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Lee E. Smith, M.D. and Robert M. Jones, M.D. PC.

Plan context: Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan

EIN 55-0642274 • Princeton, WV • 17 filings • 6 plans

508 New Hope Road, Suite 20Princeton, WV 24740
Current Snapshot

Latest Year

2014

2014 Participants

16

2014 Assets

$944,942

2014 Contributions

$143,895

Historical Graphs

Total Assets Over Time

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

$6,137,690$3,068,845$0200220102014YearValue
$944,942Latest year 2014

Participants Over Time

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

1790200120102014YearValue
16Latest year 2014

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
2014216$944,942$143,895$8,993iApproximate average salary by contribution assumption: employee only about $224,836 at 4% or $149,891 at 6%; with 50% employer match about $149,891 at 4% or $99,927 at 6%; with 100% employer match about $112,418 at 4% or $74,945 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-16$944,942$120,817$7,551iApproximate average salary by contribution assumption: employee only about $188,777 at 4% or $125,851 at 6%; with 50% employer match about $125,851 at 4% or $83,901 at 6%; with 100% employer match about $94,388 at 4% or $62,926 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-0$0$23,078-
2013213$782,828$88,201$6,785iApproximate average salary by contribution assumption: employee only about $169,617 at 4% or $113,078 at 6%; with 50% employer match about $113,078 at 4% or $75,385 at 6%; with 100% employer match about $84,809 at 4% or $56,539 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-13$782,828$88,201$6,785iApproximate average salary by contribution assumption: employee only about $169,617 at 4% or $113,078 at 6%; with 50% employer match about $113,078 at 4% or $75,385 at 6%; with 100% employer match about $84,809 at 4% or $56,539 at 6%.
LEE E. SMITH, M.D. & ROBERT M. JONES, M.D. P.C. DEFINED BENEFIT PLAN-0$0$0-
2012216$5,380,624$689,655$43,103iApproximate average salary by contribution assumption: employee only about $1,077,586 at 4% or $718,391 at 6%; with 50% employer match about $718,391 at 4% or $478,927 at 6%; with 100% employer match about $538,793 at 4% or $359,195 at 6%.
LEE E. SMITH, M.D. & ROBERT M. JONES, M.D. P.C. DEFINED BENEFIT PLAN-14$4,793,100$600,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-16$587,524$89,655$5,603iApproximate average salary by contribution assumption: employee only about $140,086 at 4% or $93,391 at 6%; with 50% employer match about $93,391 at 4% or $62,260 at 6%; with 100% employer match about $70,043 at 4% or $46,695 at 6%.
2011215$4,604,117$681,678$45,445iApproximate average salary by contribution assumption: employee only about $1,136,130 at 4% or $757,420 at 6%; with 50% employer match about $757,420 at 4% or $504,947 at 6%; with 100% employer match about $568,065 at 4% or $378,710 at 6%.
LEE E. SMITH, M.D. & ROBERT M. JONES, M.D. P.C. DEFINED BENEFIT PLAN-15$4,162,128$599,915$39,994iApproximate average salary by contribution assumption: employee only about $999,858 at 4% or $666,572 at 6%; with 50% employer match about $666,572 at 4% or $444,381 at 6%; with 100% employer match about $499,929 at 4% or $333,286 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-14$441,989$81,763$5,840iApproximate average salary by contribution assumption: employee only about $146,005 at 4% or $97,337 at 6%; with 50% employer match about $97,337 at 4% or $64,891 at 6%; with 100% employer match about $73,003 at 4% or $48,668 at 6%.
2010214$3,943,876$651,257$46,518iApproximate average salary by contribution assumption: employee only about $1,162,959 at 4% or $775,306 at 6%; with 50% employer match about $775,306 at 4% or $516,871 at 6%; with 100% employer match about $581,479 at 4% or $387,653 at 6%.
