David R. Smith PC.
Plan context: David R. Smith PC. Defined Benefit Plan
EIN 43-1838493 • Kansas City, MO • 33 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,739,636
2024 Contributions
$80,000
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $2,739,636 | $80,000 | $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%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $2,126,134 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $613,502 | $30,000 | $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%. |
| 2023 | 2 | 3 | $2,449,737 | $85,700 | $28,567iApproximate average salary by contribution assumption: employee only about $714,167 at 4% or $476,111 at 6%; with 50% employer match about $476,111 at 4% or $317,407 at 6%; with 100% employer match about $357,083 at 4% or $238,056 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,916,580 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $533,157 | $35,700 | $17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%. |
| 2022 | 2 | 3 | $2,083,297 | $61,574 | $20,525iApproximate average salary by contribution assumption: employee only about $513,117 at 4% or $342,078 at 6%; with 50% employer match about $342,078 at 4% or $228,052 at 6%; with 100% employer match about $256,558 at 4% or $171,039 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,650,651 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $432,646 | $31,574 | $15,787iApproximate average salary by contribution assumption: employee only about $394,675 at 4% or $263,117 at 6%; with 50% employer match about $263,117 at 4% or $175,411 at 6%; with 100% employer match about $197,338 at 4% or $131,558 at 6%. |
| 2021 | 2 | 3 | $2,332,496 | $31,146 | $10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,863,805 | - | - |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $468,691 | $31,146 | $15,573iApproximate average salary by contribution assumption: employee only about $389,325 at 4% or $259,550 at 6%; with 50% employer match about $259,550 at 4% or $173,033 at 6%; with 100% employer match about $194,663 at 4% or $129,775 at 6%. |
| 2020 | 2 | 3 | $2,055,395 | $31,146 | $10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,677,924 | - | - |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $377,471 | $31,146 | $15,573iApproximate average salary by contribution assumption: employee only about $389,325 at 4% or $259,550 at 6%; with 50% employer match about $259,550 at 4% or $173,033 at 6%; with 100% employer match about $194,663 at 4% or $129,775 at 6%. |
| 2019 | 2 | 3 | $1,685,078 | $30,940 | $10,313iApproximate average salary by contribution assumption: employee only about $257,833 at 4% or $171,889 at 6%; with 50% employer match about $171,889 at 4% or $114,593 at 6%; with 100% employer match about $128,917 at 4% or $85,944 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,410,258 | - | - |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $274,820 | $30,940 | $15,470iApproximate average salary by contribution assumption: employee only about $386,750 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,917 at 6%. |
| 2018 | 2 | 3 | $1,483,452 | $324,155 | $108,052iApproximate average salary by contribution assumption: employee only about $2,701,292 at 4% or $1,800,861 at 6%; with 50% employer match about $1,800,861 at 4% or $1,200,574 at 6%; with 100% employer match about $1,350,646 at 4% or $900,431 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,271,107 | $299,655 | $99,885iApproximate average salary by contribution assumption: employee only about $2,497,125 at 4% or $1,664,750 at 6%; with 50% employer match about $1,664,750 at 4% or $1,109,833 at 6%; with 100% employer match about $1,248,563 at 4% or $832,375 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $212,345 | $24,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| 2017 | 2 | 3 | $1,600,263 | $499,167 | $166,389iApproximate average salary by contribution assumption: employee only about $4,159,725 at 4% or $2,773,150 at 6%; with 50% employer match about $2,773,150 at 4% or $1,848,767 at 6%; with 100% employer match about $2,079,863 at 4% or $1,386,575 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $1,332,421 | $471,717 | $157,239iApproximate average salary by contribution assumption: employee only about $3,930,975 at 4% or $2,620,650 at 6%; with 50% employer match about $2,620,650 at 4% or $1,747,100 at 6%; with 100% employer match about $1,965,488 at 4% or $1,310,325 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $267,842 | $27,450 | $13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%. |
| 2016 | 2 | 3 | $1,043,291 | $59,300 | $19,767iApproximate average salary by contribution assumption: employee only about $494,167 at 4% or $329,444 at 6%; with 50% employer match about $329,444 at 4% or $219,630 at 6%; with 100% employer match about $247,083 at 4% or $164,722 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $874,674 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $168,617 | $9,300 | $4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%. |
