How big is Smith Sons Plumbing & Heating's plan?

Smith Sons Plumbing & Heating's plan reported $314K in assets and 5 participants for 2022.

Original filing (PDF)20250325142651NAL0014396865001

Smith Sons Plumbing & Heating

Name: Smith Sons Plumbing & Heating — Form 5500 (2022)
Creator: Smith Sons Plumbing & Heating
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Smith Sons Plumbing & Heating held $314K in plan assets for 5 participants in 2022.

Signals · 1

Late filing · 16.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

People on this filing

Linda Smith signed Smith Sons Plumbing & Heating's 2022 Form 5500 as plan administrator.

Linda 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

Smith Sons Plumbing & Heating's EIN is 04-3003499.

EIN 04-3003499

Plan number 001

Plan year 2022

ACK ID 20250325142651NAL0014396865001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Smith Sons Plumbing & Heating from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Smith Sons Plumbing & Heating'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 SMITH SONS PLUMBING & HEATING.

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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

Filed 16.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score