Susan S. Smith Inc.
Plan context: Susan S. Smith Inc. Profit Sharing Trust
EIN 59-1669598 • 44 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,856,165
2024 Contributions
$55,465
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,856,165 | $55,465 | $9,244iApproximate average salary by contribution assumption: employee only about $231,104 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,035 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 6 | $2,856,165 | $55,465 | $9,244iApproximate average salary by contribution assumption: employee only about $231,104 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,035 at 6%. |
| 2023 | 1 | 5 | $2,724,956 | $52,708 | $10,542iApproximate average salary by contribution assumption: employee only about $263,540 at 4% or $175,693 at 6%; with 50% employer match about $175,693 at 4% or $117,129 at 6%; with 100% employer match about $131,770 at 4% or $87,847 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 5 | $2,724,956 | $52,708 | $10,542iApproximate average salary by contribution assumption: employee only about $263,540 at 4% or $175,693 at 6%; with 50% employer match about $175,693 at 4% or $117,129 at 6%; with 100% employer match about $131,770 at 4% or $87,847 at 6%. |
| 2022 | 1 | 5 | $2,479,176 | $55,643 | $11,129iApproximate average salary by contribution assumption: employee only about $278,215 at 4% or $185,477 at 6%; with 50% employer match about $185,477 at 4% or $123,651 at 6%; with 100% employer match about $139,108 at 4% or $92,738 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 5 | $2,479,176 | $55,643 | $11,129iApproximate average salary by contribution assumption: employee only about $278,215 at 4% or $185,477 at 6%; with 50% employer match about $185,477 at 4% or $123,651 at 6%; with 100% employer match about $139,108 at 4% or $92,738 at 6%. |
| 2021 | 1 | 8 | $3,151,825 | $46,912 | $5,864iApproximate average salary by contribution assumption: employee only about $146,600 at 4% or $97,733 at 6%; with 50% employer match about $97,733 at 4% or $65,156 at 6%; with 100% employer match about $73,300 at 4% or $48,867 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $3,151,825 | $46,912 | $5,864iApproximate average salary by contribution assumption: employee only about $146,600 at 4% or $97,733 at 6%; with 50% employer match about $97,733 at 4% or $65,156 at 6%; with 100% employer match about $73,300 at 4% or $48,867 at 6%. |
| 2020 | 1 | 8 | $2,906,071 | $43,978 | $5,497iApproximate average salary by contribution assumption: employee only about $137,431 at 4% or $91,621 at 6%; with 50% employer match about $91,621 at 4% or $61,081 at 6%; with 100% employer match about $68,716 at 4% or $45,810 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $2,906,071 | $43,978 | $5,497iApproximate average salary by contribution assumption: employee only about $137,431 at 4% or $91,621 at 6%; with 50% employer match about $91,621 at 4% or $61,081 at 6%; with 100% employer match about $68,716 at 4% or $45,810 at 6%. |
| 2019 | 1 | 8 | $3,016,348 | $20,442 | $2,555iApproximate average salary by contribution assumption: employee only about $63,881 at 4% or $42,588 at 6%; with 50% employer match about $42,588 at 4% or $28,392 at 6%; with 100% employer match about $31,941 at 4% or $21,294 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $3,016,348 | $20,442 | $2,555iApproximate average salary by contribution assumption: employee only about $63,881 at 4% or $42,588 at 6%; with 50% employer match about $42,588 at 4% or $28,392 at 6%; with 100% employer match about $31,941 at 4% or $21,294 at 6%. |
| 2018 | 1 | 7 | $2,693,792 | $94,240 | $13,463iApproximate average salary by contribution assumption: employee only about $336,571 at 4% or $224,381 at 6%; with 50% employer match about $224,381 at 4% or $149,587 at 6%; with 100% employer match about $168,286 at 4% or $112,190 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 7 | $2,693,792 | $94,240 | $13,463iApproximate average salary by contribution assumption: employee only about $336,571 at 4% or $224,381 at 6%; with 50% employer match about $224,381 at 4% or $149,587 at 6%; with 100% employer match about $168,286 at 4% or $112,190 at 6%. |
