Dermann & Smith Personal Wealth Management, L.L.C.
Plan context: Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K))
EIN 32-0018164 • Lexington, KY • 5 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$43,805
2010 Contributions
$1,366
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $1,366 | - |
| Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K)) | - | 0 | $0 | $1,366 | - |
| 2009 | 1 | 3 | $43,805 | $3,334 | $1,111iApproximate average salary by contribution assumption: employee only about $27,783 at 4% or $18,522 at 6%; with 50% employer match about $18,522 at 4% or $12,348 at 6%; with 100% employer match about $13,892 at 4% or $9,261 at 6%. |
| Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K)) | - | 3 | $43,805 | $3,334 | $1,111iApproximate average salary by contribution assumption: employee only about $27,783 at 4% or $18,522 at 6%; with 50% employer match about $18,522 at 4% or $12,348 at 6%; with 100% employer match about $13,892 at 4% or $9,261 at 6%. |
| 2008 | 1 | 3 | $23,123 | $6,233 | $2,078iApproximate average salary by contribution assumption: employee only about $51,942 at 4% or $34,628 at 6%; with 50% employer match about $34,628 at 4% or $23,085 at 6%; with 100% employer match about $25,971 at 4% or $17,314 at 6%. |
| Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K)) | - | 3 | $23,123 | $6,233 | $2,078iApproximate average salary by contribution assumption: employee only about $51,942 at 4% or $34,628 at 6%; with 50% employer match about $34,628 at 4% or $23,085 at 6%; with 100% employer match about $25,971 at 4% or $17,314 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K)) | - | 3 | - | - | - |
| 2006 | 1 | 2 | $29,427 | $29,244 | $14,622iApproximate average salary by contribution assumption: employee only about $365,550 at 4% or $243,700 at 6%; with 50% employer match about $243,700 at 4% or $162,467 at 6%; with 100% employer match about $182,775 at 4% or $121,850 at 6%. |
| Dermann & Smith Personal Wealth Management, L.L.C Deferred Profit Sharing Plan (401(K)) | - | 2 | $29,427 | $29,244 | $14,622iApproximate average salary by contribution assumption: employee only about $365,550 at 4% or $243,700 at 6%; with 50% employer match about $243,700 at 4% or $162,467 at 6%; with 100% employer match about $182,775 at 4% or $121,850 at 6%. |