James Donald Smith, Jr.
Plan context: James Smith Keogh Merrill Lynch Basic Retirement Plan
EIN 63-0768923 • 8 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$79,754
2007 Contributions
$45,155
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $79,754 | $0 | - |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 2 | $79,754 | - | - |
| 2005 | 1 | 2 | $2,152,188 | $0 | - |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 2 | $2,152,188 | - | - |
| 2004 | 1 | 3 | $2,087,717 | $0 | - |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 3 | $2,087,717 | - | - |
| 2003 | 1 | 3 | $1,953,645 | $45,155 | $15,052iApproximate average salary by contribution assumption: employee only about $376,292 at 4% or $250,861 at 6%; with 50% employer match about $250,861 at 4% or $167,241 at 6%; with 100% employer match about $188,146 at 4% or $125,431 at 6%. |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 3 | $1,953,645 | $45,155 | $15,052iApproximate average salary by contribution assumption: employee only about $376,292 at 4% or $250,861 at 6%; with 50% employer match about $250,861 at 4% or $167,241 at 6%; with 100% employer match about $188,146 at 4% or $125,431 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $1,627,448 | $32,339 | $10,780iApproximate average salary by contribution assumption: employee only about $269,492 at 4% or $179,661 at 6%; with 50% employer match about $179,661 at 4% or $119,774 at 6%; with 100% employer match about $134,746 at 4% or $89,831 at 6%. |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 3 | $1,627,448 | $32,339 | $10,780iApproximate average salary by contribution assumption: employee only about $269,492 at 4% or $179,661 at 6%; with 50% employer match about $179,661 at 4% or $119,774 at 6%; with 100% employer match about $134,746 at 4% or $89,831 at 6%. |
| 2000 | 1 | 2 | $1,570,892 | $28,618 | $14,309iApproximate average salary by contribution assumption: employee only about $357,725 at 4% or $238,483 at 6%; with 50% employer match about $238,483 at 4% or $158,989 at 6%; with 100% employer match about $178,863 at 4% or $119,242 at 6%. |
| James Smith Keogh Merrill Lynch Basic Retirement Plan | - | 2 | $1,570,892 | $28,618 | $14,309iApproximate average salary by contribution assumption: employee only about $357,725 at 4% or $238,483 at 6%; with 50% employer match about $238,483 at 4% or $158,989 at 6%; with 100% employer match about $178,863 at 4% or $119,242 at 6%. |