| 2017 | 1 | 7 | $2,799,847 | $106,297 | $15,185iApproximate average salary by contribution assumption: employee only about $379,632 at 4% or $253,088 at 6%; with 50% employer match about $253,088 at 4% or $168,725 at 6%; with 100% employer match about $189,816 at 4% or $126,544 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 7 | $2,799,847 | $106,297 | $15,185iApproximate average salary by contribution assumption: employee only about $379,632 at 4% or $253,088 at 6%; with 50% employer match about $253,088 at 4% or $168,725 at 6%; with 100% employer match about $189,816 at 4% or $126,544 at 6%. |
| 2016 | 2 | 7 | $2,477,534 | $708,687 | $101,241iApproximate average salary by contribution assumption: employee only about $2,531,025 at 4% or $1,687,350 at 6%; with 50% employer match about $1,687,350 at 4% or $1,124,900 at 6%; with 100% employer match about $1,265,513 at 4% or $843,675 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 7 | $2,477,534 | $662,897 | $94,700iApproximate average salary by contribution assumption: employee only about $2,367,489 at 4% or $1,578,326 at 6%; with 50% employer match about $1,578,326 at 4% or $1,052,217 at 6%; with 100% employer match about $1,183,745 at 4% or $789,163 at 6%. |
| Spectrum Retirement Trust | - | 0 | - | $45,790 | - |
| 2015 | 2 | 7 | $2,989,483 | $92,458 | $13,208iApproximate average salary by contribution assumption: employee only about $330,207 at 4% or $220,138 at 6%; with 50% employer match about $220,138 at 4% or $146,759 at 6%; with 100% employer match about $165,104 at 4% or $110,069 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 7 | $1,892,284 | $26,268 | $3,753iApproximate average salary by contribution assumption: employee only about $93,814 at 4% or $62,543 at 6%; with 50% employer match about $62,543 at 4% or $41,695 at 6%; with 100% employer match about $46,907 at 4% or $31,271 at 6%. |
| Spectrum Retirement Trust | - | 7 | $1,097,199 | $66,190 | $9,456iApproximate average salary by contribution assumption: employee only about $236,393 at 4% or $157,595 at 6%; with 50% employer match about $157,595 at 4% or $105,063 at 6%; with 100% employer match about $118,196 at 4% or $78,798 at 6%. |
| 2014 | 2 | 8 | $3,178,446 | $91,799 | $11,475iApproximate average salary by contribution assumption: employee only about $286,872 at 4% or $191,248 at 6%; with 50% employer match about $191,248 at 4% or $127,499 at 6%; with 100% employer match about $143,436 at 4% or $95,624 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $1,994,865 | $27,781 | $3,473iApproximate average salary by contribution assumption: employee only about $86,816 at 4% or $57,877 at 6%; with 50% employer match about $57,877 at 4% or $38,585 at 6%; with 100% employer match about $43,408 at 4% or $28,939 at 6%. |
| Spectrum Retirement Trust | - | 8 | $1,183,581 | $64,018 | $8,002iApproximate average salary by contribution assumption: employee only about $200,056 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,685 at 6%. |
| 2013 | 2 | 6 | $2,988,794 | $98,933 | $16,489iApproximate average salary by contribution assumption: employee only about $412,221 at 4% or $274,814 at 6%; with 50% employer match about $274,814 at 4% or $183,209 at 6%; with 100% employer match about $206,110 at 4% or $137,407 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 6 | $1,901,780 | $48,933 | $8,156iApproximate average salary by contribution assumption: employee only about $203,888 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,617 at 6%; with 100% employer match about $101,944 at 4% or $67,963 at 6%. |
| Spectrum Retirement Trust | - | 6 | $1,087,014 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2012 | 2 | 5 | $2,496,415 | $100,984 | $20,197iApproximate average salary by contribution assumption: employee only about $504,920 at 4% or $336,613 at 6%; with 50% employer match about $336,613 at 4% or $224,409 at 6%; with 100% employer match about $252,460 at 4% or $168,307 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 5 | $1,639,560 | $49,984 | $9,997iApproximate average salary by contribution assumption: employee only about $249,920 at 4% or $166,613 at 6%; with 50% employer match about $166,613 at 4% or $111,076 at 6%; with 100% employer match about $124,960 at 4% or $83,307 at 6%. |
