Povlich, Rich & Smith, D.D.S., P.A.
Plan context: SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST
EIN 56-1057348 • Raleigh, NC • 47 filings • 11 plans
Current Snapshot
Latest Year
2022
2022 Participants
13
2022 Assets
$2,708,589
2022 Contributions
$181,514
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 0 | $0 | - | - |
| 2021 | 1 | 13 | $2,708,589 | $0 | - |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 13 | $2,708,589 | - | - |
| 2020 | 2 | 13 | $2,270,958 | $181,514 | $13,963iApproximate average salary by contribution assumption: employee only about $349,065 at 4% or $232,710 at 6%; with 50% employer match about $232,710 at 4% or $155,140 at 6%; with 100% employer match about $174,533 at 4% or $116,355 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 13 | $2,270,958 | $88,000 | $6,769iApproximate average salary by contribution assumption: employee only about $169,231 at 4% or $112,821 at 6%; with 50% employer match about $112,821 at 4% or $75,214 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 0 | $0 | $93,514 | - |
| 2019 | 2 | 19 | $4,926,800 | $367,812 | $19,359iApproximate average salary by contribution assumption: employee only about $483,963 at 4% or $322,642 at 6%; with 50% employer match about $322,642 at 4% or $215,095 at 6%; with 100% employer match about $241,982 at 4% or $161,321 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 15 | $2,899,423 | $92,812 | $6,187iApproximate average salary by contribution assumption: employee only about $154,687 at 4% or $103,124 at 6%; with 50% employer match about $103,124 at 4% or $68,750 at 6%; with 100% employer match about $77,343 at 4% or $51,562 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 19 | $2,027,377 | $275,000 | $14,474iApproximate average salary by contribution assumption: employee only about $361,842 at 4% or $241,228 at 6%; with 50% employer match about $241,228 at 4% or $160,819 at 6%; with 100% employer match about $180,921 at 4% or $120,614 at 6%. |
| 2018 | 2 | 19 | $4,087,627 | $155,474 | $8,183iApproximate average salary by contribution assumption: employee only about $204,571 at 4% or $136,381 at 6%; with 50% employer match about $136,381 at 4% or $90,920 at 6%; with 100% employer match about $102,286 at 4% or $68,190 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 12 | $2,629,466 | $61,874 | $5,156iApproximate average salary by contribution assumption: employee only about $128,904 at 4% or $85,936 at 6%; with 50% employer match about $85,936 at 4% or $57,291 at 6%; with 100% employer match about $64,452 at 4% or $42,968 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 19 | $1,458,161 | $93,600 | $4,926iApproximate average salary by contribution assumption: employee only about $123,158 at 4% or $82,105 at 6%; with 50% employer match about $82,105 at 4% or $54,737 at 6%; with 100% employer match about $61,579 at 4% or $41,053 at 6%. |
| 2017 | 2 | 17 | $4,406,581 | $349,747 | $20,573iApproximate average salary by contribution assumption: employee only about $514,334 at 4% or $342,889 at 6%; with 50% employer match about $342,889 at 4% or $228,593 at 6%; with 100% employer match about $257,167 at 4% or $171,445 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 11 | $2,908,025 | $162,547 | $14,777iApproximate average salary by contribution assumption: employee only about $369,425 at 4% or $246,283 at 6%; with 50% employer match about $246,283 at 4% or $164,189 at 6%; with 100% employer match about $184,713 at 4% or $123,142 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 17 | $1,498,556 | $187,200 | $11,012iApproximate average salary by contribution assumption: employee only about $275,294 at 4% or $183,529 at 6%; with 50% employer match about $183,529 at 4% or $122,353 at 6%; with 100% employer match about $137,647 at 4% or $91,765 at 6%. |
| 2016 | 2 | 17 | $4,022,793 | $375,731 | $22,102iApproximate average salary by contribution assumption: employee only about $552,546 at 4% or $368,364 at 6%; with 50% employer match about $368,364 at 4% or $245,576 at 6%; with 100% employer match about $276,273 at 4% or $184,182 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 17 | $2,753,925 | $188,531 | $11,090iApproximate average salary by contribution assumption: employee only about $277,251 at 4% or $184,834 at 6%; with 50% employer match about $184,834 at 4% or $123,223 at 6%; with 100% employer match about $138,626 at 4% or $92,417 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 13 | $1,268,868 | $187,200 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2015 | 2 | 18 | $3,157,849 | $434,460 | $24,137iApproximate average salary by contribution assumption: employee only about $603,417 at 4% or $402,278 at 6%; with 50% employer match about $402,278 at 4% or $268,185 at 6%; with 100% employer match about $301,708 at 4% or $201,139 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 16 | $2,220,834 | $174,773 | $10,923iApproximate average salary by contribution assumption: employee only about $273,083 at 4% or $182,055 at 6%; with 50% employer match about $182,055 at 4% or $121,370 at 6%; with 100% employer match about $136,541 at 4% or $91,028 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 18 | $937,015 | $259,687 | $14,427iApproximate average salary by contribution assumption: employee only about $360,676 at 4% or $240,451 at 6%; with 50% employer match about $240,451 at 4% or $160,301 at 6%; with 100% employer match about $180,338 at 4% or $120,225 at 6%. |
