Civic Intelligence

Stacy R. Smith, MD, Apc

Plan context: Stacy R. Smith, MD, Apc 401(K) Plan

EIN 45-3049367 • Cardiff, CA • 19 filings • 3 plans

2371 Lagoon View DriveCardiff, CA 92007
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,717,780

2024 Contributions

$347,579

Historical Graphs

Total Assets Over Time

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

$4,998,763$2,499,382$0201520202024YearValue
$2,717,780Latest year 2024

Participants Over Time

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

1050201520202024YearValue
10Latest year 2024

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
2024110$2,717,780$347,579$34,758iApproximate average salary by contribution assumption: employee only about $868,948 at 4% or $579,298 at 6%; with 50% employer match about $579,298 at 4% or $386,199 at 6%; with 100% employer match about $434,474 at 4% or $289,649 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-10$2,717,780$347,579$34,758iApproximate average salary by contribution assumption: employee only about $868,948 at 4% or $579,298 at 6%; with 50% employer match about $579,298 at 4% or $386,199 at 6%; with 100% employer match about $434,474 at 4% or $289,649 at 6%.
202329$2,195,335$122,545$13,616iApproximate average salary by contribution assumption: employee only about $340,403 at 4% or $226,935 at 6%; with 50% employer match about $226,935 at 4% or $151,290 at 6%; with 100% employer match about $170,201 at 4% or $113,468 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-9$2,195,335$122,545$13,616iApproximate average salary by contribution assumption: employee only about $340,403 at 4% or $226,935 at 6%; with 50% employer match about $226,935 at 4% or $151,290 at 6%; with 100% employer match about $170,201 at 4% or $113,468 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-0$0$0-
202229$4,727,287$101,536$11,282iApproximate average salary by contribution assumption: employee only about $282,044 at 4% or $188,030 at 6%; with 50% employer match about $188,030 at 4% or $125,353 at 6%; with 100% employer match about $141,022 at 4% or $94,015 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-9$2,930,344$0-
Stacy R. Smith, MD, Apc 401(K) Plan-9$1,796,943$101,536$11,282iApproximate average salary by contribution assumption: employee only about $282,044 at 4% or $188,030 at 6%; with 50% employer match about $188,030 at 4% or $125,353 at 6%; with 100% employer match about $141,022 at 4% or $94,015 at 6%.
202129$4,998,763$446,516$49,613iApproximate average salary by contribution assumption: employee only about $1,240,322 at 4% or $826,881 at 6%; with 50% employer match about $826,881 at 4% or $551,254 at 6%; with 100% employer match about $620,161 at 4% or $413,441 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-8$2,926,076--
Stacy R. Smith, MD, Apc 401(K) Plan-9$2,072,687$446,516$49,613iApproximate average salary by contribution assumption: employee only about $1,240,322 at 4% or $826,881 at 6%; with 50% employer match about $826,881 at 4% or $551,254 at 6%; with 100% employer match about $620,161 at 4% or $413,441 at 6%.
202026$4,123,353$138,043$23,007iApproximate average salary by contribution assumption: employee only about $575,179 at 4% or $383,453 at 6%; with 50% employer match about $383,453 at 4% or $255,635 at 6%; with 100% employer match about $287,590 at 4% or $191,726 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-6$2,475,692$41,393$6,899iApproximate average salary by contribution assumption: employee only about $172,471 at 4% or $114,981 at 6%; with 50% employer match about $114,981 at 4% or $76,654 at 6%; with 100% employer match about $86,235 at 4% or $57,490 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-6$1,647,661$96,650$16,108iApproximate average salary by contribution assumption: employee only about $402,708 at 4% or $268,472 at 6%; with 50% employer match about $268,472 at 4% or $178,981 at 6%; with 100% employer match about $201,354 at 4% or $134,236 at 6%.
201926$3,412,613$460,808$76,801iApproximate average salary by contribution assumption: employee only about $1,920,033 at 4% or $1,280,022 at 6%; with 50% employer match about $1,280,022 at 4% or $853,348 at 6%; with 100% employer match about $960,017 at 4% or $640,011 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-5$2,051,793$349,337$69,867iApproximate average salary by contribution assumption: employee only about $1,746,685 at 4% or $1,164,457 at 6%; with 50% employer match about $1,164,457 at 4% or $776,304 at 6%; with 100% employer match about $873,342 at 4% or $582,228 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-6$1,360,820$111,471$18,579iApproximate average salary by contribution assumption: employee only about $464,463 at 4% or $309,642 at 6%; with 50% employer match about $309,642 at 4% or $206,428 at 6%; with 100% employer match about $232,231 at 4% or $154,821 at 6%.
201824$2,448,381$485,193$121,298iApproximate average salary by contribution assumption: employee only about $3,032,456 at 4% or $2,021,638 at 6%; with 50% employer match about $2,021,638 at 4% or $1,347,758 at 6%; with 100% employer match about $1,516,228 at 4% or $1,010,819 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-4$1,422,249$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-4$1,026,132$85,193$21,298iApproximate average salary by contribution assumption: employee only about $532,456 at 4% or $354,971 at 6%; with 50% employer match about $354,971 at 4% or $236,647 at 6%; with 100% employer match about $266,228 at 4% or $177,485 at 6%.
201724$2,178,008$172,327$43,082iApproximate average salary by contribution assumption: employee only about $1,077,044 at 4% or $718,029 at 6%; with 50% employer match about $718,029 at 4% or $478,686 at 6%; with 100% employer match about $538,522 at 4% or $359,015 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-4$1,156,331$104,737$26,184iApproximate average salary by contribution assumption: employee only about $654,606 at 4% or $436,404 at 6%; with 50% employer match about $436,404 at 4% or $290,936 at 6%; with 100% employer match about $327,303 at 4% or $218,202 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-4$1,021,677$67,590$16,898iApproximate average salary by contribution assumption: employee only about $422,438 at 4% or $281,625 at 6%; with 50% employer match about $281,625 at 4% or $187,750 at 6%; with 100% employer match about $211,219 at 4% or $140,813 at 6%.
201624$1,741,277$319,423$79,856iApproximate average salary by contribution assumption: employee only about $1,996,394 at 4% or $1,330,929 at 6%; with 50% employer match about $1,330,929 at 4% or $887,286 at 6%; with 100% employer match about $998,197 at 4% or $665,465 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-4$922,181$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-4$819,096$69,423$17,356iApproximate average salary by contribution assumption: employee only about $433,894 at 4% or $289,263 at 6%; with 50% employer match about $289,263 at 4% or $192,842 at 6%; with 100% employer match about $216,947 at 4% or $144,631 at 6%.
201523$1,319,208$332,029$110,676iApproximate average salary by contribution assumption: employee only about $2,766,908 at 4% or $1,844,606 at 6%; with 50% employer match about $1,844,606 at 4% or $1,229,737 at 6%; with 100% employer match about $1,383,454 at 4% or $922,303 at 6%.
Stacy R. Smith, MD, Apc 401(K) Plan-3$681,282$56,372$18,791iApproximate average salary by contribution assumption: employee only about $469,767 at 4% or $313,178 at 6%; with 50% employer match about $313,178 at 4% or $208,785 at 6%; with 100% employer match about $234,883 at 4% or $156,589 at 6%.
Stacy R. Smith, MD, Apc Defined Benefit Pension Plan-3$637,926$275,657$91,886iApproximate average salary by contribution assumption: employee only about $2,297,142 at 4% or $1,531,428 at 6%; with 50% employer match about $1,531,428 at 4% or $1,020,952 at 6%; with 100% employer match about $1,148,571 at 4% or $765,714 at 6%.