Civic Intelligence

Ivan J Smith & Co Inc

Plan context: Ivan J Smith & Co Inc Profit Sharing Plan Trust

EIN 59-1229877 • Pompano Beach, FL • 19 filings • 3 plans

1300 S Ocean Bivd., #102Pompano Beach, FL 33062-6916
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$395,238

2019 Contributions

$4,500

Historical Graphs

Total Assets Over Time

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

$1,136,856$568,428$0199920092018YearValue
$395,238Latest year 2018

Participants Over Time

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

840199920082018YearValue
2Latest year 2018

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
201910$0$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-0$0--
201812$395,238$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$395,238--
201712$476,884$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$476,884--
201611$477,614$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-1$477,614--
201512$469,819$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$469,819--
201412$518,728$4,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$518,728$4,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
201312$555,800$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$555,800--
201012$678,018$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-2$678,018--
200913$700,026$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-3$700,026--
200813$711,159$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-3$711,159--
200715$0$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-5---
200615$973,424$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-5$973,424--
200515$1,007,060$17,565$3,513iApproximate average salary by contribution assumption: employee only about $87,825 at 4% or $58,550 at 6%; with 50% employer match about $58,550 at 4% or $39,033 at 6%; with 100% employer match about $43,913 at 4% or $29,275 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-5$1,007,060$17,565$3,513iApproximate average salary by contribution assumption: employee only about $87,825 at 4% or $58,550 at 6%; with 50% employer match about $58,550 at 4% or $39,033 at 6%; with 100% employer match about $43,913 at 4% or $29,275 at 6%.
200415$1,024,240$16,121$3,224iApproximate average salary by contribution assumption: employee only about $80,605 at 4% or $53,737 at 6%; with 50% employer match about $53,737 at 4% or $35,824 at 6%; with 100% employer match about $40,303 at 4% or $26,868 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-5$1,024,240$16,121$3,224iApproximate average salary by contribution assumption: employee only about $80,605 at 4% or $53,737 at 6%; with 50% employer match about $53,737 at 4% or $35,824 at 6%; with 100% employer match about $40,303 at 4% or $26,868 at 6%.
200316$1,070,480$17,527$2,921iApproximate average salary by contribution assumption: employee only about $73,029 at 4% or $48,686 at 6%; with 50% employer match about $48,686 at 4% or $32,457 at 6%; with 100% employer match about $36,515 at 4% or $24,343 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-6$1,070,480$17,527$2,921iApproximate average salary by contribution assumption: employee only about $73,029 at 4% or $48,686 at 6%; with 50% employer match about $48,686 at 4% or $32,457 at 6%; with 100% employer match about $36,515 at 4% or $24,343 at 6%.
200216$1,026,852$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-6$1,026,852--
200118$0$0-
Ivan J Smith & Co Inc Profit Sharing Plan Trust-8---
200018$1,136,856$22,238$2,780iApproximate average salary by contribution assumption: employee only about $69,494 at 4% or $46,329 at 6%; with 50% employer match about $46,329 at 4% or $30,886 at 6%; with 100% employer match about $34,747 at 4% or $23,165 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-8$1,136,856$22,238$2,780iApproximate average salary by contribution assumption: employee only about $69,494 at 4% or $46,329 at 6%; with 50% employer match about $46,329 at 4% or $30,886 at 6%; with 100% employer match about $34,747 at 4% or $23,165 at 6%.
199917$909,866$18,724$2,675iApproximate average salary by contribution assumption: employee only about $66,871 at 4% or $44,581 at 6%; with 50% employer match about $44,581 at 4% or $29,721 at 6%; with 100% employer match about $33,436 at 4% or $22,290 at 6%.
Ivan J Smith & Co Inc Profit Sharing Plan Trust-7$909,866$18,724$2,675iApproximate average salary by contribution assumption: employee only about $66,871 at 4% or $44,581 at 6%; with 50% employer match about $44,581 at 4% or $29,721 at 6%; with 100% employer match about $33,436 at 4% or $22,290 at 6%.