Civic Intelligence

Smith & Company Cpas

Plan context: Smith & Company Cpas Retirement Plan

EIN 61-1310568 • Bardstown, KY • 15 filings • 3 plans

207 North Third StreetBardstown, KY 40004
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,532,324

2013 Contributions

$36,461

Historical Graphs

Total Assets Over Time

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

$4,037,980$2,018,990$0199920062012YearValue
$1,532,324Latest year 2012

Participants Over Time

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

630199920052012YearValue
2Latest 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-
Smith & Company Cpas Retirement Plan-0$0--
201212$1,532,324$0-
Smith & Company Cpas Retirement Plan-2$1,532,324--
201112$2,148,531$0-
Smith & Company Cpas Retirement Plan-2$2,148,531--
201013$2,290,411$36,461$12,154iApproximate average salary by contribution assumption: employee only about $303,842 at 4% or $202,561 at 6%; with 50% employer match about $202,561 at 4% or $135,041 at 6%; with 100% employer match about $151,921 at 4% or $101,281 at 6%.
Smith & Company Cpas Retirement Plan-3$2,290,411$36,461$12,154iApproximate average salary by contribution assumption: employee only about $303,842 at 4% or $202,561 at 6%; with 50% employer match about $202,561 at 4% or $135,041 at 6%; with 100% employer match about $151,921 at 4% or $101,281 at 6%.
200913$2,867,364$0-
Smith & Company Cpas Retirement Plan-3$2,867,364--
200810$3,113,574$0-
Smith & Company Cpas Retirement Plan-0$3,113,574--
200714$4,025,680$0-
Smith & Company Cpas Retirement Plan-4$4,025,680--
200614$4,037,980$0-
Smith & Company Cpas Retirement Plan-4$4,037,980--
200515$3,638,101$11,674$2,335iApproximate average salary by contribution assumption: employee only about $58,370 at 4% or $38,913 at 6%; with 50% employer match about $38,913 at 4% or $25,942 at 6%; with 100% employer match about $29,185 at 4% or $19,457 at 6%.
Smith & Company Cpas Retirement Plan-5$3,638,101$11,674$2,335iApproximate average salary by contribution assumption: employee only about $58,370 at 4% or $38,913 at 6%; with 50% employer match about $38,913 at 4% or $25,942 at 6%; with 100% employer match about $29,185 at 4% or $19,457 at 6%.
200416$3,439,772$31,078$5,180iApproximate average salary by contribution assumption: employee only about $129,492 at 4% or $86,328 at 6%; with 50% employer match about $86,328 at 4% or $57,552 at 6%; with 100% employer match about $64,746 at 4% or $43,164 at 6%.
Smith & Company Cpas Retirement Plan-6$3,439,772$31,078$5,180iApproximate average salary by contribution assumption: employee only about $129,492 at 4% or $86,328 at 6%; with 50% employer match about $86,328 at 4% or $57,552 at 6%; with 100% employer match about $64,746 at 4% or $43,164 at 6%.
200315$2,992,290$19,861$3,972iApproximate average salary by contribution assumption: employee only about $99,305 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%.
Smith & Company Cpas Retirement Plan-5$2,992,290$19,861$3,972iApproximate average salary by contribution assumption: employee only about $99,305 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%.
200215$2,384,234$22,398$4,480iApproximate average salary by contribution assumption: employee only about $111,990 at 4% or $74,660 at 6%; with 50% employer match about $74,660 at 4% or $49,773 at 6%; with 100% employer match about $55,995 at 4% or $37,330 at 6%.
Smith & Company Cpas Retirement Plan-5$2,384,234$22,398$4,480iApproximate average salary by contribution assumption: employee only about $111,990 at 4% or $74,660 at 6%; with 50% employer match about $74,660 at 4% or $49,773 at 6%; with 100% employer match about $55,995 at 4% or $37,330 at 6%.
200115$0$0-
Smith & Company Cpas Retirement Plan-5---
200015$2,202,136$16,892$3,378iApproximate average salary by contribution assumption: employee only about $84,460 at 4% or $56,307 at 6%; with 50% employer match about $56,307 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%.
Smith & Company Cpas Retirement Plan-5$2,202,136$16,892$3,378iApproximate average salary by contribution assumption: employee only about $84,460 at 4% or $56,307 at 6%; with 50% employer match about $56,307 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%.
199915$2,334,867$24,927$4,985iApproximate average salary by contribution assumption: employee only about $124,635 at 4% or $83,090 at 6%; with 50% employer match about $83,090 at 4% or $55,393 at 6%; with 100% employer match about $62,317 at 4% or $41,545 at 6%.
Smith & Company Cpas Retirement Plan-5$2,334,867$24,927$4,985iApproximate average salary by contribution assumption: employee only about $124,635 at 4% or $83,090 at 6%; with 50% employer match about $83,090 at 4% or $55,393 at 6%; with 100% employer match about $62,317 at 4% or $41,545 at 6%.