Civic Intelligence

Dennis R.Smith & Associates Inc

Plan context: Dennis R. Smith & Associates Inc. Retirement Trust

EIN 94-3041062 • San Francisco, CA • 16 filings • 1 plans

111 Maiden LaneSan Francisco, CA 94108
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$1,252,210

2015 Contributions

$55,436

Historical Graphs

Total Assets Over Time

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

$1,252,210$626,105$0200020082014YearValue
$1,252,210Latest year 2014

Participants Over Time

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

420200020072014YearValue
4Latest year 2014

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
201510$0$55,436-
Dennis R. Smith & Associates Inc. Retirement Trust-0-$55,436-
201414$1,252,210$111,433$27,858iApproximate average salary by contribution assumption: employee only about $696,456 at 4% or $464,304 at 6%; with 50% employer match about $464,304 at 4% or $309,536 at 6%; with 100% employer match about $348,228 at 4% or $232,152 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-4$1,252,210$111,433$27,858iApproximate average salary by contribution assumption: employee only about $696,456 at 4% or $464,304 at 6%; with 50% employer match about $464,304 at 4% or $309,536 at 6%; with 100% employer match about $348,228 at 4% or $232,152 at 6%.
201314$1,027,232$103,742$25,936iApproximate average salary by contribution assumption: employee only about $648,388 at 4% or $432,258 at 6%; with 50% employer match about $432,258 at 4% or $288,172 at 6%; with 100% employer match about $324,194 at 4% or $216,129 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-4$1,027,232$103,742$25,936iApproximate average salary by contribution assumption: employee only about $648,388 at 4% or $432,258 at 6%; with 50% employer match about $432,258 at 4% or $288,172 at 6%; with 100% employer match about $324,194 at 4% or $216,129 at 6%.
201213$763,914$84,447$28,149iApproximate average salary by contribution assumption: employee only about $703,725 at 4% or $469,150 at 6%; with 50% employer match about $469,150 at 4% or $312,767 at 6%; with 100% employer match about $351,863 at 4% or $234,575 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-3$763,914$84,447$28,149iApproximate average salary by contribution assumption: employee only about $703,725 at 4% or $469,150 at 6%; with 50% employer match about $469,150 at 4% or $312,767 at 6%; with 100% employer match about $351,863 at 4% or $234,575 at 6%.
201112$645,800$71,009$35,505iApproximate average salary by contribution assumption: employee only about $887,613 at 4% or $591,742 at 6%; with 50% employer match about $591,742 at 4% or $394,494 at 6%; with 100% employer match about $443,806 at 4% or $295,871 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$645,800$71,009$35,505iApproximate average salary by contribution assumption: employee only about $887,613 at 4% or $591,742 at 6%; with 50% employer match about $591,742 at 4% or $394,494 at 6%; with 100% employer match about $443,806 at 4% or $295,871 at 6%.
201012$638,926$24,869$12,435iApproximate average salary by contribution assumption: employee only about $310,863 at 4% or $207,242 at 6%; with 50% employer match about $207,242 at 4% or $138,161 at 6%; with 100% employer match about $155,431 at 4% or $103,621 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$638,926$24,869$12,435iApproximate average salary by contribution assumption: employee only about $310,863 at 4% or $207,242 at 6%; with 50% employer match about $207,242 at 4% or $138,161 at 6%; with 100% employer match about $155,431 at 4% or $103,621 at 6%.
200912$585,356$23,269$11,635iApproximate average salary by contribution assumption: employee only about $290,863 at 4% or $193,908 at 6%; with 50% employer match about $193,908 at 4% or $129,272 at 6%; with 100% employer match about $145,431 at 4% or $96,954 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$585,356$23,269$11,635iApproximate average salary by contribution assumption: employee only about $290,863 at 4% or $193,908 at 6%; with 50% employer match about $193,908 at 4% or $129,272 at 6%; with 100% employer match about $145,431 at 4% or $96,954 at 6%.
200812$445,905$30,145$15,073iApproximate average salary by contribution assumption: employee only about $376,813 at 4% or $251,208 at 6%; with 50% employer match about $251,208 at 4% or $167,472 at 6%; with 100% employer match about $188,406 at 4% or $125,604 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$445,905$30,145$15,073iApproximate average salary by contribution assumption: employee only about $376,813 at 4% or $251,208 at 6%; with 50% employer match about $251,208 at 4% or $167,472 at 6%; with 100% employer match about $188,406 at 4% or $125,604 at 6%.
200712$0$0-
Dennis R. Smith & Associates Inc. Retirement Trust-2---
200612$640,846$34,344$17,172iApproximate average salary by contribution assumption: employee only about $429,300 at 4% or $286,200 at 6%; with 50% employer match about $286,200 at 4% or $190,800 at 6%; with 100% employer match about $214,650 at 4% or $143,100 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$640,846$34,344$17,172iApproximate average salary by contribution assumption: employee only about $429,300 at 4% or $286,200 at 6%; with 50% employer match about $286,200 at 4% or $190,800 at 6%; with 100% employer match about $214,650 at 4% or $143,100 at 6%.
200512$526,150$27,399$13,700iApproximate average salary by contribution assumption: employee only about $342,488 at 4% or $228,325 at 6%; with 50% employer match about $228,325 at 4% or $152,217 at 6%; with 100% employer match about $171,244 at 4% or $114,163 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$526,150$27,399$13,700iApproximate average salary by contribution assumption: employee only about $342,488 at 4% or $228,325 at 6%; with 50% employer match about $228,325 at 4% or $152,217 at 6%; with 100% employer match about $171,244 at 4% or $114,163 at 6%.
200412$476,405$24,995$12,498iApproximate average salary by contribution assumption: employee only about $312,438 at 4% or $208,292 at 6%; with 50% employer match about $208,292 at 4% or $138,861 at 6%; with 100% employer match about $156,219 at 4% or $104,146 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$476,405$24,995$12,498iApproximate average salary by contribution assumption: employee only about $312,438 at 4% or $208,292 at 6%; with 50% employer match about $208,292 at 4% or $138,861 at 6%; with 100% employer match about $156,219 at 4% or $104,146 at 6%.
200312$438,563$23,925$11,963iApproximate average salary by contribution assumption: employee only about $299,063 at 4% or $199,375 at 6%; with 50% employer match about $199,375 at 4% or $132,917 at 6%; with 100% employer match about $149,531 at 4% or $99,688 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-2$438,563$23,925$11,963iApproximate average salary by contribution assumption: employee only about $299,063 at 4% or $199,375 at 6%; with 50% employer match about $199,375 at 4% or $132,917 at 6%; with 100% employer match about $149,531 at 4% or $99,688 at 6%.
200213$366,834$23,639$7,880iApproximate average salary by contribution assumption: employee only about $196,992 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-3$366,834$23,639$7,880iApproximate average salary by contribution assumption: employee only about $196,992 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%.
200113$443,678$38,656$12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-3$443,678$38,656$12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%.
200013$476,623$38,854$12,951iApproximate average salary by contribution assumption: employee only about $323,783 at 4% or $215,856 at 6%; with 50% employer match about $215,856 at 4% or $143,904 at 6%; with 100% employer match about $161,892 at 4% or $107,928 at 6%.
Dennis R. Smith & Associates Inc. Retirement Trust-3$476,623$38,854$12,951iApproximate average salary by contribution assumption: employee only about $323,783 at 4% or $215,856 at 6%; with 50% employer match about $215,856 at 4% or $143,904 at 6%; with 100% employer match about $161,892 at 4% or $107,928 at 6%.