Civic Intelligence

Dr Colin Smith, DMD PC

Plan context: DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN

EIN 35-2191510 • Lake Oswego, OR • 25 filings • 2 plans

16699 SW Boones Ferry Rd.Lake Oswego, OR 97035
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,147,414

2022 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$4,039,404$2,019,702$0200220122021YearValue
$1,147,414Latest year 2021

Participants Over Time

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

950200220122021YearValue
9Latest year 2021

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
202210$0$180,000-
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-0$0$180,000-
202129$1,147,414$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-9$1,147,414$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-0$0--
202029$4,039,404$290,398$32,266iApproximate average salary by contribution assumption: employee only about $806,661 at 4% or $537,774 at 6%; with 50% employer match about $537,774 at 4% or $358,516 at 6%; with 100% employer match about $403,331 at 4% or $268,887 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-9$3,030,246$90,398$10,044iApproximate average salary by contribution assumption: employee only about $251,106 at 4% or $167,404 at 6%; with 50% employer match about $167,404 at 4% or $111,602 at 6%; with 100% employer match about $125,553 at 4% or $83,702 at 6%.
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-8$1,009,158$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201927$3,440,720$440,680$62,954iApproximate average salary by contribution assumption: employee only about $1,573,857 at 4% or $1,049,238 at 6%; with 50% employer match about $1,049,238 at 4% or $699,492 at 6%; with 100% employer match about $786,929 at 4% or $524,619 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$2,665,232$88,364$12,623iApproximate average salary by contribution assumption: employee only about $315,586 at 4% or $210,390 at 6%; with 50% employer match about $210,390 at 4% or $140,260 at 6%; with 100% employer match about $157,793 at 4% or $105,195 at 6%.
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-7$775,488$352,316$50,331iApproximate average salary by contribution assumption: employee only about $1,258,271 at 4% or $838,848 at 6%; with 50% employer match about $838,848 at 4% or $559,232 at 6%; with 100% employer match about $629,136 at 4% or $419,424 at 6%.
201828$2,541,169$412,206$51,526iApproximate average salary by contribution assumption: employee only about $1,288,144 at 4% or $858,763 at 6%; with 50% employer match about $858,763 at 4% or $572,508 at 6%; with 100% employer match about $644,072 at 4% or $429,381 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-8$2,158,269$131,639$16,455iApproximate average salary by contribution assumption: employee only about $411,372 at 4% or $274,248 at 6%; with 50% employer match about $274,248 at 4% or $182,832 at 6%; with 100% employer match about $205,686 at 4% or $137,124 at 6%.
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-7$382,900$280,567$40,081iApproximate average salary by contribution assumption: employee only about $1,002,025 at 4% or $668,017 at 6%; with 50% employer match about $668,017 at 4% or $445,344 at 6%; with 100% employer match about $501,013 at 4% or $334,008 at 6%.
201728$2,200,433$185,700$23,213iApproximate average salary by contribution assumption: employee only about $580,313 at 4% or $386,875 at 6%; with 50% employer match about $386,875 at 4% or $257,917 at 6%; with 100% employer match about $290,156 at 4% or $193,438 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-8$2,096,683$81,950$10,244iApproximate average salary by contribution assumption: employee only about $256,094 at 4% or $170,729 at 6%; with 50% employer match about $170,729 at 4% or $113,819 at 6%; with 100% employer match about $128,047 at 4% or $85,365 at 6%.
DR. COLIN SMITH, DMD, PC CASH BALANCE PLAN-7$103,750$103,750$14,821iApproximate average salary by contribution assumption: employee only about $370,536 at 4% or $247,024 at 6%; with 50% employer match about $247,024 at 4% or $164,683 at 6%; with 100% employer match about $185,268 at 4% or $123,512 at 6%.
201617$1,685,316$144,707$20,672iApproximate average salary by contribution assumption: employee only about $516,811 at 4% or $344,540 at 6%; with 50% employer match about $344,540 at 4% or $229,694 at 6%; with 100% employer match about $258,405 at 4% or $172,270 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$1,685,316$144,707$20,672iApproximate average salary by contribution assumption: employee only about $516,811 at 4% or $344,540 at 6%; with 50% employer match about $344,540 at 4% or $229,694 at 6%; with 100% employer match about $258,405 at 4% or $172,270 at 6%.
201519$1,552,642$69,058$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-9$1,552,642$69,058$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
201417$1,604,906$99,161$14,166iApproximate average salary by contribution assumption: employee only about $354,146 at 4% or $236,098 at 6%; with 50% employer match about $236,098 at 4% or $157,398 at 6%; with 100% employer match about $177,073 at 4% or $118,049 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$1,604,906$99,161$14,166iApproximate average salary by contribution assumption: employee only about $354,146 at 4% or $236,098 at 6%; with 50% employer match about $236,098 at 4% or $157,398 at 6%; with 100% employer match about $177,073 at 4% or $118,049 at 6%.
201317$1,484,541$96,257$13,751iApproximate average salary by contribution assumption: employee only about $343,775 at 4% or $229,183 at 6%; with 50% employer match about $229,183 at 4% or $152,789 at 6%; with 100% employer match about $171,888 at 4% or $114,592 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$1,484,541$96,257$13,751iApproximate average salary by contribution assumption: employee only about $343,775 at 4% or $229,183 at 6%; with 50% employer match about $229,183 at 4% or $152,789 at 6%; with 100% employer match about $171,888 at 4% or $114,592 at 6%.
