Civic Intelligence

Stuart H. Smith, D.D.S., a Sole Proprietorship

Plan context: Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension

EIN 94-2832105 • San Rafael, CA • 25 filings • 12 plans

1534 Fifth AvenueSan Rafael, CA 94901
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$3,397,985

2014 Contributions

$7,051

Historical Graphs

Total Assets Over Time

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

$3,397,985$1,698,993$0199920052013YearValue
$3,397,985Latest year 2013

Participants Over Time

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

320199920062013YearValue
3Latest year 2013

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
201410$0$7,051-
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-0$0$7,051-
201313$3,397,985$9,284$3,095iApproximate average salary by contribution assumption: employee only about $77,367 at 4% or $51,578 at 6%; with 50% employer match about $51,578 at 4% or $34,385 at 6%; with 100% employer match about $38,683 at 4% or $25,789 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$3,397,985$9,284$3,095iApproximate average salary by contribution assumption: employee only about $77,367 at 4% or $51,578 at 6%; with 50% employer match about $51,578 at 4% or $34,385 at 6%; with 100% employer match about $38,683 at 4% or $25,789 at 6%.
201113$2,139,368$100,377$33,459iApproximate average salary by contribution assumption: employee only about $836,475 at 4% or $557,650 at 6%; with 50% employer match about $557,650 at 4% or $371,767 at 6%; with 100% employer match about $418,238 at 4% or $278,825 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$2,139,368$100,377$33,459iApproximate average salary by contribution assumption: employee only about $836,475 at 4% or $557,650 at 6%; with 50% employer match about $557,650 at 4% or $371,767 at 6%; with 100% employer match about $418,238 at 4% or $278,825 at 6%.
201013$2,227,014$112,633$37,544iApproximate average salary by contribution assumption: employee only about $938,608 at 4% or $625,739 at 6%; with 50% employer match about $625,739 at 4% or $417,159 at 6%; with 100% employer match about $469,304 at 4% or $312,869 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$2,227,014$112,633$37,544iApproximate average salary by contribution assumption: employee only about $938,608 at 4% or $625,739 at 6%; with 50% employer match about $625,739 at 4% or $417,159 at 6%; with 100% employer match about $469,304 at 4% or $312,869 at 6%.
200913$1,740,244$111,865$37,288iApproximate average salary by contribution assumption: employee only about $932,208 at 4% or $621,472 at 6%; with 50% employer match about $621,472 at 4% or $414,315 at 6%; with 100% employer match about $466,104 at 4% or $310,736 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$1,740,244$111,865$37,288iApproximate average salary by contribution assumption: employee only about $932,208 at 4% or $621,472 at 6%; with 50% employer match about $621,472 at 4% or $414,315 at 6%; with 100% employer match about $466,104 at 4% or $310,736 at 6%.
200812$1,229,409$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$1,229,409$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200712$0$0-
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2---
200612$2,105,148$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$2,105,148$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200522$1,666,508$580,187$290,094iApproximate average salary by contribution assumption: employee only about $7,252,338 at 4% or $4,834,892 at 6%; with 50% employer match about $4,834,892 at 4% or $3,223,261 at 6%; with 100% employer match about $3,626,169 at 4% or $2,417,446 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$1,666,508$566,437$283,219iApproximate average salary by contribution assumption: employee only about $7,080,463 at 4% or $4,720,308 at 6%; with 50% employer match about $4,720,308 at 4% or $3,146,872 at 6%; with 100% employer match about $3,540,231 at 4% or $2,360,154 at 6%.
STUART H. SMITH, D.D.S., A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN-0-$13,750-
200423$1,457,983$86,259$28,753iApproximate average salary by contribution assumption: employee only about $718,825 at 4% or $479,217 at 6%; with 50% employer match about $479,217 at 4% or $319,478 at 6%; with 100% employer match about $359,413 at 4% or $239,608 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$962,413--
STUART H. SMITH, D.D.S., A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN-3$495,570$86,259$28,753iApproximate average salary by contribution assumption: employee only about $718,825 at 4% or $479,217 at 6%; with 50% employer match about $479,217 at 4% or $319,478 at 6%; with 100% employer match about $359,413 at 4% or $239,608 at 6%.
200323$1,153,539$90,217$30,072iApproximate average salary by contribution assumption: employee only about $751,808 at 4% or $501,206 at 6%; with 50% employer match about $501,206 at 4% or $334,137 at 6%; with 100% employer match about $375,904 at 4% or $250,603 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$796,170--
STUART H. SMITH, D.D.S., A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN-3$357,369$90,217$30,072iApproximate average salary by contribution assumption: employee only about $751,808 at 4% or $501,206 at 6%; with 50% employer match about $501,206 at 4% or $334,137 at 6%; with 100% employer match about $375,904 at 4% or $250,603 at 6%.
200233$765,446$81,468$27,156iApproximate average salary by contribution assumption: employee only about $678,900 at 4% or $452,600 at 6%; with 50% employer match about $452,600 at 4% or $301,733 at 6%; with 100% employer match about $339,450 at 4% or $226,300 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-3$554,258--
STUART H. SMITH, D.D.S., ASP DEFINED BENEFIT PENSION PLAN-3$211,188$81,468$27,156iApproximate average salary by contribution assumption: employee only about $678,900 at 4% or $452,600 at 6%; with 50% employer match about $452,600 at 4% or $301,733 at 6%; with 100% employer match about $339,450 at 4% or $226,300 at 6%.
STUART H. SMITH, D.D.S., A SOLE PROP PROFIT SHARING PLAN-0---
200133$713,404$0-
STUART H. SMITH, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN-2$369,058--
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$344,346--
STUART H. SMITH, D.D.S., DEFINED BENEFIT PENSION PLAN-3---
200032$657,674$0-
STUART H. SMITH, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN-2$340,227--
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$317,447--
STUART H. SMITH, D.D.S., DEFINED BENEFIT PENSION PLAN-2---
199922$695,052$35,332$17,666iApproximate average salary by contribution assumption: employee only about $441,650 at 4% or $294,433 at 6%; with 50% employer match about $294,433 at 4% or $196,289 at 6%; with 100% employer match about $220,825 at 4% or $147,217 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$359,564$15,922$7,961iApproximate average salary by contribution assumption: employee only about $199,025 at 4% or $132,683 at 6%; with 50% employer match about $132,683 at 4% or $88,456 at 6%; with 100% employer match about $99,513 at 4% or $66,342 at 6%.
Stuart H. Smith, D.D.S., a Sole Proprietorship Money Purchase Pension-2$335,488$19,410$9,705iApproximate average salary by contribution assumption: employee only about $242,625 at 4% or $161,750 at 6%; with 50% employer match about $161,750 at 4% or $107,833 at 6%; with 100% employer match about $121,313 at 4% or $80,875 at 6%.