Civic Intelligence

Charles C. Smith & Associates PLLC

Plan context: Charles C. Smith & Associates PLLC 401(K) Plan and Trust

EIN 27-4108033 • Edmond, OK • 18 filings • 8 plans

3831 E. Memorial Rd.Edmond, OK 73013
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$1,143,688

2019 Contributions

$1,048

Historical Graphs

Total Assets Over Time

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

$3,656,382$1,828,191$0201120152018YearValue
$1,143,688Latest year 2018

Participants Over Time

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

320201120152018YearValue
3Latest year 2018

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
201910$0$1,048-
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-0$0$1,048-
201823$1,143,688$133,750$44,583iApproximate average salary by contribution assumption: employee only about $1,114,583 at 4% or $743,056 at 6%; with 50% employer match about $743,056 at 4% or $495,370 at 6%; with 100% employer match about $557,292 at 4% or $371,528 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$1,143,688$133,750$44,583iApproximate average salary by contribution assumption: employee only about $1,114,583 at 4% or $743,056 at 6%; with 50% employer match about $743,056 at 4% or $495,370 at 6%; with 100% employer match about $557,292 at 4% or $371,528 at 6%.
CHARLES C. SMITH & ASSOCIATES, P.L.L.C. DEFINED BENEFIT PENSION PLAN AND TRUST-0$0--
201723$3,656,382$163,250$54,417iApproximate average salary by contribution assumption: employee only about $1,360,417 at 4% or $906,944 at 6%; with 50% employer match about $906,944 at 4% or $604,630 at 6%; with 100% employer match about $680,208 at 4% or $453,472 at 6%.
CHARLES C. SMITH & ASSOCIATES, P.L.L.C. DEFINED BENEFIT PENSION PLAN AND TRUST-3$2,590,641$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$1,065,741$63,250$21,083iApproximate average salary by contribution assumption: employee only about $527,083 at 4% or $351,389 at 6%; with 50% employer match about $351,389 at 4% or $234,259 at 6%; with 100% employer match about $263,542 at 4% or $175,694 at 6%.
201623$3,093,257$499,719$166,573iApproximate average salary by contribution assumption: employee only about $4,164,325 at 4% or $2,776,217 at 6%; with 50% employer match about $2,776,217 at 4% or $1,850,811 at 6%; with 100% employer match about $2,082,163 at 4% or $1,388,108 at 6%.
CHARLES C. SMITH & ASSOCIATES, P. L. L. C. DEFINED BENEFIT PENSION PLAN AND TRUST-3$2,235,169$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$858,088$179,719$59,906iApproximate average salary by contribution assumption: employee only about $1,497,658 at 4% or $998,439 at 6%; with 50% employer match about $998,439 at 4% or $665,626 at 6%; with 100% employer match about $748,829 at 4% or $499,219 at 6%.
201523$2,381,373$493,562$164,521iApproximate average salary by contribution assumption: employee only about $4,113,017 at 4% or $2,742,011 at 6%; with 50% employer match about $2,742,011 at 4% or $1,828,007 at 6%; with 100% employer match about $2,056,508 at 4% or $1,371,006 at 6%.
CHARLES C. SMITH & ASSOCIATES, P.L.L.C. DEFINED BENEFIT PENSION PLAN AND TRUST-3$1,776,017$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$605,356$173,562$57,854iApproximate average salary by contribution assumption: employee only about $1,446,350 at 4% or $964,233 at 6%; with 50% employer match about $964,233 at 4% or $642,822 at 6%; with 100% employer match about $723,175 at 4% or $482,117 at 6%.
201423$1,962,232$631,090$210,363iApproximate average salary by contribution assumption: employee only about $5,259,083 at 4% or $3,506,056 at 6%; with 50% employer match about $3,506,056 at 4% or $2,337,370 at 6%; with 100% employer match about $2,629,542 at 4% or $1,753,028 at 6%.
CHARLES C SMITH ASSOCIATES PLLC DEFINED BENEFIT-3$1,485,218$481,890$160,630iApproximate average salary by contribution assumption: employee only about $4,015,750 at 4% or $2,677,167 at 6%; with 50% employer match about $2,677,167 at 4% or $1,784,778 at 6%; with 100% employer match about $2,007,875 at 4% or $1,338,583 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$477,014$149,200$49,733iApproximate average salary by contribution assumption: employee only about $1,243,333 at 4% or $828,889 at 6%; with 50% employer match about $828,889 at 4% or $552,593 at 6%; with 100% employer match about $621,667 at 4% or $414,444 at 6%.
201323$1,305,870$443,500$147,833iApproximate average salary by contribution assumption: employee only about $3,695,833 at 4% or $2,463,889 at 6%; with 50% employer match about $2,463,889 at 4% or $1,642,593 at 6%; with 100% employer match about $1,847,917 at 4% or $1,231,944 at 6%.
CHARLES C SMITH & ASSOCIATES, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST-3$998,777$310,000$103,333iApproximate average salary by contribution assumption: employee only about $2,583,333 at 4% or $1,722,222 at 6%; with 50% employer match about $1,722,222 at 4% or $1,148,148 at 6%; with 100% employer match about $1,291,667 at 4% or $861,111 at 6%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$307,093$133,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
201233$946,665$427,313$142,438iApproximate average salary by contribution assumption: employee only about $3,560,942 at 4% or $2,373,961 at 6%; with 50% employer match about $2,373,961 at 4% or $1,582,641 at 6%; with 100% employer match about $1,780,471 at 4% or $1,186,981 at 6%.
CHARLES C SMITH DEFINED BENEFIT PLAN-3$642,550$305,000$101,667iApproximate average salary by contribution assumption: employee only about $2,541,667 at 4% or $1,694,444 at 6%; with 50% employer match about $1,694,444 at 4% or $1,129,630 at 6%; with 100% employer match about $1,270,833 at 4% or $847,222 at 6%.
CHARLES C. SMITH & ASSOCIATES PLLC 401(K) PLAN AND TRUST-3$152,382$61,500$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%.
Charles C. Smith & Associates PLLC 401(K) Plan and Trust-3$151,733$60,813$20,271iApproximate average salary by contribution assumption: employee only about $506,775 at 4% or $337,850 at 6%; with 50% employer match about $337,850 at 4% or $225,233 at 6%; with 100% employer match about $253,388 at 4% or $168,925 at 6%.
201123$402,977$403,149$134,383iApproximate average salary by contribution assumption: employee only about $3,359,575 at 4% or $2,239,717 at 6%; with 50% employer match about $2,239,717 at 4% or $1,493,144 at 6%; with 100% employer match about $1,679,788 at 4% or $1,119,858 at 6%.
CHARLES C SMITH DEFINED BENEFIT PLAN-3$317,827$318,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
CHARLES C. SMITH & ASSOCIATES PLLC 401(K) PLAN AND TRUST-3$85,150$85,149$28,383iApproximate average salary by contribution assumption: employee only about $709,575 at 4% or $473,050 at 6%; with 50% employer match about $473,050 at 4% or $315,367 at 6%; with 100% employer match about $354,788 at 4% or $236,525 at 6%.