How big is Mackenzie Smith, Inc.'s plan?

Mackenzie Smith, Inc.'s plan reported $121K in assets and 6 participants for 2023.

Original filing (PDF)20250221163202NAL0010324528001

Mackenzie Smith, Inc.

Name: Mackenzie Smith, Inc. — Mackenzie Smith DMS 401(k), Form 5500 (2023)
Creator: Mackenzie Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mackenzie Smith DMS 401(k) Plan

401(k) retirement plan · Mackenzie Smith, Inc.'s Mackenzie Smith DMS 401(k) Plan held $121K in plan assets for 6 participants in 2023.

Signals · 1

Late filing · 3.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

David M Smith signed Mackenzie Smith, Inc.'s 2023 Form 5500 as plan administrator.

David M Smith — 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

Mackenzie Smith, Inc.'s EIN is 03-0350181.

EIN 03-0350181

Plan number 003

Plan year 2023

ACK ID 20250221163202NAL0010324528001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mackenzie Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mackenzie Smith, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off