How big is DAVE Smith Appliance Services, LLC's plan?

DAVE Smith Appliance Services, LLC's plan reported $235K in assets and 23 participants for 2024.

Original filing (PDF)20250729145042NAL0007872418001

DAVE Smith Appliance Services, LLC

Name: DAVE Smith Appliance Services, LLC — DAVE Smith, Form 5500 (2024)
Creator: DAVE Smith Appliance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DAVE Smith Appliance Services, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · DAVE Smith Appliance Services, LLC's DAVE Smith Appliance Services, LLC 401(k) Profit Sharing Plan and Trust held $235K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

People on this filing

Shawna Lisowski signed DAVE Smith Appliance Services, LLC's 2024 Form 5500 as plan administrator.

Shawna Lisowski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DAVE Smith Appliance Services, LLC's EIN is 01-0956432.

EIN 01-0956432

Plan number 001

Plan year 2024

ACK ID 20250729145042NAL0007872418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DAVE Smith Appliance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DAVE Smith Appliance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVE SMITH APPLIANCE SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

DAVE SMITH APPLIANCE SERVICES, LLC

EIN

all filings

Address

2150 N REYNOLDS RD., SUITE 1 · TOLEDO, OH · 43615

Phone

(419) 474-4888

Industry

Other Services (ex. Public Admin)

Plan administrator