Civic Intelligence

Dr. John E. Smith

Plan context: Dr. John E. Smith Profit Sharing Plan

EIN 81-0507639 • Helena, MT • 23 filings • 4 plans

38 South Last Chance GulchHelena, MT 59601
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$2,348,695

2019 Contributions

$2,710

Historical Graphs

Total Assets Over Time

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

$2,348,695$1,174,348$0199920092018YearValue
$2,348,695Latest year 2018

Participants Over Time

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

950199920102018YearValue
9Latest year 2018

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
201910$0$2,710-
Dr. John E. Smith Profit Sharing Plan-0$0$2,710-
201819$2,348,695$146,180$16,242iApproximate average salary by contribution assumption: employee only about $406,056 at 4% or $270,704 at 6%; with 50% employer match about $270,704 at 4% or $180,469 at 6%; with 100% employer match about $203,028 at 4% or $135,352 at 6%.
Dr. John E. Smith Profit Sharing Plan-9$2,348,695$146,180$16,242iApproximate average salary by contribution assumption: employee only about $406,056 at 4% or $270,704 at 6%; with 50% employer match about $270,704 at 4% or $180,469 at 6%; with 100% employer match about $203,028 at 4% or $135,352 at 6%.
201719$2,298,246$141,490$15,721iApproximate average salary by contribution assumption: employee only about $393,028 at 4% or $262,019 at 6%; with 50% employer match about $262,019 at 4% or $174,679 at 6%; with 100% employer match about $196,514 at 4% or $131,009 at 6%.
Dr. John E. Smith Profit Sharing Plan-9$2,298,246$141,490$15,721iApproximate average salary by contribution assumption: employee only about $393,028 at 4% or $262,019 at 6%; with 50% employer match about $262,019 at 4% or $174,679 at 6%; with 100% employer match about $196,514 at 4% or $131,009 at 6%.
201618$2,103,694$121,552$15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%.
Dr. John E. Smith Profit Sharing Plan-8$2,103,694$121,552$15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%.
201518$1,854,832$108,770$13,596iApproximate average salary by contribution assumption: employee only about $339,906 at 4% or $226,604 at 6%; with 50% employer match about $226,604 at 4% or $151,069 at 6%; with 100% employer match about $169,953 at 4% or $113,302 at 6%.
Dr. John E. Smith Profit Sharing Plan-8$1,854,832$108,770$13,596iApproximate average salary by contribution assumption: employee only about $339,906 at 4% or $226,604 at 6%; with 50% employer match about $226,604 at 4% or $151,069 at 6%; with 100% employer match about $169,953 at 4% or $113,302 at 6%.
201417$1,751,300$111,826$15,975iApproximate average salary by contribution assumption: employee only about $399,379 at 4% or $266,252 at 6%; with 50% employer match about $266,252 at 4% or $177,502 at 6%; with 100% employer match about $199,689 at 4% or $133,126 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$1,751,300$111,826$15,975iApproximate average salary by contribution assumption: employee only about $399,379 at 4% or $266,252 at 6%; with 50% employer match about $266,252 at 4% or $177,502 at 6%; with 100% employer match about $199,689 at 4% or $133,126 at 6%.
201317$1,536,684$102,927$14,704iApproximate average salary by contribution assumption: employee only about $367,596 at 4% or $245,064 at 6%; with 50% employer match about $245,064 at 4% or $163,376 at 6%; with 100% employer match about $183,798 at 4% or $122,532 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$1,536,684$102,927$14,704iApproximate average salary by contribution assumption: employee only about $367,596 at 4% or $245,064 at 6%; with 50% employer match about $245,064 at 4% or $163,376 at 6%; with 100% employer match about $183,798 at 4% or $122,532 at 6%.
201217$1,223,793$100,931$14,419iApproximate average salary by contribution assumption: employee only about $360,468 at 4% or $240,312 at 6%; with 50% employer match about $240,312 at 4% or $160,208 at 6%; with 100% employer match about $180,234 at 4% or $120,156 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$1,223,793$100,931$14,419iApproximate average salary by contribution assumption: employee only about $360,468 at 4% or $240,312 at 6%; with 50% employer match about $240,312 at 4% or $160,208 at 6%; with 100% employer match about $180,234 at 4% or $120,156 at 6%.
201118$1,179,007$107,029$13,379iApproximate average salary by contribution assumption: employee only about $334,466 at 4% or $222,977 at 6%; with 50% employer match about $222,977 at 4% or $148,651 at 6%; with 100% employer match about $167,233 at 4% or $111,489 at 6%.
Dr. John E. Smith Profit Sharing Plan-8$1,179,007$107,029$13,379iApproximate average salary by contribution assumption: employee only about $334,466 at 4% or $222,977 at 6%; with 50% employer match about $222,977 at 4% or $148,651 at 6%; with 100% employer match about $167,233 at 4% or $111,489 at 6%.
201017$1,124,153$103,052$14,722iApproximate average salary by contribution assumption: employee only about $368,043 at 4% or $245,362 at 6%; with 50% employer match about $245,362 at 4% or $163,575 at 6%; with 100% employer match about $184,021 at 4% or $122,681 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$1,124,153$103,052$14,722iApproximate average salary by contribution assumption: employee only about $368,043 at 4% or $245,362 at 6%; with 50% employer match about $245,362 at 4% or $163,575 at 6%; with 100% employer match about $184,021 at 4% or $122,681 at 6%.
