Civic Intelligence

J. Mark Smith & Associates Inc.

Plan context: J. Mark Smith & Associates Inc. 401(K) Plan

EIN 76-0494316 • Beaumont, TX • 13 filings • 5 plans

7485 Phelan Blvd.Beaumont, TX 77706
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$425,837

2016 Contributions

$16,962

Historical Graphs

Total Assets Over Time

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

$607,889$303,945$0200820122016YearValue
$425,837Latest year 2016

Participants Over Time

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

530200520112016YearValue
5Latest year 2016

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
201615$425,837$16,962$3,392iApproximate average salary by contribution assumption: employee only about $84,810 at 4% or $56,540 at 6%; with 50% employer match about $56,540 at 4% or $37,693 at 6%; with 100% employer match about $42,405 at 4% or $28,270 at 6%.
J. Mark Smith & Associates Inc. 401(K) Plan-5$425,837$16,962$3,392iApproximate average salary by contribution assumption: employee only about $84,810 at 4% or $56,540 at 6%; with 50% employer match about $56,540 at 4% or $37,693 at 6%; with 100% employer match about $42,405 at 4% or $28,270 at 6%.
201515$377,536$84,838$16,968iApproximate average salary by contribution assumption: employee only about $424,190 at 4% or $282,793 at 6%; with 50% employer match about $282,793 at 4% or $188,529 at 6%; with 100% employer match about $212,095 at 4% or $141,397 at 6%.
J. Mark Smith & Associates Inc. 401(K) Plan-5$377,536$84,838$16,968iApproximate average salary by contribution assumption: employee only about $424,190 at 4% or $282,793 at 6%; with 50% employer match about $282,793 at 4% or $188,529 at 6%; with 100% employer match about $212,095 at 4% or $141,397 at 6%.
201415$303,988$87,037$17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%.
J. MARK SMITH & ASSOCIATES, INC. 401(K) PLAN-5$303,988$87,037$17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%.
201315$207,274$69,594$13,919iApproximate average salary by contribution assumption: employee only about $347,970 at 4% or $231,980 at 6%; with 50% employer match about $231,980 at 4% or $154,653 at 6%; with 100% employer match about $173,985 at 4% or $115,990 at 6%.
J. MARK SMITH & ASSOCIATES, INC. 401(K) PLAN-5$207,274$69,594$13,919iApproximate average salary by contribution assumption: employee only about $347,970 at 4% or $231,980 at 6%; with 50% employer match about $231,980 at 4% or $154,653 at 6%; with 100% employer match about $173,985 at 4% or $115,990 at 6%.
201215$106,539$90,940$18,188iApproximate average salary by contribution assumption: employee only about $454,700 at 4% or $303,133 at 6%; with 50% employer match about $303,133 at 4% or $202,089 at 6%; with 100% employer match about $227,350 at 4% or $151,567 at 6%.
J. MARK SMITH & ASSOCIATES, INC. 401(K) PLAN-5$106,539$90,940$18,188iApproximate average salary by contribution assumption: employee only about $454,700 at 4% or $303,133 at 6%; with 50% employer match about $303,133 at 4% or $202,089 at 6%; with 100% employer match about $227,350 at 4% or $151,567 at 6%.
201123$9,835$9,876$3,292iApproximate average salary by contribution assumption: employee only about $82,300 at 4% or $54,867 at 6%; with 50% employer match about $54,867 at 4% or $36,578 at 6%; with 100% employer match about $41,150 at 4% or $27,433 at 6%.
J. MARK SMITH & ASSOCIATES, INC. 401(K) PLAN-3$9,835$9,876$3,292iApproximate average salary by contribution assumption: employee only about $82,300 at 4% or $54,867 at 6%; with 50% employer match about $54,867 at 4% or $36,578 at 6%; with 100% employer match about $41,150 at 4% or $27,433 at 6%.
J. MARK SMITH ASSOCIATES DEFINED BENEFIT 412(I) PENSION PLAN-0$0$0-
201012$607,889$0-
J. MARK SMITH ASSOCIATES DEFINED BENEFIT 412(I) PENSION PLAN-2$607,889$0-
200912$579,556$57,211$28,606iApproximate average salary by contribution assumption: employee only about $715,138 at 4% or $476,758 at 6%; with 50% employer match about $476,758 at 4% or $317,839 at 6%; with 100% employer match about $357,569 at 4% or $238,379 at 6%.
J. MARK SMITH ASSOCIATES DEFINED BENEFIT PLAN-2$579,556$57,211$28,606iApproximate average salary by contribution assumption: employee only about $715,138 at 4% or $476,758 at 6%; with 50% employer match about $476,758 at 4% or $317,839 at 6%; with 100% employer match about $357,569 at 4% or $238,379 at 6%.
200812$515,605$125,196$62,598iApproximate average salary by contribution assumption: employee only about $1,564,950 at 4% or $1,043,300 at 6%; with 50% employer match about $1,043,300 at 4% or $695,533 at 6%; with 100% employer match about $782,475 at 4% or $521,650 at 6%.
J. MARK SMITH ASSOCIATES DEFINED BENEFIT PLAN-2$515,605$125,196$62,598iApproximate average salary by contribution assumption: employee only about $1,564,950 at 4% or $1,043,300 at 6%; with 50% employer match about $1,043,300 at 4% or $695,533 at 6%; with 100% employer match about $782,475 at 4% or $521,650 at 6%.
200712$0$0-
J. MARK SMITH ASSOCIATES DEFINED BENEFIT 412I PENSION PLAN-2---
200611$0$0-
J. MARK SMITH ASSOCIATES DEFINED BENEFIT 412I PENSION PLAN-1---
200511$0$0-
J. MARK SMITH ASSOCIATES DEFINED BENEFIT 412I PENSION PLAN-1---