Civic Intelligence

J Roger Smith DMD PC

Plan context: J Roger Smith DMD PC Employees Profit Sharing Retirement Trust

EIN 63-0913611 • Mountain Brk, AL • 20 filings • 7 plans

3918 Montclair Rd Ste 91WMountain Brk, AL 35213-2417
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$936,337

2019 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$936,337$468,169$0199920132018YearValue
$936,337Latest year 2018

Participants Over Time

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

740199920092018YearValue
6Latest 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$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-0$0$0-
201816$936,337$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-6$936,337$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201715$793,498$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-5$793,498$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
201617$789,876$70,600$10,086iApproximate average salary by contribution assumption: employee only about $252,143 at 4% or $168,095 at 6%; with 50% employer match about $168,095 at 4% or $112,063 at 6%; with 100% employer match about $126,071 at 4% or $84,048 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-7$789,876$70,600$10,086iApproximate average salary by contribution assumption: employee only about $252,143 at 4% or $168,095 at 6%; with 50% employer match about $168,095 at 4% or $112,063 at 6%; with 100% employer match about $126,071 at 4% or $84,048 at 6%.
201515$664,605$64,000$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-5$664,605$64,000$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
201415$599,140$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-5$599,140$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201315$553,803$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-5$553,803$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
201216$497,196$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-6$497,196$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201116$413,531$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-6$413,531$0-
201016$414,361$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-6$414,361$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200916$384,404$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-6$384,404$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
200715$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-5---
200614$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-4---
200513$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-3---
200413$295,199$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-3$295,199$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200314$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-4---
200214$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-4---
200113$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-3---
200012$0$0-
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-2---
199912$168,590$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
J Roger Smith DMD PC Employees Profit Sharing Retirement Trust-2$168,590$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.