Civic Intelligence

Smith & Company, Cpas LLC

Plan context: Smith & Company Retirement Plan & Trust

EIN 72-1473614 • 14 filings • 5 plans

Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$1,166,392

2014 Contributions

$56,780

Historical Graphs

Total Assets Over Time

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

$1,166,392$583,196$0200220082013YearValue
$1,166,392Latest year 2013

Participants Over Time

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

740200120072013YearValue
6Latest 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
201410$0$0-
Smith & Company Retirement Plan & Trust-0---
201316$1,166,392$56,780$9,463iApproximate average salary by contribution assumption: employee only about $236,583 at 4% or $157,722 at 6%; with 50% employer match about $157,722 at 4% or $105,148 at 6%; with 100% employer match about $118,292 at 4% or $78,861 at 6%.
Smith & Company Retirement Plan & Trust-6$1,166,392$56,780$9,463iApproximate average salary by contribution assumption: employee only about $236,583 at 4% or $157,722 at 6%; with 50% employer match about $157,722 at 4% or $105,148 at 6%; with 100% employer match about $118,292 at 4% or $78,861 at 6%.
201216$955,712$59,020$9,837iApproximate average salary by contribution assumption: employee only about $245,917 at 4% or $163,944 at 6%; with 50% employer match about $163,944 at 4% or $109,296 at 6%; with 100% employer match about $122,958 at 4% or $81,972 at 6%.
Smith & Company Retirement Plan & Trust-6$955,712$59,020$9,837iApproximate average salary by contribution assumption: employee only about $245,917 at 4% or $163,944 at 6%; with 50% employer match about $163,944 at 4% or $109,296 at 6%; with 100% employer match about $122,958 at 4% or $81,972 at 6%.
201116$834,496$72,702$12,117iApproximate average salary by contribution assumption: employee only about $302,925 at 4% or $201,950 at 6%; with 50% employer match about $201,950 at 4% or $134,633 at 6%; with 100% employer match about $151,463 at 4% or $100,975 at 6%.
Smith & Company Retirement Plan & Trust-6$834,496$72,702$12,117iApproximate average salary by contribution assumption: employee only about $302,925 at 4% or $201,950 at 6%; with 50% employer match about $201,950 at 4% or $134,633 at 6%; with 100% employer match about $151,463 at 4% or $100,975 at 6%.
201016$974,672$89,005$14,834iApproximate average salary by contribution assumption: employee only about $370,854 at 4% or $247,236 at 6%; with 50% employer match about $247,236 at 4% or $164,824 at 6%; with 100% employer match about $185,427 at 4% or $123,618 at 6%.
Smith & Company Retirement Plan & Trust-6$974,672$89,005$14,834iApproximate average salary by contribution assumption: employee only about $370,854 at 4% or $247,236 at 6%; with 50% employer match about $247,236 at 4% or $164,824 at 6%; with 100% employer match about $185,427 at 4% or $123,618 at 6%.
200917$828,521$66,044$9,435iApproximate average salary by contribution assumption: employee only about $235,871 at 4% or $157,248 at 6%; with 50% employer match about $157,248 at 4% or $104,832 at 6%; with 100% employer match about $117,936 at 4% or $78,624 at 6%.
Smith & Company Retirement Plan & Trust-7$828,521$66,044$9,435iApproximate average salary by contribution assumption: employee only about $235,871 at 4% or $157,248 at 6%; with 50% employer match about $157,248 at 4% or $104,832 at 6%; with 100% employer match about $117,936 at 4% or $78,624 at 6%.
200817$425,522$63,443$9,063iApproximate average salary by contribution assumption: employee only about $226,582 at 4% or $151,055 at 6%; with 50% employer match about $151,055 at 4% or $100,703 at 6%; with 100% employer match about $113,291 at 4% or $75,527 at 6%.
