· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DRS. SMITH, SZABO, VALADE, LTD. — SMITH, SZABO, VALADE 401(K) & PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625082833NAL0004603123001
DRS. SMITH, SZABO, VALADE, LTD.
Form 5500-SF
FILING_RECEIVED
SMITH, SZABO, VALADE 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DRS. SMITH, SZABO, VALADE, LTD.
.
Find decision makers
Plan sponsor
Name
DRS. SMITH, SZABO, VALADE, LTD.
EIN
20-5753430
Address
7640 W. SYLVANIA AVE., SUITE M · SYLVANIA, OH · 43560
Phone
(419) 841-4099
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-25
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
HIGHLANDS FAMILY MEDICINE
HIGHLANDS FAMILY MEDICINE RETIREMENT TRUST
$1.9M · 7 participants
REJUVA DERMATOLOGY & VEIN CENTER, PLLC
REJUVA DERMATOLOGY AND VEIN, PLLC CASH BALANCE PLAN
$1.9M · 5 participants
NANCY LENTINE DO PA
NANCY LENTINE DO PA 401(K) PROFIT SHARING PLAN
$1.9M · 8 participants
LACONIA CARDIOLOGY, P.A.
LACONIA CARDIOLOGY, P.A. PROFIT SHARING PLAN
$1.9M · 9 participants
ADVANCED ENDOSCOPY CONSULTANTS
ADVANCED ENDOSCOPY CONSULTANTS PROFIT SHARING 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 5 participants
SUNGHOON KIM M.D.
SUNGHOON KIM M.D. PENSION PLAN
$1.9M · 2 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
