Civic Intelligence

Susan S. Smith, DMD PC

Plan context: Dr. Susan Smith, DMD 401(K) Retirement Plan

EIN 93-1267771 • Portland, OR • 10 filings • 1 plans

5805 SE Milwaukie AvenuePortland, OR 97202
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$1,089,707

2020 Contributions

$54,641

Historical Graphs

Total Assets Over Time

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

$1,089,707$544,854$0201120152019YearValue
$1,089,707Latest year 2019

Participants Over Time

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

1580201120152019YearValue
12Latest year 2019

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
202010$0$0-
Dr. Susan Smith, DMD 401(K) Retirement Plan-0$0$0-
2019112$1,089,707$54,641$4,553iApproximate average salary by contribution assumption: employee only about $113,835 at 4% or $75,890 at 6%; with 50% employer match about $75,890 at 4% or $50,594 at 6%; with 100% employer match about $56,918 at 4% or $37,945 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-12$1,089,707$54,641$4,553iApproximate average salary by contribution assumption: employee only about $113,835 at 4% or $75,890 at 6%; with 50% employer match about $75,890 at 4% or $50,594 at 6%; with 100% employer match about $56,918 at 4% or $37,945 at 6%.
2018113$864,094$44,012$3,386iApproximate average salary by contribution assumption: employee only about $84,638 at 4% or $56,426 at 6%; with 50% employer match about $56,426 at 4% or $37,617 at 6%; with 100% employer match about $42,319 at 4% or $28,213 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-13$864,094$44,012$3,386iApproximate average salary by contribution assumption: employee only about $84,638 at 4% or $56,426 at 6%; with 50% employer match about $56,426 at 4% or $37,617 at 6%; with 100% employer match about $42,319 at 4% or $28,213 at 6%.
2017115$876,368$60,531$4,035iApproximate average salary by contribution assumption: employee only about $100,885 at 4% or $67,257 at 6%; with 50% employer match about $67,257 at 4% or $44,838 at 6%; with 100% employer match about $50,443 at 4% or $33,628 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-15$876,368$60,531$4,035iApproximate average salary by contribution assumption: employee only about $100,885 at 4% or $67,257 at 6%; with 50% employer match about $67,257 at 4% or $44,838 at 6%; with 100% employer match about $50,443 at 4% or $33,628 at 6%.
2016115$725,072$52,509$3,501iApproximate average salary by contribution assumption: employee only about $87,515 at 4% or $58,343 at 6%; with 50% employer match about $58,343 at 4% or $38,896 at 6%; with 100% employer match about $43,758 at 4% or $29,172 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-15$725,072$52,509$3,501iApproximate average salary by contribution assumption: employee only about $87,515 at 4% or $58,343 at 6%; with 50% employer match about $58,343 at 4% or $38,896 at 6%; with 100% employer match about $43,758 at 4% or $29,172 at 6%.
2015113$635,387$61,742$4,749iApproximate average salary by contribution assumption: employee only about $118,735 at 4% or $79,156 at 6%; with 50% employer match about $79,156 at 4% or $52,771 at 6%; with 100% employer match about $59,367 at 4% or $39,578 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-13$635,387$61,742$4,749iApproximate average salary by contribution assumption: employee only about $118,735 at 4% or $79,156 at 6%; with 50% employer match about $79,156 at 4% or $52,771 at 6%; with 100% employer match about $59,367 at 4% or $39,578 at 6%.
2014112$581,664$60,301$5,025iApproximate average salary by contribution assumption: employee only about $125,627 at 4% or $83,751 at 6%; with 50% employer match about $83,751 at 4% or $55,834 at 6%; with 100% employer match about $62,814 at 4% or $41,876 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-12$581,664$60,301$5,025iApproximate average salary by contribution assumption: employee only about $125,627 at 4% or $83,751 at 6%; with 50% employer match about $83,751 at 4% or $55,834 at 6%; with 100% employer match about $62,814 at 4% or $41,876 at 6%.
201318$484,546$53,880$6,735iApproximate average salary by contribution assumption: employee only about $168,375 at 4% or $112,250 at 6%; with 50% employer match about $112,250 at 4% or $74,833 at 6%; with 100% employer match about $84,188 at 4% or $56,125 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-8$484,546$53,880$6,735iApproximate average salary by contribution assumption: employee only about $168,375 at 4% or $112,250 at 6%; with 50% employer match about $112,250 at 4% or $74,833 at 6%; with 100% employer match about $84,188 at 4% or $56,125 at 6%.
201218$382,239$55,708$6,964iApproximate average salary by contribution assumption: employee only about $174,088 at 4% or $116,058 at 6%; with 50% employer match about $116,058 at 4% or $77,372 at 6%; with 100% employer match about $87,044 at 4% or $58,029 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-8$382,239$55,708$6,964iApproximate average salary by contribution assumption: employee only about $174,088 at 4% or $116,058 at 6%; with 50% employer match about $116,058 at 4% or $77,372 at 6%; with 100% employer match about $87,044 at 4% or $58,029 at 6%.
201117$284,449$295,605$42,229iApproximate average salary by contribution assumption: employee only about $1,055,732 at 4% or $703,821 at 6%; with 50% employer match about $703,821 at 4% or $469,214 at 6%; with 100% employer match about $527,866 at 4% or $351,911 at 6%.
Dr. Susan Smith, DMD 401(K) Retirement Plan-7$284,449$295,605$42,229iApproximate average salary by contribution assumption: employee only about $1,055,732 at 4% or $703,821 at 6%; with 50% employer match about $703,821 at 4% or $469,214 at 6%; with 100% employer match about $527,866 at 4% or $351,911 at 6%.