Civic Intelligence

Katherine Elizabeth Smith

Plan context: KATHERINE ELIZABETH SMITH CASH BALANCE PLAN

EIN 46-0989580 • New York, NY • 6 filings • 4 plans

233 Broadway Ste 1800New York, NY 10279
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$490,408

2024 Contributions

$269,125

Historical Graphs

Total Assets Over Time

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

$490,408$245,204$020232024YearValue
$490,408Latest year 2024

Participants Over Time

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

74020232024YearValue
7Latest 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
202437$490,408$269,125$38,446iApproximate average salary by contribution assumption: employee only about $961,161 at 4% or $640,774 at 6%; with 50% employer match about $640,774 at 4% or $427,183 at 6%; with 100% employer match about $480,580 at 4% or $320,387 at 6%.
KATHERINE ELIZABETH SMITH CASH BALANCE PLAN-7$294,138$153,077$21,868iApproximate average salary by contribution assumption: employee only about $546,704 at 4% or $364,469 at 6%; with 50% employer match about $364,469 at 4% or $242,979 at 6%; with 100% employer match about $273,352 at 4% or $182,235 at 6%.
Katherine Elizabeth Smith 401K Plan-7$157,476$96,932$13,847iApproximate average salary by contribution assumption: employee only about $346,186 at 4% or $230,790 at 6%; with 50% employer match about $230,790 at 4% or $153,860 at 6%; with 100% employer match about $173,093 at 4% or $115,395 at 6%.
KATHERINE ELIZABETH SMITH PROFIT SHARING PLAN-7$38,794$19,116$2,731iApproximate average salary by contribution assumption: employee only about $68,271 at 4% or $45,514 at 6%; with 50% employer match about $45,514 at 4% or $30,343 at 6%; with 100% employer match about $34,136 at 4% or $22,757 at 6%.
202336$217,263$211,869$35,312iApproximate average salary by contribution assumption: employee only about $882,788 at 4% or $588,525 at 6%; with 50% employer match about $588,525 at 4% or $392,350 at 6%; with 100% employer match about $441,394 at 4% or $294,263 at 6%.
KATHERINE ELIZABETH SMITH CASH BALANCE PLAN-6$140,066$140,066$23,344iApproximate average salary by contribution assumption: employee only about $583,608 at 4% or $389,072 at 6%; with 50% employer match about $389,072 at 4% or $259,381 at 6%; with 100% employer match about $291,804 at 4% or $194,536 at 6%.
Katherine Elizabeth Smith 401K Plan-3$57,234$51,840$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
KATHERINE ELIZABETH SMITH PROFIT SHARING PLAN-6$19,963$19,963$3,327iApproximate average salary by contribution assumption: employee only about $83,179 at 4% or $55,453 at 6%; with 50% employer match about $55,453 at 4% or $36,969 at 6%; with 100% employer match about $41,590 at 4% or $27,726 at 6%.