Isabel Francis Smith Ltd.
Plan context: ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN
EIN 38-2358564 • New Hudson, MI • 39 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$4,216,466
2025 Contributions
$127,959
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 7 | $4,216,466 | $127,959 | $18,280iApproximate average salary by contribution assumption: employee only about $456,996 at 4% or $304,664 at 6%; with 50% employer match about $304,664 at 4% or $203,110 at 6%; with 100% employer match about $228,498 at 4% or $152,332 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $2,297,576 | $0 | - |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $1,918,890 | $127,959 | $18,280iApproximate average salary by contribution assumption: employee only about $456,996 at 4% or $304,664 at 6%; with 50% employer match about $304,664 at 4% or $203,110 at 6%; with 100% employer match about $228,498 at 4% or $152,332 at 6%. |
| 2024 | 2 | 7 | $3,483,002 | $308,200 | $44,029iApproximate average salary by contribution assumption: employee only about $1,100,714 at 4% or $733,810 at 6%; with 50% employer match about $733,810 at 4% or $489,206 at 6%; with 100% employer match about $550,357 at 4% or $366,905 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $1,954,269 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $1,528,733 | $208,200 | $29,743iApproximate average salary by contribution assumption: employee only about $743,571 at 4% or $495,714 at 6%; with 50% employer match about $495,714 at 4% or $330,476 at 6%; with 100% employer match about $371,786 at 4% or $247,857 at 6%. |
| 2023 | 2 | 7 | $3,268,428 | $417,860 | $59,694iApproximate average salary by contribution assumption: employee only about $1,492,357 at 4% or $994,905 at 6%; with 50% employer match about $994,905 at 4% or $663,270 at 6%; with 100% employer match about $746,179 at 4% or $497,452 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $1,647,922 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $1,620,506 | $217,860 | $31,123iApproximate average salary by contribution assumption: employee only about $778,071 at 4% or $518,714 at 6%; with 50% employer match about $518,714 at 4% or $345,810 at 6%; with 100% employer match about $389,036 at 4% or $259,357 at 6%. |
| 2022 | 2 | 7 | $2,576,462 | $204,554 | $29,222iApproximate average salary by contribution assumption: employee only about $730,550 at 4% or $487,033 at 6%; with 50% employer match about $487,033 at 4% or $324,689 at 6%; with 100% employer match about $365,275 at 4% or $243,517 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $1,304,312 | $0 | - |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $1,272,150 | $204,554 | $29,222iApproximate average salary by contribution assumption: employee only about $730,550 at 4% or $487,033 at 6%; with 50% employer match about $487,033 at 4% or $324,689 at 6%; with 100% employer match about $365,275 at 4% or $243,517 at 6%. |
| 2021 | 2 | 6 | $2,803,575 | $154,041 | $25,674iApproximate average salary by contribution assumption: employee only about $641,838 at 4% or $427,892 at 6%; with 50% employer match about $427,892 at 4% or $285,261 at 6%; with 100% employer match about $320,919 at 4% or $213,946 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $1,567,694 | $0 | - |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $1,235,881 | $154,041 | $25,674iApproximate average salary by contribution assumption: employee only about $641,838 at 4% or $427,892 at 6%; with 50% employer match about $427,892 at 4% or $285,261 at 6%; with 100% employer match about $320,919 at 4% or $213,946 at 6%. |
| 2020 | 2 | 7 | $2,397,282 | $126,301 | $18,043iApproximate average salary by contribution assumption: employee only about $451,075 at 4% or $300,717 at 6%; with 50% employer match about $300,717 at 4% or $200,478 at 6%; with 100% employer match about $225,538 at 4% or $150,358 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $1,424,201 | $0 | - |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $973,081 | $126,301 | $18,043iApproximate average salary by contribution assumption: employee only about $451,075 at 4% or $300,717 at 6%; with 50% employer match about $300,717 at 4% or $200,478 at 6%; with 100% employer match about $225,538 at 4% or $150,358 at 6%. |
| 2019 | 2 | 7 | $2,099,613 | $209,021 | $29,860iApproximate average salary by contribution assumption: employee only about $746,504 at 4% or $497,669 at 6%; with 50% employer match about $497,669 at 4% or $331,779 at 6%; with 100% employer match about $373,252 at 4% or $248,835 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $1,225,691 | $114,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $873,922 | $95,021 | $13,574iApproximate average salary by contribution assumption: employee only about $339,361 at 4% or $226,240 at 6%; with 50% employer match about $226,240 at 4% or $150,827 at 6%; with 100% employer match about $169,680 at 4% or $113,120 at 6%. |
