Smart Planning Company
Plan context: SMART PLANNING COMPANY DEFINED BENEFIT PLAN
EIN 43-1450543 • 6 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$87,498
2005 Contributions
$8,109
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 1 | $87,498 | $8,109 | $8,109iApproximate average salary by contribution assumption: employee only about $202,725 at 4% or $135,150 at 6%; with 50% employer match about $135,150 at 4% or $90,100 at 6%; with 100% employer match about $101,363 at 4% or $67,575 at 6%. |
| SMART PLANNING COMPANY DEFINED BENEFIT PLAN | - | 1 | $87,498 | $8,109 | $8,109iApproximate average salary by contribution assumption: employee only about $202,725 at 4% or $135,150 at 6%; with 50% employer match about $135,150 at 4% or $90,100 at 6%; with 100% employer match about $101,363 at 4% or $67,575 at 6%. |
| 2004 | 1 | 2 | $81,014 | $8,527 | $4,264iApproximate average salary by contribution assumption: employee only about $106,588 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,294 at 4% or $35,529 at 6%. |
| SMART PLANNING COMPANY DEFINED BENEFIT PLAN | - | 2 | $81,014 | $8,527 | $4,264iApproximate average salary by contribution assumption: employee only about $106,588 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,294 at 4% or $35,529 at 6%. |
| 2003 | 1 | 1 | $65,457 | $0 | - |
| SMART PLANNING COMPANY DEFINED BENEFIT PLAN | - | 1 | $65,457 | - | - |
| 2002 | 1 | 2 | $58,262 | $17,717 | $8,859iApproximate average salary by contribution assumption: employee only about $221,463 at 4% or $147,642 at 6%; with 50% employer match about $147,642 at 4% or $98,428 at 6%; with 100% employer match about $110,731 at 4% or $73,821 at 6%. |
| SMART PLANNING COMPANY DEFINED BENEFIT PLAN | - | 2 | $58,262 | $17,717 | $8,859iApproximate average salary by contribution assumption: employee only about $221,463 at 4% or $147,642 at 6%; with 50% employer match about $147,642 at 4% or $98,428 at 6%; with 100% employer match about $110,731 at 4% or $73,821 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Smart Planning Company Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Smart Planning Company Profit Sharing Plan | - | 0 | - | - | - |