201216$1,141,624$101,627$16,938iApproximate average salary by contribution assumption: employee only about $423,446 at 4% or $282,297 at 6%; with 50% employer match about $282,297 at 4% or $188,198 at 6%; with 100% employer match about $211,723 at 4% or $141,149 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-6$1,141,624$101,627$16,938iApproximate average salary by contribution assumption: employee only about $423,446 at 4% or $282,297 at 6%; with 50% employer match about $282,297 at 4% or $188,198 at 6%; with 100% employer match about $211,723 at 4% or $141,149 at 6%.
201116$957,896$78,168$13,028iApproximate average salary by contribution assumption: employee only about $325,700 at 4% or $217,133 at 6%; with 50% employer match about $217,133 at 4% or $144,756 at 6%; with 100% employer match about $162,850 at 4% or $108,567 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-6$957,896$78,168$13,028iApproximate average salary by contribution assumption: employee only about $325,700 at 4% or $217,133 at 6%; with 50% employer match about $217,133 at 4% or $144,756 at 6%; with 100% employer match about $162,850 at 4% or $108,567 at 6%.
201017$1,057,706$70,065$10,009iApproximate average salary by contribution assumption: employee only about $250,232 at 4% or $166,821 at 6%; with 50% employer match about $166,821 at 4% or $111,214 at 6%; with 100% employer match about $125,116 at 4% or $83,411 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$1,057,706$70,065$10,009iApproximate average salary by contribution assumption: employee only about $250,232 at 4% or $166,821 at 6%; with 50% employer match about $166,821 at 4% or $111,214 at 6%; with 100% employer match about $125,116 at 4% or $83,411 at 6%.
200917$858,809$86,496$12,357iApproximate average salary by contribution assumption: employee only about $308,914 at 4% or $205,943 at 6%; with 50% employer match about $205,943 at 4% or $137,295 at 6%; with 100% employer match about $154,457 at 4% or $102,971 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-7$858,809$86,496$12,357iApproximate average salary by contribution assumption: employee only about $308,914 at 4% or $205,943 at 6%; with 50% employer match about $205,943 at 4% or $137,295 at 6%; with 100% employer match about $154,457 at 4% or $102,971 at 6%.
200816$653,614$76,049$12,675iApproximate average salary by contribution assumption: employee only about $316,871 at 4% or $211,247 at 6%; with 50% employer match about $211,247 at 4% or $140,831 at 6%; with 100% employer match about $158,435 at 4% or $105,624 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-6$653,614$76,049$12,675iApproximate average salary by contribution assumption: employee only about $316,871 at 4% or $211,247 at 6%; with 50% employer match about $211,247 at 4% or $140,831 at 6%; with 100% employer match about $158,435 at 4% or $105,624 at 6%.
200714$785,366$74,953$18,738iApproximate average salary by contribution assumption: employee only about $468,456 at 4% or $312,304 at 6%; with 50% employer match about $312,304 at 4% or $208,203 at 6%; with 100% employer match about $234,228 at 4% or $156,152 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-4$785,366$74,953$18,738iApproximate average salary by contribution assumption: employee only about $468,456 at 4% or $312,304 at 6%; with 50% employer match about $312,304 at 4% or $208,203 at 6%; with 100% employer match about $234,228 at 4% or $156,152 at 6%.
200615$663,861$71,472$14,294iApproximate average salary by contribution assumption: employee only about $357,360 at 4% or $238,240 at 6%; with 50% employer match about $238,240 at 4% or $158,827 at 6%; with 100% employer match about $178,680 at 4% or $119,120 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-5$663,861$71,472$14,294iApproximate average salary by contribution assumption: employee only about $357,360 at 4% or $238,240 at 6%; with 50% employer match about $238,240 at 4% or $158,827 at 6%; with 100% employer match about $178,680 at 4% or $119,120 at 6%.
200516$529,407$76,066$12,678iApproximate average salary by contribution assumption: employee only about $316,942 at 4% or $211,294 at 6%; with 50% employer match about $211,294 at 4% or $140,863 at 6%; with 100% employer match about $158,471 at 4% or $105,647 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-6$529,407$76,066$12,678iApproximate average salary by contribution assumption: employee only about $316,942 at 4% or $211,294 at 6%; with 50% employer match about $211,294 at 4% or $140,863 at 6%; with 100% employer match about $158,471 at 4% or $105,647 at 6%.
200316$420,362$79,071$13,179iApproximate average salary by contribution assumption: employee only about $329,463 at 4% or $219,642 at 6%; with 50% employer match about $219,642 at 4% or $146,428 at 6%; with 100% employer match about $164,731 at 4% or $109,821 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-6$420,362$79,071$13,179iApproximate average salary by contribution assumption: employee only about $329,463 at 4% or $219,642 at 6%; with 50% employer match about $219,642 at 4% or $146,428 at 6%; with 100% employer match about $164,731 at 4% or $109,821 at 6%.
200215$266,840$34,196$6,839iApproximate average salary by contribution assumption: employee only about $170,980 at 4% or $113,987 at 6%; with 50% employer match about $113,987 at 4% or $75,991 at 6%; with 100% employer match about $85,490 at 4% or $56,993 at 6%.
Dr. Colin Smith, DMD PC Profit Sharing Plan-5$266,840$34,196$6,839iApproximate average salary by contribution assumption: employee only about $170,980 at 4% or $113,987 at 6%; with 50% employer match about $113,987 at 4% or $75,991 at 6%; with 100% employer match about $85,490 at 4% or $56,993 at 6%.