Civic Intelligence

Fortner Smalley PLLC

Plan context: Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust

EIN 62-1669830 • Kingsport, TN • 13 filings • 3 plans

P.O. Box 1757Kingsport, TN 37662
Current Snapshot

Latest Year

2019

2019 Participants

13

2019 Assets

$930,890

2019 Contributions

$37,208

Historical Graphs

Total Assets Over Time

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

$930,890$465,445$0200820132018YearValue
$930,890Latest year 2018

Participants Over Time

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

1890200720132018YearValue
13Latest year 2018

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
201910$0$37,208-
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-0$0$37,208-
2018113$930,890$113,319$8,717iApproximate average salary by contribution assumption: employee only about $217,921 at 4% or $145,281 at 6%; with 50% employer match about $145,281 at 4% or $96,854 at 6%; with 100% employer match about $108,961 at 4% or $72,640 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-13$930,890$113,319$8,717iApproximate average salary by contribution assumption: employee only about $217,921 at 4% or $145,281 at 6%; with 50% employer match about $145,281 at 4% or $96,854 at 6%; with 100% employer match about $108,961 at 4% or $72,640 at 6%.
2017110$907,067$118,105$11,811iApproximate average salary by contribution assumption: employee only about $295,263 at 4% or $196,842 at 6%; with 50% employer match about $196,842 at 4% or $131,228 at 6%; with 100% employer match about $147,631 at 4% or $98,421 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-10$907,067$118,105$11,811iApproximate average salary by contribution assumption: employee only about $295,263 at 4% or $196,842 at 6%; with 50% employer match about $196,842 at 4% or $131,228 at 6%; with 100% employer match about $147,631 at 4% or $98,421 at 6%.
2016110$806,391$121,598$12,160iApproximate average salary by contribution assumption: employee only about $303,995 at 4% or $202,663 at 6%; with 50% employer match about $202,663 at 4% or $135,109 at 6%; with 100% employer match about $151,998 at 4% or $101,332 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-10$806,391$121,598$12,160iApproximate average salary by contribution assumption: employee only about $303,995 at 4% or $202,663 at 6%; with 50% employer match about $202,663 at 4% or $135,109 at 6%; with 100% employer match about $151,998 at 4% or $101,332 at 6%.
2015111$680,239$90,088$8,190iApproximate average salary by contribution assumption: employee only about $204,745 at 4% or $136,497 at 6%; with 50% employer match about $136,497 at 4% or $90,998 at 6%; with 100% employer match about $102,373 at 4% or $68,248 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-11$680,239$90,088$8,190iApproximate average salary by contribution assumption: employee only about $204,745 at 4% or $136,497 at 6%; with 50% employer match about $136,497 at 4% or $90,998 at 6%; with 100% employer match about $102,373 at 4% or $68,248 at 6%.
2014111$613,901$146,029$13,275iApproximate average salary by contribution assumption: employee only about $331,884 at 4% or $221,256 at 6%; with 50% employer match about $221,256 at 4% or $147,504 at 6%; with 100% employer match about $165,942 at 4% or $110,628 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-11$613,901$146,029$13,275iApproximate average salary by contribution assumption: employee only about $331,884 at 4% or $221,256 at 6%; with 50% employer match about $221,256 at 4% or $147,504 at 6%; with 100% employer match about $165,942 at 4% or $110,628 at 6%.
2013114$871,550$137,009$9,786iApproximate average salary by contribution assumption: employee only about $244,659 at 4% or $163,106 at 6%; with 50% employer match about $163,106 at 4% or $108,737 at 6%; with 100% employer match about $122,329 at 4% or $81,553 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-14$871,550$137,009$9,786iApproximate average salary by contribution assumption: employee only about $244,659 at 4% or $163,106 at 6%; with 50% employer match about $163,106 at 4% or $108,737 at 6%; with 100% employer match about $122,329 at 4% or $81,553 at 6%.
2012113$651,674$125,712$9,670iApproximate average salary by contribution assumption: employee only about $241,754 at 4% or $161,169 at 6%; with 50% employer match about $161,169 at 4% or $107,446 at 6%; with 100% employer match about $120,877 at 4% or $80,585 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-13$651,674$125,712$9,670iApproximate average salary by contribution assumption: employee only about $241,754 at 4% or $161,169 at 6%; with 50% employer match about $161,169 at 4% or $107,446 at 6%; with 100% employer match about $120,877 at 4% or $80,585 at 6%.
2011110$475,315$122,564$12,256iApproximate average salary by contribution assumption: employee only about $306,410 at 4% or $204,273 at 6%; with 50% employer match about $204,273 at 4% or $136,182 at 6%; with 100% employer match about $153,205 at 4% or $102,137 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-10$475,315$122,564$12,256iApproximate average salary by contribution assumption: employee only about $306,410 at 4% or $204,273 at 6%; with 50% employer match about $204,273 at 4% or $136,182 at 6%; with 100% employer match about $153,205 at 4% or $102,137 at 6%.
201019$371,399$124,599$13,844iApproximate average salary by contribution assumption: employee only about $346,108 at 4% or $230,739 at 6%; with 50% employer match about $230,739 at 4% or $153,826 at 6%; with 100% employer match about $173,054 at 4% or $115,369 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-9$371,399$124,599$13,844iApproximate average salary by contribution assumption: employee only about $346,108 at 4% or $230,739 at 6%; with 50% employer match about $230,739 at 4% or $153,826 at 6%; with 100% employer match about $173,054 at 4% or $115,369 at 6%.
200919$212,674$72,149$8,017iApproximate average salary by contribution assumption: employee only about $200,414 at 4% or $133,609 at 6%; with 50% employer match about $133,609 at 4% or $89,073 at 6%; with 100% employer match about $100,207 at 4% or $66,805 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-9$212,674$72,149$8,017iApproximate average salary by contribution assumption: employee only about $200,414 at 4% or $133,609 at 6%; with 50% employer match about $133,609 at 4% or $89,073 at 6%; with 100% employer match about $100,207 at 4% or $66,805 at 6%.
2008117$203,244$92,891$5,464iApproximate average salary by contribution assumption: employee only about $136,604 at 4% or $91,070 at 6%; with 50% employer match about $91,070 at 4% or $60,713 at 6%; with 100% employer match about $68,302 at 4% or $45,535 at 6%.
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-17$203,244$92,891$5,464iApproximate average salary by contribution assumption: employee only about $136,604 at 4% or $91,070 at 6%; with 50% employer match about $91,070 at 4% or $60,713 at 6%; with 100% employer match about $68,302 at 4% or $45,535 at 6%.
2007118$0$0-
Fortner Smalley PLLC Cross-Tested 401(K) Plan and Trust-18---