How big is James Smith's plan?

James Smith's plan reported $2.9M in assets and 22 participants for 2023.

Original filing (PDF)20250404093908NAL0018107296001

James Smith

Name: James Smith — Darrow School 403(b) DC Plan 0386442, Form 5500 (2023)
Creator: James Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Darrow School 403(b) DC Plan 0386442

403(b) retirement plan · James Smith's Darrow School 403(b) DC Plan 0386442 held $2.9M in plan assets for 22 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

James Smith signed James Smith's 2023 Form 5500 as plan administrator.

James 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

James Smith's EIN is 14-1412457.

EIN 14-1412457

Plan number 007

Plan year 2023

ACK ID 20250404093908NAL0018107296001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

James Smith's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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