Herlen D Smith Jr
Plan context: Professional Balance Simplified Profit Sharing Plan
EIN 84-1478552 • Collbran, CO • 7 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$206,244
2013 Contributions
$25,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 0 | - | - | - |
| 2012 | 1 | 2 | $206,244 | $0 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 2 | $206,244 | - | - |
| 2011 | 1 | 2 | $209,625 | $0 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 2 | $209,625 | - | - |
| 2010 | 1 | 2 | $218,923 | $0 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 2 | $218,923 | - | - |
| 2009 | 1 | 2 | $187,377 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Professional Balance Simplified Profit Sharing Plan | - | 2 | $187,377 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2008 | 1 | 0 | $113,986 | $15,000 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 0 | $113,986 | $15,000 | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Professional Balance Simplified Profit Sharing Plan | - | 1 | - | - | - |