Civic Intelligence

James L. Smith, Dds PC

Plan context: James L. Smith, Dds PC Third Restated Money Purchase Pension Plan

EIN 62-0840863 • 22 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$7,006,366

2021 Contributions

$7,679

Historical Graphs

Total Assets Over Time

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

$7,760,081$3,880,041$0199920142021YearValue
$7,006,366Latest year 2021

Participants Over Time

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

420199920102020YearValue
1Latest 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$7,006,366$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-0$7,006,366--
202011$6,858,979$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-1$6,858,979--
201911$7,139,551$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-1$7,139,551--
201810$7,760,081$7,679-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-0$7,760,081$7,679-
201711$6,615,473$8,557$8,557iApproximate average salary by contribution assumption: employee only about $213,925 at 4% or $142,617 at 6%; with 50% employer match about $142,617 at 4% or $95,078 at 6%; with 100% employer match about $106,963 at 4% or $71,308 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-1$6,615,473$8,557$8,557iApproximate average salary by contribution assumption: employee only about $213,925 at 4% or $142,617 at 6%; with 50% employer match about $142,617 at 4% or $95,078 at 6%; with 100% employer match about $106,963 at 4% or $71,308 at 6%.
201612$6,703,397$8,477$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,094 at 6%; with 100% employer match about $52,981 at 4% or $35,321 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$6,703,397$8,477$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,094 at 6%; with 100% employer match about $52,981 at 4% or $35,321 at 6%.
201512$6,524,194$8,628$4,314iApproximate average salary by contribution assumption: employee only about $107,850 at 4% or $71,900 at 6%; with 50% employer match about $71,900 at 4% or $47,933 at 6%; with 100% employer match about $53,925 at 4% or $35,950 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$6,524,194$8,628$4,314iApproximate average salary by contribution assumption: employee only about $107,850 at 4% or $71,900 at 6%; with 50% employer match about $71,900 at 4% or $47,933 at 6%; with 100% employer match about $53,925 at 4% or $35,950 at 6%.
201412$6,869,932$13,520$6,760iApproximate average salary by contribution assumption: employee only about $169,000 at 4% or $112,667 at 6%; with 50% employer match about $112,667 at 4% or $75,111 at 6%; with 100% employer match about $84,500 at 4% or $56,333 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$6,869,932$13,520$6,760iApproximate average salary by contribution assumption: employee only about $169,000 at 4% or $112,667 at 6%; with 50% employer match about $112,667 at 4% or $75,111 at 6%; with 100% employer match about $84,500 at 4% or $56,333 at 6%.
201313$7,045,750$14,398$4,799iApproximate average salary by contribution assumption: employee only about $119,983 at 4% or $79,989 at 6%; with 50% employer match about $79,989 at 4% or $53,326 at 6%; with 100% employer match about $59,992 at 4% or $39,994 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-3$7,045,750$14,398$4,799iApproximate average salary by contribution assumption: employee only about $119,983 at 4% or $79,989 at 6%; with 50% employer match about $79,989 at 4% or $53,326 at 6%; with 100% employer match about $59,992 at 4% or $39,994 at 6%.
201213$7,702,749$14,399$4,800iApproximate average salary by contribution assumption: employee only about $119,992 at 4% or $79,994 at 6%; with 50% employer match about $79,994 at 4% or $53,330 at 6%; with 100% employer match about $59,996 at 4% or $39,997 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-3$7,702,749$14,399$4,800iApproximate average salary by contribution assumption: employee only about $119,992 at 4% or $79,994 at 6%; with 50% employer match about $79,994 at 4% or $53,330 at 6%; with 100% employer match about $59,996 at 4% or $39,997 at 6%.
201112$7,594,222$14,399$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$7,594,222$14,399$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
201012$7,703,883$14,399$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$7,703,883$14,399$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
200912$7,549,245$14,659$7,330iApproximate average salary by contribution assumption: employee only about $183,238 at 4% or $122,158 at 6%; with 50% employer match about $122,158 at 4% or $81,439 at 6%; with 100% employer match about $91,619 at 4% or $61,079 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-2$7,549,245$14,659$7,330iApproximate average salary by contribution assumption: employee only about $183,238 at 4% or $122,158 at 6%; with 50% employer match about $122,158 at 4% or $81,439 at 6%; with 100% employer match about $91,619 at 4% or $61,079 at 6%.
200813$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-3---
200714$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4---
200614$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4---
200414$6,334,203$14,140$3,535iApproximate average salary by contribution assumption: employee only about $88,375 at 4% or $58,917 at 6%; with 50% employer match about $58,917 at 4% or $39,278 at 6%; with 100% employer match about $44,188 at 4% or $29,458 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4$6,334,203$14,140$3,535iApproximate average salary by contribution assumption: employee only about $88,375 at 4% or $58,917 at 6%; with 50% employer match about $58,917 at 4% or $39,278 at 6%; with 100% employer match about $44,188 at 4% or $29,458 at 6%.
200314$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4---
200214$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4---
200113$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-3---
200013$0$0-
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-3---
199914$5,712,152$49,604$12,401iApproximate average salary by contribution assumption: employee only about $310,025 at 4% or $206,683 at 6%; with 50% employer match about $206,683 at 4% or $137,789 at 6%; with 100% employer match about $155,013 at 4% or $103,342 at 6%.
James L. Smith, Dds PC Third Restated Money Purchase Pension Plan-4$5,712,152$49,604$12,401iApproximate average salary by contribution assumption: employee only about $310,025 at 4% or $206,683 at 6%; with 50% employer match about $206,683 at 4% or $137,789 at 6%; with 100% employer match about $155,013 at 4% or $103,342 at 6%.