| 2014 | 2 | 18 | $2,852,758 | $332,958 | $18,498iApproximate average salary by contribution assumption: employee only about $462,442 at 4% or $308,294 at 6%; with 50% employer match about $308,294 at 4% or $205,530 at 6%; with 100% employer match about $231,221 at 4% or $154,147 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 16 | $2,148,102 | $168,217 | $10,514iApproximate average salary by contribution assumption: employee only about $262,839 at 4% or $175,226 at 6%; with 50% employer match about $175,226 at 4% or $116,817 at 6%; with 100% employer match about $131,420 at 4% or $87,613 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 18 | $704,656 | $164,741 | $9,152iApproximate average salary by contribution assumption: employee only about $228,807 at 4% or $152,538 at 6%; with 50% employer match about $152,538 at 4% or $101,692 at 6%; with 100% employer match about $114,403 at 4% or $76,269 at 6%. |
| 2013 | 2 | 18 | $2,563,163 | $267,142 | $14,841iApproximate average salary by contribution assumption: employee only about $371,031 at 4% or $247,354 at 6%; with 50% employer match about $247,354 at 4% or $164,902 at 6%; with 100% employer match about $185,515 at 4% or $123,677 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 16 | $2,013,089 | $165,995 | $10,375iApproximate average salary by contribution assumption: employee only about $259,367 at 4% or $172,911 at 6%; with 50% employer match about $172,911 at 4% or $115,274 at 6%; with 100% employer match about $129,684 at 4% or $86,456 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 18 | $550,074 | $101,147 | $5,619iApproximate average salary by contribution assumption: employee only about $140,482 at 4% or $93,655 at 6%; with 50% employer match about $93,655 at 4% or $62,436 at 6%; with 100% employer match about $70,241 at 4% or $46,827 at 6%. |
| 2012 | 2 | 15 | $1,913,425 | $297,820 | $19,855iApproximate average salary by contribution assumption: employee only about $496,367 at 4% or $330,911 at 6%; with 50% employer match about $330,911 at 4% or $220,607 at 6%; with 100% employer match about $248,183 at 4% or $165,456 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 15 | $1,534,868 | $177,612 | $11,841iApproximate average salary by contribution assumption: employee only about $296,020 at 4% or $197,347 at 6%; with 50% employer match about $197,347 at 4% or $131,564 at 6%; with 100% employer match about $148,010 at 4% or $98,673 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 15 | $378,557 | $120,208 | $8,014iApproximate average salary by contribution assumption: employee only about $200,347 at 4% or $133,564 at 6%; with 50% employer match about $133,564 at 4% or $89,043 at 6%; with 100% employer match about $100,173 at 4% or $66,782 at 6%. |
| 2011 | 3 | 16 | $1,459,061 | $287,823 | $17,989iApproximate average salary by contribution assumption: employee only about $449,723 at 4% or $299,816 at 6%; with 50% employer match about $299,816 at 4% or $199,877 at 6%; with 100% employer match about $224,862 at 4% or $149,908 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 14 | $1,219,078 | $169,361 | $12,097iApproximate average salary by contribution assumption: employee only about $302,430 at 4% or $201,620 at 6%; with 50% employer match about $201,620 at 4% or $134,413 at 6%; with 100% employer match about $151,215 at 4% or $100,810 at 6%. |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 16 | $239,983 | $118,462 | $7,404iApproximate average salary by contribution assumption: employee only about $185,097 at 4% or $123,398 at 6%; with 50% employer match about $123,398 at 4% or $82,265 at 6%; with 100% employer match about $92,548 at 4% or $61,699 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 0 | $0 | - | - |
| 2010 | 3 | 15 | $1,879,568 | $291,289 | $19,419iApproximate average salary by contribution assumption: employee only about $485,482 at 4% or $323,654 at 6%; with 50% employer match about $323,654 at 4% or $215,770 at 6%; with 100% employer match about $242,741 at 4% or $161,827 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 13 | $1,112,729 | $171,289 | $13,176iApproximate average salary by contribution assumption: employee only about $329,402 at 4% or $219,601 at 6%; with 50% employer match about $219,601 at 4% or $146,401 at 6%; with 100% employer match about $164,701 at 4% or $109,801 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 13 | $645,722 | - | - |
| SMITH & TART, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | - | 15 | $121,117 | $120,000 | $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%. |
| 2009 | 2 | 19 | $1,974,875 | $382,780 | $20,146iApproximate average salary by contribution assumption: employee only about $503,658 at 4% or $335,772 at 6%; with 50% employer match about $335,772 at 4% or $223,848 at 6%; with 100% employer match about $251,829 at 4% or $167,886 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 19 | $1,330,641 | $198,957 | $10,471iApproximate average salary by contribution assumption: employee only about $261,786 at 4% or $174,524 at 6%; with 50% employer match about $174,524 at 4% or $116,349 at 6%; with 100% employer match about $130,893 at 4% or $87,262 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 14 | $644,234 | $183,823 | $13,130iApproximate average salary by contribution assumption: employee only about $328,255 at 4% or $218,837 at 6%; with 50% employer match about $218,837 at 4% or $145,891 at 6%; with 100% employer match about $164,128 at 4% or $109,418 at 6%. |
