Civic Intelligence

Willis Smith Company

Plan context: Willis Smith Company Money Purchase Plan and Trust

EIN 56-1430085 • New Bern, NC • 22 filings • 6 plans

PO Box 1575New Bern, NC 28563
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$1,360,564

2009 Contributions

$13,969

Historical Graphs

Total Assets Over Time

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

$1,906,758$953,379$0199920042008YearValue
$1,360,564Latest year 2008

Participants Over Time

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

840199920042008YearValue
5Latest year 2008

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
200920$0$0-
Willis Smith Company Money Purchase Plan and Trust-0$0--
Willis Smith Company Profit Sharing Plan and Trust-0$0--
200825$1,360,564$13,969$2,794iApproximate average salary by contribution assumption: employee only about $69,845 at 4% or $46,563 at 6%; with 50% employer match about $46,563 at 4% or $31,042 at 6%; with 100% employer match about $34,923 at 4% or $23,282 at 6%.
Willis Smith Company Money Purchase Plan and Trust-5$800,345$11,969$2,394iApproximate average salary by contribution assumption: employee only about $59,845 at 4% or $39,897 at 6%; with 50% employer match about $39,897 at 4% or $26,598 at 6%; with 100% employer match about $29,923 at 4% or $19,948 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-5$560,219$2,000$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
200726$0$0-
Willis Smith Company Money Purchase Plan and Trust-6---
Willis Smith Company Profit Sharing Plan and Trust-6---
200628$1,906,758$58,305$7,288iApproximate average salary by contribution assumption: employee only about $182,203 at 4% or $121,469 at 6%; with 50% employer match about $121,469 at 4% or $80,979 at 6%; with 100% employer match about $91,102 at 4% or $60,734 at 6%.
Willis Smith Company Money Purchase Plan and Trust-8$1,120,629$48,305$6,038iApproximate average salary by contribution assumption: employee only about $150,953 at 4% or $100,635 at 6%; with 50% employer match about $100,635 at 4% or $67,090 at 6%; with 100% employer match about $75,477 at 4% or $50,318 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-8$786,129$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
200526$1,574,808$53,891$8,982iApproximate average salary by contribution assumption: employee only about $224,546 at 4% or $149,697 at 6%; with 50% employer match about $149,697 at 4% or $99,798 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
Willis Smith Company Money Purchase Plan and Trust-6$906,537$43,891$7,315iApproximate average salary by contribution assumption: employee only about $182,879 at 4% or $121,919 at 6%; with 50% employer match about $121,919 at 4% or $81,280 at 6%; with 100% employer match about $91,440 at 4% or $60,960 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-6$668,271$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200427$1,446,030$54,540$7,791iApproximate average salary by contribution assumption: employee only about $194,786 at 4% or $129,857 at 6%; with 50% employer match about $129,857 at 4% or $86,571 at 6%; with 100% employer match about $97,393 at 4% or $64,929 at 6%.
Willis Smith Company Money Purchase Plan and Trust-7$833,957$44,540$6,363iApproximate average salary by contribution assumption: employee only about $159,071 at 4% or $106,048 at 6%; with 50% employer match about $106,048 at 4% or $70,698 at 6%; with 100% employer match about $79,536 at 4% or $53,024 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-7$612,073$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
200325$1,320,951$49,305$9,861iApproximate average salary by contribution assumption: employee only about $246,525 at 4% or $164,350 at 6%; with 50% employer match about $164,350 at 4% or $109,567 at 6%; with 100% employer match about $123,263 at 4% or $82,175 at 6%.
Willis Smith Company Money Purchase Plan and Trust-5$739,901$39,305$7,861iApproximate average salary by contribution assumption: employee only about $196,525 at 4% or $131,017 at 6%; with 50% employer match about $131,017 at 4% or $87,344 at 6%; with 100% employer match about $98,263 at 4% or $65,508 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-5$581,050$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200227$632,724$37,883$5,412iApproximate average salary by contribution assumption: employee only about $135,296 at 4% or $90,198 at 6%; with 50% employer match about $90,198 at 4% or $60,132 at 6%; with 100% employer match about $67,648 at 4% or $45,099 at 6%.
Willis Smith Company Money Purchase Plan and Trust-7$632,724$37,883$5,412iApproximate average salary by contribution assumption: employee only about $135,296 at 4% or $90,198 at 6%; with 50% employer match about $90,198 at 4% or $60,132 at 6%; with 100% employer match about $67,648 at 4% or $45,099 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-7---
200126$0$0-
Willis Smith Company Profit Sharing Plan and Trust-6---
Willis Smith Company Money Purchase Plan and Trust-6---
200025$1,239,554$32,222$6,444iApproximate average salary by contribution assumption: employee only about $161,110 at 4% or $107,407 at 6%; with 50% employer match about $107,407 at 4% or $71,604 at 6%; with 100% employer match about $80,555 at 4% or $53,703 at 6%.
Willis Smith Company Money Purchase Plan and Trust-5$694,924$17,972$3,594iApproximate average salary by contribution assumption: employee only about $89,860 at 4% or $59,907 at 6%; with 50% employer match about $59,907 at 4% or $39,938 at 6%; with 100% employer match about $44,930 at 4% or $29,953 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-5$544,630$14,250$2,850iApproximate average salary by contribution assumption: employee only about $71,250 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,667 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%.
199926$1,334,735$31,157$5,193iApproximate average salary by contribution assumption: employee only about $129,821 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,274 at 6%.
Willis Smith Company Money Purchase Plan and Trust-6$763,823$18,157$3,026iApproximate average salary by contribution assumption: employee only about $75,654 at 4% or $50,436 at 6%; with 50% employer match about $50,436 at 4% or $33,624 at 6%; with 100% employer match about $37,827 at 4% or $25,218 at 6%.
Willis Smith Company Profit Sharing Plan and Trust-6$570,912$13,000$2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%.