Civic Intelligence

Stephen E Smith MD Pa

Plan context: Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust

EIN 90-0128040 • Fort Myers, FL • 17 filings • 5 plans

4225 Evans AvenueFort Myers, FL 33901
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$589,690

2025 Contributions

$5,709

Historical Graphs

Total Assets Over Time

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

$589,690$294,845$0200420132025YearValue
$589,690Latest year 2025

Participants Over Time

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

31160200420092014YearValue
26Latest year 2014

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
202510$589,690$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$589,690--
201910$399,368$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$399,368--
201810$331,544$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$331,544--
201710$348,333$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$348,333--
201610$298,580$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$298,580--
201510$272,435$5,709-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$272,435$5,709-
2014126$321,133$4,937$190iApproximate average salary by contribution assumption: employee only about $4,747 at 4% or $3,165 at 6%; with 50% employer match about $3,165 at 4% or $2,110 at 6%; with 100% employer match about $2,374 at 4% or $1,582 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-26$321,133$4,937$190iApproximate average salary by contribution assumption: employee only about $4,747 at 4% or $3,165 at 6%; with 50% employer match about $3,165 at 4% or $2,110 at 6%; with 100% employer match about $2,374 at 4% or $1,582 at 6%.
2013131$311,927$7,627$246iApproximate average salary by contribution assumption: employee only about $6,151 at 4% or $4,101 at 6%; with 50% employer match about $4,101 at 4% or $2,734 at 6%; with 100% employer match about $3,075 at 4% or $2,050 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-31$311,927$7,627$246iApproximate average salary by contribution assumption: employee only about $6,151 at 4% or $4,101 at 6%; with 50% employer match about $4,101 at 4% or $2,734 at 6%; with 100% employer match about $3,075 at 4% or $2,050 at 6%.
2012129$257,751$13,763$475iApproximate average salary by contribution assumption: employee only about $11,865 at 4% or $7,910 at 6%; with 50% employer match about $7,910 at 4% or $5,273 at 6%; with 100% employer match about $5,932 at 4% or $3,955 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-29$257,751$13,763$475iApproximate average salary by contribution assumption: employee only about $11,865 at 4% or $7,910 at 6%; with 50% employer match about $7,910 at 4% or $5,273 at 6%; with 100% employer match about $5,932 at 4% or $3,955 at 6%.
2011127$219,201$4,692$174iApproximate average salary by contribution assumption: employee only about $4,344 at 4% or $2,896 at 6%; with 50% employer match about $2,896 at 4% or $1,931 at 6%; with 100% employer match about $2,172 at 4% or $1,448 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-27$219,201$4,692$174iApproximate average salary by contribution assumption: employee only about $4,344 at 4% or $2,896 at 6%; with 50% employer match about $2,896 at 4% or $1,931 at 6%; with 100% employer match about $2,172 at 4% or $1,448 at 6%.
201010$236,453$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-0$236,453$0-
2009111$227,764$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-11$227,764$0-
2008114$188,880$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-14$188,880--
2007111$0$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-11---
2006110$313,031$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-10$313,031$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2005112$266,613$0-
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-12$266,613--
2004111$14,938$14,938$1,358iApproximate average salary by contribution assumption: employee only about $33,950 at 4% or $22,633 at 6%; with 50% employer match about $22,633 at 4% or $15,089 at 6%; with 100% employer match about $16,975 at 4% or $11,317 at 6%.
Stephen E Smith MD Pa 401(K) Profit Sharing Plan & Trust-11$14,938$14,938$1,358iApproximate average salary by contribution assumption: employee only about $33,950 at 4% or $22,633 at 6%; with 50% employer match about $22,633 at 4% or $15,089 at 6%; with 100% employer match about $16,975 at 4% or $11,317 at 6%.