Carl S. Smetko, D.D.S. Inc.
Plan context: CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN
EIN 95-3525367 • Newport Coast, CA • 29 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$1,561,107
2019 Contributions
$33,226
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 3 | $1,561,107 | $33,226 | $11,075iApproximate average salary by contribution assumption: employee only about $276,883 at 4% or $184,589 at 6%; with 50% employer match about $184,589 at 4% or $123,059 at 6%; with 100% employer match about $138,442 at 4% or $92,294 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,527,521 | $0 | - |
| CARL AND BEVERLY PENSION PLAN AND TRUST | - | 1 | $33,586 | $33,226 | $33,226iApproximate average salary by contribution assumption: employee only about $830,650 at 4% or $553,767 at 6%; with 50% employer match about $553,767 at 4% or $369,178 at 6%; with 100% employer match about $415,325 at 4% or $276,883 at 6%. |
| 2018 | 2 | 4 | $2,493,734 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 4 | $1,793,269 | $0 | - |
| CARL AND BEVERLY PENSION PLAN AND TRUST | - | 4 | $700,465 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2017 | 2 | 4 | $2,408,453 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 4 | $1,717,656 | $0 | - |
| CARL AND BEVERLY PENSION PLAN AND TRUST | - | 4 | $690,797 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2016 | 2 | 4 | $2,349,449 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 4 | $1,736,474 | $0 | - |
| CARL AND BEVERLY PENSION PLAN AND TRUST | - | 4 | $612,975 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2015 | 2 | 3 | $2,202,464 | $270,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,682,988 | $3,771 | $1,257iApproximate average salary by contribution assumption: employee only about $31,425 at 4% or $20,950 at 6%; with 50% employer match about $20,950 at 4% or $13,967 at 6%; with 100% employer match about $15,713 at 4% or $10,475 at 6%. |
| CARL AND BEVERLY PENSION PLAN AND TRUST | - | 2 | $519,476 | $266,229 | $133,115iApproximate average salary by contribution assumption: employee only about $3,327,863 at 4% or $2,218,575 at 6%; with 50% employer match about $2,218,575 at 4% or $1,479,050 at 6%; with 100% employer match about $1,663,931 at 4% or $1,109,288 at 6%. |
| 2014 | 1 | 3 | $1,869,675 | $2,886 | $962iApproximate average salary by contribution assumption: employee only about $24,050 at 4% or $16,033 at 6%; with 50% employer match about $16,033 at 4% or $10,689 at 6%; with 100% employer match about $12,025 at 4% or $8,017 at 6%. |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,869,675 | $2,886 | $962iApproximate average salary by contribution assumption: employee only about $24,050 at 4% or $16,033 at 6%; with 50% employer match about $16,033 at 4% or $10,689 at 6%; with 100% employer match about $12,025 at 4% or $8,017 at 6%. |
| 2013 | 1 | 3 | $1,866,206 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,866,206 | $0 | - |
| 2012 | 1 | 3 | $1,796,446 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,796,446 | $0 | - |
| 2011 | 1 | 3 | $1,741,694 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,741,694 | $0 | - |
| 2010 | 1 | 3 | $1,803,756 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,803,756 | $0 | - |
| 2009 | 1 | 3 | $1,877,884 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | $1,877,884 | $0 | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 3 | - | - | - |
| 2007 | 2 | 2 | $0 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. RETIREMENT PLAN | - | 2 | - | - | - |
| CARL S. SMETKO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2006 | 1 | 2 | $1,907,574 | $0 | - |
| CARL S. SMETKO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,907,574 | - | - |
| 2005 | 2 | 2 | $1,925,281 | $111,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| CARL S. SMETKO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,925,281 | $111,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 2 | 2 | $1,673,594 | $165,000 | $82,500iApproximate average salary by contribution assumption: employee only about $2,062,500 at 4% or $1,375,000 at 6%; with 50% employer match about $1,375,000 at 4% or $916,667 at 6%; with 100% employer match about $1,031,250 at 4% or $687,500 at 6%. |
| CARL S. SMETKO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,505,064 | $165,000 | $82,500iApproximate average salary by contribution assumption: employee only about $2,062,500 at 4% or $1,375,000 at 6%; with 50% employer match about $1,375,000 at 4% or $916,667 at 6%; with 100% employer match about $1,031,250 at 4% or $687,500 at 6%. |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 0 | $168,530 | - | - |
| 2003 | 1 | 4 | $0 | $0 | - |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $1,761,891 | $28,726 | $5,745iApproximate average salary by contribution assumption: employee only about $143,630 at 4% or $95,753 at 6%; with 50% employer match about $95,753 at 4% or $63,836 at 6%; with 100% employer match about $71,815 at 4% or $47,877 at 6%. |
| Carl S. Smetko, D.D.S. Inc. Employees Profit Sharing Plan | - | 5 | $1,761,891 | $28,726 | $5,745iApproximate average salary by contribution assumption: employee only about $143,630 at 4% or $95,753 at 6%; with 50% employer match about $95,753 at 4% or $63,836 at 6%; with 100% employer match about $71,815 at 4% or $47,877 at 6%. |