Current Snapshot
Latest Year
2007
2007 Participants
1
2007 Assets
$1,096,162
2007 Contributions
$142,984
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 1 | $1,096,162 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 1 | $1,096,162 | - | - |
| 2005 | 1 | 1 | $1,021,231 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 1 | $1,021,231 | - | - |
| 2004 | 1 | 1 | $988,247 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 1 | $988,247 | - | - |
| 2003 | 1 | 2 | $951,625 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 2 | $951,625 | - | - |
| 2002 | 1 | 2 | $829,662 | $142,984 | $71,492iApproximate average salary by contribution assumption: employee only about $1,787,300 at 4% or $1,191,533 at 6%; with 50% employer match about $1,191,533 at 4% or $794,356 at 6%; with 100% employer match about $893,650 at 4% or $595,767 at 6%. |
| Smith-Davis Inc. Retirement Plan | - | 2 | $829,662 | $142,984 | $71,492iApproximate average salary by contribution assumption: employee only about $1,787,300 at 4% or $1,191,533 at 6%; with 50% employer match about $1,191,533 at 4% or $794,356 at 6%; with 100% employer match about $893,650 at 4% or $595,767 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $904,920 | $0 | - |
| Smith-Davis Inc. Retirement Plan | - | 2 | $904,920 | - | - |