Original filing (PDF)20251008113545NAL0005486865001

SMILEY & SMILEY, LLP

Name: SMILEY & SMILEY, LLP — SMILEY & SMILEY, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMILEY & SMILEY, LLP

Form 5500-SF

FILING_RECEIVED

SMILEY & SMILEY, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 SMILEY & SMILEY, LLP.

Plan sponsor

Name

SMILEY & SMILEY, LLP

EIN

13-2609072

Address

28 LIBERTY STREET, 6TH FLOOR · NEW YORK, NY · 10005

Phone

(212) 986-2022

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

YOUNG, BERMAN, KARPF & KARPF, P.A.

YOUNG, BERMAN, KARPF & GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

$2.7M · 13 participants

NEWKIRK & JONES LAW FIRM PLLC

NEWKIRK & JONES LAW FIRM PLLC. 401(K) PROFIT SHARING PLAN AND TRUST

$2.7M · 10 participants

SKELTON SLUSHER BARNHILL WATKINS WELLS PLLC

SKELTON SLUSHER BARNHILL WATKINS WELLS PLLC 401K PSP

$2.7M · 30 participants

SULLIVAN HENRY OGGERO

SULLIVAN HENRY OGGERO 401(K) PLAN

$2.7M · 12 participants

MURNANE & ONEILL