Civic Intelligence

Shelby R. Smithey, D.D.S., P.A.

Plan context: SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

EIN 56-1578541 • Cary, NC • 30 filings • 8 plans

431 Keisler Drive, Suite 101Cary, NC 27518-7064
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$2,236,786

2013 Contributions

$185,393

Historical Graphs

Total Assets Over Time

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

$2,409,389$1,204,695$0199920082012YearValue
$2,236,786Latest year 2012

Participants Over Time

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

740199920062012YearValue
7Latest 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
201320$0$0-
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST-0$0$0-
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST-0$0--
201227$2,236,786$185,393$26,485iApproximate average salary by contribution assumption: employee only about $662,118 at 4% or $441,412 at 6%; with 50% employer match about $441,412 at 4% or $294,275 at 6%; with 100% employer match about $331,059 at 4% or $220,706 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST-7$1,382,584$60,393$8,628iApproximate average salary by contribution assumption: employee only about $215,689 at 4% or $143,793 at 6%; with 50% employer match about $143,793 at 4% or $95,862 at 6%; with 100% employer match about $107,845 at 4% or $71,896 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST-5$854,202$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201127$1,885,252$230,811$32,973iApproximate average salary by contribution assumption: employee only about $824,325 at 4% or $549,550 at 6%; with 50% employer match about $549,550 at 4% or $366,367 at 6%; with 100% employer match about $412,163 at 4% or $274,775 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST-7$1,228,807$70,627$10,090iApproximate average salary by contribution assumption: employee only about $252,239 at 4% or $168,160 at 6%; with 50% employer match about $168,160 at 4% or $112,106 at 6%; with 100% employer match about $126,120 at 4% or $84,080 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST-6$656,445$160,184$26,697iApproximate average salary by contribution assumption: employee only about $667,433 at 4% or $444,956 at 6%; with 50% employer match about $444,956 at 4% or $296,637 at 6%; with 100% employer match about $333,717 at 4% or $222,478 at 6%.
201027$1,674,760$214,209$30,601iApproximate average salary by contribution assumption: employee only about $765,032 at 4% or $510,021 at 6%; with 50% employer match about $510,021 at 4% or $340,014 at 6%; with 100% employer match about $382,516 at 4% or $255,011 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST-7$1,173,684$55,459$7,923iApproximate average salary by contribution assumption: employee only about $198,068 at 4% or $132,045 at 6%; with 50% employer match about $132,045 at 4% or $88,030 at 6%; with 100% employer match about $99,034 at 4% or $66,023 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST-5$501,076$158,750$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
200936$2,409,389$315,902$52,650iApproximate average salary by contribution assumption: employee only about $1,316,258 at 4% or $877,506 at 6%; with 50% employer match about $877,506 at 4% or $585,004 at 6%; with 100% employer match about $658,129 at 4% or $438,753 at 6%.
SHELBY SMITHEY, D.D.S., P.A. PROFIT SHARING PLAN-6$1,040,393$78,975$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST-6$1,040,393$78,975$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST-5$328,603$157,952$31,590iApproximate average salary by contribution assumption: employee only about $789,760 at 4% or $526,507 at 6%; with 50% employer match about $526,507 at 4% or $351,004 at 6%; with 100% employer match about $394,880 at 4% or $263,253 at 6%.
200835$1,066,850$184,201$36,840iApproximate average salary by contribution assumption: employee only about $921,005 at 4% or $614,003 at 6%; with 50% employer match about $614,003 at 4% or $409,336 at 6%; with 100% employer match about $460,502 at 4% or $307,002 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-5$908,100--
SHELBY R. SMITHEY, D.D.S., P.A. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST-5$158,750$158,750$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-0-$25,451-
200725$0$0-
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-5---
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-4---
200625$0$0-
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-4---
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-5---
200425$883,085$71,208$14,242iApproximate average salary by contribution assumption: employee only about $356,040 at 4% or $237,360 at 6%; with 50% employer match about $237,360 at 4% or $158,240 at 6%; with 100% employer match about $178,020 at 4% or $118,680 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-5$487,608$42,565$8,513iApproximate average salary by contribution assumption: employee only about $212,825 at 4% or $141,883 at 6%; with 50% employer match about $141,883 at 4% or $94,589 at 6%; with 100% employer match about $106,413 at 4% or $70,942 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-5$395,477$28,643$5,729iApproximate average salary by contribution assumption: employee only about $143,215 at 4% or $95,477 at 6%; with 50% employer match about $95,477 at 4% or $63,651 at 6%; with 100% employer match about $71,608 at 4% or $47,738 at 6%.
200326$740,351$68,482$11,414iApproximate average salary by contribution assumption: employee only about $285,342 at 4% or $190,228 at 6%; with 50% employer match about $190,228 at 4% or $126,819 at 6%; with 100% employer match about $142,671 at 4% or $95,114 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-6$406,173$40,966$6,828iApproximate average salary by contribution assumption: employee only about $170,692 at 4% or $113,794 at 6%; with 50% employer match about $113,794 at 4% or $75,863 at 6%; with 100% employer match about $85,346 at 4% or $56,897 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-6$334,178$27,516$4,586iApproximate average salary by contribution assumption: employee only about $114,650 at 4% or $76,433 at 6%; with 50% employer match about $76,433 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
200226$547,344$65,704$10,951iApproximate average salary by contribution assumption: employee only about $273,767 at 4% or $182,511 at 6%; with 50% employer match about $182,511 at 4% or $121,674 at 6%; with 100% employer match about $136,883 at 4% or $91,256 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-6$297,282$38,980$6,497iApproximate average salary by contribution assumption: employee only about $162,417 at 4% or $108,278 at 6%; with 50% employer match about $108,278 at 4% or $72,185 at 6%; with 100% employer match about $81,208 at 4% or $54,139 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-6$250,062$26,724$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
200125$0$0-
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-5---
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-5---
200023$747,429$41,864$13,955iApproximate average salary by contribution assumption: employee only about $348,867 at 4% or $232,578 at 6%; with 50% employer match about $232,578 at 4% or $155,052 at 6%; with 100% employer match about $174,433 at 4% or $116,289 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-3$400,865$22,164$7,388iApproximate average salary by contribution assumption: employee only about $184,700 at 4% or $123,133 at 6%; with 50% employer match about $123,133 at 4% or $82,089 at 6%; with 100% employer match about $92,350 at 4% or $61,567 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-3$346,564$19,700$6,567iApproximate average salary by contribution assumption: employee only about $164,167 at 4% or $109,444 at 6%; with 50% employer match about $109,444 at 4% or $72,963 at 6%; with 100% employer match about $82,083 at 4% or $54,722 at 6%.
199924$805,241$43,255$10,814iApproximate average salary by contribution assumption: employee only about $270,344 at 4% or $180,229 at 6%; with 50% employer match about $180,229 at 4% or $120,153 at 6%; with 100% employer match about $135,172 at 4% or $90,115 at 6%.
Shelby R. Smithey, D.D.S., P.A. Profit Sharing Plan-4$454,683$24,321$6,080iApproximate average salary by contribution assumption: employee only about $152,006 at 4% or $101,338 at 6%; with 50% employer match about $101,338 at 4% or $67,558 at 6%; with 100% employer match about $76,003 at 4% or $50,669 at 6%.
Shelby R. Smithey, D.D.S., P.A. Money Purchase Pension Plan-4$350,558$18,934$4,734iApproximate average salary by contribution assumption: employee only about $118,338 at 4% or $78,892 at 6%; with 50% employer match about $78,892 at 4% or $52,594 at 6%; with 100% employer match about $59,169 at 4% or $39,446 at 6%.