| 2018 | 2 | 7 | $1,534,434 | $278,113 | $39,730iApproximate average salary by contribution assumption: employee only about $993,261 at 4% or $662,174 at 6%; with 50% employer match about $662,174 at 4% or $441,449 at 6%; with 100% employer match about $496,630 at 4% or $331,087 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $896,579 | $160,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $637,855 | $118,113 | $16,873iApproximate average salary by contribution assumption: employee only about $421,832 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,611 at 6%. |
| 2017 | 2 | 7 | $1,347,414 | $261,952 | $37,422iApproximate average salary by contribution assumption: employee only about $935,543 at 4% or $623,695 at 6%; with 50% employer match about $623,695 at 4% or $415,797 at 6%; with 100% employer match about $467,771 at 4% or $311,848 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $794,479 | $159,628 | $26,605iApproximate average salary by contribution assumption: employee only about $665,117 at 4% or $443,411 at 6%; with 50% employer match about $443,411 at 4% or $295,607 at 6%; with 100% employer match about $332,558 at 4% or $221,706 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $552,935 | $102,324 | $14,618iApproximate average salary by contribution assumption: employee only about $365,443 at 4% or $243,629 at 6%; with 50% employer match about $243,629 at 4% or $162,419 at 6%; with 100% employer match about $182,721 at 4% or $121,814 at 6%. |
| 2016 | 2 | 7 | $895,637 | $265,709 | $37,958iApproximate average salary by contribution assumption: employee only about $948,961 at 4% or $632,640 at 6%; with 50% employer match about $632,640 at 4% or $421,760 at 6%; with 100% employer match about $474,480 at 4% or $316,320 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $515,881 | $159,445 | $26,574iApproximate average salary by contribution assumption: employee only about $664,354 at 4% or $442,903 at 6%; with 50% employer match about $442,903 at 4% or $295,269 at 6%; with 100% employer match about $332,177 at 4% or $221,451 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $379,756 | $106,264 | $15,181iApproximate average salary by contribution assumption: employee only about $379,514 at 4% or $253,010 at 6%; with 50% employer match about $253,010 at 4% or $168,673 at 6%; with 100% employer match about $189,757 at 4% or $126,505 at 6%. |
| 2015 | 2 | 7 | $862,763 | $211,108 | $30,158iApproximate average salary by contribution assumption: employee only about $753,957 at 4% or $502,638 at 6%; with 50% employer match about $502,638 at 4% or $335,092 at 6%; with 100% employer match about $376,979 at 4% or $251,319 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $549,411 | $106,108 | $15,158iApproximate average salary by contribution assumption: employee only about $378,957 at 4% or $252,638 at 6%; with 50% employer match about $252,638 at 4% or $168,425 at 6%; with 100% employer match about $189,479 at 4% or $126,319 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 6 | $313,352 | $105,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2014 | 2 | 7 | $660,151 | $228,055 | $32,579iApproximate average salary by contribution assumption: employee only about $814,482 at 4% or $542,988 at 6%; with 50% employer match about $542,988 at 4% or $361,992 at 6%; with 100% employer match about $407,241 at 4% or $271,494 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $445,686 | $123,055 | $17,579iApproximate average salary by contribution assumption: employee only about $439,482 at 4% or $292,988 at 6%; with 50% employer match about $292,988 at 4% or $195,325 at 6%; with 100% employer match about $219,741 at 4% or $146,494 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $214,465 | $105,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2013 | 2 | 7 | $413,662 | $189,791 | $27,113iApproximate average salary by contribution assumption: employee only about $677,825 at 4% or $451,883 at 6%; with 50% employer match about $451,883 at 4% or $301,256 at 6%; with 100% employer match about $338,913 at 4% or $225,942 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $309,723 | $87,791 | $12,542iApproximate average salary by contribution assumption: employee only about $313,539 at 4% or $209,026 at 6%; with 50% employer match about $209,026 at 4% or $139,351 at 6%; with 100% employer match about $156,770 at 4% or $104,513 at 6%. |
| ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | - | 7 | $103,939 | $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%. |
| 2012 | 1 | 6 | $185,738 | $75,159 | $12,527iApproximate average salary by contribution assumption: employee only about $313,163 at 4% or $208,775 at 6%; with 50% employer match about $208,775 at 4% or $139,183 at 6%; with 100% employer match about $156,581 at 4% or $104,388 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $185,738 | $75,159 | $12,527iApproximate average salary by contribution assumption: employee only about $313,163 at 4% or $208,775 at 6%; with 50% employer match about $208,775 at 4% or $139,183 at 6%; with 100% employer match about $156,581 at 4% or $104,388 at 6%. |
