Jeffery W. Smith, D.D.S. Inc.
Plan context: Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan
EIN 94-2606002 • Bonita Springs, FL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$365,593
2024 Contributions
$4,539
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $4,539 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 0 | $0 | $4,539 | - |
| 2023 | 1 | 8 | $365,593 | $51,251 | $6,406iApproximate average salary by contribution assumption: employee only about $160,159 at 4% or $106,773 at 6%; with 50% employer match about $106,773 at 4% or $71,182 at 6%; with 100% employer match about $80,080 at 4% or $53,386 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 8 | $365,593 | $51,251 | $6,406iApproximate average salary by contribution assumption: employee only about $160,159 at 4% or $106,773 at 6%; with 50% employer match about $106,773 at 4% or $71,182 at 6%; with 100% employer match about $80,080 at 4% or $53,386 at 6%. |
| 2022 | 1 | 10 | $339,299 | $55,925 | $5,593iApproximate average salary by contribution assumption: employee only about $139,813 at 4% or $93,208 at 6%; with 50% employer match about $93,208 at 4% or $62,139 at 6%; with 100% employer match about $69,906 at 4% or $46,604 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 10 | $339,299 | $55,925 | $5,593iApproximate average salary by contribution assumption: employee only about $139,813 at 4% or $93,208 at 6%; with 50% employer match about $93,208 at 4% or $62,139 at 6%; with 100% employer match about $69,906 at 4% or $46,604 at 6%. |
| 2021 | 1 | 10 | $378,019 | $53,069 | $5,307iApproximate average salary by contribution assumption: employee only about $132,673 at 4% or $88,448 at 6%; with 50% employer match about $88,448 at 4% or $58,966 at 6%; with 100% employer match about $66,336 at 4% or $44,224 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 10 | $378,019 | $53,069 | $5,307iApproximate average salary by contribution assumption: employee only about $132,673 at 4% or $88,448 at 6%; with 50% employer match about $88,448 at 4% or $58,966 at 6%; with 100% employer match about $66,336 at 4% or $44,224 at 6%. |
| 2020 | 1 | 8 | $273,978 | $44,207 | $5,526iApproximate average salary by contribution assumption: employee only about $138,147 at 4% or $92,098 at 6%; with 50% employer match about $92,098 at 4% or $61,399 at 6%; with 100% employer match about $69,073 at 4% or $46,049 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 8 | $273,978 | $44,207 | $5,526iApproximate average salary by contribution assumption: employee only about $138,147 at 4% or $92,098 at 6%; with 50% employer match about $92,098 at 4% or $61,399 at 6%; with 100% employer match about $69,073 at 4% or $46,049 at 6%. |
| 2019 | 1 | 8 | $182,086 | $43,315 | $5,414iApproximate average salary by contribution assumption: employee only about $135,359 at 4% or $90,240 at 6%; with 50% employer match about $90,240 at 4% or $60,160 at 6%; with 100% employer match about $67,680 at 4% or $45,120 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 8 | $182,086 | $43,315 | $5,414iApproximate average salary by contribution assumption: employee only about $135,359 at 4% or $90,240 at 6%; with 50% employer match about $90,240 at 4% or $60,160 at 6%; with 100% employer match about $67,680 at 4% or $45,120 at 6%. |
| 2018 | 1 | 6 | $121,810 | $26,097 | $4,350iApproximate average salary by contribution assumption: employee only about $108,738 at 4% or $72,492 at 6%; with 50% employer match about $72,492 at 4% or $48,328 at 6%; with 100% employer match about $54,369 at 4% or $36,246 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $121,810 | $26,097 | $4,350iApproximate average salary by contribution assumption: employee only about $108,738 at 4% or $72,492 at 6%; with 50% employer match about $72,492 at 4% or $48,328 at 6%; with 100% employer match about $54,369 at 4% or $36,246 at 6%. |
| 2017 | 1 | 5 | $96,774 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $96,774 | - | - |
| 2016 | 1 | 4 | $83,226 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 4 | $83,226 | - | - |
| 2015 | 1 | 5 | $637,936 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $637,936 | - | - |
| 2014 | 1 | 5 | $655,115 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $655,115 | - | - |
| 2013 | 1 | 5 | $676,126 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $676,126 | - | - |
| 2012 | 1 | 5 | $644,733 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $644,733 | - | - |
| 2011 | 1 | 6 | $583,660 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $583,660 | - | - |
| 2010 | 1 | 6 | $599,009 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $599,009 | - | - |
| 2009 | 1 | 6 | $540,077 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $540,077 | $0 | - |
| 2008 | 1 | 6 | $406,472 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $406,472 | - | - |
| 2007 | 1 | 6 | $620,890 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $620,890 | - | - |
| 2006 | 1 | 6 | $573,285 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $573,285 | - | - |
| 2005 | 1 | 6 | $525,975 | $5,000 | $833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 6 | $525,975 | $5,000 | $833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%. |
| 2004 | 1 | 5 | $497,962 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $497,962 | - | - |
| 2003 | 1 | 5 | $483,194 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | $483,194 | - | - |
| 2002 | 1 | 4 | $364,910 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 4 | $364,910 | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 4 | $773,093 | $3,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| Jeffery W. Smith, D.D.S. Inc. 401K Profit Sharing Plan | - | 4 | $773,093 | $3,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |