Smith, Stevens & Company, P.A.
Plan context: Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust
EIN 56-1588934 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
9
2003 Assets
$326,525
2003 Contributions
$41,064
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 9 | $326,525 | $41,064 | $4,563iApproximate average salary by contribution assumption: employee only about $114,067 at 4% or $76,044 at 6%; with 50% employer match about $76,044 at 4% or $50,696 at 6%; with 100% employer match about $57,033 at 4% or $38,022 at 6%. |
| Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust | - | 9 | $326,525 | $41,064 | $4,563iApproximate average salary by contribution assumption: employee only about $114,067 at 4% or $76,044 at 6%; with 50% employer match about $76,044 at 4% or $50,696 at 6%; with 100% employer match about $57,033 at 4% or $38,022 at 6%. |
| 2001 | 1 | 9 | $405,185 | $46,774 | $5,197iApproximate average salary by contribution assumption: employee only about $129,928 at 4% or $86,619 at 6%; with 50% employer match about $86,619 at 4% or $57,746 at 6%; with 100% employer match about $64,964 at 4% or $43,309 at 6%. |
| Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust | - | 9 | $405,185 | $46,774 | $5,197iApproximate average salary by contribution assumption: employee only about $129,928 at 4% or $86,619 at 6%; with 50% employer match about $86,619 at 4% or $57,746 at 6%; with 100% employer match about $64,964 at 4% or $43,309 at 6%. |
| 2000 | 1 | 9 | $419,708 | $82,203 | $9,134iApproximate average salary by contribution assumption: employee only about $228,342 at 4% or $152,228 at 6%; with 50% employer match about $152,228 at 4% or $101,485 at 6%; with 100% employer match about $114,171 at 4% or $76,114 at 6%. |
| Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust | - | 9 | $419,708 | $82,203 | $9,134iApproximate average salary by contribution assumption: employee only about $228,342 at 4% or $152,228 at 6%; with 50% employer match about $152,228 at 4% or $101,485 at 6%; with 100% employer match about $114,171 at 4% or $76,114 at 6%. |
| 1999 | 1 | 8 | $345,328 | $38,191 | $4,774iApproximate average salary by contribution assumption: employee only about $119,347 at 4% or $79,565 at 6%; with 50% employer match about $79,565 at 4% or $53,043 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%. |
| Smith, Stevens & Company, P.A. 401K Profit Sharing Plan and Trust | - | 8 | $345,328 | $38,191 | $4,774iApproximate average salary by contribution assumption: employee only about $119,347 at 4% or $79,565 at 6%; with 50% employer match about $79,565 at 4% or $53,043 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%. |