| 2011 | 1 | 7 | $201,424 | $65,115 | $9,302iApproximate average salary by contribution assumption: employee only about $232,554 at 4% or $155,036 at 6%; with 50% employer match about $155,036 at 4% or $103,357 at 6%; with 100% employer match about $116,277 at 4% or $77,518 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $201,424 | $65,115 | $9,302iApproximate average salary by contribution assumption: employee only about $232,554 at 4% or $155,036 at 6%; with 50% employer match about $155,036 at 4% or $103,357 at 6%; with 100% employer match about $116,277 at 4% or $77,518 at 6%. |
| 2010 | 1 | 7 | $788,231 | $66,592 | $9,513iApproximate average salary by contribution assumption: employee only about $237,829 at 4% or $158,552 at 6%; with 50% employer match about $158,552 at 4% or $105,702 at 6%; with 100% employer match about $118,914 at 4% or $79,276 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $788,231 | $66,592 | $9,513iApproximate average salary by contribution assumption: employee only about $237,829 at 4% or $158,552 at 6%; with 50% employer match about $158,552 at 4% or $105,702 at 6%; with 100% employer match about $118,914 at 4% or $79,276 at 6%. |
| 2009 | 1 | 6 | $633,801 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $633,801 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| 2008 | 1 | 6 | $462,614 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $462,614 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| 2007 | 1 | 6 | $657,147 | $57,131 | $9,522iApproximate average salary by contribution assumption: employee only about $238,046 at 4% or $158,697 at 6%; with 50% employer match about $158,697 at 4% or $105,798 at 6%; with 100% employer match about $119,023 at 4% or $79,349 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $657,147 | $57,131 | $9,522iApproximate average salary by contribution assumption: employee only about $238,046 at 4% or $158,697 at 6%; with 50% employer match about $158,697 at 4% or $105,798 at 6%; with 100% employer match about $119,023 at 4% or $79,349 at 6%. |
| 2006 | 1 | 6 | $573,274 | $55,463 | $9,244iApproximate average salary by contribution assumption: employee only about $231,096 at 4% or $154,064 at 6%; with 50% employer match about $154,064 at 4% or $102,709 at 6%; with 100% employer match about $115,548 at 4% or $77,032 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $573,274 | $55,463 | $9,244iApproximate average salary by contribution assumption: employee only about $231,096 at 4% or $154,064 at 6%; with 50% employer match about $154,064 at 4% or $102,709 at 6%; with 100% employer match about $115,548 at 4% or $77,032 at 6%. |
| 2005 | 1 | 6 | $3,807,258 | $49,241 | $8,207iApproximate average salary by contribution assumption: employee only about $205,171 at 4% or $136,781 at 6%; with 50% employer match about $136,781 at 4% or $91,187 at 6%; with 100% employer match about $102,585 at 4% or $68,390 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 6 | $3,807,258 | $49,241 | $8,207iApproximate average salary by contribution assumption: employee only about $205,171 at 4% or $136,781 at 6%; with 50% employer match about $136,781 at 4% or $91,187 at 6%; with 100% employer match about $102,585 at 4% or $68,390 at 6%. |
| 2004 | 1 | 5 | $3,501,269 | $52,052 | $10,410iApproximate average salary by contribution assumption: employee only about $260,260 at 4% or $173,507 at 6%; with 50% employer match about $173,507 at 4% or $115,671 at 6%; with 100% employer match about $130,130 at 4% or $86,753 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 5 | $3,501,269 | $52,052 | $10,410iApproximate average salary by contribution assumption: employee only about $260,260 at 4% or $173,507 at 6%; with 50% employer match about $173,507 at 4% or $115,671 at 6%; with 100% employer match about $130,130 at 4% or $86,753 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 4 | - | - | - |
| 2002 | 1 | 4 | $2,245,135 | $85,941 | $21,485iApproximate average salary by contribution assumption: employee only about $537,131 at 4% or $358,088 at 6%; with 50% employer match about $358,088 at 4% or $238,725 at 6%; with 100% employer match about $268,566 at 4% or $179,044 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 4 | $2,245,135 | $85,941 | $21,485iApproximate average salary by contribution assumption: employee only about $537,131 at 4% or $358,088 at 6%; with 50% employer match about $358,088 at 4% or $238,725 at 6%; with 100% employer match about $268,566 at 4% or $179,044 at 6%. |
| 2001 | 1 | 7 | $2,287,561 | $41,357 | $5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 7 | $2,287,561 | $41,357 | $5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%. |
| 2000 | 1 | 5 | $2,417,495 | $29,707 | $5,941iApproximate average salary by contribution assumption: employee only about $148,535 at 4% or $99,023 at 6%; with 50% employer match about $99,023 at 4% or $66,016 at 6%; with 100% employer match about $74,268 at 4% or $49,512 at 6%. |
| Isabel Francis Smith Ltd. Profit Sharing Trust | - | 5 | $2,417,495 | $29,707 | $5,941iApproximate average salary by contribution assumption: employee only about $148,535 at 4% or $99,023 at 6%; with 50% employer match about $99,023 at 4% or $66,016 at 6%; with 100% employer match about $74,268 at 4% or $49,512 at 6%. |