Civic Intelligence

Stephen a. Smith, Pa

Plan context: Stephen a. Smith, Pa 401K Retirement Plan

EIN 59-1643402 • Lake City, FL • 33 filings • 5 plans

P.O. Box 1792Lake City, FL 32056
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$660,630

2021 Contributions

$95,215

Historical Graphs

Total Assets Over Time

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

$4,304,741$2,152,371$0200220122020YearValue
$660,630Latest year 2020

Participants Over Time

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

630200120112020YearValue
4Latest year 2020

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
202110$0$0-
Stephen a. Smith, Pa 401K Retirement Plan-0---
202014$660,630$95,215$23,804iApproximate average salary by contribution assumption: employee only about $595,094 at 4% or $396,729 at 6%; with 50% employer match about $396,729 at 4% or $264,486 at 6%; with 100% employer match about $297,547 at 4% or $198,365 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$660,630$95,215$23,804iApproximate average salary by contribution assumption: employee only about $595,094 at 4% or $396,729 at 6%; with 50% employer match about $396,729 at 4% or $264,486 at 6%; with 100% employer match about $297,547 at 4% or $198,365 at 6%.
201914$638,695$387,172$96,793iApproximate average salary by contribution assumption: employee only about $2,419,825 at 4% or $1,613,217 at 6%; with 50% employer match about $1,613,217 at 4% or $1,075,478 at 6%; with 100% employer match about $1,209,913 at 4% or $806,608 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$638,695$387,172$96,793iApproximate average salary by contribution assumption: employee only about $2,419,825 at 4% or $1,613,217 at 6%; with 50% employer match about $1,613,217 at 4% or $1,075,478 at 6%; with 100% employer match about $1,209,913 at 4% or $806,608 at 6%.
201816$225,722$90,998$15,166iApproximate average salary by contribution assumption: employee only about $379,158 at 4% or $252,772 at 6%; with 50% employer match about $252,772 at 4% or $168,515 at 6%; with 100% employer match about $189,579 at 4% or $126,386 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-6$225,722$90,998$15,166iApproximate average salary by contribution assumption: employee only about $379,158 at 4% or $252,772 at 6%; with 50% employer match about $252,772 at 4% or $168,515 at 6%; with 100% employer match about $189,579 at 4% or $126,386 at 6%.
201714$146,693$0-
Stephen a. Smith, Pa 401K Retirement Plan-4$146,693--
201614$121,936$141,281$35,320iApproximate average salary by contribution assumption: employee only about $883,006 at 4% or $588,671 at 6%; with 50% employer match about $588,671 at 4% or $392,447 at 6%; with 100% employer match about $441,503 at 4% or $294,335 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$121,936$141,281$35,320iApproximate average salary by contribution assumption: employee only about $883,006 at 4% or $588,671 at 6%; with 50% employer match about $588,671 at 4% or $392,447 at 6%; with 100% employer match about $441,503 at 4% or $294,335 at 6%.
201516$4,187,970$140,928$23,488iApproximate average salary by contribution assumption: employee only about $587,200 at 4% or $391,467 at 6%; with 50% employer match about $391,467 at 4% or $260,978 at 6%; with 100% employer match about $293,600 at 4% or $195,733 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-6$4,187,970$140,928$23,488iApproximate average salary by contribution assumption: employee only about $587,200 at 4% or $391,467 at 6%; with 50% employer match about $391,467 at 4% or $260,978 at 6%; with 100% employer match about $293,600 at 4% or $195,733 at 6%.
201413$4,139,114$2,439,117$813,039iApproximate average salary by contribution assumption: employee only about $20,325,975 at 4% or $13,550,650 at 6%; with 50% employer match about $13,550,650 at 4% or $9,033,767 at 6%; with 100% employer match about $10,162,988 at 4% or $6,775,325 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-3$4,139,114$2,439,117$813,039iApproximate average salary by contribution assumption: employee only about $20,325,975 at 4% or $13,550,650 at 6%; with 50% employer match about $13,550,650 at 4% or $9,033,767 at 6%; with 100% employer match about $10,162,988 at 4% or $6,775,325 at 6%.
201332$4,304,741$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-2$2,939,076$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$1,365,665--
Stephen a. Smith, P.A. Defined Benefit Plan-0---
201222$3,417,916$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-2$2,315,488$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$1,102,428--
201122$2,798,054$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-2$1,815,551$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$982,503--
201022$2,533,643$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-2$1,557,241$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$976,402--
