Bruce Smith & Assoc Ins. & Annuity Services Inc
Plan context: BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN
EIN 33-0196136 • San Diego, CA • 34 filings • 9 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$718,525
2018 Contributions
$3,313
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $718,525 | $3,313 | $1,657iApproximate average salary by contribution assumption: employee only about $41,413 at 4% or $27,608 at 6%; with 50% employer match about $27,608 at 4% or $18,406 at 6%; with 100% employer match about $20,706 at 4% or $13,804 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $718,525 | $3,313 | $1,657iApproximate average salary by contribution assumption: employee only about $41,413 at 4% or $27,608 at 6%; with 50% employer match about $27,608 at 4% or $18,406 at 6%; with 100% employer match about $20,706 at 4% or $13,804 at 6%. |
| 2017 | 1 | 2 | $722,726 | $2,208 | $1,104iApproximate average salary by contribution assumption: employee only about $27,600 at 4% or $18,400 at 6%; with 50% employer match about $18,400 at 4% or $12,267 at 6%; with 100% employer match about $13,800 at 4% or $9,200 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $722,726 | $2,208 | $1,104iApproximate average salary by contribution assumption: employee only about $27,600 at 4% or $18,400 at 6%; with 50% employer match about $18,400 at 4% or $12,267 at 6%; with 100% employer match about $13,800 at 4% or $9,200 at 6%. |
| 2016 | 2 | 2 | $5,569,935 | $370,889 | $185,445iApproximate average salary by contribution assumption: employee only about $4,636,113 at 4% or $3,090,742 at 6%; with 50% employer match about $3,090,742 at 4% or $2,060,494 at 6%; with 100% employer match about $2,318,056 at 4% or $1,545,371 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | $4,930,533 | $365,000 | $182,500iApproximate average salary by contribution assumption: employee only about $4,562,500 at 4% or $3,041,667 at 6%; with 50% employer match about $3,041,667 at 4% or $2,027,778 at 6%; with 100% employer match about $2,281,250 at 4% or $1,520,833 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $639,402 | $5,889 | $2,945iApproximate average salary by contribution assumption: employee only about $73,613 at 4% or $49,075 at 6%; with 50% employer match about $49,075 at 4% or $32,717 at 6%; with 100% employer match about $36,806 at 4% or $24,538 at 6%. |
| 2015 | 2 | 2 | $4,630,564 | $256,695 | $128,348iApproximate average salary by contribution assumption: employee only about $3,208,688 at 4% or $2,139,125 at 6%; with 50% employer match about $2,139,125 at 4% or $1,426,083 at 6%; with 100% employer match about $1,604,344 at 4% or $1,069,563 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | $4,074,943 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $555,621 | $6,695 | $3,348iApproximate average salary by contribution assumption: employee only about $83,688 at 4% or $55,792 at 6%; with 50% employer match about $55,792 at 4% or $37,194 at 6%; with 100% employer match about $41,844 at 4% or $27,896 at 6%. |
| 2014 | 2 | 3 | $4,136,938 | $505,248 | $168,416iApproximate average salary by contribution assumption: employee only about $4,210,400 at 4% or $2,806,933 at 6%; with 50% employer match about $2,806,933 at 4% or $1,871,289 at 6%; with 100% employer match about $2,105,200 at 4% or $1,403,467 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 3 | $3,614,463 | $500,000 | $166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $522,475 | $5,248 | $2,624iApproximate average salary by contribution assumption: employee only about $65,600 at 4% or $43,733 at 6%; with 50% employer match about $43,733 at 4% or $29,156 at 6%; with 100% employer match about $32,800 at 4% or $21,867 at 6%. |
| 2013 | 2 | 3 | $3,326,689 | $305,884 | $101,961iApproximate average salary by contribution assumption: employee only about $2,549,033 at 4% or $1,699,356 at 6%; with 50% employer match about $1,699,356 at 4% or $1,132,904 at 6%; with 100% employer match about $1,274,517 at 4% or $849,678 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 3 | $2,838,112 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $488,577 | $5,884 | $2,942iApproximate average salary by contribution assumption: employee only about $73,550 at 4% or $49,033 at 6%; with 50% employer match about $49,033 at 4% or $32,689 at 6%; with 100% employer match about $36,775 at 4% or $24,517 at 6%. |
| 2012 | 2 | 3 | $2,644,304 | $255,195 | $85,065iApproximate average salary by contribution assumption: employee only about $2,126,625 at 4% or $1,417,750 at 6%; with 50% employer match about $1,417,750 at 4% or $945,167 at 6%; with 100% employer match about $1,063,313 at 4% or $708,875 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 3 | $2,237,085 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $407,219 | $5,195 | $2,598iApproximate average salary by contribution assumption: employee only about $64,938 at 4% or $43,292 at 6%; with 50% employer match about $43,292 at 4% or $28,861 at 6%; with 100% employer match about $32,469 at 4% or $21,646 at 6%. |
| 2011 | 2 | 3 | $1,973,790 | $254,704 | $84,901iApproximate average salary by contribution assumption: employee only about $2,122,533 at 4% or $1,415,022 at 6%; with 50% employer match about $1,415,022 at 4% or $943,348 at 6%; with 100% employer match about $1,061,267 at 4% or $707,511 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 3 | $1,618,673 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $355,117 | $4,704 | $2,352iApproximate average salary by contribution assumption: employee only about $58,800 at 4% or $39,200 at 6%; with 50% employer match about $39,200 at 4% or $26,133 at 6%; with 100% employer match about $29,400 at 4% or $19,600 at 6%. |
