Civic Intelligence

Jerry W. Smith, D.D.S. Inc.

Plan context: Jerry W. Smith, Dds Inc. Retirement Plan & Trust

EIN 73-0952217 • Tulsa, OK • 20 filings • 5 plans

4011 E 76 StTulsa, OK 74136
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$48,414

2017 Contributions

$322

Historical Graphs

Total Assets Over Time

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

$1,591,801$795,901$0200620112016YearValue
$48,414Latest year 2016

Participants Over Time

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

1890200620122017YearValue
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$0$0-
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-1$0$0-
201611$48,414$0-
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-1$48,414$0-
201511$51,264$0-
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-1$51,264$0-
201411$56,176$322$322iApproximate average salary by contribution assumption: employee only about $8,050 at 4% or $5,367 at 6%; with 50% employer match about $5,367 at 4% or $3,578 at 6%; with 100% employer match about $4,025 at 4% or $2,683 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-1$56,176$322$322iApproximate average salary by contribution assumption: employee only about $8,050 at 4% or $5,367 at 6%; with 50% employer match about $5,367 at 4% or $3,578 at 6%; with 100% employer match about $4,025 at 4% or $2,683 at 6%.
201311$58,748$20,348$20,348iApproximate average salary by contribution assumption: employee only about $508,700 at 4% or $339,133 at 6%; with 50% employer match about $339,133 at 4% or $226,089 at 6%; with 100% employer match about $254,350 at 4% or $169,567 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-1$58,748$20,348$20,348iApproximate average salary by contribution assumption: employee only about $508,700 at 4% or $339,133 at 6%; with 50% employer match about $339,133 at 4% or $226,089 at 6%; with 100% employer match about $254,350 at 4% or $169,567 at 6%.
201236$1,427,822$0-
JERRY W. SMITH, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-2$928,339$0-
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-6$499,483$0-
JERRY W. SMITH, D.D.S., INC. DEFINE BENEFIT PENSION PLAN & TRUST-0$0$0-
201122$1,348,687$0-
JERRY W. SMITH, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-2$871,780--
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-2$476,907--
2010214$1,591,801$544,416$38,887iApproximate average salary by contribution assumption: employee only about $972,171 at 4% or $648,114 at 6%; with 50% employer match about $648,114 at 4% or $432,076 at 6%; with 100% employer match about $486,086 at 4% or $324,057 at 6%.
JERRY W. SMITH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST-2$935,497$450,130$225,065iApproximate average salary by contribution assumption: employee only about $5,626,625 at 4% or $3,751,083 at 6%; with 50% employer match about $3,751,083 at 4% or $2,500,722 at 6%; with 100% employer match about $2,813,313 at 4% or $1,875,542 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-14$656,304$94,286$6,735iApproximate average salary by contribution assumption: employee only about $168,368 at 4% or $112,245 at 6%; with 50% employer match about $112,245 at 4% or $74,830 at 6%; with 100% employer match about $84,184 at 4% or $56,123 at 6%.
2009216$988,307$317,938$19,871iApproximate average salary by contribution assumption: employee only about $496,778 at 4% or $331,185 at 6%; with 50% employer match about $331,185 at 4% or $220,790 at 6%; with 100% employer match about $248,389 at 4% or $165,593 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-16$526,348$149,519$9,345iApproximate average salary by contribution assumption: employee only about $233,623 at 4% or $155,749 at 6%; with 50% employer match about $155,749 at 4% or $103,833 at 6%; with 100% employer match about $116,812 at 4% or $77,874 at 6%.
JERRY W. SMITH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST-16$461,959$168,419$10,526iApproximate average salary by contribution assumption: employee only about $263,155 at 4% or $175,436 at 6%; with 50% employer match about $175,436 at 4% or $116,958 at 6%; with 100% employer match about $131,577 at 4% or $87,718 at 6%.
2008217$581,753$291,009$17,118iApproximate average salary by contribution assumption: employee only about $427,954 at 4% or $285,303 at 6%; with 50% employer match about $285,303 at 4% or $190,202 at 6%; with 100% employer match about $213,977 at 4% or $142,651 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-17$322,400$150,925$8,878iApproximate average salary by contribution assumption: employee only about $221,949 at 4% or $147,966 at 6%; with 50% employer match about $147,966 at 4% or $98,644 at 6%; with 100% employer match about $110,974 at 4% or $73,983 at 6%.
JERRY W. SMITH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST-17$259,353$140,084$8,240iApproximate average salary by contribution assumption: employee only about $206,006 at 4% or $137,337 at 6%; with 50% employer match about $137,337 at 4% or $91,558 at 6%; with 100% employer match about $103,003 at 4% or $68,669 at 6%.
2007218$501,422$249,983$13,888iApproximate average salary by contribution assumption: employee only about $347,199 at 4% or $231,466 at 6%; with 50% employer match about $231,466 at 4% or $154,310 at 6%; with 100% employer match about $173,599 at 4% or $115,733 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-18$300,981$149,671$8,315iApproximate average salary by contribution assumption: employee only about $207,876 at 4% or $138,584 at 6%; with 50% employer match about $138,584 at 4% or $92,390 at 6%; with 100% employer match about $103,938 at 4% or $69,292 at 6%.
JERRY W. SMITH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST-18$200,441$100,312$5,573iApproximate average salary by contribution assumption: employee only about $139,322 at 4% or $92,881 at 6%; with 50% employer match about $92,881 at 4% or $61,921 at 6%; with 100% employer match about $69,661 at 4% or $46,441 at 6%.
2006216$291,752$246,745$15,422iApproximate average salary by contribution assumption: employee only about $385,539 at 4% or $257,026 at 6%; with 50% employer match about $257,026 at 4% or $171,351 at 6%; with 100% employer match about $192,770 at 4% or $128,513 at 6%.
Jerry W. Smith, Dds Inc. Retirement Plan & Trust-16$152,895$148,598$9,287iApproximate average salary by contribution assumption: employee only about $232,184 at 4% or $154,790 at 6%; with 50% employer match about $154,790 at 4% or $103,193 at 6%; with 100% employer match about $116,092 at 4% or $77,395 at 6%.
JERRY W. SMITH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST-16$138,857$98,147$6,134iApproximate average salary by contribution assumption: employee only about $153,355 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,158 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.