Civic Intelligence

Stephen M Smith MD & Stephen G Smith MD Chartered

Plan context: Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust

EIN 59-1867313 • Panama City, FL • 15 filings • 7 plans

70 Doctors DrivePanama City, FL 32405
Current Snapshot

Latest Year

2013

2013 Participants

15

2013 Assets

$5,244,454

2013 Contributions

$145,390

Historical Graphs

Total Assets Over Time

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

$5,720,012$2,860,006$0199920092012YearValue
$5,244,454Latest year 2012

Participants Over Time

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

19100199920062012YearValue
15Latest 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
201310$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-0---
2012115$5,244,454$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-15$5,244,454--
2011115$5,158,904$145,390$9,693iApproximate average salary by contribution assumption: employee only about $242,317 at 4% or $161,544 at 6%; with 50% employer match about $161,544 at 4% or $107,696 at 6%; with 100% employer match about $121,158 at 4% or $80,772 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-15$5,158,904$145,390$9,693iApproximate average salary by contribution assumption: employee only about $242,317 at 4% or $161,544 at 6%; with 50% employer match about $161,544 at 4% or $107,696 at 6%; with 100% employer match about $121,158 at 4% or $80,772 at 6%.
2010117$5,244,030$37,413$2,201iApproximate average salary by contribution assumption: employee only about $55,019 at 4% or $36,679 at 6%; with 50% employer match about $36,679 at 4% or $24,453 at 6%; with 100% employer match about $27,510 at 4% or $18,340 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-17$5,244,030$37,413$2,201iApproximate average salary by contribution assumption: employee only about $55,019 at 4% or $36,679 at 6%; with 50% employer match about $36,679 at 4% or $24,453 at 6%; with 100% employer match about $27,510 at 4% or $18,340 at 6%.
2009116$5,157,852$165,063$10,316iApproximate average salary by contribution assumption: employee only about $257,911 at 4% or $171,941 at 6%; with 50% employer match about $171,941 at 4% or $114,627 at 6%; with 100% employer match about $128,955 at 4% or $85,970 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-16$5,157,852$165,063$10,316iApproximate average salary by contribution assumption: employee only about $257,911 at 4% or $171,941 at 6%; with 50% employer match about $171,941 at 4% or $114,627 at 6%; with 100% employer match about $128,955 at 4% or $85,970 at 6%.
2008117$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-17---
2007115$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-15---
2006119$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-19---
2005115$5,609,653$224,392$14,959iApproximate average salary by contribution assumption: employee only about $373,987 at 4% or $249,324 at 6%; with 50% employer match about $249,324 at 4% or $166,216 at 6%; with 100% employer match about $186,993 at 4% or $124,662 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-15$5,609,653$224,392$14,959iApproximate average salary by contribution assumption: employee only about $373,987 at 4% or $249,324 at 6%; with 50% employer match about $249,324 at 4% or $166,216 at 6%; with 100% employer match about $186,993 at 4% or $124,662 at 6%.
2004111$5,126,923$124,543$11,322iApproximate average salary by contribution assumption: employee only about $283,052 at 4% or $188,702 at 6%; with 50% employer match about $188,702 at 4% or $125,801 at 6%; with 100% employer match about $141,526 at 4% or $94,351 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-11$5,126,923$124,543$11,322iApproximate average salary by contribution assumption: employee only about $283,052 at 4% or $188,702 at 6%; with 50% employer match about $188,702 at 4% or $125,801 at 6%; with 100% employer match about $141,526 at 4% or $94,351 at 6%.
2003111$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-11---
2002110$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-10---
200119$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-9---
2000110$0$0-
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-10---
1999111$5,720,012$99,811$9,074iApproximate average salary by contribution assumption: employee only about $226,843 at 4% or $151,229 at 6%; with 50% employer match about $151,229 at 4% or $100,819 at 6%; with 100% employer match about $113,422 at 4% or $75,614 at 6%.
Stephen M Smith MD & Stephen G Smith MD Chartered Employees Profit Sharing Plan and Trust-11$5,720,012$99,811$9,074iApproximate average salary by contribution assumption: employee only about $226,843 at 4% or $151,229 at 6%; with 50% employer match about $151,229 at 4% or $100,819 at 6%; with 100% employer match about $113,422 at 4% or $75,614 at 6%.