Original filing (PDF)20251014095759NAL0001205459001

GILLAM & SMITH, L.L.P.

Name: GILLAM & SMITH, L.L.P. — GILLAM & SMITH, L.L.P. CASH BALANCE PLAN, Form 5500 (2024)
Creator: GILLAM & SMITH, L.L.P.

Form 5500-SF

FILING_RECEIVED

GILLAM & SMITH, L.L.P. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILLAM & SMITH, L.L.P..

Plan sponsor

Name

GILLAM & SMITH, L.L.P.

EIN

04-3789914

Address

303 SOUTH WASHINGTON AVENUE · MARSHALL, TX · 75670

Phone

(903) 934-8450

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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