Civic Intelligence

Smith Williams Shope Kasper Inc.

Plan context: Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust

EIN 65-0760142 • 17 filings • 11 plans

Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$2,954,371

2013 Contributions

$191,499

Historical Graphs

Total Assets Over Time

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

$5,207,285$2,603,643$0200020072013YearValue
$2,954,371Latest year 2013

Participants Over Time

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

1260200020072013YearValue
8Latest year 2013

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
201318$2,954,371$191,499$23,937iApproximate average salary by contribution assumption: employee only about $598,434 at 4% or $398,956 at 6%; with 50% employer match about $398,956 at 4% or $265,971 at 6%; with 100% employer match about $299,217 at 4% or $199,478 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-8$2,954,371$191,499$23,937iApproximate average salary by contribution assumption: employee only about $598,434 at 4% or $398,956 at 6%; with 50% employer match about $398,956 at 4% or $265,971 at 6%; with 100% employer match about $299,217 at 4% or $199,478 at 6%.
201217$2,553,274$140,609$20,087iApproximate average salary by contribution assumption: employee only about $502,175 at 4% or $334,783 at 6%; with 50% employer match about $334,783 at 4% or $223,189 at 6%; with 100% employer match about $251,088 at 4% or $167,392 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-7$2,553,274$140,609$20,087iApproximate average salary by contribution assumption: employee only about $502,175 at 4% or $334,783 at 6%; with 50% employer match about $334,783 at 4% or $223,189 at 6%; with 100% employer match about $251,088 at 4% or $167,392 at 6%.
2011110$3,132,899$276,627$27,663iApproximate average salary by contribution assumption: employee only about $691,568 at 4% or $461,045 at 6%; with 50% employer match about $461,045 at 4% or $307,363 at 6%; with 100% employer match about $345,784 at 4% or $230,523 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-10$3,132,899$276,627$27,663iApproximate average salary by contribution assumption: employee only about $691,568 at 4% or $461,045 at 6%; with 50% employer match about $461,045 at 4% or $307,363 at 6%; with 100% employer match about $345,784 at 4% or $230,523 at 6%.
2010112$2,868,719$293,542$24,462iApproximate average salary by contribution assumption: employee only about $611,546 at 4% or $407,697 at 6%; with 50% employer match about $407,697 at 4% or $271,798 at 6%; with 100% employer match about $305,773 at 4% or $203,849 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-12$2,868,719$293,542$24,462iApproximate average salary by contribution assumption: employee only about $611,546 at 4% or $407,697 at 6%; with 50% employer match about $407,697 at 4% or $271,798 at 6%; with 100% employer match about $305,773 at 4% or $203,849 at 6%.
2009112$2,790,081$293,826$24,486iApproximate average salary by contribution assumption: employee only about $612,138 at 4% or $408,092 at 6%; with 50% employer match about $408,092 at 4% or $272,061 at 6%; with 100% employer match about $306,069 at 4% or $204,046 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-12$2,790,081$293,826$24,486iApproximate average salary by contribution assumption: employee only about $612,138 at 4% or $408,092 at 6%; with 50% employer match about $408,092 at 4% or $272,061 at 6%; with 100% employer match about $306,069 at 4% or $204,046 at 6%.
2008110$2,313,038$220,678$22,068iApproximate average salary by contribution assumption: employee only about $551,695 at 4% or $367,797 at 6%; with 50% employer match about $367,797 at 4% or $245,198 at 6%; with 100% employer match about $275,848 at 4% or $183,898 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-10$2,313,038$220,678$22,068iApproximate average salary by contribution assumption: employee only about $551,695 at 4% or $367,797 at 6%; with 50% employer match about $367,797 at 4% or $245,198 at 6%; with 100% employer match about $275,848 at 4% or $183,898 at 6%.
200719$2,804,770$195,698$21,744iApproximate average salary by contribution assumption: employee only about $543,606 at 4% or $362,404 at 6%; with 50% employer match about $362,404 at 4% or $241,602 at 6%; with 100% employer match about $271,803 at 4% or $181,202 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-9$2,804,770$195,698$21,744iApproximate average salary by contribution assumption: employee only about $543,606 at 4% or $362,404 at 6%; with 50% employer match about $362,404 at 4% or $241,602 at 6%; with 100% employer match about $271,803 at 4% or $181,202 at 6%.
