Civic Intelligence

Smith Financial Group

Plan context: Smith Financial Group Profit Sharing Plan

EIN 43-1716872 • 8 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$482,982

2007 Contributions

$39,280

Historical Graphs

Total Assets Over Time

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

$482,982$241,491$0200020042007YearValue
$482,982Latest year 2007

Participants Over Time

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

210200020042007YearValue
1Latest year 2007

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
200711$482,982$39,280$39,280iApproximate average salary by contribution assumption: employee only about $982,000 at 4% or $654,667 at 6%; with 50% employer match about $654,667 at 4% or $436,444 at 6%; with 100% employer match about $491,000 at 4% or $327,333 at 6%.
Smith Financial Group Profit Sharing Plan-1$482,982$39,280$39,280iApproximate average salary by contribution assumption: employee only about $982,000 at 4% or $654,667 at 6%; with 50% employer match about $654,667 at 4% or $436,444 at 6%; with 100% employer match about $491,000 at 4% or $327,333 at 6%.
200611$420,435$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Smith Financial Group Profit Sharing Plan-1$420,435$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$336,907$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Smith Financial Group Profit Sharing Plan-1$336,907$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200411$293,952$33,678$33,678iApproximate average salary by contribution assumption: employee only about $841,950 at 4% or $561,300 at 6%; with 50% employer match about $561,300 at 4% or $374,200 at 6%; with 100% employer match about $420,975 at 4% or $280,650 at 6%.
Smith Financial Group Profit Sharing Plan-1$293,952$33,678$33,678iApproximate average salary by contribution assumption: employee only about $841,950 at 4% or $561,300 at 6%; with 50% employer match about $561,300 at 4% or $374,200 at 6%; with 100% employer match about $420,975 at 4% or $280,650 at 6%.
200312$227,725$28,054$14,027iApproximate average salary by contribution assumption: employee only about $350,675 at 4% or $233,783 at 6%; with 50% employer match about $233,783 at 4% or $155,856 at 6%; with 100% employer match about $175,338 at 4% or $116,892 at 6%.
Smith Financial Group Profit Sharing Plan-2$227,725$28,054$14,027iApproximate average salary by contribution assumption: employee only about $350,675 at 4% or $233,783 at 6%; with 50% employer match about $233,783 at 4% or $155,856 at 6%; with 100% employer match about $175,338 at 4% or $116,892 at 6%.
200212$154,844$26,390$13,195iApproximate average salary by contribution assumption: employee only about $329,875 at 4% or $219,917 at 6%; with 50% employer match about $219,917 at 4% or $146,611 at 6%; with 100% employer match about $164,938 at 4% or $109,958 at 6%.
Smith Financial Group Profit Sharing Plan-2$154,844$26,390$13,195iApproximate average salary by contribution assumption: employee only about $329,875 at 4% or $219,917 at 6%; with 50% employer match about $219,917 at 4% or $146,611 at 6%; with 100% employer match about $164,938 at 4% or $109,958 at 6%.
200112$0$0-
Smith Financial Group Profit Sharing Plan-2---
200012$146,283$36,273$18,137iApproximate average salary by contribution assumption: employee only about $453,413 at 4% or $302,275 at 6%; with 50% employer match about $302,275 at 4% or $201,517 at 6%; with 100% employer match about $226,706 at 4% or $151,138 at 6%.
Smith Financial Group Profit Sharing Plan-2$146,283$36,273$18,137iApproximate average salary by contribution assumption: employee only about $453,413 at 4% or $302,275 at 6%; with 50% employer match about $302,275 at 4% or $201,517 at 6%; with 100% employer match about $226,706 at 4% or $151,138 at 6%.