How big is Gillam & Smith, L.L.P.'s plan?

Gillam & Smith, L.L.P.'s plan reported $3.5M in assets and 8 participants for 2024.

Original filing (PDF)20251014095759NAL0001205459001

Gillam & Smith, L.L.P.

Name: Gillam & Smith, L.L.P. — Gillam & Smith, L.L.P. Cash, Form 5500 (2024)
Creator: Gillam & Smith, L.L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gillam & Smith, L.L.P. Cash Balance Plan

Defined-benefit pension plan · Gillam & Smith, L.L.P.'s Gillam & Smith, L.L.P. Cash Balance Plan held $3.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Melissa Smith signed Gillam & Smith, L.L.P.'s 2024 Form 5500 as plan administrator.

Melissa 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

Gillam & Smith, L.L.P.'s EIN is 04-3789914.

EIN 04-3789914

Plan number 002

Plan year 2024

ACK ID 20251014095759NAL0001205459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gillam & Smith, L.L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gillam & Smith, L.L.P.'s plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score