| 2008 | 2 | 16 | $1,629,126 | $304,607 | $19,038iApproximate average salary by contribution assumption: employee only about $475,948 at 4% or $317,299 at 6%; with 50% employer match about $317,299 at 4% or $211,533 at 6%; with 100% employer match about $237,974 at 4% or $158,649 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 16 | $1,170,343 | $189,607 | $11,850iApproximate average salary by contribution assumption: employee only about $296,261 at 4% or $197,507 at 6%; with 50% employer match about $197,507 at 4% or $131,672 at 6%; with 100% employer match about $148,130 at 4% or $98,754 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 12 | $458,783 | $115,000 | $9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%. |
| 2007 | 2 | 17 | $0 | $0 | - |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 12 | - | - | - |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 17 | - | - | - |
| 2006 | 2 | 18 | $1,473,231 | $282,966 | $15,720iApproximate average salary by contribution assumption: employee only about $393,008 at 4% or $262,006 at 6%; with 50% employer match about $262,006 at 4% or $174,670 at 6%; with 100% employer match about $196,504 at 4% or $131,003 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 18 | $1,130,906 | $178,655 | $9,925iApproximate average salary by contribution assumption: employee only about $248,132 at 4% or $165,421 at 6%; with 50% employer match about $165,421 at 4% or $110,281 at 6%; with 100% employer match about $124,066 at 4% or $82,711 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 15 | $342,325 | $104,311 | $6,954iApproximate average salary by contribution assumption: employee only about $173,852 at 4% or $115,901 at 6%; with 50% employer match about $115,901 at 4% or $77,267 at 6%; with 100% employer match about $86,926 at 4% or $57,951 at 6%. |
| 2005 | 2 | 17 | $1,039,024 | $257,624 | $15,154iApproximate average salary by contribution assumption: employee only about $378,859 at 4% or $252,573 at 6%; with 50% employer match about $252,573 at 4% or $168,382 at 6%; with 100% employer match about $189,429 at 4% or $126,286 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 17 | $822,102 | $153,754 | $9,044iApproximate average salary by contribution assumption: employee only about $226,109 at 4% or $150,739 at 6%; with 50% employer match about $150,739 at 4% or $100,493 at 6%; with 100% employer match about $113,054 at 4% or $75,370 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 13 | $216,922 | $103,870 | $7,990iApproximate average salary by contribution assumption: employee only about $199,750 at 4% or $133,167 at 6%; with 50% employer match about $133,167 at 4% or $88,778 at 6%; with 100% employer match about $99,875 at 4% or $66,583 at 6%. |
| 2004 | 2 | 14 | $105,689 | $105,689 | $7,549iApproximate average salary by contribution assumption: employee only about $188,730 at 4% or $125,820 at 6%; with 50% employer match about $125,820 at 4% or $83,880 at 6%; with 100% employer match about $94,365 at 4% or $62,910 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 13 | $105,689 | $105,689 | $8,130iApproximate average salary by contribution assumption: employee only about $203,248 at 4% or $135,499 at 6%; with 50% employer match about $135,499 at 4% or $90,332 at 6%; with 100% employer match about $101,624 at 4% or $67,749 at 6%. |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2003 | 1 | 11 | $0 | $0 | - |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2002 | 1 | 11 | $0 | $0 | - |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 2 | 12 | $0 | $0 | - |
| Povlich, Rich & Smith, Dds Pa Profit Sharing Plan and Trust | - | 0 | - | - | - |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2000 | 3 | 13 | $0 | $0 | - |
| Smith & Tart, Dds, Pa 401K Profit Sharing Plan | - | 13 | - | - | - |
| Povlich, Rich & Smith, Dds Pa Profit Sharing Plan and Trust | - | 0 | - | - | - |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 0 | - | - | - |
| 1999 | 2 | 11 | $1,200,098 | $95,602 | $8,691iApproximate average salary by contribution assumption: employee only about $217,277 at 4% or $144,852 at 6%; with 50% employer match about $144,852 at 4% or $96,568 at 6%; with 100% employer match about $108,639 at 4% or $72,426 at 6%. |
| Povlich, Rich & Smith, Dds Pa Profit Sharing Plan and Trust | - | 11 | $1,198,259 | $92,000 | $8,364iApproximate average salary by contribution assumption: employee only about $209,091 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%. |
| Povlich, Rich & Smith, D.D.S., P.A. Defined Benefit Plan and Trust | - | 11 | $1,839 | $3,602 | $327iApproximate average salary by contribution assumption: employee only about $8,186 at 4% or $5,458 at 6%; with 50% employer match about $5,458 at 4% or $3,638 at 6%; with 100% employer match about $4,093 at 4% or $2,729 at 6%. |