Civic Intelligence

Dale J. Smith, Broker Inc.

Plan context: Dale J. Smith, Broker Inc. Profit Sharing Plan

EIN 38-3274433 • 14 filings • 3 plans

Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$85,718

2012 Contributions

$6,000

Historical Graphs

Total Assets Over Time

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

$344,097$172,049$0199920062011YearValue
$85,718Latest year 2011

Participants Over Time

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

420199920062011YearValue
2Latest year 2011

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
201210$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-0---
201112$85,718$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-2$85,718--
201011$151,414$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-1$151,414$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200911$141,942$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-1$141,942$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200812$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-2---
200713$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-3---
200614$344,097$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-4$344,097$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200514$299,660$51,729$12,932iApproximate average salary by contribution assumption: employee only about $323,306 at 4% or $215,538 at 6%; with 50% employer match about $215,538 at 4% or $143,692 at 6%; with 100% employer match about $161,653 at 4% or $107,769 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-4$299,660$51,729$12,932iApproximate average salary by contribution assumption: employee only about $323,306 at 4% or $215,538 at 6%; with 50% employer match about $215,538 at 4% or $143,692 at 6%; with 100% employer match about $161,653 at 4% or $107,769 at 6%.
200414$241,048$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-4$241,048$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200310$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-0---
200213$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-3---
200112$0$0-
Dale J. Smith, Broker Inc. Profit Sharing Plan-2---
200012$117,281$35,156$17,578iApproximate average salary by contribution assumption: employee only about $439,450 at 4% or $292,967 at 6%; with 50% employer match about $292,967 at 4% or $195,311 at 6%; with 100% employer match about $219,725 at 4% or $146,483 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-2$117,281$35,156$17,578iApproximate average salary by contribution assumption: employee only about $439,450 at 4% or $292,967 at 6%; with 50% employer match about $292,967 at 4% or $195,311 at 6%; with 100% employer match about $219,725 at 4% or $146,483 at 6%.
199912$112,734$31,331$15,666iApproximate average salary by contribution assumption: employee only about $391,638 at 4% or $261,092 at 6%; with 50% employer match about $261,092 at 4% or $174,061 at 6%; with 100% employer match about $195,819 at 4% or $130,546 at 6%.
Dale J. Smith, Broker Inc. Profit Sharing Plan-2$112,734$31,331$15,666iApproximate average salary by contribution assumption: employee only about $391,638 at 4% or $261,092 at 6%; with 50% employer match about $261,092 at 4% or $174,061 at 6%; with 100% employer match about $195,819 at 4% or $130,546 at 6%.