Civic Intelligence

Smith Insurance and Financial Services

Plan context: Smith Insurance and Financial Services 401K Profit Sharing Plan and Trust

EIN 43-1331910 • 3 filings • 1 plans

Current Snapshot

Latest Year

2001

2001 Participants

5

2001 Assets

$89,559

2001 Contributions

$7,340

Historical Graphs

Total Assets Over Time

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

$89,559$44,780$019992000YearValue
$89,559Latest year 2000

Participants Over Time

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

53019992000YearValue
5Latest year 2000

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
200110$0$7,340-
Smith Insurance and Financial Services 401K Profit Sharing Plan and Trust-0-$7,340-
200015$89,559$32,764$6,553iApproximate average salary by contribution assumption: employee only about $163,820 at 4% or $109,213 at 6%; with 50% employer match about $109,213 at 4% or $72,809 at 6%; with 100% employer match about $81,910 at 4% or $54,607 at 6%.
Smith Insurance and Financial Services 401K Profit Sharing Plan and Trust-5$89,559$32,764$6,553iApproximate average salary by contribution assumption: employee only about $163,820 at 4% or $109,213 at 6%; with 50% employer match about $109,213 at 4% or $72,809 at 6%; with 100% employer match about $81,910 at 4% or $54,607 at 6%.
199915$83,538$38,534$7,707iApproximate average salary by contribution assumption: employee only about $192,670 at 4% or $128,447 at 6%; with 50% employer match about $128,447 at 4% or $85,631 at 6%; with 100% employer match about $96,335 at 4% or $64,223 at 6%.
Smith Insurance and Financial Services 401K Profit Sharing Plan and Trust-5$83,538$38,534$7,707iApproximate average salary by contribution assumption: employee only about $192,670 at 4% or $128,447 at 6%; with 50% employer match about $128,447 at 4% or $85,631 at 6%; with 100% employer match about $96,335 at 4% or $64,223 at 6%.