200922$1,997,525$271,315$135,658iApproximate average salary by contribution assumption: employee only about $3,391,438 at 4% or $2,260,958 at 6%; with 50% employer match about $2,260,958 at 4% or $1,507,306 at 6%; with 100% employer match about $1,695,719 at 4% or $1,130,479 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-2$1,113,353$271,315$135,658iApproximate average salary by contribution assumption: employee only about $3,391,438 at 4% or $2,260,958 at 6%; with 50% employer match about $2,260,958 at 4% or $1,507,306 at 6%; with 100% employer match about $1,695,719 at 4% or $1,130,479 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$884,172--
200825$1,568,740$286,000$57,200iApproximate average salary by contribution assumption: employee only about $1,430,000 at 4% or $953,333 at 6%; with 50% employer match about $953,333 at 4% or $635,556 at 6%; with 100% employer match about $715,000 at 4% or $476,667 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-5$787,607$286,000$57,200iApproximate average salary by contribution assumption: employee only about $1,430,000 at 4% or $953,333 at 6%; with 50% employer match about $953,333 at 4% or $635,556 at 6%; with 100% employer match about $715,000 at 4% or $476,667 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$781,133--
200725$0$0-
Stephen a. Smith, Pa 401K Retirement Plan-4---
Stephen a. Smith, P.A. Defined Benefit Plan-5---
200625$3,638,868$209,840$41,968iApproximate average salary by contribution assumption: employee only about $1,049,200 at 4% or $699,467 at 6%; with 50% employer match about $699,467 at 4% or $466,311 at 6%; with 100% employer match about $524,600 at 4% or $349,733 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-5$1,890,760$187,178$37,436iApproximate average salary by contribution assumption: employee only about $935,890 at 4% or $623,927 at 6%; with 50% employer match about $623,927 at 4% or $415,951 at 6%; with 100% employer match about $467,945 at 4% or $311,963 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$1,748,108$22,662$5,666iApproximate average salary by contribution assumption: employee only about $141,638 at 4% or $94,425 at 6%; with 50% employer match about $94,425 at 4% or $62,950 at 6%; with 100% employer match about $70,819 at 4% or $47,213 at 6%.
200525$2,727,700$156,706$31,341iApproximate average salary by contribution assumption: employee only about $783,530 at 4% or $522,353 at 6%; with 50% employer match about $522,353 at 4% or $348,236 at 6%; with 100% employer match about $391,765 at 4% or $261,177 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-5$1,667,966$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-4$1,059,734$136,206$34,052iApproximate average salary by contribution assumption: employee only about $851,288 at 4% or $567,525 at 6%; with 50% employer match about $567,525 at 4% or $378,350 at 6%; with 100% employer match about $425,644 at 4% or $283,763 at 6%.
200425$2,086,922$1,247,037$249,407iApproximate average salary by contribution assumption: employee only about $6,235,185 at 4% or $4,156,790 at 6%; with 50% employer match about $4,156,790 at 4% or $2,771,193 at 6%; with 100% employer match about $3,117,593 at 4% or $2,078,395 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-4$1,339,278$1,063,835$265,959iApproximate average salary by contribution assumption: employee only about $6,648,969 at 4% or $4,432,646 at 6%; with 50% employer match about $4,432,646 at 4% or $2,955,097 at 6%; with 100% employer match about $3,324,484 at 4% or $2,216,323 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-5$747,644$183,202$36,640iApproximate average salary by contribution assumption: employee only about $916,010 at 4% or $610,673 at 6%; with 50% employer match about $610,673 at 4% or $407,116 at 6%; with 100% employer match about $458,005 at 4% or $305,337 at 6%.
200323$702,254$181,800$60,600iApproximate average salary by contribution assumption: employee only about $1,515,000 at 4% or $1,010,000 at 6%; with 50% employer match about $1,010,000 at 4% or $673,333 at 6%; with 100% employer match about $757,500 at 4% or $505,000 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-3$521,494$165,400$55,133iApproximate average salary by contribution assumption: employee only about $1,378,333 at 4% or $918,889 at 6%; with 50% employer match about $918,889 at 4% or $612,593 at 6%; with 100% employer match about $689,167 at 4% or $459,444 at 6%.
Stephen a. Smith, Pa 401K Retirement Plan-2$180,760$16,400$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
200213$310,124$174,438$58,146iApproximate average salary by contribution assumption: employee only about $1,453,650 at 4% or $969,100 at 6%; with 50% employer match about $969,100 at 4% or $646,067 at 6%; with 100% employer match about $726,825 at 4% or $484,550 at 6%.
Stephen a. Smith, P.A. Defined Benefit Plan-3$310,124$174,438$58,146iApproximate average salary by contribution assumption: employee only about $1,453,650 at 4% or $969,100 at 6%; with 50% employer match about $969,100 at 4% or $646,067 at 6%; with 100% employer match about $726,825 at 4% or $484,550 at 6%.
200113$0$0-
Stephen a. Smith, P.A. Defined Benefit Plan-3---