How big is William A. Smith & SON, Inc.'s plan?

William A. Smith & SON, Inc.'s plan reported $6.9M in assets and 28 participants for 2025.

Original filing (PDF)20260420122707NAL0002418512001

William A. Smith & SON, Inc.

Name: William A. Smith & SON, Inc. — William A. Smith &, Form 5500 (2025)
Creator: William A. Smith & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William A. Smith & SON, Inc. 401(k) Plan

401(k) retirement plan · William A. Smith & SON, Inc.'s William A. Smith & SON, Inc. 401(k) Plan held $6.9M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

William A. Smith & SON, Inc.'s EIN is 14-1433702.

EIN 14-1433702

Plan number 002

Plan year 2025

ACK ID 20260420122707NAL0002418512001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William A. Smith & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William A. Smith & SON, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WILLIAM A. SMITH & SON, INC.

EIN

all filings

Address

380 BROADWAY · NEWBURGH, NY · 12550

Phone

(845) 561-1706

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator