Civic Intelligence

Joel Smith, MD Inc.

Plan context: Joel Smith, MD Inc. 401(K) Profit Sharing Plan

EIN 26-4034344 • San Diego, CA • 23 filings • 3 plans

PO Box 15788San Diego, CA 92175
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,734,824

2024 Contributions

$79,696

Historical Graphs

Total Assets Over Time

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

$1,734,824$867,412$0201320192024YearValue
$1,734,824Latest year 2024

Participants Over Time

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

1580201320192024YearValue
11Latest year 2024

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
2024211$1,734,824$79,696$7,245iApproximate average salary by contribution assumption: employee only about $181,127 at 4% or $120,752 at 6%; with 50% employer match about $120,752 at 4% or $80,501 at 6%; with 100% employer match about $90,564 at 4% or $60,376 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-11$931,726$79,696$7,245iApproximate average salary by contribution assumption: employee only about $181,127 at 4% or $120,752 at 6%; with 50% employer match about $120,752 at 4% or $80,501 at 6%; with 100% employer match about $90,564 at 4% or $60,376 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-7$803,098$0-
2023211$1,505,859$109,455$9,950iApproximate average salary by contribution assumption: employee only about $248,761 at 4% or $165,841 at 6%; with 50% employer match about $165,841 at 4% or $110,561 at 6%; with 100% employer match about $124,381 at 4% or $82,920 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-11$772,481$84,455$7,678iApproximate average salary by contribution assumption: employee only about $191,943 at 4% or $127,962 at 6%; with 50% employer match about $127,962 at 4% or $85,308 at 6%; with 100% employer match about $95,972 at 4% or $63,981 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-10$733,378$25,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2022210$1,218,796$120,292$12,029iApproximate average salary by contribution assumption: employee only about $300,730 at 4% or $200,487 at 6%; with 50% employer match about $200,487 at 4% or $133,658 at 6%; with 100% employer match about $150,365 at 4% or $100,243 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-10$623,185$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-8$595,611$70,292$8,787iApproximate average salary by contribution assumption: employee only about $219,663 at 4% or $146,442 at 6%; with 50% employer match about $146,442 at 4% or $97,628 at 6%; with 100% employer match about $109,831 at 4% or $73,221 at 6%.
2021215$1,281,825$83,606$5,574iApproximate average salary by contribution assumption: employee only about $139,343 at 4% or $92,896 at 6%; with 50% employer match about $92,896 at 4% or $61,930 at 6%; with 100% employer match about $69,672 at 4% or $46,448 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-15$669,458$25,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-8$612,367$58,606$7,326iApproximate average salary by contribution assumption: employee only about $183,144 at 4% or $122,096 at 6%; with 50% employer match about $122,096 at 4% or $81,397 at 6%; with 100% employer match about $91,572 at 4% or $61,048 at 6%.
2020214$1,137,966$83,054$5,932iApproximate average salary by contribution assumption: employee only about $148,311 at 4% or $98,874 at 6%; with 50% employer match about $98,874 at 4% or $65,916 at 6%; with 100% employer match about $74,155 at 4% or $49,437 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-14$606,673$25,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-9$531,293$58,054$6,450iApproximate average salary by contribution assumption: employee only about $161,261 at 4% or $107,507 at 6%; with 50% employer match about $107,507 at 4% or $71,672 at 6%; with 100% employer match about $80,631 at 4% or $53,754 at 6%.
2019212$918,653$73,821$6,152iApproximate average salary by contribution assumption: employee only about $153,794 at 4% or $102,529 at 6%; with 50% employer match about $102,529 at 4% or $68,353 at 6%; with 100% employer match about $76,897 at 4% or $51,265 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-12$507,358$15,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-10$411,295$58,821$5,882iApproximate average salary by contribution assumption: employee only about $147,053 at 4% or $98,035 at 6%; with 50% employer match about $98,035 at 4% or $65,357 at 6%; with 100% employer match about $73,526 at 4% or $49,018 at 6%.
2018211$727,805$55,837$5,076iApproximate average salary by contribution assumption: employee only about $126,902 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,401 at 6%; with 100% employer match about $63,451 at 4% or $42,301 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-11$429,426$0-
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-9$298,379$55,837$6,204iApproximate average salary by contribution assumption: employee only about $155,103 at 4% or $103,402 at 6%; with 50% employer match about $103,402 at 4% or $68,935 at 6%; with 100% employer match about $77,551 at 4% or $51,701 at 6%.
201729$738,254$47,165$5,241iApproximate average salary by contribution assumption: employee only about $131,014 at 4% or $87,343 at 6%; with 50% employer match about $87,343 at 4% or $58,228 at 6%; with 100% employer match about $65,507 at 4% or $43,671 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-9$459,086$0-
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-8$279,168$47,165$5,896iApproximate average salary by contribution assumption: employee only about $147,391 at 4% or $98,260 at 6%; with 50% employer match about $98,260 at 4% or $65,507 at 6%; with 100% employer match about $73,695 at 4% or $49,130 at 6%.
201628$631,722$185,020$23,128iApproximate average salary by contribution assumption: employee only about $578,188 at 4% or $385,458 at 6%; with 50% employer match about $385,458 at 4% or $256,972 at 6%; with 100% employer match about $289,094 at 4% or $192,729 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-8$423,069$145,000$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-6$208,653$40,020$6,670iApproximate average salary by contribution assumption: employee only about $166,750 at 4% or $111,167 at 6%; with 50% employer match about $111,167 at 4% or $74,111 at 6%; with 100% employer match about $83,375 at 4% or $55,583 at 6%.
201526$427,731$131,660$21,943iApproximate average salary by contribution assumption: employee only about $548,583 at 4% or $365,722 at 6%; with 50% employer match about $365,722 at 4% or $243,815 at 6%; with 100% employer match about $274,292 at 4% or $182,861 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-6$266,377$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-6$161,354$56,660$9,443iApproximate average salary by contribution assumption: employee only about $236,083 at 4% or $157,389 at 6%; with 50% employer match about $157,389 at 4% or $104,926 at 6%; with 100% employer match about $118,042 at 4% or $78,694 at 6%.
201426$308,812$181,628$30,271iApproximate average salary by contribution assumption: employee only about $756,783 at 4% or $504,522 at 6%; with 50% employer match about $504,522 at 4% or $336,348 at 6%; with 100% employer match about $378,392 at 4% or $252,261 at 6%.
Joel Smith, MD Inc. Defined Benefit Plan-6$198,745$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-6$110,067$56,628$9,438iApproximate average salary by contribution assumption: employee only about $235,950 at 4% or $157,300 at 6%; with 50% employer match about $157,300 at 4% or $104,867 at 6%; with 100% employer match about $117,975 at 4% or $78,650 at 6%.
201313$52,701$51,981$17,327iApproximate average salary by contribution assumption: employee only about $433,175 at 4% or $288,783 at 6%; with 50% employer match about $288,783 at 4% or $192,522 at 6%; with 100% employer match about $216,588 at 4% or $144,392 at 6%.
Joel Smith, MD Inc. 401(K) Profit Sharing Plan-3$52,701$51,981$17,327iApproximate average salary by contribution assumption: employee only about $433,175 at 4% or $288,783 at 6%; with 50% employer match about $288,783 at 4% or $192,522 at 6%; with 100% employer match about $216,588 at 4% or $144,392 at 6%.