Civic Intelligence

Phil Smith Custom Homes

Plan context: Phil Smith Custom Homes 401K Profit Sharing Plan

EIN 86-0362788 • Carefree, AZ • 15 filings • 1 plans

P.O. Box 2326Carefree, AZ 85377-2326
Current Snapshot

Latest Year

2013

2013 Participants

9

2013 Assets

$1,194,567

2013 Contributions

$33,902

Historical Graphs

Total Assets Over Time

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

$1,194,567$597,284$0199920062012YearValue
$1,194,567Latest year 2012

Participants Over Time

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

25130199920062012YearValue
9Latest year 2012

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
201310$0$33,902-
Phil Smith Custom Homes 401K Profit Sharing Plan-0$0$33,902-
201219$1,194,567$37,361$4,151iApproximate average salary by contribution assumption: employee only about $103,781 at 4% or $69,187 at 6%; with 50% employer match about $69,187 at 4% or $46,125 at 6%; with 100% employer match about $51,890 at 4% or $34,594 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-9$1,194,567$37,361$4,151iApproximate average salary by contribution assumption: employee only about $103,781 at 4% or $69,187 at 6%; with 50% employer match about $69,187 at 4% or $46,125 at 6%; with 100% employer match about $51,890 at 4% or $34,594 at 6%.
2011111$1,077,230$38,735$3,521iApproximate average salary by contribution assumption: employee only about $88,034 at 4% or $58,689 at 6%; with 50% employer match about $58,689 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,345 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-11$1,077,230$38,735$3,521iApproximate average salary by contribution assumption: employee only about $88,034 at 4% or $58,689 at 6%; with 50% employer match about $58,689 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,345 at 6%.
2010111$1,057,339$56,678$5,153iApproximate average salary by contribution assumption: employee only about $128,814 at 4% or $85,876 at 6%; with 50% employer match about $85,876 at 4% or $57,251 at 6%; with 100% employer match about $64,407 at 4% or $42,938 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-11$1,057,339$56,678$5,153iApproximate average salary by contribution assumption: employee only about $128,814 at 4% or $85,876 at 6%; with 50% employer match about $85,876 at 4% or $57,251 at 6%; with 100% employer match about $64,407 at 4% or $42,938 at 6%.
2009112$912,374$67,493$5,624iApproximate average salary by contribution assumption: employee only about $140,610 at 4% or $93,740 at 6%; with 50% employer match about $93,740 at 4% or $62,494 at 6%; with 100% employer match about $70,305 at 4% or $46,870 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-12$912,374$67,493$5,624iApproximate average salary by contribution assumption: employee only about $140,610 at 4% or $93,740 at 6%; with 50% employer match about $93,740 at 4% or $62,494 at 6%; with 100% employer match about $70,305 at 4% or $46,870 at 6%.
200817$0$0-
Phil Smith Custom Homes 401K Profit Sharing Plan-7---
200716$871,575$135,932$22,655iApproximate average salary by contribution assumption: employee only about $566,383 at 4% or $377,589 at 6%; with 50% employer match about $377,589 at 4% or $251,726 at 6%; with 100% employer match about $283,192 at 4% or $188,794 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-6$871,575$135,932$22,655iApproximate average salary by contribution assumption: employee only about $566,383 at 4% or $377,589 at 6%; with 50% employer match about $377,589 at 4% or $251,726 at 6%; with 100% employer match about $283,192 at 4% or $188,794 at 6%.
2006110$862,935$113,695$11,370iApproximate average salary by contribution assumption: employee only about $284,238 at 4% or $189,492 at 6%; with 50% employer match about $189,492 at 4% or $126,328 at 6%; with 100% employer match about $142,119 at 4% or $94,746 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-10$862,935$113,695$11,370iApproximate average salary by contribution assumption: employee only about $284,238 at 4% or $189,492 at 6%; with 50% employer match about $189,492 at 4% or $126,328 at 6%; with 100% employer match about $142,119 at 4% or $94,746 at 6%.
2005120$803,491$135,612$6,781iApproximate average salary by contribution assumption: employee only about $169,515 at 4% or $113,010 at 6%; with 50% employer match about $113,010 at 4% or $75,340 at 6%; with 100% employer match about $84,758 at 4% or $56,505 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-20$803,491$135,612$6,781iApproximate average salary by contribution assumption: employee only about $169,515 at 4% or $113,010 at 6%; with 50% employer match about $113,010 at 4% or $75,340 at 6%; with 100% employer match about $84,758 at 4% or $56,505 at 6%.
2004121$631,808$114,252$5,441iApproximate average salary by contribution assumption: employee only about $136,014 at 4% or $90,676 at 6%; with 50% employer match about $90,676 at 4% or $60,451 at 6%; with 100% employer match about $68,007 at 4% or $45,338 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-21$631,808$114,252$5,441iApproximate average salary by contribution assumption: employee only about $136,014 at 4% or $90,676 at 6%; with 50% employer match about $90,676 at 4% or $60,451 at 6%; with 100% employer match about $68,007 at 4% or $45,338 at 6%.
2003117$492,429$163,040$9,591iApproximate average salary by contribution assumption: employee only about $239,765 at 4% or $159,843 at 6%; with 50% employer match about $159,843 at 4% or $106,562 at 6%; with 100% employer match about $119,882 at 4% or $79,922 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-17$492,429$163,040$9,591iApproximate average salary by contribution assumption: employee only about $239,765 at 4% or $159,843 at 6%; with 50% employer match about $159,843 at 4% or $106,562 at 6%; with 100% employer match about $119,882 at 4% or $79,922 at 6%.
2002120$297,051$89,830$4,492iApproximate average salary by contribution assumption: employee only about $112,288 at 4% or $74,858 at 6%; with 50% employer match about $74,858 at 4% or $49,906 at 6%; with 100% employer match about $56,144 at 4% or $37,429 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-20$297,051$89,830$4,492iApproximate average salary by contribution assumption: employee only about $112,288 at 4% or $74,858 at 6%; with 50% employer match about $74,858 at 4% or $49,906 at 6%; with 100% employer match about $56,144 at 4% or $37,429 at 6%.
2001121$0$0-
Phil Smith Custom Homes 401K Profit Sharing Plan-21---
2000125$353,108$39,025$1,561iApproximate average salary by contribution assumption: employee only about $39,025 at 4% or $26,017 at 6%; with 50% employer match about $26,017 at 4% or $17,344 at 6%; with 100% employer match about $19,513 at 4% or $13,008 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-25$353,108$39,025$1,561iApproximate average salary by contribution assumption: employee only about $39,025 at 4% or $26,017 at 6%; with 50% employer match about $26,017 at 4% or $17,344 at 6%; with 100% employer match about $19,513 at 4% or $13,008 at 6%.
1999123$333,408$121,188$5,269iApproximate average salary by contribution assumption: employee only about $131,726 at 4% or $87,817 at 6%; with 50% employer match about $87,817 at 4% or $58,545 at 6%; with 100% employer match about $65,863 at 4% or $43,909 at 6%.
Phil Smith Custom Homes 401K Profit Sharing Plan-23$333,408$121,188$5,269iApproximate average salary by contribution assumption: employee only about $131,726 at 4% or $87,817 at 6%; with 50% employer match about $87,817 at 4% or $58,545 at 6%; with 100% employer match about $65,863 at 4% or $43,909 at 6%.