Wallace E. Smith, Clu Inc.
Plan context: Wallace E. Smith, Clu Inc. Profit Sharing Plan
EIN 75-1566960 • Plano, TX • 20 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$418,679
2019 Contributions
$3,000
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 | $418,679 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $418,679 | $0 | - |
| 2018 | 1 | 1 | $429,989 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $429,989 | $0 | - |
| 2017 | 1 | 1 | $440,083 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $440,083 | - | - |
| 2016 | 1 | 1 | $448,343 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $448,343 | - | - |
| 2015 | 1 | 1 | $455,209 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $455,209 | $0 | - |
| 2014 | 1 | 1 | $461,429 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $461,429 | $0 | - |
| 2013 | 1 | 1 | $468,361 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 1 | $468,361 | - | - |
| 2012 | 1 | 2 | $462,048 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $462,048 | - | - |
| 2011 | 1 | 2 | $467,316 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $467,316 | - | - |
| 2010 | 1 | 2 | $470,177 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $470,177 | $0 | - |
| 2009 | 1 | 2 | $470,099 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $470,099 | $0 | - |
| 2008 | 1 | 2 | $480,232 | $3,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $480,232 | $3,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2007 | 1 | 2 | $484,976 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $484,976 | - | - |
| 2006 | 1 | 2 | $481,786 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $481,786 | - | - |
| 2005 | 1 | 2 | $501,533 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $501,533 | - | - |
| 2004 | 1 | 2 | $486,392 | $6,250 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $486,392 | $6,250 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2003 | 1 | 2 | $463,980 | $0 | - |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $463,980 | - | - |
| 2002 | 1 | 2 | $447,552 | $5,500 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $447,552 | $5,500 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| 2001 | 1 | 2 | $462,190 | $2,284 | $1,142iApproximate average salary by contribution assumption: employee only about $28,550 at 4% or $19,033 at 6%; with 50% employer match about $19,033 at 4% or $12,689 at 6%; with 100% employer match about $14,275 at 4% or $9,517 at 6%. |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $462,190 | $2,284 | $1,142iApproximate average salary by contribution assumption: employee only about $28,550 at 4% or $19,033 at 6%; with 50% employer match about $19,033 at 4% or $12,689 at 6%; with 100% employer match about $14,275 at 4% or $9,517 at 6%. |
| 2000 | 1 | 2 | $469,489 | $900 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Wallace E. Smith, Clu Inc. Profit Sharing Plan | - | 2 | $469,489 | $900 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |