Civic Intelligence

Patricia M. Smith

Plan context: Self-Employed 401-K Plan for Patricia Maria Smith

EIN 33-0317349 • San Diego, CA • 7 filings • 3 plans

2900 Fourth Ave., Ste. 101San Diego, CA 92103
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$277,257

2014 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$290,918$145,459$0200820112013YearValue
$277,257Latest year 2013

Participants Over Time

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

110200920112013YearValue
1Latest year 2013

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
201410$0$0-
Self-Employed 401-K Plan for Patricia Maria Smith-0---
201311$277,257$0-
Self-Employed 401-K Plan for Patricia Maria Smith-1$277,257--
201211$290,918$0-
Self-Employed 401-K Plan for Patricia Maria Smith-1$290,918--
201111$261,439$0-
Self-Employed 401-K Plan for Patricia Maria Smith-1$261,439--
201011$252,561$0-
Self-Employed 401-K Plan for Patricia Maria Smith-1$252,561--
200911$222,342$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Self-Employed 401-K Plan for Patricia Maria Smith-1$222,342$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200810$132,625$50,000-
Self-Employed 401-K Plan for Patricia Maria Smith-0$132,625$50,000-