Civic Intelligence

Dr. Gerald a. Smith and Dr. Lori L. Smith PC

Plan context: SMITH SMILE ORTHO RETIREMENT PLAN

EIN 58-2432227 • Marietta, GA • 17 filings • 7 plans

4200 Long Branch Drive NEMarietta, GA 30066
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$1,213,523

2023 Contributions

$79,288

Historical Graphs

Total Assets Over Time

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

$1,305,763$652,882$0199920172022YearValue
$1,213,523Latest year 2022

Participants Over Time

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

1580199920172022YearValue
13Latest year 2022

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
202320$0$79,288-
SMITH SMILE ORTHO RETIREMENT PLAN-0$0$79,288-
SMITH SMILE ORTHO CASH BALANCE PLAN-0$0$0-
2022213$1,213,523$385,494$29,653iApproximate average salary by contribution assumption: employee only about $741,335 at 4% or $494,223 at 6%; with 50% employer match about $494,223 at 4% or $329,482 at 6%; with 100% employer match about $370,667 at 4% or $247,112 at 6%.
SMITH SMILE ORTHO RETIREMENT PLAN-13$802,345$239,220$18,402iApproximate average salary by contribution assumption: employee only about $460,038 at 4% or $306,692 at 6%; with 50% employer match about $306,692 at 4% or $204,462 at 6%; with 100% employer match about $230,019 at 4% or $153,346 at 6%.
SMITH SMILE ORTHO CASH BALANCE PLAN-9$411,178$146,274$16,253iApproximate average salary by contribution assumption: employee only about $406,317 at 4% or $270,878 at 6%; with 50% employer match about $270,878 at 4% or $180,585 at 6%; with 100% employer match about $203,158 at 4% or $135,439 at 6%.
2021215$1,082,589$317,945$21,196iApproximate average salary by contribution assumption: employee only about $529,908 at 4% or $353,272 at 6%; with 50% employer match about $353,272 at 4% or $235,515 at 6%; with 100% employer match about $264,954 at 4% or $176,636 at 6%.
SMITH SMILE ORTHO RETIREMENT PLAN-15$772,020$168,945$11,263iApproximate average salary by contribution assumption: employee only about $281,575 at 4% or $187,717 at 6%; with 50% employer match about $187,717 at 4% or $125,144 at 6%; with 100% employer match about $140,788 at 4% or $93,858 at 6%.
SMITH SMILE ORTHO CASH BALANCE PLAN-9$310,569$149,000$16,556iApproximate average salary by contribution assumption: employee only about $413,889 at 4% or $275,926 at 6%; with 50% employer match about $275,926 at 4% or $183,951 at 6%; with 100% employer match about $206,944 at 4% or $137,963 at 6%.
2020213$674,915$259,807$19,985iApproximate average salary by contribution assumption: employee only about $499,629 at 4% or $333,086 at 6%; with 50% employer match about $333,086 at 4% or $222,057 at 6%; with 100% employer match about $249,814 at 4% or $166,543 at 6%.
SMITH SMILE ORTHO RETIREMENT PLAN-13$526,897$111,789$8,599iApproximate average salary by contribution assumption: employee only about $214,979 at 4% or $143,319 at 6%; with 50% employer match about $143,319 at 4% or $95,546 at 6%; with 100% employer match about $107,489 at 4% or $71,660 at 6%.
SMITH SMILE ORTHO CASH BALANCE PLAN-10$148,018$148,018$14,802iApproximate average salary by contribution assumption: employee only about $370,045 at 4% or $246,697 at 6%; with 50% employer match about $246,697 at 4% or $164,464 at 6%; with 100% employer match about $185,023 at 4% or $123,348 at 6%.
2019112$400,146$138,301$11,525iApproximate average salary by contribution assumption: employee only about $288,127 at 4% or $192,085 at 6%; with 50% employer match about $192,085 at 4% or $128,056 at 6%; with 100% employer match about $144,064 at 4% or $96,042 at 6%.
SMITH SMILE ORTHO RETIREMENT PLAN-12$400,146$138,301$11,525iApproximate average salary by contribution assumption: employee only about $288,127 at 4% or $192,085 at 6%; with 50% employer match about $192,085 at 4% or $128,056 at 6%; with 100% employer match about $144,064 at 4% or $96,042 at 6%.
2018111$224,878$135,538$12,322iApproximate average salary by contribution assumption: employee only about $308,041 at 4% or $205,361 at 6%; with 50% employer match about $205,361 at 4% or $136,907 at 6%; with 100% employer match about $154,020 at 4% or $102,680 at 6%.
SMITH SMILE ORTHO RETIREMENT PLAN-11$224,878$135,538$12,322iApproximate average salary by contribution assumption: employee only about $308,041 at 4% or $205,361 at 6%; with 50% employer match about $205,361 at 4% or $136,907 at 6%; with 100% employer match about $154,020 at 4% or $102,680 at 6%.
201718$93,887$93,936$11,742iApproximate average salary by contribution assumption: employee only about $293,550 at 4% or $195,700 at 6%; with 50% employer match about $195,700 at 4% or $130,467 at 6%; with 100% employer match about $146,775 at 4% or $97,850 at 6%.
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-8$93,887$93,936$11,742iApproximate average salary by contribution assumption: employee only about $293,550 at 4% or $195,700 at 6%; with 50% employer match about $195,700 at 4% or $130,467 at 6%; with 100% employer match about $146,775 at 4% or $97,850 at 6%.
200812$770,065$0-
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-2$770,065--
200711$0$0-
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-1---
200611$937,805$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-1$937,805$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200511$1,305,763$43,737$43,737iApproximate average salary by contribution assumption: employee only about $1,093,425 at 4% or $728,950 at 6%; with 50% employer match about $728,950 at 4% or $485,967 at 6%; with 100% employer match about $546,713 at 4% or $364,475 at 6%.
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-1$1,305,763$43,737$43,737iApproximate average salary by contribution assumption: employee only about $1,093,425 at 4% or $728,950 at 6%; with 50% employer match about $728,950 at 4% or $485,967 at 6%; with 100% employer match about $546,713 at 4% or $364,475 at 6%.
200017$1,076,609$65,578$9,368iApproximate average salary by contribution assumption: employee only about $234,207 at 4% or $156,138 at 6%; with 50% employer match about $156,138 at 4% or $104,092 at 6%; with 100% employer match about $117,104 at 4% or $78,069 at 6%.
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-7$1,076,609$65,578$9,368iApproximate average salary by contribution assumption: employee only about $234,207 at 4% or $156,138 at 6%; with 50% employer match about $156,138 at 4% or $104,092 at 6%; with 100% employer match about $117,104 at 4% or $78,069 at 6%.
199916$1,097,069$65,763$10,961iApproximate average salary by contribution assumption: employee only about $274,013 at 4% or $182,675 at 6%; with 50% employer match about $182,675 at 4% or $121,783 at 6%; with 100% employer match about $137,006 at 4% or $91,338 at 6%.
Dr. Gerald a. Smith and Dr. Lori L. Smith PC Money Purchase Pension Plan-6$1,097,069$65,763$10,961iApproximate average salary by contribution assumption: employee only about $274,013 at 4% or $182,675 at 6%; with 50% employer match about $182,675 at 4% or $121,783 at 6%; with 100% employer match about $137,006 at 4% or $91,338 at 6%.