Civic Intelligence

Smith & Coleman PLLC

Plan context: Smith & Coleman PLLC Cash Balance Plan

EIN 27-1517702 • Lawton, OK • 12 filings • 2 plans

612 SW D Ave.Lawton, OK 73501
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,266,327

2024 Contributions

$40,960

Historical Graphs

Total Assets Over Time

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

$1,266,327$633,164$0201920222024YearValue
$1,266,327Latest year 2024

Participants Over Time

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

1160201920222024YearValue
9Latest 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
202429$1,266,327$40,960$4,551iApproximate average salary by contribution assumption: employee only about $113,778 at 4% or $75,852 at 6%; with 50% employer match about $75,852 at 4% or $50,568 at 6%; with 100% employer match about $56,889 at 4% or $37,926 at 6%.
Smith & Coleman PLLC Cash Balance Plan-4$969,948$0-
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-9$296,379$40,960$4,551iApproximate average salary by contribution assumption: employee only about $113,778 at 4% or $75,852 at 6%; with 50% employer match about $75,852 at 4% or $50,568 at 6%; with 100% employer match about $56,889 at 4% or $37,926 at 6%.
2023211$1,145,942$122,500$11,136iApproximate average salary by contribution assumption: employee only about $278,409 at 4% or $185,606 at 6%; with 50% employer match about $185,606 at 4% or $123,737 at 6%; with 100% employer match about $139,205 at 4% or $92,803 at 6%.
Smith & Coleman PLLC Cash Balance Plan-4$919,123$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-11$226,819$22,500$2,045iApproximate average salary by contribution assumption: employee only about $51,136 at 4% or $34,091 at 6%; with 50% employer match about $34,091 at 4% or $22,727 at 6%; with 100% employer match about $25,568 at 4% or $17,045 at 6%.
202226$941,638$247,086$41,181iApproximate average salary by contribution assumption: employee only about $1,029,525 at 4% or $686,350 at 6%; with 50% employer match about $686,350 at 4% or $457,567 at 6%; with 100% employer match about $514,763 at 4% or $343,175 at 6%.
Smith & Coleman PLLC Cash Balance Plan-4$767,584$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-6$174,054$72,086$12,014iApproximate average salary by contribution assumption: employee only about $300,358 at 4% or $200,239 at 6%; with 50% employer match about $200,239 at 4% or $133,493 at 6%; with 100% employer match about $150,179 at 4% or $100,119 at 6%.
202126$740,065$389,685$64,948iApproximate average salary by contribution assumption: employee only about $1,623,688 at 4% or $1,082,458 at 6%; with 50% employer match about $1,082,458 at 4% or $721,639 at 6%; with 100% employer match about $811,844 at 4% or $541,229 at 6%.
Smith & Coleman PLLC Cash Balance Plan-3$617,761$345,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-6$122,304$44,685$7,448iApproximate average salary by contribution assumption: employee only about $186,188 at 4% or $124,125 at 6%; with 50% employer match about $124,125 at 4% or $82,750 at 6%; with 100% employer match about $93,094 at 4% or $62,063 at 6%.
202024$333,458$161,224$40,306iApproximate average salary by contribution assumption: employee only about $1,007,650 at 4% or $671,767 at 6%; with 50% employer match about $671,767 at 4% or $447,844 at 6%; with 100% employer match about $503,825 at 4% or $335,883 at 6%.
Smith & Coleman PLLC Cash Balance Plan-3$267,908$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-4$65,550$57,224$14,306iApproximate average salary by contribution assumption: employee only about $357,650 at 4% or $238,433 at 6%; with 50% employer match about $238,433 at 4% or $158,956 at 6%; with 100% employer match about $178,825 at 4% or $119,217 at 6%.
201924$135,000$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
Smith & Coleman PLLC Cash Balance Plan-4$135,000$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN-0$0$0-