Smart Data Strategies, Inc.
Plan context: SMART DATA STRATEGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
EIN 62-1522149 • Franklin, TN • 9 filings • 7 plans
Current Snapshot
Latest Year
2014
2014 Participants
23
2014 Assets
$516,603
2014 Contributions
$14,097
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 23 | $516,603 | $14,097 | $613iApproximate average salary by contribution assumption: employee only about $15,323 at 4% or $10,215 at 6%; with 50% employer match about $10,215 at 4% or $6,810 at 6%; with 100% employer match about $7,661 at 4% or $5,108 at 6%. |
| SMART DATA STRATEGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $516,603 | $14,097 | $613iApproximate average salary by contribution assumption: employee only about $15,323 at 4% or $10,215 at 6%; with 50% employer match about $10,215 at 4% or $6,810 at 6%; with 100% employer match about $7,661 at 4% or $5,108 at 6%. |
| 2013 | 1 | 24 | $486,310 | $26,739 | $1,114iApproximate average salary by contribution assumption: employee only about $27,853 at 4% or $18,569 at 6%; with 50% employer match about $18,569 at 4% or $12,379 at 6%; with 100% employer match about $13,927 at 4% or $9,284 at 6%. |
| SMART DATA STRATEGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $486,310 | $26,739 | $1,114iApproximate average salary by contribution assumption: employee only about $27,853 at 4% or $18,569 at 6%; with 50% employer match about $18,569 at 4% or $12,379 at 6%; with 100% employer match about $13,927 at 4% or $9,284 at 6%. |
| 2012 | 1 | 24 | $431,135 | $32,176 | $1,341iApproximate average salary by contribution assumption: employee only about $33,517 at 4% or $22,344 at 6%; with 50% employer match about $22,344 at 4% or $14,896 at 6%; with 100% employer match about $16,758 at 4% or $11,172 at 6%. |
| SMART DATA STRATEGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $431,135 | $32,176 | $1,341iApproximate average salary by contribution assumption: employee only about $33,517 at 4% or $22,344 at 6%; with 50% employer match about $22,344 at 4% or $14,896 at 6%; with 100% employer match about $16,758 at 4% or $11,172 at 6%. |
| 2011 | 1 | 14 | $543,938 | $43,626 | $3,116iApproximate average salary by contribution assumption: employee only about $77,904 at 4% or $51,936 at 6%; with 50% employer match about $51,936 at 4% or $34,624 at 6%; with 100% employer match about $38,952 at 4% or $25,968 at 6%. |
| SMARTY DATA STRATEGIES, INC 401(K) PS | - | 14 | $543,938 | $43,626 | $3,116iApproximate average salary by contribution assumption: employee only about $77,904 at 4% or $51,936 at 6%; with 50% employer match about $51,936 at 4% or $34,624 at 6%; with 100% employer match about $38,952 at 4% or $25,968 at 6%. |
| 2010 | 1 | 17 | $631,102 | $38,238 | $2,249iApproximate average salary by contribution assumption: employee only about $56,232 at 4% or $37,488 at 6%; with 50% employer match about $37,488 at 4% or $24,992 at 6%; with 100% employer match about $28,116 at 4% or $18,744 at 6%. |
| SMART DATA STRATEGIES, INC. 401(K) PS PLAN & TRUST | - | 17 | $631,102 | $38,238 | $2,249iApproximate average salary by contribution assumption: employee only about $56,232 at 4% or $37,488 at 6%; with 50% employer match about $37,488 at 4% or $24,992 at 6%; with 100% employer match about $28,116 at 4% or $18,744 at 6%. |
| 2009 | 1 | 24 | $632,661 | $52,593 | $2,191iApproximate average salary by contribution assumption: employee only about $54,784 at 4% or $36,523 at 6%; with 50% employer match about $36,523 at 4% or $24,349 at 6%; with 100% employer match about $27,392 at 4% or $18,261 at 6%. |
| Smart Data Strategies Inc. 401(K) Ps Plan & Trust | - | 24 | $632,661 | $52,593 | $2,191iApproximate average salary by contribution assumption: employee only about $54,784 at 4% or $36,523 at 6%; with 50% employer match about $36,523 at 4% or $24,349 at 6%; with 100% employer match about $27,392 at 4% or $18,261 at 6%. |
| 2002 | 1 | 46 | $456,832 | $97,534 | $2,120iApproximate average salary by contribution assumption: employee only about $53,008 at 4% or $35,338 at 6%; with 50% employer match about $35,338 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,669 at 6%. |
| SMART DATA STRATEGIES INC 401K PROFIT SHARING PLAN & TRUST | - | 46 | $456,832 | $97,534 | $2,120iApproximate average salary by contribution assumption: employee only about $53,008 at 4% or $35,338 at 6%; with 50% employer match about $35,338 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,669 at 6%. |
| 2001 | 1 | 64 | $0 | $0 | - |
| Smart Data Strategies Inc. 401(K) Ps Plan & Trust | - | 64 | - | - | - |
| 2000 | 1 | 46 | $0 | $0 | - |
| Smart Data Strategies Inc. 401(K) Ps Plan & Trust | - | 46 | - | - | - |