Civic Intelligence

Williams Smith & Summers Pa

Plan context: Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004

EIN 59-2602538 • Tavares, FL • 13 filings • 6 plans

380 W Alfred StreetTavares, FL 32778
Current Snapshot

Latest Year

2010

2010 Participants

15

2010 Assets

$2,252,627

2010 Contributions

$145,000

Historical Graphs

Total Assets Over Time

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

$2,252,627$1,126,314$0199920062009YearValue
$2,252,627Latest year 2009

Participants Over Time

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

1580199920042009YearValue
15Latest year 2009

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
201010$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-0---
2009115$2,252,627$145,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-15$2,252,627$145,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
2008113$1,621,238$166,247$12,788iApproximate average salary by contribution assumption: employee only about $319,706 at 4% or $213,137 at 6%; with 50% employer match about $213,137 at 4% or $142,091 at 6%; with 100% employer match about $159,853 at 4% or $106,569 at 6%.
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-13$1,621,238$166,247$12,788iApproximate average salary by contribution assumption: employee only about $319,706 at 4% or $213,137 at 6%; with 50% employer match about $213,137 at 4% or $142,091 at 6%; with 100% employer match about $159,853 at 4% or $106,569 at 6%.
2007112$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-12---
2006113$1,997,531$155,421$11,955iApproximate average salary by contribution assumption: employee only about $298,887 at 4% or $199,258 at 6%; with 50% employer match about $199,258 at 4% or $132,838 at 6%; with 100% employer match about $149,443 at 4% or $99,629 at 6%.
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-13$1,997,531$155,421$11,955iApproximate average salary by contribution assumption: employee only about $298,887 at 4% or $199,258 at 6%; with 50% employer match about $199,258 at 4% or $132,838 at 6%; with 100% employer match about $149,443 at 4% or $99,629 at 6%.
2005112$1,480,435$144,824$12,069iApproximate average salary by contribution assumption: employee only about $301,717 at 4% or $201,144 at 6%; with 50% employer match about $201,144 at 4% or $134,096 at 6%; with 100% employer match about $150,858 at 4% or $100,572 at 6%.
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-12$1,480,435$144,824$12,069iApproximate average salary by contribution assumption: employee only about $301,717 at 4% or $201,144 at 6%; with 50% employer match about $201,144 at 4% or $134,096 at 6%; with 100% employer match about $150,858 at 4% or $100,572 at 6%.
2004111$1,205,619$129,879$11,807iApproximate average salary by contribution assumption: employee only about $295,180 at 4% or $196,786 at 6%; with 50% employer match about $196,786 at 4% or $131,191 at 6%; with 100% employer match about $147,590 at 4% or $98,393 at 6%.
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-11$1,205,619$129,879$11,807iApproximate average salary by contribution assumption: employee only about $295,180 at 4% or $196,786 at 6%; with 50% employer match about $196,786 at 4% or $131,191 at 6%; with 100% employer match about $147,590 at 4% or $98,393 at 6%.
2003112$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-12---
2002110$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-10---
2001110$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-10---
200029$0$0-
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-9---
Vanguard Prototype Defined Contribution Plan- Profit Sharing Plan 004-0---
199915$542,296$0-
Contribution Plan-Profit Sharing Plan-5$542,296--