Civic Intelligence

Smith Breeden Associates Inc

Plan context: Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust

EIN 48-0938275 • Durham, NC • 22 filings • 10 plans

280 South Mangum Street Ste 301Durham, NC 27701
Current Snapshot

Latest Year

2012

2012 Participants

77

2012 Assets

$21,922,765

2012 Contributions

$580,810

Historical Graphs

Total Assets Over Time

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

$21,922,765$10,961,383$0199920082012YearValue
$21,922,765Latest year 2012

Participants Over Time

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

119600199920062012YearValue
77Latest year 2012

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
2012177$21,922,765$580,810$7,543iApproximate average salary by contribution assumption: employee only about $188,575 at 4% or $125,716 at 6%; with 50% employer match about $125,716 at 4% or $83,811 at 6%; with 100% employer match about $94,287 at 4% or $62,858 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-77$21,922,765$580,810$7,543iApproximate average salary by contribution assumption: employee only about $188,575 at 4% or $125,716 at 6%; with 50% employer match about $125,716 at 4% or $83,811 at 6%; with 100% employer match about $94,287 at 4% or $62,858 at 6%.
2011181$20,160,545$1,428,786$17,639iApproximate average salary by contribution assumption: employee only about $440,983 at 4% or $293,989 at 6%; with 50% employer match about $293,989 at 4% or $195,993 at 6%; with 100% employer match about $220,492 at 4% or $146,994 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-81$20,160,545$1,428,786$17,639iApproximate average salary by contribution assumption: employee only about $440,983 at 4% or $293,989 at 6%; with 50% employer match about $293,989 at 4% or $195,993 at 6%; with 100% employer match about $220,492 at 4% or $146,994 at 6%.
2010169$20,670,081$1,838,451$26,644iApproximate average salary by contribution assumption: employee only about $666,105 at 4% or $444,070 at 6%; with 50% employer match about $444,070 at 4% or $296,047 at 6%; with 100% employer match about $333,053 at 4% or $222,035 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-69$20,670,081$1,838,451$26,644iApproximate average salary by contribution assumption: employee only about $666,105 at 4% or $444,070 at 6%; with 50% employer match about $444,070 at 4% or $296,047 at 6%; with 100% employer match about $333,053 at 4% or $222,035 at 6%.
2009377$17,560,219$701,756$9,114iApproximate average salary by contribution assumption: employee only about $227,843 at 4% or $151,895 at 6%; with 50% employer match about $151,895 at 4% or $101,263 at 6%; with 100% employer match about $113,921 at 4% or $75,948 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-77$17,560,219$701,756$9,114iApproximate average salary by contribution assumption: employee only about $227,843 at 4% or $151,895 at 6%; with 50% employer match about $151,895 at 4% or $101,263 at 6%; with 100% employer match about $113,921 at 4% or $75,948 at 6%.
Smith Breeden Associates Inc. Group Health Plan-----
Smith Breeden Associates Inc. Life, Ad&D, Dependent Life and Long Term Disability Plan-----
20081102$16,269,111$2,567,154$25,168iApproximate average salary by contribution assumption: employee only about $629,204 at 4% or $419,470 at 6%; with 50% employer match about $419,470 at 4% or $279,646 at 6%; with 100% employer match about $314,602 at 4% or $209,735 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-102$16,269,111$2,567,154$25,168iApproximate average salary by contribution assumption: employee only about $629,204 at 4% or $419,470 at 6%; with 50% employer match about $419,470 at 4% or $279,646 at 6%; with 100% employer match about $314,602 at 4% or $209,735 at 6%.
20073119$0$0-
Smith Breeden Associates Inc. Group Health Plan-108---
Smith Breeden Associates Inc. Life, Ad&D, Dependent Life and Long Term Disability Plan-111---
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-119---
20062117$18,077,873$2,038,396$17,422iApproximate average salary by contribution assumption: employee only about $435,555 at 4% or $290,370 at 6%; with 50% employer match about $290,370 at 4% or $193,580 at 6%; with 100% employer match about $217,777 at 4% or $145,185 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-100$18,077,873$2,038,396$20,384iApproximate average salary by contribution assumption: employee only about $509,599 at 4% or $339,733 at 6%; with 50% employer match about $339,733 at 4% or $226,488 at 6%; with 100% employer match about $254,799 at 4% or $169,866 at 6%.
Smith Breeden Associates Inc. Group Health Plan-117---
2005180$15,771,669$1,913,925$23,924iApproximate average salary by contribution assumption: employee only about $598,102 at 4% or $398,734 at 6%; with 50% employer match about $398,734 at 4% or $265,823 at 6%; with 100% employer match about $299,051 at 4% or $199,367 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-80$15,771,669$1,913,925$23,924iApproximate average salary by contribution assumption: employee only about $598,102 at 4% or $398,734 at 6%; with 50% employer match about $398,734 at 4% or $265,823 at 6%; with 100% employer match about $299,051 at 4% or $199,367 at 6%.
2004172$14,801,356$1,570,095$21,807iApproximate average salary by contribution assumption: employee only about $545,172 at 4% or $363,448 at 6%; with 50% employer match about $363,448 at 4% or $242,299 at 6%; with 100% employer match about $272,586 at 4% or $181,724 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-72$14,801,356$1,570,095$21,807iApproximate average salary by contribution assumption: employee only about $545,172 at 4% or $363,448 at 6%; with 50% employer match about $363,448 at 4% or $242,299 at 6%; with 100% employer match about $272,586 at 4% or $181,724 at 6%.
2003163$0$0-
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-63---
2002162$0$0-
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-62---
2001257$0$0-
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-57---
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-57---
2000358$8,298,938$673,550$11,613iApproximate average salary by contribution assumption: employee only about $290,323 at 4% or $193,549 at 6%; with 50% employer match about $193,549 at 4% or $129,033 at 6%; with 100% employer match about $145,162 at 4% or $96,774 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-58$8,298,938$673,550$11,613iApproximate average salary by contribution assumption: employee only about $290,323 at 4% or $193,549 at 6%; with 50% employer match about $193,549 at 4% or $129,033 at 6%; with 100% employer match about $145,162 at 4% or $96,774 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-58---
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-58---
1999182$8,985,819$668,117$8,148iApproximate average salary by contribution assumption: employee only about $203,694 at 4% or $135,796 at 6%; with 50% employer match about $135,796 at 4% or $90,531 at 6%; with 100% employer match about $101,847 at 4% or $67,898 at 6%.
Smith Breeden Associates Inc Profit Sharing and 401K Plan and Trust-82$8,985,819$668,117$8,148iApproximate average salary by contribution assumption: employee only about $203,694 at 4% or $135,796 at 6%; with 50% employer match about $135,796 at 4% or $90,531 at 6%; with 100% employer match about $101,847 at 4% or $67,898 at 6%.