| Spectrum Retirement Trust | - | 5 | $856,855 | $51,000 | $10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%. |
| 2011 | 2 | 6 | $2,248,840 | $75,017 | $12,503iApproximate average salary by contribution assumption: employee only about $312,571 at 4% or $208,381 at 6%; with 50% employer match about $208,381 at 4% or $138,920 at 6%; with 100% employer match about $156,285 at 4% or $104,190 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 6 | $1,433,768 | $48,417 | $8,070iApproximate average salary by contribution assumption: employee only about $201,738 at 4% or $134,492 at 6%; with 50% employer match about $134,492 at 4% or $89,661 at 6%; with 100% employer match about $100,869 at 4% or $67,246 at 6%. |
| Spectrum Retirement Trust | - | 6 | $815,072 | $26,600 | $4,433iApproximate average salary by contribution assumption: employee only about $110,833 at 4% or $73,889 at 6%; with 50% employer match about $73,889 at 4% or $49,259 at 6%; with 100% employer match about $55,417 at 4% or $36,944 at 6%. |
| 2010 | 2 | 6 | $2,295,916 | $115,951 | $19,325iApproximate average salary by contribution assumption: employee only about $483,129 at 4% or $322,086 at 6%; with 50% employer match about $322,086 at 4% or $214,724 at 6%; with 100% employer match about $241,565 at 4% or $161,043 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 6 | $1,481,806 | $71,951 | $11,992iApproximate average salary by contribution assumption: employee only about $299,796 at 4% or $199,864 at 6%; with 50% employer match about $199,864 at 4% or $133,243 at 6%; with 100% employer match about $149,898 at 4% or $99,932 at 6%. |
| Spectrum Retirement Trust | - | 6 | $814,110 | $44,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| 2009 | 2 | 14 | $2,118,488 | $64,647 | $4,618iApproximate average salary by contribution assumption: employee only about $115,441 at 4% or $76,961 at 6%; with 50% employer match about $76,961 at 4% or $51,307 at 6%; with 100% employer match about $57,721 at 4% or $38,480 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 14 | $1,369,997 | - | - |
| Spectrum Retirement Trust | - | 7 | $748,491 | $64,647 | $9,235iApproximate average salary by contribution assumption: employee only about $230,882 at 4% or $153,921 at 6%; with 50% employer match about $153,921 at 4% or $102,614 at 6%; with 100% employer match about $115,441 at 4% or $76,961 at 6%. |
| 2008 | 2 | 10 | $1,797,834 | $144,862 | $14,486iApproximate average salary by contribution assumption: employee only about $362,155 at 4% or $241,437 at 6%; with 50% employer match about $241,437 at 4% or $160,958 at 6%; with 100% employer match about $181,078 at 4% or $120,718 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 10 | $1,216,478 | $84,878 | $8,488iApproximate average salary by contribution assumption: employee only about $212,195 at 4% or $141,463 at 6%; with 50% employer match about $141,463 at 4% or $94,309 at 6%; with 100% employer match about $106,097 at 4% or $70,732 at 6%. |
| Spectrum Retirement Trust | - | 10 | $581,356 | $59,984 | $5,998iApproximate average salary by contribution assumption: employee only about $149,960 at 4% or $99,973 at 6%; with 50% employer match about $99,973 at 4% or $66,649 at 6%; with 100% employer match about $74,980 at 4% or $49,987 at 6%. |
| 2007 | 2 | 9 | $0 | $0 | - |
| Susan S. Smith Inc. Profit Sharing Trust | - | 9 | - | - | - |
| Spectrum Retirement Trust | - | 9 | - | - | - |
| 2006 | 2 | 10 | $2,018,256 | $162,449 | $16,245iApproximate average salary by contribution assumption: employee only about $406,123 at 4% or $270,748 at 6%; with 50% employer match about $270,748 at 4% or $180,499 at 6%; with 100% employer match about $203,061 at 4% or $135,374 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 10 | $1,373,111 | $88,862 | $8,886iApproximate average salary by contribution assumption: employee only about $222,155 at 4% or $148,103 at 6%; with 50% employer match about $148,103 at 4% or $98,736 at 6%; with 100% employer match about $111,078 at 4% or $74,052 at 6%. |
| Spectrum Retirement Trust | - | 8 | $645,145 | $73,587 | $9,198iApproximate average salary by contribution assumption: employee only about $229,959 at 4% or $153,306 at 6%; with 50% employer match about $153,306 at 4% or $102,204 at 6%; with 100% employer match about $114,980 at 4% or $76,653 at 6%. |
