Civic Intelligence

Daniel R. Smith & Associates Inc.

Plan context: Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust

EIN 65-0178325 • 14 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

17

2007 Assets

$477,985

2007 Contributions

$39,101

Historical Graphs

Total Assets Over Time

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

$477,985$238,993$0199920032006YearValue
$477,985Latest year 2006

Participants Over Time

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

1790199920032006YearValue
17Latest year 2006

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
200710$0$0-
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-0---
2006117$477,985$0-
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-17$477,985--
2005114$443,271$0-
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-14$443,271--
2004112$410,140$0-
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-12$410,140--
2003211$425,610$39,101$3,555iApproximate average salary by contribution assumption: employee only about $88,866 at 4% or $59,244 at 6%; with 50% employer match about $59,244 at 4% or $39,496 at 6%; with 100% employer match about $44,433 at 4% or $29,622 at 6%.
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-11$425,610--
Daniel R. Smith & Associates Inc., Money Purchase Pension Plan & Trust-0-$39,101-
2002217$435,141$110,975$6,528iApproximate average salary by contribution assumption: employee only about $163,199 at 4% or $108,799 at 6%; with 50% employer match about $108,799 at 4% or $72,533 at 6%; with 100% employer match about $81,599 at 4% or $54,400 at 6%.
Daniel R. Smith & Associates Inc., Money Purchase Pension Plan & Trust-17$321,565$110,975$6,528iApproximate average salary by contribution assumption: employee only about $163,199 at 4% or $108,799 at 6%; with 50% employer match about $108,799 at 4% or $72,533 at 6%; with 100% employer match about $81,599 at 4% or $54,400 at 6%.
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-17$113,576--
2001217$436,497$94,823$5,578iApproximate average salary by contribution assumption: employee only about $139,446 at 4% or $92,964 at 6%; with 50% employer match about $92,964 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Daniel R. Smith & Associates Inc., Money Purchase Pension Plan & Trust-17$288,285$94,823$5,578iApproximate average salary by contribution assumption: employee only about $139,446 at 4% or $92,964 at 6%; with 50% employer match about $92,964 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-17$148,212--
2000217$417,634$163,105$9,594iApproximate average salary by contribution assumption: employee only about $239,860 at 4% or $159,907 at 6%; with 50% employer match about $159,907 at 4% or $106,605 at 6%; with 100% employer match about $119,930 at 4% or $79,953 at 6%.
Daniel R. Smith & Associates Inc., Money Purchase Pension Plan & Trust-17$233,957$89,861$5,286iApproximate average salary by contribution assumption: employee only about $132,149 at 4% or $88,099 at 6%; with 50% employer match about $88,099 at 4% or $58,733 at 6%; with 100% employer match about $66,074 at 4% or $44,050 at 6%.
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-17$183,677$73,244$4,308iApproximate average salary by contribution assumption: employee only about $107,712 at 4% or $71,808 at 6%; with 50% employer match about $71,808 at 4% or $47,872 at 6%; with 100% employer match about $53,856 at 4% or $35,904 at 6%.
1999215$326,888$148,369$9,891iApproximate average salary by contribution assumption: employee only about $247,282 at 4% or $164,854 at 6%; with 50% employer match about $164,854 at 4% or $109,903 at 6%; with 100% employer match about $123,641 at 4% or $82,427 at 6%.
Daniel R. Smith & Associates Inc., Money Purchase Pension Plan & Trust-15$172,400$76,437$5,096iApproximate average salary by contribution assumption: employee only about $127,395 at 4% or $84,930 at 6%; with 50% employer match about $84,930 at 4% or $56,620 at 6%; with 100% employer match about $63,698 at 4% or $42,465 at 6%.
Daniel R. Smith & Associates Inc. Profit Sharing Plan and Trust-15$154,488$71,932$4,795iApproximate average salary by contribution assumption: employee only about $119,887 at 4% or $79,924 at 6%; with 50% employer match about $79,924 at 4% or $53,283 at 6%; with 100% employer match about $59,943 at 4% or $39,962 at 6%.