Civic Intelligence

Jerald W. Smith, D.D.S., M.S., P.S.

Plan context: Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust

EIN 91-1225725 • 11 filings • 5 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$1,828,169

2004 Contributions

$59,473

Historical Graphs

Total Assets Over Time

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

$1,828,169$914,085$0199920012003YearValue
$1,828,169Latest year 2003

Participants Over Time

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

630199920012003YearValue
2Latest year 2003

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
200410$0$0-
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-0---
200312$1,828,169$59,473$29,737iApproximate average salary by contribution assumption: employee only about $743,413 at 4% or $495,608 at 6%; with 50% employer match about $495,608 at 4% or $330,406 at 6%; with 100% employer match about $371,706 at 4% or $247,804 at 6%.
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-2$1,828,169$59,473$29,737iApproximate average salary by contribution assumption: employee only about $743,413 at 4% or $495,608 at 6%; with 50% employer match about $495,608 at 4% or $330,406 at 6%; with 100% employer match about $371,706 at 4% or $247,804 at 6%.
200226$1,508,328$91,776$15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%.
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-6$1,508,328$91,776$15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%.
JERALD W. SMITH, D.D.S., M.S., P.S. MONEY PURCHASE PENSION PLAN AND TRUST-0---
200125$1,512,918$66,485$13,297iApproximate average salary by contribution assumption: employee only about $332,425 at 4% or $221,617 at 6%; with 50% employer match about $221,617 at 4% or $147,744 at 6%; with 100% employer match about $166,213 at 4% or $110,808 at 6%.
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-4$790,089$51,930$12,983iApproximate average salary by contribution assumption: employee only about $324,563 at 4% or $216,375 at 6%; with 50% employer match about $216,375 at 4% or $144,250 at 6%; with 100% employer match about $162,281 at 4% or $108,188 at 6%.
JERALD W. SMITH, D.D.S., M.S., P.S. MONEY PURCHASE PENSION PLAN AND TRUST-5$722,829$14,555$2,911iApproximate average salary by contribution assumption: employee only about $72,775 at 4% or $48,517 at 6%; with 50% employer match about $48,517 at 4% or $32,344 at 6%; with 100% employer match about $36,388 at 4% or $24,258 at 6%.
200035$1,449,073$81,946$16,389iApproximate average salary by contribution assumption: employee only about $409,730 at 4% or $273,153 at 6%; with 50% employer match about $273,153 at 4% or $182,102 at 6%; with 100% employer match about $204,865 at 4% or $136,577 at 6%.
JERALD W. SMITH, D.D.S., M.S., P.S. MONEY PURCHASE PENSION PLAN AND TRUST-5$734,935$32,955$6,591iApproximate average salary by contribution assumption: employee only about $164,775 at 4% or $109,850 at 6%; with 50% employer match about $109,850 at 4% or $73,233 at 6%; with 100% employer match about $82,388 at 4% or $54,925 at 6%.
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-5$714,138$48,991$9,798iApproximate average salary by contribution assumption: employee only about $244,955 at 4% or $163,303 at 6%; with 50% employer match about $163,303 at 4% or $108,869 at 6%; with 100% employer match about $122,478 at 4% or $81,652 at 6%.
South Sound Endodontics Inc. S/F Medical Reimbursement Plan-0---
199925$611,995$41,328$8,266iApproximate average salary by contribution assumption: employee only about $206,640 at 4% or $137,760 at 6%; with 50% employer match about $137,760 at 4% or $91,840 at 6%; with 100% employer match about $103,320 at 4% or $68,880 at 6%.
Jerald W. Smith, D.D.S., M.S., P.S. Profit Sharing Plan and Trust-5$610,541$20,072$4,014iApproximate average salary by contribution assumption: employee only about $100,360 at 4% or $66,907 at 6%; with 50% employer match about $66,907 at 4% or $44,604 at 6%; with 100% employer match about $50,180 at 4% or $33,453 at 6%.
South Sound Endodontics Inc. S/F Medical Reimbursement Plan-5$1,454$21,256$4,251iApproximate average salary by contribution assumption: employee only about $106,280 at 4% or $70,853 at 6%; with 50% employer match about $70,853 at 4% or $47,236 at 6%; with 100% employer match about $53,140 at 4% or $35,427 at 6%.