Civic Intelligence

James E. Smith & Associates Inc.

Plan context: James E Smith & Associates Inc. Money Purchase Pension Plan & Trust

EIN 75-1908254 • 7 filings • 4 plans

Current Snapshot

Latest Year

2002

2002 Participants

7

2002 Assets

$100,447

2002 Contributions

$5,193

Historical Graphs

Total Assets Over Time

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

$127,172$63,586$019992000YearValue
$100,447Latest year 2000

Participants Over Time

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

105019992000YearValue
7Latest year 2000

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
200220$0$0-
James E Smith & Associates Inc Profit Sharing Plan-0---
James E Smith & Associates Inc. Money Purchase Pension Plan & Trust-0---
200120$0$0-
James E Smith & Associates Inc. Money Purchase Pension Plan & Trust-0---
James E Smith & Associates Inc Profit Sharing Plan-0---
200017$100,447$0-
James E Smith & Associates Inc. Money Purchase Pension Plan & Trust-7$100,447--
1999210$127,172$5,193$519iApproximate average salary by contribution assumption: employee only about $12,982 at 4% or $8,655 at 6%; with 50% employer match about $8,655 at 4% or $5,770 at 6%; with 100% employer match about $6,491 at 4% or $4,328 at 6%.
James E Smith & Associates Inc. Money Purchase Pension Plan & Trust-10$95,714$5,193$519iApproximate average salary by contribution assumption: employee only about $12,982 at 4% or $8,655 at 6%; with 50% employer match about $8,655 at 4% or $5,770 at 6%; with 100% employer match about $6,491 at 4% or $4,328 at 6%.
James E Smith & Associates Inc Profit Sharing Plan-10$31,458--