Donald J. Smith Inc.
Plan context: Donald J. Smith Inc. Profit Sharing Plan
EIN 73-0928600 • Edmond, OK • 25 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$419,049
2019 Contributions
$7,910
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $419,049 | $7,910 | $7,910iApproximate average salary by contribution assumption: employee only about $197,750 at 4% or $131,833 at 6%; with 50% employer match about $131,833 at 4% or $87,889 at 6%; with 100% employer match about $98,875 at 4% or $65,917 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $419,049 | $7,910 | $7,910iApproximate average salary by contribution assumption: employee only about $197,750 at 4% or $131,833 at 6%; with 50% employer match about $131,833 at 4% or $87,889 at 6%; with 100% employer match about $98,875 at 4% or $65,917 at 6%. |
| 2018 | 1 | 1 | $426,227 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $426,227 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2017 | 1 | 1 | $439,662 | $12,347 | $12,347iApproximate average salary by contribution assumption: employee only about $308,675 at 4% or $205,783 at 6%; with 50% employer match about $205,783 at 4% or $137,189 at 6%; with 100% employer match about $154,338 at 4% or $102,892 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $439,662 | $12,347 | $12,347iApproximate average salary by contribution assumption: employee only about $308,675 at 4% or $205,783 at 6%; with 50% employer match about $205,783 at 4% or $137,189 at 6%; with 100% employer match about $154,338 at 4% or $102,892 at 6%. |
| 2016 | 1 | 1 | $438,291 | $12,347 | $12,347iApproximate average salary by contribution assumption: employee only about $308,675 at 4% or $205,783 at 6%; with 50% employer match about $205,783 at 4% or $137,189 at 6%; with 100% employer match about $154,338 at 4% or $102,892 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $438,291 | $12,347 | $12,347iApproximate average salary by contribution assumption: employee only about $308,675 at 4% or $205,783 at 6%; with 50% employer match about $205,783 at 4% or $137,189 at 6%; with 100% employer match about $154,338 at 4% or $102,892 at 6%. |
| 2015 | 1 | 1 | $434,416 | $7,847 | $7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $434,416 | $7,847 | $7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%. |
| 2014 | 1 | 1 | $515,022 | $16,250 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $515,022 | $16,250 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2013 | 1 | 1 | $503,462 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $503,462 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2012 | 1 | 1 | $494,025 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $494,025 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2011 | 1 | 1 | $502,797 | $7,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $502,797 | $7,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2010 | 1 | 1 | $856,015 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 1 | $856,015 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2009 | 1 | 2 | $1,058,281 | $0 | - |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $1,058,281 | - | - |
| 2008 | 1 | 2 | $945,674 | $0 | - |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $945,674 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $1,140,586 | $7,275 | $3,638iApproximate average salary by contribution assumption: employee only about $90,938 at 4% or $60,625 at 6%; with 50% employer match about $60,625 at 4% or $40,417 at 6%; with 100% employer match about $45,469 at 4% or $30,313 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $1,140,586 | $7,275 | $3,638iApproximate average salary by contribution assumption: employee only about $90,938 at 4% or $60,625 at 6%; with 50% employer match about $60,625 at 4% or $40,417 at 6%; with 100% employer match about $45,469 at 4% or $30,313 at 6%. |
| 2005 | 1 | 2 | $1,097,049 | $7,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $1,097,049 | $7,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2004 | 1 | 2 | $1,003,725 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $1,003,725 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2003 | 1 | 2 | $1,044,500 | $24,051 | $12,026iApproximate average salary by contribution assumption: employee only about $300,638 at 4% or $200,425 at 6%; with 50% employer match about $200,425 at 4% or $133,617 at 6%; with 100% employer match about $150,319 at 4% or $100,213 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $1,044,500 | $24,051 | $12,026iApproximate average salary by contribution assumption: employee only about $300,638 at 4% or $200,425 at 6%; with 50% employer match about $200,425 at 4% or $133,617 at 6%; with 100% employer match about $150,319 at 4% or $100,213 at 6%. |
| 2002 | 2 | 2 | $1,281,053 | $29,051 | $14,526iApproximate average salary by contribution assumption: employee only about $363,138 at 4% or $242,092 at 6%; with 50% employer match about $242,092 at 4% or $161,394 at 6%; with 100% employer match about $181,569 at 4% or $121,046 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $897,196 | $17,431 | $8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,258 at 6%; with 50% employer match about $145,258 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%. |
| Donald J. Smith Inc. Employees Pension Plan | - | 0 | $383,857 | $11,620 | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Donald J. Smith Inc. Employees Pension Plan | - | 2 | - | - | - |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 4 | $981,899 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 2 | $545,429 | $13,750 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| Donald J. Smith Inc. Employees Pension Plan | - | 4 | $436,470 | $11,250 | $2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%. |
| 1999 | 2 | 4 | $1,008,333 | $29,901 | $7,475iApproximate average salary by contribution assumption: employee only about $186,881 at 4% or $124,588 at 6%; with 50% employer match about $124,588 at 4% or $83,058 at 6%; with 100% employer match about $93,441 at 4% or $62,294 at 6%. |
| Donald J. Smith Inc. Profit Sharing Plan | - | 3 | $588,209 | $17,941 | $5,980iApproximate average salary by contribution assumption: employee only about $149,508 at 4% or $99,672 at 6%; with 50% employer match about $99,672 at 4% or $66,448 at 6%; with 100% employer match about $74,754 at 4% or $49,836 at 6%. |
| Donald J. Smith Inc. Employees Pension Plan | - | 4 | $420,124 | $11,960 | $2,990iApproximate average salary by contribution assumption: employee only about $74,750 at 4% or $49,833 at 6%; with 50% employer match about $49,833 at 4% or $33,222 at 6%; with 100% employer match about $37,375 at 4% or $24,917 at 6%. |