Richard a. Smith & Associates Inc.
Plan context: Richard a. Smith & Associates Inc. Profit Sharing Plan
EIN 38-1895717 • Rochester, MI • 25 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$2,404,408
2020 Contributions
$49,180
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 | 2 | $2,404,408 | $49,180 | $24,590iApproximate average salary by contribution assumption: employee only about $614,750 at 4% or $409,833 at 6%; with 50% employer match about $409,833 at 4% or $273,222 at 6%; with 100% employer match about $307,375 at 4% or $204,917 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $2,404,408 | $49,180 | $24,590iApproximate average salary by contribution assumption: employee only about $614,750 at 4% or $409,833 at 6%; with 50% employer match about $409,833 at 4% or $273,222 at 6%; with 100% employer match about $307,375 at 4% or $204,917 at 6%. |
| 2019 | 1 | 2 | $1,915,907 | $33,160 | $16,580iApproximate average salary by contribution assumption: employee only about $414,500 at 4% or $276,333 at 6%; with 50% employer match about $276,333 at 4% or $184,222 at 6%; with 100% employer match about $207,250 at 4% or $138,167 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $1,915,907 | $33,160 | $16,580iApproximate average salary by contribution assumption: employee only about $414,500 at 4% or $276,333 at 6%; with 50% employer match about $276,333 at 4% or $184,222 at 6%; with 100% employer match about $207,250 at 4% or $138,167 at 6%. |
| 2018 | 1 | 2 | $1,439,460 | $46,560 | $23,280iApproximate average salary by contribution assumption: employee only about $582,000 at 4% or $388,000 at 6%; with 50% employer match about $388,000 at 4% or $258,667 at 6%; with 100% employer match about $291,000 at 4% or $194,000 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $1,439,460 | $46,560 | $23,280iApproximate average salary by contribution assumption: employee only about $582,000 at 4% or $388,000 at 6%; with 50% employer match about $388,000 at 4% or $258,667 at 6%; with 100% employer match about $291,000 at 4% or $194,000 at 6%. |
| 2017 | 1 | 2 | $1,524,061 | $99,560 | $49,780iApproximate average salary by contribution assumption: employee only about $1,244,500 at 4% or $829,667 at 6%; with 50% employer match about $829,667 at 4% or $553,111 at 6%; with 100% employer match about $622,250 at 4% or $414,833 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $1,524,061 | $99,560 | $49,780iApproximate average salary by contribution assumption: employee only about $1,244,500 at 4% or $829,667 at 6%; with 50% employer match about $829,667 at 4% or $553,111 at 6%; with 100% employer match about $622,250 at 4% or $414,833 at 6%. |
| 2016 | 1 | 2 | $1,160,799 | $98,660 | $49,330iApproximate average salary by contribution assumption: employee only about $1,233,250 at 4% or $822,167 at 6%; with 50% employer match about $822,167 at 4% or $548,111 at 6%; with 100% employer match about $616,625 at 4% or $411,083 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $1,160,799 | $98,660 | $49,330iApproximate average salary by contribution assumption: employee only about $1,233,250 at 4% or $822,167 at 6%; with 50% employer match about $822,167 at 4% or $548,111 at 6%; with 100% employer match about $616,625 at 4% or $411,083 at 6%. |
| 2015 | 1 | 2 | $1,010,789 | $98,260 | $49,130iApproximate average salary by contribution assumption: employee only about $1,228,250 at 4% or $818,833 at 6%; with 50% employer match about $818,833 at 4% or $545,889 at 6%; with 100% employer match about $614,125 at 4% or $409,417 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $1,010,789 | $98,260 | $49,130iApproximate average salary by contribution assumption: employee only about $1,228,250 at 4% or $818,833 at 6%; with 50% employer match about $818,833 at 4% or $545,889 at 6%; with 100% employer match about $614,125 at 4% or $409,417 at 6%. |
| 2014 | 1 | 2 | $894,144 | $104,400 | $52,200iApproximate average salary by contribution assumption: employee only about $1,305,000 at 4% or $870,000 at 6%; with 50% employer match about $870,000 at 4% or $580,000 at 6%; with 100% employer match about $652,500 at 4% or $435,000 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $894,144 | $104,400 | $52,200iApproximate average salary by contribution assumption: employee only about $1,305,000 at 4% or $870,000 at 6%; with 50% employer match about $870,000 at 4% or $580,000 at 6%; with 100% employer match about $652,500 at 4% or $435,000 at 6%. |
| 2013 | 1 | 2 | $704,049 | $104,020 | $52,010iApproximate average salary by contribution assumption: employee only about $1,300,250 at 4% or $866,833 at 6%; with 50% employer match about $866,833 at 4% or $577,889 at 6%; with 100% employer match about $650,125 at 4% or $433,417 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $704,049 | $104,020 | $52,010iApproximate average salary by contribution assumption: employee only about $1,300,250 at 4% or $866,833 at 6%; with 50% employer match about $866,833 at 4% or $577,889 at 6%; with 100% employer match about $650,125 at 4% or $433,417 at 6%. |
| 2012 | 1 | 2 | $465,573 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $465,573 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2011 | 1 | 2 | $397,436 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $397,436 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2010 | 1 | 2 | $381,201 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $381,201 | - | - |
| 2009 | 1 | 5 | $415,028 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 5 | $415,028 | - | - |
| 2008 | 1 | 3 | $373,323 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 3 | $373,323 | - | - |
| 2007 | 1 | 5 | $500,320 | $36,019 | $7,204iApproximate average salary by contribution assumption: employee only about $180,095 at 4% or $120,063 at 6%; with 50% employer match about $120,063 at 4% or $80,042 at 6%; with 100% employer match about $90,048 at 4% or $60,032 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 5 | $500,320 | $36,019 | $7,204iApproximate average salary by contribution assumption: employee only about $180,095 at 4% or $120,063 at 6%; with 50% employer match about $120,063 at 4% or $80,042 at 6%; with 100% employer match about $90,048 at 4% or $60,032 at 6%. |
| 2006 | 1 | 2 | $508,327 | $29,740 | $14,870iApproximate average salary by contribution assumption: employee only about $371,750 at 4% or $247,833 at 6%; with 50% employer match about $247,833 at 4% or $165,222 at 6%; with 100% employer match about $185,875 at 4% or $123,917 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $508,327 | $29,740 | $14,870iApproximate average salary by contribution assumption: employee only about $371,750 at 4% or $247,833 at 6%; with 50% employer match about $247,833 at 4% or $165,222 at 6%; with 100% employer match about $185,875 at 4% or $123,917 at 6%. |
| 2005 | 1 | 2 | $3,981,270 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 2 | $3,981,270 | - | - |
| 2004 | 1 | 4 | $3,611,599 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 4 | $3,611,599 | - | - |
| 2003 | 1 | 4 | $3,395,883 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 4 | $3,395,883 | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Richard a. Smith & Associates Inc. Employee Money Purchase Pension Plan | - | 0 | - | - | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Richard a. Smith & Associates Inc. Employee Money Purchase Pension Plan | - | 4 | - | - | - |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 2 | 5 | $4,479,846 | $307,728 | $61,546iApproximate average salary by contribution assumption: employee only about $1,538,640 at 4% or $1,025,760 at 6%; with 50% employer match about $1,025,760 at 4% or $683,840 at 6%; with 100% employer match about $769,320 at 4% or $512,880 at 6%. |
| Richard a. Smith & Associates Inc. Profit Sharing Plan | - | 5 | $3,391,723 | $48,969 | $9,794iApproximate average salary by contribution assumption: employee only about $244,845 at 4% or $163,230 at 6%; with 50% employer match about $163,230 at 4% or $108,820 at 6%; with 100% employer match about $122,422 at 4% or $81,615 at 6%. |
| Richard a. Smith & Associates Inc. Employee Money Purchase Pension Plan | - | 4 | $1,088,123 | $258,759 | $64,690iApproximate average salary by contribution assumption: employee only about $1,617,244 at 4% or $1,078,163 at 6%; with 50% employer match about $1,078,163 at 4% or $718,775 at 6%; with 100% employer match about $808,622 at 4% or $539,081 at 6%. |