| 2010 | 2 | 4 | $1,864,820 | $254,704 | $63,676iApproximate average salary by contribution assumption: employee only about $1,591,900 at 4% or $1,061,267 at 6%; with 50% employer match about $1,061,267 at 4% or $707,511 at 6%; with 100% employer match about $795,950 at 4% or $530,633 at 6%. |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 4 | $1,542,563 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC | - | 2 | $322,257 | $4,704 | $2,352iApproximate average salary by contribution assumption: employee only about $58,800 at 4% or $39,200 at 6%; with 50% employer match about $39,200 at 4% or $26,133 at 6%; with 100% employer match about $29,400 at 4% or $19,600 at 6%. |
| 2009 | 1 | 2 | $299,128 | $4,165 | $2,083iApproximate average salary by contribution assumption: employee only about $52,063 at 4% or $34,708 at 6%; with 50% employer match about $34,708 at 4% or $23,139 at 6%; with 100% employer match about $26,031 at 4% or $17,354 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $299,128 | $4,165 | $2,083iApproximate average salary by contribution assumption: employee only about $52,063 at 4% or $34,708 at 6%; with 50% employer match about $34,708 at 4% or $23,139 at 6%; with 100% employer match about $26,031 at 4% or $17,354 at 6%. |
| 2008 | 2 | 2 | $0 | $0 | - |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | - | - | - |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2007 | 2 | 2 | $0 | $0 | - |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $1,315,518 | $253,929 | $126,965iApproximate average salary by contribution assumption: employee only about $3,174,113 at 4% or $2,116,075 at 6%; with 50% employer match about $2,116,075 at 4% or $1,410,717 at 6%; with 100% employer match about $1,587,056 at 4% or $1,058,038 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE & ANNUITY DEFINED BENEFIT PENSION PLAN | - | 2 | $878,992 | $249,892 | $124,946iApproximate average salary by contribution assumption: employee only about $3,123,650 at 4% or $2,082,433 at 6%; with 50% employer match about $2,082,433 at 4% or $1,388,289 at 6%; with 100% employer match about $1,561,825 at 4% or $1,041,217 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $436,526 | $4,037 | $2,019iApproximate average salary by contribution assumption: employee only about $50,463 at 4% or $33,642 at 6%; with 50% employer match about $33,642 at 4% or $22,428 at 6%; with 100% employer match about $25,231 at 4% or $16,821 at 6%. |
| 2005 | 2 | 2 | $811,453 | $214,875 | $107,438iApproximate average salary by contribution assumption: employee only about $2,685,938 at 4% or $1,790,625 at 6%; with 50% employer match about $1,790,625 at 4% or $1,193,750 at 6%; with 100% employer match about $1,342,969 at 4% or $895,313 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE & ANNUITY DEFINED BENEFIT PENSION PLAN | - | 2 | $430,905 | $211,000 | $105,500iApproximate average salary by contribution assumption: employee only about $2,637,500 at 4% or $1,758,333 at 6%; with 50% employer match about $1,758,333 at 4% or $1,172,222 at 6%; with 100% employer match about $1,318,750 at 4% or $879,167 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 2 | $380,548 | $3,875 | $1,938iApproximate average salary by contribution assumption: employee only about $48,438 at 4% or $32,292 at 6%; with 50% employer match about $32,292 at 4% or $21,528 at 6%; with 100% employer match about $24,219 at 4% or $16,146 at 6%. |
| 2004 | 2 | 3 | $706,058 | $192,267 | $64,089iApproximate average salary by contribution assumption: employee only about $1,602,225 at 4% or $1,068,150 at 6%; with 50% employer match about $1,068,150 at 4% or $712,100 at 6%; with 100% employer match about $801,113 at 4% or $534,075 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE & ANNUITY DEFINED BENEFIT PENSION PLAN | - | 2 | $368,461 | $187,852 | $93,926iApproximate average salary by contribution assumption: employee only about $2,348,150 at 4% or $1,565,433 at 6%; with 50% employer match about $1,565,433 at 4% or $1,043,622 at 6%; with 100% employer match about $1,174,075 at 4% or $782,717 at 6%. |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 3 | $337,597 | $4,415 | $1,472iApproximate average salary by contribution assumption: employee only about $36,792 at 4% or $24,528 at 6%; with 50% employer match about $24,528 at 4% or $16,352 at 6%; with 100% employer match about $18,396 at 4% or $12,264 at 6%. |
| 2003 | 2 | 3 | $0 | $0 | - |
| BRUCE SMITH & ASSOCIATES INSURANCE SERVICES, INC PROFIT SHARING PLAN | - | 3 | - | - | - |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2002 | 3 | 2 | $0 | $0 | - |
| BRUCE SMITH & ASSOC INS & ANNUITY SVC INC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| Bruce Smith & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| BRUCE SMITH & ASSOC INS & ANNUITY SVC INC PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| BRUCE SMITH & ASSOC INS & ANNUITY SVC INC MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| BRUCE SMITH & ASSOC INS & ANNUITY SVC INC MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |