Civic Intelligence

Smith & Susson LLP

Plan context: Smith & Susson LLP Money Purchase Pension Plan

EIN 33-0815661 • Newport Beach, CA • 24 filings • 1 plans

2 Corporate Plaza, Suite 275Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,409

2024 Contributions

$121,000

Historical Graphs

Total Assets Over Time

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

$6,904,246$3,452,123$0200220142024YearValue
$1,409Latest year 2024

Participants Over Time

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

1680200020112024YearValue
3Latest year 2024

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
202413$1,409$0-
Smith & Susson LLP Money Purchase Pension Plan-3$1,409$0-
202310$1,356$0-
Smith & Susson LLP Money Purchase Pension Plan-0$1,356--
202210$1,353$0-
Smith & Susson LLP Money Purchase Pension Plan-0$1,353--
202110$1,350$0-
Smith & Susson LLP Money Purchase Pension Plan-0$1,350--
202010$2,998,147$0-
Smith & Susson LLP Money Purchase Pension Plan-0$2,998,147--
201914$6,904,246$121,000$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-4$6,904,246$121,000$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
201816$5,176,763$139,110$23,185iApproximate average salary by contribution assumption: employee only about $579,625 at 4% or $386,417 at 6%; with 50% employer match about $386,417 at 4% or $257,611 at 6%; with 100% employer match about $289,813 at 4% or $193,208 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-6$5,176,763$139,110$23,185iApproximate average salary by contribution assumption: employee only about $579,625 at 4% or $386,417 at 6%; with 50% employer match about $386,417 at 4% or $257,611 at 6%; with 100% employer match about $289,813 at 4% or $193,208 at 6%.
201716$5,314,588$139,618$23,270iApproximate average salary by contribution assumption: employee only about $581,742 at 4% or $387,828 at 6%; with 50% employer match about $387,828 at 4% or $258,552 at 6%; with 100% employer match about $290,871 at 4% or $193,914 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-6$5,314,588$139,618$23,270iApproximate average salary by contribution assumption: employee only about $581,742 at 4% or $387,828 at 6%; with 50% employer match about $387,828 at 4% or $258,552 at 6%; with 100% employer match about $290,871 at 4% or $193,914 at 6%.
201616$4,276,029$136,605$22,768iApproximate average salary by contribution assumption: employee only about $569,188 at 4% or $379,458 at 6%; with 50% employer match about $379,458 at 4% or $252,972 at 6%; with 100% employer match about $284,594 at 4% or $189,729 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-6$4,276,029$136,605$22,768iApproximate average salary by contribution assumption: employee only about $569,188 at 4% or $379,458 at 6%; with 50% employer match about $379,458 at 4% or $252,972 at 6%; with 100% employer match about $284,594 at 4% or $189,729 at 6%.
201516$3,888,705$135,601$22,600iApproximate average salary by contribution assumption: employee only about $565,004 at 4% or $376,669 at 6%; with 50% employer match about $376,669 at 4% or $251,113 at 6%; with 100% employer match about $282,502 at 4% or $188,335 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-6$3,888,705$135,601$22,600iApproximate average salary by contribution assumption: employee only about $565,004 at 4% or $376,669 at 6%; with 50% employer match about $376,669 at 4% or $251,113 at 6%; with 100% employer match about $282,502 at 4% or $188,335 at 6%.
201416$5,323,806$133,712$22,285iApproximate average salary by contribution assumption: employee only about $557,133 at 4% or $371,422 at 6%; with 50% employer match about $371,422 at 4% or $247,615 at 6%; with 100% employer match about $278,567 at 4% or $185,711 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-6$5,323,806$133,712$22,285iApproximate average salary by contribution assumption: employee only about $557,133 at 4% or $371,422 at 6%; with 50% employer match about $371,422 at 4% or $247,615 at 6%; with 100% employer match about $278,567 at 4% or $185,711 at 6%.
201315$4,711,734$127,119$25,424iApproximate average salary by contribution assumption: employee only about $635,595 at 4% or $423,730 at 6%; with 50% employer match about $423,730 at 4% or $282,487 at 6%; with 100% employer match about $317,798 at 4% or $211,865 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-5$4,711,734$127,119$25,424iApproximate average salary by contribution assumption: employee only about $635,595 at 4% or $423,730 at 6%; with 50% employer match about $423,730 at 4% or $282,487 at 6%; with 100% employer match about $317,798 at 4% or $211,865 at 6%.
201215$4,139,176$127,319$25,464iApproximate average salary by contribution assumption: employee only about $636,595 at 4% or $424,397 at 6%; with 50% employer match about $424,397 at 4% or $282,931 at 6%; with 100% employer match about $318,298 at 4% or $212,198 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-5$4,139,176$127,319$25,464iApproximate average salary by contribution assumption: employee only about $636,595 at 4% or $424,397 at 6%; with 50% employer match about $424,397 at 4% or $282,931 at 6%; with 100% employer match about $318,298 at 4% or $212,198 at 6%.
2011111$3,775,166$252,094$22,918iApproximate average salary by contribution assumption: employee only about $572,941 at 4% or $381,961 at 6%; with 50% employer match about $381,961 at 4% or $254,640 at 6%; with 100% employer match about $286,470 at 4% or $190,980 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-11$3,775,166$252,094$22,918iApproximate average salary by contribution assumption: employee only about $572,941 at 4% or $381,961 at 6%; with 50% employer match about $381,961 at 4% or $254,640 at 6%; with 100% employer match about $286,470 at 4% or $190,980 at 6%.
2010113$3,671,586$123,563$9,505iApproximate average salary by contribution assumption: employee only about $237,621 at 4% or $158,414 at 6%; with 50% employer match about $158,414 at 4% or $105,609 at 6%; with 100% employer match about $118,811 at 4% or $79,207 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-13$3,671,586$123,563$9,505iApproximate average salary by contribution assumption: employee only about $237,621 at 4% or $158,414 at 6%; with 50% employer match about $158,414 at 4% or $105,609 at 6%; with 100% employer match about $118,811 at 4% or $79,207 at 6%.
2009116$3,309,084$301,562$18,848iApproximate average salary by contribution assumption: employee only about $471,191 at 4% or $314,127 at 6%; with 50% employer match about $314,127 at 4% or $209,418 at 6%; with 100% employer match about $235,595 at 4% or $157,064 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-16$3,309,084$301,562$18,848iApproximate average salary by contribution assumption: employee only about $471,191 at 4% or $314,127 at 6%; with 50% employer match about $314,127 at 4% or $209,418 at 6%; with 100% employer match about $235,595 at 4% or $157,064 at 6%.
2008113$0$0-
Smith & Susson LLP Money Purchase Pension Plan-13---
2007113$0$0-
Smith & Susson LLP Money Purchase Pension Plan-13---
2006113$2,199,838$124,188$9,553iApproximate average salary by contribution assumption: employee only about $238,823 at 4% or $159,215 at 6%; with 50% employer match about $159,215 at 4% or $106,144 at 6%; with 100% employer match about $119,412 at 4% or $79,608 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-13$2,199,838$124,188$9,553iApproximate average salary by contribution assumption: employee only about $238,823 at 4% or $159,215 at 6%; with 50% employer match about $159,215 at 4% or $106,144 at 6%; with 100% employer match about $119,412 at 4% or $79,608 at 6%.
2005112$1,938,872$120,278$10,023iApproximate average salary by contribution assumption: employee only about $250,579 at 4% or $167,053 at 6%; with 50% employer match about $167,053 at 4% or $111,369 at 6%; with 100% employer match about $125,290 at 4% or $83,526 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-12$1,938,872$120,278$10,023iApproximate average salary by contribution assumption: employee only about $250,579 at 4% or $167,053 at 6%; with 50% employer match about $167,053 at 4% or $111,369 at 6%; with 100% employer match about $125,290 at 4% or $83,526 at 6%.
200418$1,813,829$103,873$12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,302 at 4% or $108,201 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-8$1,813,829$103,873$12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,302 at 4% or $108,201 at 6%.
200317$458,739$102,014$14,573iApproximate average salary by contribution assumption: employee only about $364,336 at 4% or $242,890 at 6%; with 50% employer match about $242,890 at 4% or $161,927 at 6%; with 100% employer match about $182,168 at 4% or $121,445 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-7$458,739$102,014$14,573iApproximate average salary by contribution assumption: employee only about $364,336 at 4% or $242,890 at 6%; with 50% employer match about $242,890 at 4% or $161,927 at 6%; with 100% employer match about $182,168 at 4% or $121,445 at 6%.
200217$348,762$102,000$14,571iApproximate average salary by contribution assumption: employee only about $364,286 at 4% or $242,857 at 6%; with 50% employer match about $242,857 at 4% or $161,905 at 6%; with 100% employer match about $182,143 at 4% or $121,429 at 6%.
Smith & Susson LLP Money Purchase Pension Plan-7$348,762$102,000$14,571iApproximate average salary by contribution assumption: employee only about $364,286 at 4% or $242,857 at 6%; with 50% employer match about $242,857 at 4% or $161,905 at 6%; with 100% employer match about $182,143 at 4% or $121,429 at 6%.
2000110$0$0-
Smith & Susson LLP Money Purchase Pension Plan-10---