Civic Intelligence

Ken Smith Rose Company

Plan context: Ken Smith Rose Company Defined Benefit Pension Plan

EIN 77-0199726 • Fresno, CA • 4 filings • 2 plans

5151 N. Palm Avenue, Suite 920Fresno, CA 93704
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$895,362

2016 Contributions

$518,000

Historical Graphs

Total Assets Over Time

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

$895,362$447,681$020152016YearValue
$895,362Latest year 2016

Participants Over Time

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

95020152016YearValue
1Latest 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
201621$895,362$518,000$518,000iApproximate average salary by contribution assumption: employee only about $12,950,000 at 4% or $8,633,333 at 6%; with 50% employer match about $8,633,333 at 4% or $5,755,556 at 6%; with 100% employer match about $6,475,000 at 4% or $4,316,667 at 6%.
Ken Smith Rose Company Defined Benefit Pension Plan-1$851,816$518,000$518,000iApproximate average salary by contribution assumption: employee only about $12,950,000 at 4% or $8,633,333 at 6%; with 50% employer match about $8,633,333 at 4% or $5,755,556 at 6%; with 100% employer match about $6,475,000 at 4% or $4,316,667 at 6%.
Ken Smith Rose Company Profit Sharing Plan-1$43,546$0-
201529$400,000$400,000$44,444iApproximate average salary by contribution assumption: employee only about $1,111,111 at 4% or $740,741 at 6%; with 50% employer match about $740,741 at 4% or $493,827 at 6%; with 100% employer match about $555,556 at 4% or $370,370 at 6%.
Ken Smith Rose Company Defined Benefit Pension Plan-9$335,845$335,845$37,316iApproximate average salary by contribution assumption: employee only about $932,903 at 4% or $621,935 at 6%; with 50% employer match about $621,935 at 4% or $414,623 at 6%; with 100% employer match about $466,451 at 4% or $310,968 at 6%.
Ken Smith Rose Company Profit Sharing Plan-9$64,155$64,155$7,128iApproximate average salary by contribution assumption: employee only about $178,208 at 4% or $118,806 at 6%; with 50% employer match about $118,806 at 4% or $79,204 at 6%; with 100% employer match about $89,104 at 4% or $59,403 at 6%.