Gregory S. Smith & Associates
Plan context: GREGORY S. SMITH & ASSOCIATES, P. A. RETIREMENT PLAN
EIN 57-1065896 • Taylors, SC • 24 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,831,558
2018 Contributions
$127,766
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 2 | $1,831,558 | $127,766 | $63,883iApproximate average salary by contribution assumption: employee only about $1,597,075 at 4% or $1,064,717 at 6%; with 50% employer match about $1,064,717 at 4% or $709,811 at 6%; with 100% employer match about $798,538 at 4% or $532,358 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P. A. RETIREMENT PLAN | - | 2 | $1,115,648 | $25,296 | $12,648iApproximate average salary by contribution assumption: employee only about $316,200 at 4% or $210,800 at 6%; with 50% employer match about $210,800 at 4% or $140,533 at 6%; with 100% employer match about $158,100 at 4% or $105,400 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $715,910 | $102,470 | $51,235iApproximate average salary by contribution assumption: employee only about $1,280,875 at 4% or $853,917 at 6%; with 50% employer match about $853,917 at 4% or $569,278 at 6%; with 100% employer match about $640,438 at 4% or $426,958 at 6%. |
| 2017 | 2 | 3 | $2,079,839 | $148,491 | $49,497iApproximate average salary by contribution assumption: employee only about $1,237,425 at 4% or $824,950 at 6%; with 50% employer match about $824,950 at 4% or $549,967 at 6%; with 100% employer match about $618,713 at 4% or $412,475 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P. A. RETIREMENT PLAN | - | 3 | $1,374,036 | $53,194 | $17,731iApproximate average salary by contribution assumption: employee only about $443,283 at 4% or $295,522 at 6%; with 50% employer match about $295,522 at 4% or $197,015 at 6%; with 100% employer match about $221,642 at 4% or $147,761 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $705,803 | $95,297 | $47,649iApproximate average salary by contribution assumption: employee only about $1,191,213 at 4% or $794,142 at 6%; with 50% employer match about $794,142 at 4% or $529,428 at 6%; with 100% employer match about $595,606 at 4% or $397,071 at 6%. |
| 2016 | 2 | 3 | $1,656,791 | $131,356 | $43,785iApproximate average salary by contribution assumption: employee only about $1,094,633 at 4% or $729,756 at 6%; with 50% employer match about $729,756 at 4% or $486,504 at 6%; with 100% employer match about $547,317 at 4% or $364,878 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P. A. RETIREMENT PLAN | - | 3 | $1,161,289 | $53,411 | $17,804iApproximate average salary by contribution assumption: employee only about $445,092 at 4% or $296,728 at 6%; with 50% employer match about $296,728 at 4% or $197,819 at 6%; with 100% employer match about $222,546 at 4% or $148,364 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $495,502 | $77,945 | $38,973iApproximate average salary by contribution assumption: employee only about $974,313 at 4% or $649,542 at 6%; with 50% employer match about $649,542 at 4% or $433,028 at 6%; with 100% employer match about $487,156 at 4% or $324,771 at 6%. |
| 2015 | 2 | 3 | $1,413,943 | $113,380 | $37,793iApproximate average salary by contribution assumption: employee only about $944,833 at 4% or $629,889 at 6%; with 50% employer match about $629,889 at 4% or $419,926 at 6%; with 100% employer match about $472,417 at 4% or $314,944 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P. A. RETIREMENT PLAN | - | 3 | $1,042,668 | $47,799 | $15,933iApproximate average salary by contribution assumption: employee only about $398,325 at 4% or $265,550 at 6%; with 50% employer match about $265,550 at 4% or $177,033 at 6%; with 100% employer match about $199,163 at 4% or $132,775 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $371,275 | $65,581 | $32,791iApproximate average salary by contribution assumption: employee only about $819,763 at 4% or $546,508 at 6%; with 50% employer match about $546,508 at 4% or $364,339 at 6%; with 100% employer match about $409,881 at 4% or $273,254 at 6%. |
| 2014 | 2 | 3 | $1,322,679 | $98,172 | $32,724iApproximate average salary by contribution assumption: employee only about $818,100 at 4% or $545,400 at 6%; with 50% employer match about $545,400 at 4% or $363,600 at 6%; with 100% employer match about $409,050 at 4% or $272,700 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P.A. RETIREMENT PLAN | - | 3 | $1,011,758 | $45,997 | $15,332iApproximate average salary by contribution assumption: employee only about $383,308 at 4% or $255,539 at 6%; with 50% employer match about $255,539 at 4% or $170,359 at 6%; with 100% employer match about $191,654 at 4% or $127,769 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $310,921 | $52,175 | $26,088iApproximate average salary by contribution assumption: employee only about $652,188 at 4% or $434,792 at 6%; with 50% employer match about $434,792 at 4% or $289,861 at 6%; with 100% employer match about $326,094 at 4% or $217,396 at 6%. |
| 2013 | 2 | 3 | $1,267,964 | $103,155 | $34,385iApproximate average salary by contribution assumption: employee only about $859,625 at 4% or $573,083 at 6%; with 50% employer match about $573,083 at 4% or $382,056 at 6%; with 100% employer match about $429,813 at 4% or $286,542 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P.A. RETIREMENT PLAN | - | 3 | $1,003,205 | $41,001 | $13,667iApproximate average salary by contribution assumption: employee only about $341,675 at 4% or $227,783 at 6%; with 50% employer match about $227,783 at 4% or $151,856 at 6%; with 100% employer match about $170,838 at 4% or $113,892 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $264,759 | $62,154 | $31,077iApproximate average salary by contribution assumption: employee only about $776,925 at 4% or $517,950 at 6%; with 50% employer match about $517,950 at 4% or $345,300 at 6%; with 100% employer match about $388,463 at 4% or $258,975 at 6%. |
