Civic Intelligence

Smith Lange and Phillips

Plan context: Smith Lange and Phillips 401K Profit Sharing Plan & Trust

EIN 94-1267995 • San Fransico, CA • 11 filings • 4 plans

33 New Montgomery Street, Ste 1530San Fransico, CA 94105-4510
Current Snapshot

Latest Year

2009

2009 Participants

31

2009 Assets

$1,892,146

2009 Contributions

$188,044

Historical Graphs

Total Assets Over Time

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

$3,237,788$1,618,894$0199920042007YearValue
$1,892,146Latest year 2007

Participants Over Time

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

35180199920052008YearValue
31Latest year 2008

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
200910$0$188,044-
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-0$0$188,044-
2008131$0$0-
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-31---
2007128$1,892,146$279,080$9,967iApproximate average salary by contribution assumption: employee only about $249,179 at 4% or $166,119 at 6%; with 50% employer match about $166,119 at 4% or $110,746 at 6%; with 100% employer match about $124,589 at 4% or $83,060 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-28$1,892,146$279,080$9,967iApproximate average salary by contribution assumption: employee only about $249,179 at 4% or $166,119 at 6%; with 50% employer match about $166,119 at 4% or $110,746 at 6%; with 100% employer match about $124,589 at 4% or $83,060 at 6%.
2006227$3,237,788$506,070$18,743iApproximate average salary by contribution assumption: employee only about $468,583 at 4% or $312,389 at 6%; with 50% employer match about $312,389 at 4% or $208,259 at 6%; with 100% employer match about $234,292 at 4% or $156,194 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-27$1,618,894$253,035$9,372iApproximate average salary by contribution assumption: employee only about $234,292 at 4% or $156,194 at 6%; with 50% employer match about $156,194 at 4% or $104,130 at 6%; with 100% employer match about $117,146 at 4% or $78,097 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-27$1,618,894$253,035$9,372iApproximate average salary by contribution assumption: employee only about $234,292 at 4% or $156,194 at 6%; with 50% employer match about $156,194 at 4% or $104,130 at 6%; with 100% employer match about $117,146 at 4% or $78,097 at 6%.
2005231$2,586,914$461,534$14,888iApproximate average salary by contribution assumption: employee only about $372,205 at 4% or $248,137 at 6%; with 50% employer match about $248,137 at 4% or $165,424 at 6%; with 100% employer match about $186,102 at 4% or $124,068 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-31$1,293,457$230,767$7,444iApproximate average salary by contribution assumption: employee only about $186,102 at 4% or $124,068 at 6%; with 50% employer match about $124,068 at 4% or $82,712 at 6%; with 100% employer match about $93,051 at 4% or $62,034 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-31$1,293,457$230,767$7,444iApproximate average salary by contribution assumption: employee only about $186,102 at 4% or $124,068 at 6%; with 50% employer match about $124,068 at 4% or $82,712 at 6%; with 100% employer match about $93,051 at 4% or $62,034 at 6%.
2004124$1,164,673$325,441$13,560iApproximate average salary by contribution assumption: employee only about $339,001 at 4% or $226,001 at 6%; with 50% employer match about $226,001 at 4% or $150,667 at 6%; with 100% employer match about $169,501 at 4% or $113,000 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-24$1,164,673$325,441$13,560iApproximate average salary by contribution assumption: employee only about $339,001 at 4% or $226,001 at 6%; with 50% employer match about $226,001 at 4% or $150,667 at 6%; with 100% employer match about $169,501 at 4% or $113,000 at 6%.
2003135$838,449$196,941$5,627iApproximate average salary by contribution assumption: employee only about $140,672 at 4% or $93,781 at 6%; with 50% employer match about $93,781 at 4% or $62,521 at 6%; with 100% employer match about $70,336 at 4% or $46,891 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-35$838,449$196,941$5,627iApproximate average salary by contribution assumption: employee only about $140,672 at 4% or $93,781 at 6%; with 50% employer match about $93,781 at 4% or $62,521 at 6%; with 100% employer match about $70,336 at 4% or $46,891 at 6%.
2002131$597,977$204,380$6,593iApproximate average salary by contribution assumption: employee only about $164,823 at 4% or $109,882 at 6%; with 50% employer match about $109,882 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-31$597,977$204,380$6,593iApproximate average salary by contribution assumption: employee only about $164,823 at 4% or $109,882 at 6%; with 50% employer match about $109,882 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
199915$415,389$110,634$22,127iApproximate average salary by contribution assumption: employee only about $553,170 at 4% or $368,780 at 6%; with 50% employer match about $368,780 at 4% or $245,853 at 6%; with 100% employer match about $276,585 at 4% or $184,390 at 6%.
Smith Lange and Phillips 401K Profit Sharing Plan & Trust-5$415,389$110,634$22,127iApproximate average salary by contribution assumption: employee only about $553,170 at 4% or $368,780 at 6%; with 50% employer match about $368,780 at 4% or $245,853 at 6%; with 100% employer match about $276,585 at 4% or $184,390 at 6%.