200917$901,101$99,485$14,212iApproximate average salary by contribution assumption: employee only about $355,304 at 4% or $236,869 at 6%; with 50% employer match about $236,869 at 4% or $157,913 at 6%; with 100% employer match about $177,652 at 4% or $118,435 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$901,101$99,485$14,212iApproximate average salary by contribution assumption: employee only about $355,304 at 4% or $236,869 at 6%; with 50% employer match about $236,869 at 4% or $157,913 at 6%; with 100% employer match about $177,652 at 4% or $118,435 at 6%.
200817$646,791$89,420$12,774iApproximate average salary by contribution assumption: employee only about $319,357 at 4% or $212,905 at 6%; with 50% employer match about $212,905 at 4% or $141,937 at 6%; with 100% employer match about $159,679 at 4% or $106,452 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$646,791$89,420$12,774iApproximate average salary by contribution assumption: employee only about $319,357 at 4% or $212,905 at 6%; with 50% employer match about $212,905 at 4% or $141,937 at 6%; with 100% employer match about $159,679 at 4% or $106,452 at 6%.
200717$766,051$80,493$11,499iApproximate average salary by contribution assumption: employee only about $287,475 at 4% or $191,650 at 6%; with 50% employer match about $191,650 at 4% or $127,767 at 6%; with 100% employer match about $143,738 at 4% or $95,825 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$766,051$80,493$11,499iApproximate average salary by contribution assumption: employee only about $287,475 at 4% or $191,650 at 6%; with 50% employer match about $191,650 at 4% or $127,767 at 6%; with 100% employer match about $143,738 at 4% or $95,825 at 6%.
200617$637,593$78,850$11,264iApproximate average salary by contribution assumption: employee only about $281,607 at 4% or $187,738 at 6%; with 50% employer match about $187,738 at 4% or $125,159 at 6%; with 100% employer match about $140,804 at 4% or $93,869 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$637,593$78,850$11,264iApproximate average salary by contribution assumption: employee only about $281,607 at 4% or $187,738 at 6%; with 50% employer match about $187,738 at 4% or $125,159 at 6%; with 100% employer match about $140,804 at 4% or $93,869 at 6%.
200518$505,568$69,582$8,698iApproximate average salary by contribution assumption: employee only about $217,444 at 4% or $144,963 at 6%; with 50% employer match about $144,963 at 4% or $96,642 at 6%; with 100% employer match about $108,722 at 4% or $72,481 at 6%.
Dr. John E. Smith Profit Sharing Plan-8$505,568$69,582$8,698iApproximate average salary by contribution assumption: employee only about $217,444 at 4% or $144,963 at 6%; with 50% employer match about $144,963 at 4% or $96,642 at 6%; with 100% employer match about $108,722 at 4% or $72,481 at 6%.
200410$407,311$60,662-
Dr. John E. Smith Profit Sharing Plan-0$407,311$60,662-
200317$311,741$50,556$7,222iApproximate average salary by contribution assumption: employee only about $180,557 at 4% or $120,371 at 6%; with 50% employer match about $120,371 at 4% or $80,248 at 6%; with 100% employer match about $90,279 at 4% or $60,186 at 6%.
Dr. John E. Smith Profit Sharing Plan-7$311,741$50,556$7,222iApproximate average salary by contribution assumption: employee only about $180,557 at 4% or $120,371 at 6%; with 50% employer match about $120,371 at 4% or $80,248 at 6%; with 100% employer match about $90,279 at 4% or $60,186 at 6%.
200226$209,155$54,512$9,085iApproximate average salary by contribution assumption: employee only about $227,133 at 4% or $151,422 at 6%; with 50% employer match about $151,422 at 4% or $100,948 at 6%; with 100% employer match about $113,567 at 4% or $75,711 at 6%.
Dr. John E. Smith Profit Sharing Plan-6$209,155$54,512$9,085iApproximate average salary by contribution assumption: employee only about $227,133 at 4% or $151,422 at 6%; with 50% employer match about $151,422 at 4% or $100,948 at 6%; with 100% employer match about $113,567 at 4% or $75,711 at 6%.
Dr. John E. Smith Pension Plan-0---
200126$137,096$31,525$5,254iApproximate average salary by contribution assumption: employee only about $131,354 at 4% or $87,569 at 6%; with 50% employer match about $87,569 at 4% or $58,380 at 6%; with 100% employer match about $65,677 at 4% or $43,785 at 6%.
Dr. John E. Smith Profit Sharing Plan-6$137,096$31,525$5,254iApproximate average salary by contribution assumption: employee only about $131,354 at 4% or $87,569 at 6%; with 50% employer match about $87,569 at 4% or $58,380 at 6%; with 100% employer match about $65,677 at 4% or $43,785 at 6%.
Dr. John E. Smith Pension Plan-6---
199926$162,171$41,872$6,979iApproximate average salary by contribution assumption: employee only about $174,467 at 4% or $116,311 at 6%; with 50% employer match about $116,311 at 4% or $77,541 at 6%; with 100% employer match about $87,233 at 4% or $58,156 at 6%.
Dr. John E. Smith Profit Sharing Plan-6$136,532$27,698$4,616iApproximate average salary by contribution assumption: employee only about $115,408 at 4% or $76,939 at 6%; with 50% employer match about $76,939 at 4% or $51,293 at 6%; with 100% employer match about $57,704 at 4% or $38,469 at 6%.
Dr. John E. Smith Pension Plan-6$25,639$14,174$2,362iApproximate average salary by contribution assumption: employee only about $59,058 at 4% or $39,372 at 6%; with 50% employer match about $39,372 at 4% or $26,248 at 6%; with 100% employer match about $29,529 at 4% or $19,686 at 6%.