| 2015 | 2 | 3 | $877,033 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $733,865 | $0 | - |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $143,168 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2014 | 2 | 3 | $911,550 | $240,435 | $80,145iApproximate average salary by contribution assumption: employee only about $2,003,625 at 4% or $1,335,750 at 6%; with 50% employer match about $1,335,750 at 4% or $890,500 at 6%; with 100% employer match about $1,001,813 at 4% or $667,875 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $785,165 | $207,685 | $69,228iApproximate average salary by contribution assumption: employee only about $1,730,708 at 4% or $1,153,806 at 6%; with 50% employer match about $1,153,806 at 4% or $769,204 at 6%; with 100% employer match about $865,354 at 4% or $576,903 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $126,385 | $32,750 | $16,375iApproximate average salary by contribution assumption: employee only about $409,375 at 4% or $272,917 at 6%; with 50% employer match about $272,917 at 4% or $181,944 at 6%; with 100% employer match about $204,688 at 4% or $136,458 at 6%. |
| 2013 | 2 | 3 | $775,378 | $19,705 | $6,568iApproximate average salary by contribution assumption: employee only about $164,208 at 4% or $109,472 at 6%; with 50% employer match about $109,472 at 4% or $72,981 at 6%; with 100% employer match about $82,104 at 4% or $54,736 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $665,781 | $17,015 | $5,672iApproximate average salary by contribution assumption: employee only about $141,792 at 4% or $94,528 at 6%; with 50% employer match about $94,528 at 4% or $63,019 at 6%; with 100% employer match about $70,896 at 4% or $47,264 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $109,597 | $2,690 | $1,345iApproximate average salary by contribution assumption: employee only about $33,625 at 4% or $22,417 at 6%; with 50% employer match about $22,417 at 4% or $14,944 at 6%; with 100% employer match about $16,813 at 4% or $11,208 at 6%. |
| 2012 | 2 | 3 | $617,232 | $81,110 | $27,037iApproximate average salary by contribution assumption: employee only about $675,917 at 4% or $450,611 at 6%; with 50% employer match about $450,611 at 4% or $300,407 at 6%; with 100% employer match about $337,958 at 4% or $225,306 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $529,792 | $75,500 | $25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $87,440 | $5,610 | $2,805iApproximate average salary by contribution assumption: employee only about $70,125 at 4% or $46,750 at 6%; with 50% employer match about $46,750 at 4% or $31,167 at 6%; with 100% employer match about $35,063 at 4% or $23,375 at 6%. |
| 2011 | 2 | 3 | $522,633 | $132,664 | $44,221iApproximate average salary by contribution assumption: employee only about $1,105,533 at 4% or $737,022 at 6%; with 50% employer match about $737,022 at 4% or $491,348 at 6%; with 100% employer match about $552,767 at 4% or $368,511 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 3 | $445,175 | $124,789 | $41,596iApproximate average salary by contribution assumption: employee only about $1,039,908 at 4% or $693,272 at 6%; with 50% employer match about $693,272 at 4% or $462,181 at 6%; with 100% employer match about $519,954 at 4% or $346,636 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $77,458 | $7,875 | $3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%. |
| 2010 | 2 | 2 | $473,701 | $122,821 | $61,411iApproximate average salary by contribution assumption: employee only about $1,535,263 at 4% or $1,023,508 at 6%; with 50% employer match about $1,023,508 at 4% or $682,339 at 6%; with 100% employer match about $767,631 at 4% or $511,754 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 1 | $381,647 | $115,441 | $115,441iApproximate average salary by contribution assumption: employee only about $2,886,025 at 4% or $1,924,017 at 6%; with 50% employer match about $1,924,017 at 4% or $1,282,678 at 6%; with 100% employer match about $1,443,013 at 4% or $962,008 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $92,054 | $7,380 | $3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%. |
| 2009 | 2 | 2 | $338,030 | $97,177 | $48,589iApproximate average salary by contribution assumption: employee only about $1,214,713 at 4% or $809,808 at 6%; with 50% employer match about $809,808 at 4% or $539,872 at 6%; with 100% employer match about $607,356 at 4% or $404,904 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 2 | $259,129 | $88,057 | $44,029iApproximate average salary by contribution assumption: employee only about $1,100,713 at 4% or $733,808 at 6%; with 50% employer match about $733,808 at 4% or $489,206 at 6%; with 100% employer match about $550,356 at 4% or $366,904 at 6%. |
| David R. Smith PC. 401(K) Profit Sharing Plan | - | 2 | $78,901 | $9,120 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| 2008 | 1 | 2 | $123,877 | $57,503 | $28,752iApproximate average salary by contribution assumption: employee only about $718,788 at 4% or $479,192 at 6%; with 50% employer match about $479,192 at 4% or $319,461 at 6%; with 100% employer match about $359,394 at 4% or $239,596 at 6%. |
| David R. Smith PC. Defined Benefit Plan | - | 2 | $123,877 | $57,503 | $28,752iApproximate average salary by contribution assumption: employee only about $718,788 at 4% or $479,192 at 6%; with 50% employer match about $479,192 at 4% or $319,461 at 6%; with 100% employer match about $359,394 at 4% or $239,596 at 6%. |