| 2005 | 2 | 8 | $1,593,356 | $122,254 | $15,282iApproximate average salary by contribution assumption: employee only about $382,044 at 4% or $254,696 at 6%; with 50% employer match about $254,696 at 4% or $169,797 at 6%; with 100% employer match about $191,022 at 4% or $127,348 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $1,137,280 | $73,214 | $9,152iApproximate average salary by contribution assumption: employee only about $228,794 at 4% or $152,529 at 6%; with 50% employer match about $152,529 at 4% or $101,686 at 6%; with 100% employer match about $114,397 at 4% or $76,265 at 6%. |
| Spectrum Retirement Trust | - | 8 | $456,076 | $49,040 | $6,130iApproximate average salary by contribution assumption: employee only about $153,250 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,083 at 6%. |
| 2004 | 2 | 8 | $1,442,576 | $145,835 | $18,229iApproximate average salary by contribution assumption: employee only about $455,734 at 4% or $303,823 at 6%; with 50% employer match about $303,823 at 4% or $202,549 at 6%; with 100% employer match about $227,867 at 4% or $151,911 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $1,058,666 | $78,031 | $9,754iApproximate average salary by contribution assumption: employee only about $243,847 at 4% or $162,565 at 6%; with 50% employer match about $162,565 at 4% or $108,376 at 6%; with 100% employer match about $121,923 at 4% or $81,282 at 6%. |
| Spectrum Retirement Trust | - | 8 | $383,910 | $67,804 | $8,476iApproximate average salary by contribution assumption: employee only about $211,888 at 4% or $141,258 at 6%; with 50% employer match about $141,258 at 4% or $94,172 at 6%; with 100% employer match about $105,944 at 4% or $70,629 at 6%. |
| 2003 | 2 | 9 | $945,954 | $71,710 | $7,968iApproximate average salary by contribution assumption: employee only about $199,194 at 4% or $132,796 at 6%; with 50% employer match about $132,796 at 4% or $88,531 at 6%; with 100% employer match about $99,597 at 4% or $66,398 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 9 | $945,954 | $71,710 | $7,968iApproximate average salary by contribution assumption: employee only about $199,194 at 4% or $132,796 at 6%; with 50% employer match about $132,796 at 4% or $88,531 at 6%; with 100% employer match about $99,597 at 4% or $66,398 at 6%. |
| Spectrum Retirement Trust | - | 9 | - | - | - |
| 2002 | 2 | 8 | $0 | $0 | - |
| Spectrum Retirement Trust | - | 8 | - | - | - |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Susan S. Smith Inc. Profit Sharing Trust | - | 7 | - | - | - |
| Spectrum Retirement Trust | - | 7 | - | - | - |
| 2000 | 2 | 9 | $680,727 | $53,798 | $5,978iApproximate average salary by contribution assumption: employee only about $149,439 at 4% or $99,626 at 6%; with 50% employer match about $99,626 at 4% or $66,417 at 6%; with 100% employer match about $74,719 at 4% or $49,813 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 9 | $680,727 | $53,798 | $5,978iApproximate average salary by contribution assumption: employee only about $149,439 at 4% or $99,626 at 6%; with 50% employer match about $99,626 at 4% or $66,417 at 6%; with 100% employer match about $74,719 at 4% or $49,813 at 6%. |
| Spectrum Retirement Trust | - | 6 | - | - | - |
| 1999 | 2 | 8 | $850,090 | $101,885 | $12,736iApproximate average salary by contribution assumption: employee only about $318,391 at 4% or $212,260 at 6%; with 50% employer match about $212,260 at 4% or $141,507 at 6%; with 100% employer match about $159,195 at 4% or $106,130 at 6%. |
| Susan S. Smith Inc. Profit Sharing Trust | - | 8 | $762,206 | $55,854 | $6,982iApproximate average salary by contribution assumption: employee only about $174,544 at 4% or $116,363 at 6%; with 50% employer match about $116,363 at 4% or $77,575 at 6%; with 100% employer match about $87,272 at 4% or $58,181 at 6%. |
| Spectrum Retirement Trust | - | 6 | $87,884 | $46,031 | $7,672iApproximate average salary by contribution assumption: employee only about $191,796 at 4% or $127,864 at 6%; with 50% employer match about $127,864 at 4% or $85,243 at 6%; with 100% employer match about $95,898 at 4% or $63,932 at 6%. |