200619$5,207,285$242,592$26,955iApproximate average salary by contribution assumption: employee only about $673,867 at 4% or $449,244 at 6%; with 50% employer match about $449,244 at 4% or $299,496 at 6%; with 100% employer match about $336,933 at 4% or $224,622 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-9$5,207,285$242,592$26,955iApproximate average salary by contribution assumption: employee only about $673,867 at 4% or $449,244 at 6%; with 50% employer match about $449,244 at 4% or $299,496 at 6%; with 100% employer match about $336,933 at 4% or $224,622 at 6%.
200519$4,407,021$239,383$26,598iApproximate average salary by contribution assumption: employee only about $664,953 at 4% or $443,302 at 6%; with 50% employer match about $443,302 at 4% or $295,535 at 6%; with 100% employer match about $332,476 at 4% or $221,651 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-9$4,407,021$239,383$26,598iApproximate average salary by contribution assumption: employee only about $664,953 at 4% or $443,302 at 6%; with 50% employer match about $443,302 at 4% or $295,535 at 6%; with 100% employer match about $332,476 at 4% or $221,651 at 6%.
200418$3,961,246$198,498$24,812iApproximate average salary by contribution assumption: employee only about $620,306 at 4% or $413,538 at 6%; with 50% employer match about $413,538 at 4% or $275,692 at 6%; with 100% employer match about $310,153 at 4% or $206,769 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-8$3,961,246$198,498$24,812iApproximate average salary by contribution assumption: employee only about $620,306 at 4% or $413,538 at 6%; with 50% employer match about $413,538 at 4% or $275,692 at 6%; with 100% employer match about $310,153 at 4% or $206,769 at 6%.
200319$3,462,554$195,639$21,738iApproximate average salary by contribution assumption: employee only about $543,442 at 4% or $362,294 at 6%; with 50% employer match about $362,294 at 4% or $241,530 at 6%; with 100% employer match about $271,721 at 4% or $181,147 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-9$3,462,554$195,639$21,738iApproximate average salary by contribution assumption: employee only about $543,442 at 4% or $362,294 at 6%; with 50% employer match about $362,294 at 4% or $241,530 at 6%; with 100% employer match about $271,721 at 4% or $181,147 at 6%.
200227$2,734,895$182,013$26,002iApproximate average salary by contribution assumption: employee only about $650,046 at 4% or $433,364 at 6%; with 50% employer match about $433,364 at 4% or $288,910 at 6%; with 100% employer match about $325,023 at 4% or $216,682 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-7$2,734,895$182,013$26,002iApproximate average salary by contribution assumption: employee only about $650,046 at 4% or $433,364 at 6%; with 50% employer match about $433,364 at 4% or $288,910 at 6%; with 100% employer match about $325,023 at 4% or $216,682 at 6%.
SMITH, WILLIAMS, SHOPE, KASPER, INC. MONEY PURCHASE PENSION TRUST-0---
200120$3,089,721$164,248-
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-0$2,834,875$123,186-
SMITH, WILLIAMS, SHOPE, KASPER, INC. MONEY PURCHASE PENSION TRUST-0$254,846$41,062-
200028$3,151,412$149,720$18,715iApproximate average salary by contribution assumption: employee only about $467,875 at 4% or $311,917 at 6%; with 50% employer match about $311,917 at 4% or $207,944 at 6%; with 100% employer match about $233,938 at 4% or $155,958 at 6%.
Smith, Williams, Shope, Kasper Inc. Employees Profit Sharing Trust-8$2,941,434$107,299$13,412iApproximate average salary by contribution assumption: employee only about $335,309 at 4% or $223,540 at 6%; with 50% employer match about $223,540 at 4% or $149,026 at 6%; with 100% employer match about $167,655 at 4% or $111,770 at 6%.
SMITH, WILLIAMS, SHOPE, KASPER, INC MONEY PURCHASE PENSION TRUST-8$209,978$42,421$5,303iApproximate average salary by contribution assumption: employee only about $132,566 at 4% or $88,377 at 6%; with 50% employer match about $88,377 at 4% or $58,918 at 6%; with 100% employer match about $66,283 at 4% or $44,189 at 6%.
Smith Williams Shope Kasper Inc. | EIN 65-0760142 | 2013 Form 5500 Company Profile