Current Snapshot
Latest Year
2011
2011 Participants
124
2011 Assets
$1,936,400
2011 Contributions
$265,942
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 0 | - | - | - |
| 2010 | 1 | 124 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 124 | - | - | - |
| 2009 | 2 | 135 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 135 | - | - | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | - | - | - | - |
| 2007 | 1 | 152 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 152 | - | - | - |
| 2006 | 1 | 132 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 132 | - | - | - |
| 2005 | 1 | 129 | $0 | $0 | - |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 129 | - | - | - |
| 2004 | 1 | 118 | $1,936,400 | $265,942 | $2,254iApproximate average salary by contribution assumption: employee only about $56,344 at 4% or $37,562 at 6%; with 50% employer match about $37,562 at 4% or $25,042 at 6%; with 100% employer match about $28,172 at 4% or $18,781 at 6%. |
| Phil Smart Inc. 401K Plan | - | 118 | $1,936,400 | $265,942 | $2,254iApproximate average salary by contribution assumption: employee only about $56,344 at 4% or $37,562 at 6%; with 50% employer match about $37,562 at 4% or $25,042 at 6%; with 100% employer match about $28,172 at 4% or $18,781 at 6%. |
| 2003 | 2 | 106 | $1,511,570 | $217,327 | $2,050iApproximate average salary by contribution assumption: employee only about $51,256 at 4% or $34,171 at 6%; with 50% employer match about $34,171 at 4% or $22,781 at 6%; with 100% employer match about $25,628 at 4% or $17,085 at 6%. |
| Phil Smart Inc. 401K Plan | - | 89 | $1,511,570 | $217,327 | $2,442iApproximate average salary by contribution assumption: employee only about $61,047 at 4% or $40,698 at 6%; with 50% employer match about $40,698 at 4% or $27,132 at 6%; with 100% employer match about $30,523 at 4% or $20,349 at 6%. |
| Phil Smart Inc. Employee Health & Welfare Plan | - | 106 | - | - | - |
| 2002 | 1 | 111 | $1,171,428 | $215,329 | $1,940iApproximate average salary by contribution assumption: employee only about $48,498 at 4% or $32,332 at 6%; with 50% employer match about $32,332 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%. |
| Phil Smart Inc. 401K Plan | - | 111 | $1,171,428 | $215,329 | $1,940iApproximate average salary by contribution assumption: employee only about $48,498 at 4% or $32,332 at 6%; with 50% employer match about $32,332 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%. |
| 2001 | 1 | 89 | $1,277,645 | $273,252 | $3,070iApproximate average salary by contribution assumption: employee only about $76,756 at 4% or $51,171 at 6%; with 50% employer match about $51,171 at 4% or $34,114 at 6%; with 100% employer match about $38,378 at 4% or $25,585 at 6%. |
| Phil Smart Inc. 401K Plan | - | 89 | $1,277,645 | $273,252 | $3,070iApproximate average salary by contribution assumption: employee only about $76,756 at 4% or $51,171 at 6%; with 50% employer match about $51,171 at 4% or $34,114 at 6%; with 100% employer match about $38,378 at 4% or $25,585 at 6%. |
| 2000 | 1 | 77 | $1,293,887 | $252,689 | $3,282iApproximate average salary by contribution assumption: employee only about $82,042 at 4% or $54,695 at 6%; with 50% employer match about $54,695 at 4% or $36,463 at 6%; with 100% employer match about $41,021 at 4% or $27,347 at 6%. |
| Phil Smart Inc. 401K Plan | - | 77 | $1,293,887 | $252,689 | $3,282iApproximate average salary by contribution assumption: employee only about $82,042 at 4% or $54,695 at 6%; with 50% employer match about $54,695 at 4% or $36,463 at 6%; with 100% employer match about $41,021 at 4% or $27,347 at 6%. |
| 1999 | 1 | 82 | $1,284,234 | $0 | - |
| Phil Smart Inc. 401K Plan | - | 82 | $1,284,234 | - | - |