumption: employee only about $173,244 at 4% or $115,496 at 6%; with 50% employer match about $115,496 at 4% or $76,997 at 6%; with 100% employer match about $86,622 at 4% or $57,748 at 6%.
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-7$239,826$87,000$12,429iApproximate average salary by contribution assumption: employee only about $310,714 at 4% or $207,143 at 6%; with 50% employer match about $207,143 at 4% or $138,095 at 6%; with 100% employer match about $155,357 at 4% or $103,571 at 6%.
201728$507,774$124,300$15,538iApproximate average salary by contribution assumption: employee only about $388,438 at 4% or $258,958 at 6%; with 50% employer match about $258,958 at 4% or $172,639 at 6%; with 100% employer match about $194,219 at 4% or $129,479 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-0$347,813$47,767-
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-8$159,961$76,533$9,567iApproximate average salary by contribution assumption: employee only about $239,166 at 4% or $159,444 at 6%; with 50% employer match about $159,444 at 4% or $106,296 at 6%; with 100% employer match about $119,583 at 4% or $79,722 at 6%.
201626$325,622$118,699$19,783iApproximate average salary by contribution assumption: employee only about $494,579 at 4% or $329,719 at 6%; with 50% employer match about $329,719 at 4% or $219,813 at 6%; with 100% employer match about $247,290 at 4% or $164,860 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-6$250,866$43,943$7,324iApproximate average salary by contribution assumption: employee only about $183,096 at 4% or $122,064 at 6%; with 50% employer match about $122,064 at 4% or $81,376 at 6%; with 100% employer match about $91,548 at 4% or $61,032 at 6%.
JONATHAN D. SMART, DMD, PC CASH BALANCE PLAN-5$74,756$74,756$14,951iApproximate average salary by contribution assumption: employee only about $373,780 at 4% or $249,187 at 6%; with 50% employer match about $249,187 at 4% or $166,124 at 6%; with 100% employer match about $186,890 at 4% or $124,593 at 6%.
201518$196,773$68,292$8,537iApproximate average salary by contribution assumption: employee only about $213,413 at 4% or $142,275 at 6%; with 50% employer match about $142,275 at 4% or $94,850 at 6%; with 100% employer match about $106,706 at 4% or $71,138 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-8$196,773$68,292$8,537iApproximate average salary by contribution assumption: employee only about $213,413 at 4% or $142,275 at 6%; with 50% employer match about $142,275 at 4% or $94,850 at 6%; with 100% employer match about $106,706 at 4% or $71,138 at 6%.
201417$132,103$132,867$18,981iApproximate average salary by contribution assumption: employee only about $474,525 at 4% or $316,350 at 6%; with 50% employer match about $316,350 at 4% or $210,900 at 6%; with 100% employer match about $237,263 at 4% or $158,175 at 6%.
Jonathan D. Smart, DMD PC 401(K) Profit Sharing Plan-7$132,103$132,867$18,981iApproximate average salary by contribution assumption: employee only about $474,525 at 4% or $316,350 at 6%; with 50% employer match about $316,350 at 4% or $210,900 at 6%; with 100% employer match about $237,263 at 4% or $158,175 at 6%.