LEE E. SMITH, M.D. & ROBERT M. JONES, M.D. P.C. DEFINED BENEFIT PLAN-14$3,574,264$568,385$40,599iApproximate average salary by contribution assumption: employee only about $1,014,973 at 4% or $676,649 at 6%; with 50% employer match about $676,649 at 4% or $451,099 at 6%; with 100% employer match about $507,487 at 4% or $338,324 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-14$369,612$82,872$5,919iApproximate average salary by contribution assumption: employee only about $147,986 at 4% or $98,657 at 6%; with 50% employer match about $98,657 at 4% or $65,771 at 6%; with 100% employer match about $73,993 at 4% or $49,329 at 6%.
2009317$6,137,690$1,092,496$64,264iApproximate average salary by contribution assumption: employee only about $1,606,612 at 4% or $1,071,075 at 6%; with 50% employer match about $1,071,075 at 4% or $714,050 at 6%; with 100% employer match about $803,306 at 4% or $535,537 at 6%.
Discretionary Contribution Retirement Plan of Lee E. Smith, MD & Robert M. Jones, MD PC-17$2,945,521$505,000$29,706iApproximate average salary by contribution assumption: employee only about $742,647 at 4% or $495,098 at 6%; with 50% employer match about $495,098 at 4% or $330,065 at 6%; with 100% employer match about $371,324 at 4% or $247,549 at 6%.
LEE E. SMITH, M.D. & ROBERT M. JONES, M.D. P.C. DEFINED BENEFIT PLAN-17$2,945,521$505,000$29,706iApproximate average salary by contribution assumption: employee only about $742,647 at 4% or $495,098 at 6%; with 50% employer match about $495,098 at 4% or $330,065 at 6%; with 100% employer match about $371,324 at 4% or $247,549 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-14$246,648$82,496$5,893iApproximate average salary by contribution assumption: employee only about $147,314 at 4% or $98,210 at 6%; with 50% employer match about $98,210 at 4% or $65,473 at 6%; with 100% employer match about $73,657 at 4% or $49,105 at 6%.
2008111$123,388$77,400$7,036iApproximate average salary by contribution assumption: employee only about $175,909 at 4% or $117,273 at 6%; with 50% employer match about $117,273 at 4% or $78,182 at 6%; with 100% employer match about $87,955 at 4% or $58,636 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-11$123,388$77,400$7,036iApproximate average salary by contribution assumption: employee only about $175,909 at 4% or $117,273 at 6%; with 50% employer match about $117,273 at 4% or $78,182 at 6%; with 100% employer match about $87,955 at 4% or $58,636 at 6%.
2007111$79,072$77,870$7,079iApproximate average salary by contribution assumption: employee only about $176,977 at 4% or $117,985 at 6%; with 50% employer match about $117,985 at 4% or $78,657 at 6%; with 100% employer match about $88,489 at 4% or $58,992 at 6%.
Lee E. Smith, M.D. and Robert M. Jones, M.D. PC. 401K Plan-11$79,072$77,870$7,079iApproximate average salary by contribution assumption: employee only about $176,977 at 4% or $117,985 at 6%; with 50% employer match about $117,985 at 4% or $78,657 at 6%; with 100% employer match about $88,489 at 4% or $58,992 at 6%.
2002115$1,574,562$163,820$10,921iApproximate average salary by contribution assumption: employee only about $273,033 at 4% or $182,022 at 6%; with 50% employer match about $182,022 at 4% or $121,348 at 6%; with 100% employer match about $136,517 at 4% or $91,011 at 6%.
Discretionary Contribution Retirement Plan of Lee E. Smith, MD & Robert M. Jones, MD PC-15$1,574,562$163,820$10,921iApproximate average salary by contribution assumption: employee only about $273,033 at 4% or $182,022 at 6%; with 50% employer match about $182,022 at 4% or $121,348 at 6%; with 100% employer match about $136,517 at 4% or $91,011 at 6%.
2001116$0$0-
Discretionary Contribution Retirement Plan of Lee E. Smith, MD & Robert M. Jones, MD PC-16---