Civic Intelligence

Christopher K. Smith

Plan context: K & J Smith Retirement Plan

EIN 68-0460131 • 14 filings • 2 plans

Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,532,798

2017 Contributions

$27,000

Historical Graphs

Total Assets Over Time

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

$1,532,798$766,399$0200420112017YearValue
$1,532,798Latest year 2017

Participants Over Time

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

420200420112017YearValue
1Latest year 2017

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
201711$1,532,798$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
K & J Smith Retirement Plan-1$1,532,798$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201611$1,369,624$25,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
K & J Smith Retirement Plan-1$1,369,624$25,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
201512$1,438,383$83,500$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
K & J Smith Retirement Plan-2$1,438,383$83,500$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
201413$1,190,262$76,723$25,574iApproximate average salary by contribution assumption: employee only about $639,358 at 4% or $426,239 at 6%; with 50% employer match about $426,239 at 4% or $284,159 at 6%; with 100% employer match about $319,679 at 4% or $213,119 at 6%.
K & J Smith Retirement Plan-3$1,190,262$76,723$25,574iApproximate average salary by contribution assumption: employee only about $639,358 at 4% or $426,239 at 6%; with 50% employer match about $426,239 at 4% or $284,159 at 6%; with 100% employer match about $319,679 at 4% or $213,119 at 6%.
201313$1,081,106$54,289$18,096iApproximate average salary by contribution assumption: employee only about $452,408 at 4% or $301,606 at 6%; with 50% employer match about $301,606 at 4% or $201,070 at 6%; with 100% employer match about $226,204 at 4% or $150,803 at 6%.
K & J Smith Retirement Plan-3$1,081,106$54,289$18,096iApproximate average salary by contribution assumption: employee only about $452,408 at 4% or $301,606 at 6%; with 50% employer match about $301,606 at 4% or $201,070 at 6%; with 100% employer match about $226,204 at 4% or $150,803 at 6%.
201213$999,612$52,946$17,649iApproximate average salary by contribution assumption: employee only about $441,217 at 4% or $294,144 at 6%; with 50% employer match about $294,144 at 4% or $196,096 at 6%; with 100% employer match about $220,608 at 4% or $147,072 at 6%.
K & J Smith Retirement Plan-3$999,612$52,946$17,649iApproximate average salary by contribution assumption: employee only about $441,217 at 4% or $294,144 at 6%; with 50% employer match about $294,144 at 4% or $196,096 at 6%; with 100% employer match about $220,608 at 4% or $147,072 at 6%.
201114$931,843$51,434$12,859iApproximate average salary by contribution assumption: employee only about $321,463 at 4% or $214,308 at 6%; with 50% employer match about $214,308 at 4% or $142,872 at 6%; with 100% employer match about $160,731 at 4% or $107,154 at 6%.
K & J Smith Retirement Plan-4$931,843$51,434$12,859iApproximate average salary by contribution assumption: employee only about $321,463 at 4% or $214,308 at 6%; with 50% employer match about $214,308 at 4% or $142,872 at 6%; with 100% employer match about $160,731 at 4% or $107,154 at 6%.
201014$847,658$54,316$13,579iApproximate average salary by contribution assumption: employee only about $339,475 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,158 at 6%.
K & J Smith Retirement Plan-4$847,658$54,316$13,579iApproximate average salary by contribution assumption: employee only about $339,475 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,158 at 6%.
200914$771,629$106,421$26,605iApproximate average salary by contribution assumption: employee only about $665,131 at 4% or $443,421 at 6%; with 50% employer match about $443,421 at 4% or $295,614 at 6%; with 100% employer match about $332,566 at 4% or $221,710 at 6%.
K & J Smith Retirement Plan-4$771,629$106,421$26,605iApproximate average salary by contribution assumption: employee only about $665,131 at 4% or $443,421 at 6%; with 50% employer match about $443,421 at 4% or $295,614 at 6%; with 100% employer match about $332,566 at 4% or $221,710 at 6%.
200814$698,189$63,082$15,771iApproximate average salary by contribution assumption: employee only about $394,263 at 4% or $262,842 at 6%; with 50% employer match about $262,842 at 4% or $175,228 at 6%; with 100% employer match about $197,131 at 4% or $131,421 at 6%.
K & J Smith Retirement Plan-4$698,189$63,082$15,771iApproximate average salary by contribution assumption: employee only about $394,263 at 4% or $262,842 at 6%; with 50% employer match about $262,842 at 4% or $175,228 at 6%; with 100% employer match about $197,131 at 4% or $131,421 at 6%.
200713$0$0-
K & J Smith Retirement Plan-3---
200614$648,955$73,450$18,363iApproximate average salary by contribution assumption: employee only about $459,063 at 4% or $306,042 at 6%; with 50% employer match about $306,042 at 4% or $204,028 at 6%; with 100% employer match about $229,531 at 4% or $153,021 at 6%.
K & J Smith Retirement Plan-4$648,955$73,450$18,363iApproximate average salary by contribution assumption: employee only about $459,063 at 4% or $306,042 at 6%; with 50% employer match about $306,042 at 4% or $204,028 at 6%; with 100% employer match about $229,531 at 4% or $153,021 at 6%.
200514$552,768$82,136$20,534iApproximate average salary by contribution assumption: employee only about $513,350 at 4% or $342,233 at 6%; with 50% employer match about $342,233 at 4% or $228,156 at 6%; with 100% employer match about $256,675 at 4% or $171,117 at 6%.
K & J Smith Retirement Plan-4$552,768$82,136$20,534iApproximate average salary by contribution assumption: employee only about $513,350 at 4% or $342,233 at 6%; with 50% employer match about $342,233 at 4% or $228,156 at 6%; with 100% employer match about $256,675 at 4% or $171,117 at 6%.
200414$473,207$88,604$22,151iApproximate average salary by contribution assumption: employee only about $553,775 at 4% or $369,183 at 6%; with 50% employer match about $369,183 at 4% or $246,122 at 6%; with 100% employer match about $276,888 at 4% or $184,592 at 6%.
K & J SMITH TRUST-4$473,207$88,604$22,151iApproximate average salary by contribution assumption: employee only about $553,775 at 4% or $369,183 at 6%; with 50% employer match about $369,183 at 4% or $246,122 at 6%; with 100% employer match about $276,888 at 4% or $184,592 at 6%.