Smith Dickson, an Accountancy Corp.
Plan context: Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan
EIN 33-0584718 • Irvine, CA • 13 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
8
2020 Assets
$1,239,219
2020 Contributions
$127,550
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 8 | $1,239,219 | $127,550 | $15,944iApproximate average salary by contribution assumption: employee only about $398,594 at 4% or $265,729 at 6%; with 50% employer match about $265,729 at 4% or $177,153 at 6%; with 100% employer match about $199,297 at 4% or $132,865 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 8 | $1,239,219 | $127,550 | $15,944iApproximate average salary by contribution assumption: employee only about $398,594 at 4% or $265,729 at 6%; with 50% employer match about $265,729 at 4% or $177,153 at 6%; with 100% employer match about $199,297 at 4% or $132,865 at 6%. |
| 2019 | 1 | 8 | $998,090 | $116,609 | $14,576iApproximate average salary by contribution assumption: employee only about $364,403 at 4% or $242,935 at 6%; with 50% employer match about $242,935 at 4% or $161,957 at 6%; with 100% employer match about $182,202 at 4% or $121,468 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 8 | $998,090 | $116,609 | $14,576iApproximate average salary by contribution assumption: employee only about $364,403 at 4% or $242,935 at 6%; with 50% employer match about $242,935 at 4% or $161,957 at 6%; with 100% employer match about $182,202 at 4% or $121,468 at 6%. |
| 2018 | 1 | 9 | $792,212 | $118,760 | $13,196iApproximate average salary by contribution assumption: employee only about $329,889 at 4% or $219,926 at 6%; with 50% employer match about $219,926 at 4% or $146,617 at 6%; with 100% employer match about $164,944 at 4% or $109,963 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 9 | $792,212 | $118,760 | $13,196iApproximate average salary by contribution assumption: employee only about $329,889 at 4% or $219,926 at 6%; with 50% employer match about $219,926 at 4% or $146,617 at 6%; with 100% employer match about $164,944 at 4% or $109,963 at 6%. |
| 2017 | 1 | 10 | $809,151 | $184,001 | $18,400iApproximate average salary by contribution assumption: employee only about $460,002 at 4% or $306,668 at 6%; with 50% employer match about $306,668 at 4% or $204,446 at 6%; with 100% employer match about $230,001 at 4% or $153,334 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 10 | $809,151 | $184,001 | $18,400iApproximate average salary by contribution assumption: employee only about $460,002 at 4% or $306,668 at 6%; with 50% employer match about $306,668 at 4% or $204,446 at 6%; with 100% employer match about $230,001 at 4% or $153,334 at 6%. |
| 2016 | 1 | 10 | $511,088 | $170,987 | $17,099iApproximate average salary by contribution assumption: employee only about $427,468 at 4% or $284,978 at 6%; with 50% employer match about $284,978 at 4% or $189,986 at 6%; with 100% employer match about $213,734 at 4% or $142,489 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 10 | $511,088 | $170,987 | $17,099iApproximate average salary by contribution assumption: employee only about $427,468 at 4% or $284,978 at 6%; with 50% employer match about $284,978 at 4% or $189,986 at 6%; with 100% employer match about $213,734 at 4% or $142,489 at 6%. |
| 2015 | 1 | 7 | $315,858 | $93,826 | $13,404iApproximate average salary by contribution assumption: employee only about $335,093 at 4% or $223,395 at 6%; with 50% employer match about $223,395 at 4% or $148,930 at 6%; with 100% employer match about $167,546 at 4% or $111,698 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 7 | $315,858 | $93,826 | $13,404iApproximate average salary by contribution assumption: employee only about $335,093 at 4% or $223,395 at 6%; with 50% employer match about $223,395 at 4% or $148,930 at 6%; with 100% employer match about $167,546 at 4% or $111,698 at 6%. |
| 2014 | 1 | 7 | $226,132 | $75,138 | $10,734iApproximate average salary by contribution assumption: employee only about $268,350 at 4% or $178,900 at 6%; with 50% employer match about $178,900 at 4% or $119,267 at 6%; with 100% employer match about $134,175 at 4% or $89,450 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 7 | $226,132 | $75,138 | $10,734iApproximate average salary by contribution assumption: employee only about $268,350 at 4% or $178,900 at 6%; with 50% employer match about $178,900 at 4% or $119,267 at 6%; with 100% employer match about $134,175 at 4% or $89,450 at 6%. |
| 2013 | 1 | 8 | $142,283 | $52,643 | $6,580iApproximate average salary by contribution assumption: employee only about $164,509 at 4% or $109,673 at 6%; with 50% employer match about $109,673 at 4% or $73,115 at 6%; with 100% employer match about $82,255 at 4% or $54,836 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 8 | $142,283 | $52,643 | $6,580iApproximate average salary by contribution assumption: employee only about $164,509 at 4% or $109,673 at 6%; with 50% employer match about $109,673 at 4% or $73,115 at 6%; with 100% employer match about $82,255 at 4% or $54,836 at 6%. |
| 2012 | 1 | 9 | $78,874 | $46,221 | $5,136iApproximate average salary by contribution assumption: employee only about $128,392 at 4% or $85,594 at 6%; with 50% employer match about $85,594 at 4% or $57,063 at 6%; with 100% employer match about $64,196 at 4% or $42,797 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 9 | $78,874 | $46,221 | $5,136iApproximate average salary by contribution assumption: employee only about $128,392 at 4% or $85,594 at 6%; with 50% employer match about $85,594 at 4% or $57,063 at 6%; with 100% employer match about $64,196 at 4% or $42,797 at 6%. |
| 2011 | 1 | 0 | $30,864 | $6,528 | - |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 0 | $30,864 | $6,528 | - |
| 2010 | 1 | 2 | $32,425 | $8,404 | $4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 2 | $32,425 | $8,404 | $4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%. |
| 2009 | 1 | 3 | $22,454 | $24,313 | $8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 3 | $22,454 | $24,313 | $8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%. |
| 2008 | 1 | 7 | $1,619 | $1,628 | $233iApproximate average salary by contribution assumption: employee only about $5,814 at 4% or $3,876 at 6%; with 50% employer match about $3,876 at 4% or $2,584 at 6%; with 100% employer match about $2,907 at 4% or $1,938 at 6%. |
| Smith Dickson, an Accountancy Corp. 401K Profit Sharing Plan | - | 7 | $1,619 | $1,628 | $233iApproximate average salary by contribution assumption: employee only about $5,814 at 4% or $3,876 at 6%; with 50% employer match about $3,876 at 4% or $2,584 at 6%; with 100% employer match about $2,907 at 4% or $1,938 at 6%. |