Civic Intelligence

Smith & Grimsley, P.A.

Plan context: Smith & Grimsley, P.A. Profit Sharing Plan & Trust

EIN 59-1219936 • Fort Walton Beach, FL • 12 filings • 3 plans

P.O. Box 2379Fort Walton Beach, FL 32549
Current Snapshot

Latest Year

2012

2012 Participants

20

2012 Assets

$1,231,239

2012 Contributions

$54,756

Historical Graphs

Total Assets Over Time

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

$2,715,260$1,357,630$0199920092012YearValue
$1,231,239Latest year 2012

Participants Over Time

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

30150199920042012YearValue
20Latest 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
2012120$1,231,239$54,756$2,738iApproximate average salary by contribution assumption: employee only about $68,445 at 4% or $45,630 at 6%; with 50% employer match about $45,630 at 4% or $30,420 at 6%; with 100% employer match about $34,223 at 4% or $22,815 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-20$1,231,239$54,756$2,738iApproximate average salary by contribution assumption: employee only about $68,445 at 4% or $45,630 at 6%; with 50% employer match about $45,630 at 4% or $30,420 at 6%; with 100% employer match about $34,223 at 4% or $22,815 at 6%.
2011127$1,169,514$75,933$2,812iApproximate average salary by contribution assumption: employee only about $70,308 at 4% or $46,872 at 6%; with 50% employer match about $46,872 at 4% or $31,248 at 6%; with 100% employer match about $35,154 at 4% or $23,436 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-27$1,169,514$75,933$2,812iApproximate average salary by contribution assumption: employee only about $70,308 at 4% or $46,872 at 6%; with 50% employer match about $46,872 at 4% or $31,248 at 6%; with 100% employer match about $35,154 at 4% or $23,436 at 6%.
2010130$1,165,043$67,308$2,244iApproximate average salary by contribution assumption: employee only about $56,090 at 4% or $37,393 at 6%; with 50% employer match about $37,393 at 4% or $24,929 at 6%; with 100% employer match about $28,045 at 4% or $18,697 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-30$1,165,043$67,308$2,244iApproximate average salary by contribution assumption: employee only about $56,090 at 4% or $37,393 at 6%; with 50% employer match about $37,393 at 4% or $24,929 at 6%; with 100% employer match about $28,045 at 4% or $18,697 at 6%.
2009129$1,104,791$181,896$6,272iApproximate average salary by contribution assumption: employee only about $156,807 at 4% or $104,538 at 6%; with 50% employer match about $104,538 at 4% or $69,692 at 6%; with 100% employer match about $78,403 at 4% or $52,269 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-29$1,104,791$181,896$6,272iApproximate average salary by contribution assumption: employee only about $156,807 at 4% or $104,538 at 6%; with 50% employer match about $104,538 at 4% or $69,692 at 6%; with 100% employer match about $78,403 at 4% or $52,269 at 6%.
200610$0$0-
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-0---
200514$2,715,260$37,473$9,368iApproximate average salary by contribution assumption: employee only about $234,206 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 $117,103 at 4% or $78,069 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-4$2,715,260$37,473$9,368iApproximate average salary by contribution assumption: employee only about $234,206 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 $117,103 at 4% or $78,069 at 6%.
200414$1,898,281$33,654$8,414iApproximate average salary by contribution assumption: employee only about $210,338 at 4% or $140,225 at 6%; with 50% employer match about $140,225 at 4% or $93,483 at 6%; with 100% employer match about $105,169 at 4% or $70,113 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-4$1,898,281$33,654$8,414iApproximate average salary by contribution assumption: employee only about $210,338 at 4% or $140,225 at 6%; with 50% employer match about $140,225 at 4% or $93,483 at 6%; with 100% employer match about $105,169 at 4% or $70,113 at 6%.
200314$0$0-
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-4---
200214$0$0-
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-4---
200113$0$0-
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-3---
200016$0$0-
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-6---
199913$1,473,745$28,261$9,420iApproximate average salary by contribution assumption: employee only about $235,508 at 4% or $157,006 at 6%; with 50% employer match about $157,006 at 4% or $104,670 at 6%; with 100% employer match about $117,754 at 4% or $78,503 at 6%.
Smith & Grimsley, P.A. Profit Sharing Plan & Trust-3$1,473,745$28,261$9,420iApproximate average salary by contribution assumption: employee only about $235,508 at 4% or $157,006 at 6%; with 50% employer match about $157,006 at 4% or $104,670 at 6%; with 100% employer match about $117,754 at 4% or $78,503 at 6%.