Civic Intelligence

Chris Smith Investments

Plan context: Chris Smith Investments 401K Plan

EIN 68-0581496 • Payson, AZ • 11 filings • 2 plans

112 W. Main StreetPayson, AZ 85541
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$115,800

2015 Contributions

$91,294

Historical Graphs

Total Assets Over Time

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

$137,855$68,928$0200520112015YearValue
$115,800Latest year 2015

Participants Over Time

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

530200520112015YearValue
4Latest year 2015

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
201524$115,800$91,294$22,824iApproximate average salary by contribution assumption: employee only about $570,588 at 4% or $380,392 at 6%; with 50% employer match about $380,392 at 4% or $253,594 at 6%; with 100% employer match about $285,294 at 4% or $190,196 at 6%.
Chris Smith Investments 401K Plan-4$115,800$91,294$22,824iApproximate average salary by contribution assumption: employee only about $570,588 at 4% or $380,392 at 6%; with 50% employer match about $380,392 at 4% or $253,594 at 6%; with 100% employer match about $285,294 at 4% or $190,196 at 6%.
Chris Smith Investments 401K Plan-0$0$0-
201415$77,688$51,963$10,393iApproximate average salary by contribution assumption: employee only about $259,815 at 4% or $173,210 at 6%; with 50% employer match about $173,210 at 4% or $115,473 at 6%; with 100% employer match about $129,908 at 4% or $86,605 at 6%.
Chris Smith Investments 401K Plan-5$77,688$51,963$10,393iApproximate average salary by contribution assumption: employee only about $259,815 at 4% or $173,210 at 6%; with 50% employer match about $173,210 at 4% or $115,473 at 6%; with 100% employer match about $129,908 at 4% or $86,605 at 6%.
201312$44,754$45,960$22,980iApproximate average salary by contribution assumption: employee only about $574,500 at 4% or $383,000 at 6%; with 50% employer match about $383,000 at 4% or $255,333 at 6%; with 100% employer match about $287,250 at 4% or $191,500 at 6%.
Chris Smith Investments 401K Plan-2$44,754$45,960$22,980iApproximate average salary by contribution assumption: employee only about $574,500 at 4% or $383,000 at 6%; with 50% employer match about $383,000 at 4% or $255,333 at 6%; with 100% employer match about $287,250 at 4% or $191,500 at 6%.
201211$18,745$7,000$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%.
Chris Smith Investments 401K Plan-1$18,745$7,000$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%.
201111$12,004$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Chris Smith Investments 401K Plan-1$12,004$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200910$0$44,720-
Chris Smith Investments 401K Plan-0$0$44,720-
200814$126,199$42,369$10,592iApproximate average salary by contribution assumption: employee only about $264,806 at 4% or $176,538 at 6%; with 50% employer match about $176,538 at 4% or $117,692 at 6%; with 100% employer match about $132,403 at 4% or $88,269 at 6%.
Chris Smith Investments 401K Plan-4$126,199$42,369$10,592iApproximate average salary by contribution assumption: employee only about $264,806 at 4% or $176,538 at 6%; with 50% employer match about $176,538 at 4% or $117,692 at 6%; with 100% employer match about $132,403 at 4% or $88,269 at 6%.
200714$137,855$41,839$10,460iApproximate average salary by contribution assumption: employee only about $261,494 at 4% or $174,329 at 6%; with 50% employer match about $174,329 at 4% or $116,219 at 6%; with 100% employer match about $130,747 at 4% or $87,165 at 6%.
Chris Smith Investments 401K Plan-4$137,855$41,839$10,460iApproximate average salary by contribution assumption: employee only about $261,494 at 4% or $174,329 at 6%; with 50% employer match about $174,329 at 4% or $116,219 at 6%; with 100% employer match about $130,747 at 4% or $87,165 at 6%.
200614$89,108$40,997$10,249iApproximate average salary by contribution assumption: employee only about $256,231 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,410 at 6%.
Chris Smith Investments 401K Plan-4$89,108$40,997$10,249iApproximate average salary by contribution assumption: employee only about $256,231 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,410 at 6%.
200513$41,449$38,410$12,803iApproximate average salary by contribution assumption: employee only about $320,083 at 4% or $213,389 at 6%; with 50% employer match about $213,389 at 4% or $142,259 at 6%; with 100% employer match about $160,042 at 4% or $106,694 at 6%.
Chris Smith Investments 401K Plan-3$41,449$38,410$12,803iApproximate average salary by contribution assumption: employee only about $320,083 at 4% or $213,389 at 6%; with 50% employer match about $213,389 at 4% or $142,259 at 6%; with 100% employer match about $160,042 at 4% or $106,694 at 6%.