Civic Intelligence

D.W. Smith & Associates

Plan context: D.W. Smith & Assoc. 401K Plan

EIN 77-0096152 • San Mateo, CA • 5 filings • 2 plans

2929 Campus Dr.Suite 175San Mateo, CA 94403
Current Snapshot

Latest Year

2010

2010 Participants

10

2010 Assets

$5

2010 Contributions

$107,276

Historical Graphs

Total Assets Over Time

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

$528,283$264,142$0199920002009YearValue
$5Latest year 2009

Participants Over Time

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

2312019992000YearValue
10Latest 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
201010$0$0-
D.W. Smith & Assoc. 401K Plan-0---
200910$5$0-
D.W. Smith & Assoc. 401K Plan-0$5--
200110$0$0-
D.W. Smith & Assoc. 401K Plan-0---
2000110$383,734$107,276$10,728iApproximate average salary by contribution assumption: employee only about $268,190 at 4% or $178,793 at 6%; with 50% employer match about $178,793 at 4% or $119,196 at 6%; with 100% employer match about $134,095 at 4% or $89,397 at 6%.
D.W. Smith & Assoc. 401K Plan-10$383,734$107,276$10,728iApproximate average salary by contribution assumption: employee only about $268,190 at 4% or $178,793 at 6%; with 50% employer match about $178,793 at 4% or $119,196 at 6%; with 100% employer match about $134,095 at 4% or $89,397 at 6%.
1999123$528,283$137,823$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
D.W. Smith & Assoc. 401K Plan-23$528,283$137,823$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.