Civic Intelligence

Smart Investor Services

Plan context: Smart Investor Services 401K Profit Sharing Plan

EIN 94-2475740 • Rocklin, CA • 7 filings • 1 plans

5800 Stanford Ranch RoadRocklin, CA 95765-4385
Current Snapshot

Latest Year

2011

2011 Participants

10

2011 Assets

$948,573

2011 Contributions

$71,292

Historical Graphs

Total Assets Over Time

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

$1,026,105$513,053$0200520082011YearValue
$948,573Latest year 2011

Participants Over Time

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

1160200520082011YearValue
10Latest year 2011

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
2011110$948,573$71,292$7,129iApproximate average salary by contribution assumption: employee only about $178,230 at 4% or $118,820 at 6%; with 50% employer match about $118,820 at 4% or $79,213 at 6%; with 100% employer match about $89,115 at 4% or $59,410 at 6%.
Smart Investor Services 401K Profit Sharing Plan-10$948,573$71,292$7,129iApproximate average salary by contribution assumption: employee only about $178,230 at 4% or $118,820 at 6%; with 50% employer match about $118,820 at 4% or $79,213 at 6%; with 100% employer match about $89,115 at 4% or $59,410 at 6%.
2010111$1,026,105$94,737$8,612iApproximate average salary by contribution assumption: employee only about $215,311 at 4% or $143,541 at 6%; with 50% employer match about $143,541 at 4% or $95,694 at 6%; with 100% employer match about $107,656 at 4% or $71,770 at 6%.
Smart Investor Services 401K Profit Sharing Plan-11$1,026,105$94,737$8,612iApproximate average salary by contribution assumption: employee only about $215,311 at 4% or $143,541 at 6%; with 50% employer match about $143,541 at 4% or $95,694 at 6%; with 100% employer match about $107,656 at 4% or $71,770 at 6%.
200919$844,476$84,565$9,396iApproximate average salary by contribution assumption: employee only about $234,903 at 4% or $156,602 at 6%; with 50% employer match about $156,602 at 4% or $104,401 at 6%; with 100% employer match about $117,451 at 4% or $78,301 at 6%.
Smart Investor Services 401K Profit Sharing Plan-9$844,476$84,565$9,396iApproximate average salary by contribution assumption: employee only about $234,903 at 4% or $156,602 at 6%; with 50% employer match about $156,602 at 4% or $104,401 at 6%; with 100% employer match about $117,451 at 4% or $78,301 at 6%.
200819$585,179$96,244$10,694iApproximate average salary by contribution assumption: employee only about $267,344 at 4% or $178,230 at 6%; with 50% employer match about $178,230 at 4% or $118,820 at 6%; with 100% employer match about $133,672 at 4% or $89,115 at 6%.
Smart Investor Services 401K Profit Sharing Plan-9$585,179$96,244$10,694iApproximate average salary by contribution assumption: employee only about $267,344 at 4% or $178,230 at 6%; with 50% employer match about $178,230 at 4% or $118,820 at 6%; with 100% employer match about $133,672 at 4% or $89,115 at 6%.
200718$773,847$116,460$14,558iApproximate average salary by contribution assumption: employee only about $363,938 at 4% or $242,625 at 6%; with 50% employer match about $242,625 at 4% or $161,750 at 6%; with 100% employer match about $181,969 at 4% or $121,313 at 6%.
Smart Investor Services 401K Profit Sharing Plan-8$773,847$116,460$14,558iApproximate average salary by contribution assumption: employee only about $363,938 at 4% or $242,625 at 6%; with 50% employer match about $242,625 at 4% or $161,750 at 6%; with 100% employer match about $181,969 at 4% or $121,313 at 6%.
200618$425,177$336,554$42,069iApproximate average salary by contribution assumption: employee only about $1,051,731 at 4% or $701,154 at 6%; with 50% employer match about $701,154 at 4% or $467,436 at 6%; with 100% employer match about $525,866 at 4% or $350,577 at 6%.
Smart Investor Services 401K Profit Sharing Plan-8$425,177$336,554$42,069iApproximate average salary by contribution assumption: employee only about $1,051,731 at 4% or $701,154 at 6%; with 50% employer match about $701,154 at 4% or $467,436 at 6%; with 100% employer match about $525,866 at 4% or $350,577 at 6%.
200517$42,526$42,526$6,075iApproximate average salary by contribution assumption: employee only about $151,879 at 4% or $101,252 at 6%; with 50% employer match about $101,252 at 4% or $67,502 at 6%; with 100% employer match about $75,939 at 4% or $50,626 at 6%.
Smart Investor Services 401K Profit Sharing Plan-7$42,526$42,526$6,075iApproximate average salary by contribution assumption: employee only about $151,879 at 4% or $101,252 at 6%; with 50% employer match about $101,252 at 4% or $67,502 at 6%; with 100% employer match about $75,939 at 4% or $50,626 at 6%.