| 2012 | 2 | 3 | $827,364 | $103,736 | $34,579iApproximate average salary by contribution assumption: employee only about $864,467 at 4% or $576,311 at 6%; with 50% employer match about $576,311 at 4% or $384,207 at 6%; with 100% employer match about $432,233 at 4% or $288,156 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P.A. RETIREMENT PLAN | - | 3 | $698,841 | $39,582 | $13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $128,523 | $64,154 | $32,077iApproximate average salary by contribution assumption: employee only about $801,925 at 4% or $534,617 at 6%; with 50% employer match about $534,617 at 4% or $356,411 at 6%; with 100% employer match about $400,963 at 4% or $267,308 at 6%. |
| 2011 | 2 | 3 | $635,553 | $100,574 | $33,525iApproximate average salary by contribution assumption: employee only about $838,117 at 4% or $558,744 at 6%; with 50% employer match about $558,744 at 4% or $372,496 at 6%; with 100% employer match about $419,058 at 4% or $279,372 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P.A. RETIREMENT PLAN | - | 3 | $580,744 | $38,420 | $12,807iApproximate average salary by contribution assumption: employee only about $320,167 at 4% or $213,444 at 6%; with 50% employer match about $213,444 at 4% or $142,296 at 6%; with 100% employer match about $160,083 at 4% or $106,722 at 6%. |
| Gregory S. Smith & Associates Defined Benefit Plan | - | 2 | $54,809 | $62,154 | $31,077iApproximate average salary by contribution assumption: employee only about $776,925 at 4% or $517,950 at 6%; with 50% employer match about $517,950 at 4% or $345,300 at 6%; with 100% employer match about $388,463 at 4% or $258,975 at 6%. |
| 2010 | 1 | 3 | $681,228 | $43,381 | $14,460iApproximate average salary by contribution assumption: employee only about $361,508 at 4% or $241,006 at 6%; with 50% employer match about $241,006 at 4% or $160,670 at 6%; with 100% employer match about $180,754 at 4% or $120,503 at 6%. |
| GREGORY S. SMITH & ASSOCIATES, P.A. RETIREMENT PLAN | - | 3 | $681,228 | $43,381 | $14,460iApproximate average salary by contribution assumption: employee only about $361,508 at 4% or $241,006 at 6%; with 50% employer match about $241,006 at 4% or $160,670 at 6%; with 100% employer match about $180,754 at 4% or $120,503 at 6%. |
| 2009 | 1 | 2 | $529,420 | $69,969 | $34,985iApproximate average salary by contribution assumption: employee only about $874,613 at 4% or $583,075 at 6%; with 50% employer match about $583,075 at 4% or $388,717 at 6%; with 100% employer match about $437,306 at 4% or $291,538 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 2 | $529,420 | $69,969 | $34,985iApproximate average salary by contribution assumption: employee only about $874,613 at 4% or $583,075 at 6%; with 50% employer match about $583,075 at 4% or $388,717 at 6%; with 100% employer match about $437,306 at 4% or $291,538 at 6%. |
| 2008 | 1 | 2 | $318,218 | $67,700 | $33,850iApproximate average salary by contribution assumption: employee only about $846,250 at 4% or $564,167 at 6%; with 50% employer match about $564,167 at 4% or $376,111 at 6%; with 100% employer match about $423,125 at 4% or $282,083 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 2 | $318,218 | $67,700 | $33,850iApproximate average salary by contribution assumption: employee only about $846,250 at 4% or $564,167 at 6%; with 50% employer match about $564,167 at 4% or $376,111 at 6%; with 100% employer match about $423,125 at 4% or $282,083 at 6%. |
| 2005 | 1 | 1 | $312,812 | $38,983 | $38,983iApproximate average salary by contribution assumption: employee only about $974,575 at 4% or $649,717 at 6%; with 50% employer match about $649,717 at 4% or $433,144 at 6%; with 100% employer match about $487,288 at 4% or $324,858 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 1 | $312,812 | $38,983 | $38,983iApproximate average salary by contribution assumption: employee only about $974,575 at 4% or $649,717 at 6%; with 50% employer match about $649,717 at 4% or $433,144 at 6%; with 100% employer match about $487,288 at 4% or $324,858 at 6%. |
| 2004 | 1 | 2 | $272,230 | $47,650 | $23,825iApproximate average salary by contribution assumption: employee only about $595,625 at 4% or $397,083 at 6%; with 50% employer match about $397,083 at 4% or $264,722 at 6%; with 100% employer match about $297,813 at 4% or $198,542 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 2 | $272,230 | $47,650 | $23,825iApproximate average salary by contribution assumption: employee only about $595,625 at 4% or $397,083 at 6%; with 50% employer match about $397,083 at 4% or $264,722 at 6%; with 100% employer match about $297,813 at 4% or $198,542 at 6%. |
| 2003 | 1 | 2 | $223,381 | $42,200 | $21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 2 | $223,381 | $42,200 | $21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%. |
| 2002 | 1 | 1 | $109,077 | $112,911 | $112,911iApproximate average salary by contribution assumption: employee only about $2,822,775 at 4% or $1,881,850 at 6%; with 50% employer match about $1,881,850 at 4% or $1,254,567 at 6%; with 100% employer match about $1,411,388 at 4% or $940,925 at 6%. |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 1 | $109,077 | $112,911 | $112,911iApproximate average salary by contribution assumption: employee only about $2,822,775 at 4% or $1,881,850 at 6%; with 50% employer match about $1,881,850 at 4% or $1,254,567 at 6%; with 100% employer match about $1,411,388 at 4% or $940,925 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| GREGORY S. SMITH & ASSOCIATES RETIREMENT PLAN | - | 1 | - | - | - |