Civic Intelligence

Patrick H. Smith, M.D.

Plan context: Dr. Patrick H. Smith Retirement Plan

EIN 63-0480000 • Birmingham, AL • 13 filings • 2 plans

3055 Taralane DriveBirmingham, AL 35216
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$653,005

2011 Contributions

$1,741

Historical Graphs

Total Assets Over Time

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

$1,028,680$514,340$0199920062011YearValue
$653,005Latest year 2011

Participants Over Time

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

110199920042009YearValue
1Latest 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
201110$653,005$0-
Dr. Patrick H. Smith Retirement Plan-0$653,005--
201010$664,740$0-
Dr. Patrick H. Smith Retirement Plan-0$664,740--
200911$570,911$1,741$1,741iApproximate average salary by contribution assumption: employee only about $43,525 at 4% or $29,017 at 6%; with 50% employer match about $29,017 at 4% or $19,344 at 6%; with 100% employer match about $21,763 at 4% or $14,508 at 6%.
Dr. Patrick H. Smith Retirement Plan-1$570,911$1,741$1,741iApproximate average salary by contribution assumption: employee only about $43,525 at 4% or $29,017 at 6%; with 50% employer match about $29,017 at 4% or $19,344 at 6%; with 100% employer match about $21,763 at 4% or $14,508 at 6%.
200811$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
200711$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
200611$703,201$2,642$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
Dr. Patrick H. Smith Retirement Plan-1$703,201$2,642$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
200511$633,893$4,266$4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
Dr. Patrick H. Smith Retirement Plan-1$633,893$4,266$4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
200411$633,176$8,834$8,834iApproximate average salary by contribution assumption: employee only about $220,850 at 4% or $147,233 at 6%; with 50% employer match about $147,233 at 4% or $98,156 at 6%; with 100% employer match about $110,425 at 4% or $73,617 at 6%.
Dr. Patrick H. Smith Retirement Plan-1$633,176$8,834$8,834iApproximate average salary by contribution assumption: employee only about $220,850 at 4% or $147,233 at 6%; with 50% employer match about $147,233 at 4% or $98,156 at 6%; with 100% employer match about $110,425 at 4% or $73,617 at 6%.
200311$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
200211$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
200111$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
200011$0$0-
Dr. Patrick H. Smith Retirement Plan-1---
199911$1,028,680$19,941$19,941iApproximate average salary by contribution assumption: employee only about $498,525 at 4% or $332,350 at 6%; with 50% employer match about $332,350 at 4% or $221,567 at 6%; with 100% employer match about $249,263 at 4% or $166,175 at 6%.
Dr. Patrick H. Smith Retirement Plan-1$1,028,680$19,941$19,941iApproximate average salary by contribution assumption: employee only about $498,525 at 4% or $332,350 at 6%; with 50% employer match about $332,350 at 4% or $221,567 at 6%; with 100% employer match about $249,263 at 4% or $166,175 at 6%.