Smith & Company Retirement Plan & Trust-7$425,522$63,443$9,063iApproximate average salary by contribution assumption: employee only about $226,582 at 4% or $151,055 at 6%; with 50% employer match about $151,055 at 4% or $100,703 at 6%; with 100% employer match about $113,291 at 4% or $75,527 at 6%.
200717$871,999$123,180$17,597iApproximate average salary by contribution assumption: employee only about $439,929 at 4% or $293,286 at 6%; with 50% employer match about $293,286 at 4% or $195,524 at 6%; with 100% employer match about $219,964 at 4% or $146,643 at 6%.
Smith & Company Retirement Plan & Trust-7$871,999$123,180$17,597iApproximate average salary by contribution assumption: employee only about $439,929 at 4% or $293,286 at 6%; with 50% employer match about $293,286 at 4% or $195,524 at 6%; with 100% employer match about $219,964 at 4% or $146,643 at 6%.
200616$545,905$106,267$17,711iApproximate average salary by contribution assumption: employee only about $442,779 at 4% or $295,186 at 6%; with 50% employer match about $295,186 at 4% or $196,791 at 6%; with 100% employer match about $221,390 at 4% or $147,593 at 6%.
Smith & Company Retirement Plan & Trust-6$545,905$106,267$17,711iApproximate average salary by contribution assumption: employee only about $442,779 at 4% or $295,186 at 6%; with 50% employer match about $295,186 at 4% or $196,791 at 6%; with 100% employer match about $221,390 at 4% or $147,593 at 6%.
200515$359,983$102,213$20,443iApproximate average salary by contribution assumption: employee only about $511,065 at 4% or $340,710 at 6%; with 50% employer match about $340,710 at 4% or $227,140 at 6%; with 100% employer match about $255,532 at 4% or $170,355 at 6%.
Smith & Company Retirement Plan & Trust-5$359,983$102,213$20,443iApproximate average salary by contribution assumption: employee only about $511,065 at 4% or $340,710 at 6%; with 50% employer match about $340,710 at 4% or $227,140 at 6%; with 100% employer match about $255,532 at 4% or $170,355 at 6%.
200416$230,002$86,540$14,423iApproximate average salary by contribution assumption: employee only about $360,583 at 4% or $240,389 at 6%; with 50% employer match about $240,389 at 4% or $160,259 at 6%; with 100% employer match about $180,292 at 4% or $120,194 at 6%.
Smith & Company Retirement Plan & Trust-6$230,002$86,540$14,423iApproximate average salary by contribution assumption: employee only about $360,583 at 4% or $240,389 at 6%; with 50% employer match about $240,389 at 4% or $160,259 at 6%; with 100% employer match about $180,292 at 4% or $120,194 at 6%.
200316$128,318$47,257$7,876iApproximate average salary by contribution assumption: employee only about $196,904 at 4% or $131,269 at 6%; with 50% employer match about $131,269 at 4% or $87,513 at 6%; with 100% employer match about $98,452 at 4% or $65,635 at 6%.
Smith & Company Retirement Plan & Trust-6$128,318$47,257$7,876iApproximate average salary by contribution assumption: employee only about $196,904 at 4% or $131,269 at 6%; with 50% employer match about $131,269 at 4% or $87,513 at 6%; with 100% employer match about $98,452 at 4% or $65,635 at 6%.
200216$59,963$38,134$6,356iApproximate average salary by contribution assumption: employee only about $158,892 at 4% or $105,928 at 6%; with 50% employer match about $105,928 at 4% or $70,619 at 6%; with 100% employer match about $79,446 at 4% or $52,964 at 6%.
Smith & Company Retirement Plan & Trust-6$59,963$38,134$6,356iApproximate average salary by contribution assumption: employee only about $158,892 at 4% or $105,928 at 6%; with 50% employer match about $105,928 at 4% or $70,619 at 6%; with 100% employer match about $79,446 at 4% or $52,964 at 6%.
200114$0$0-
Smith & Company Retirement Plan & Trust-4---