Original filing (PDF)20240618092905NAL0005595842001

KNOWLES, SMITH & ASSOCIATES, LLP

Name: KNOWLES, SMITH & ASSOCIATES, LLP — KNOWLES, SMITH & ASSOCIATES, LLP CASH BALANCE PLAN, Form 5500 (2023)
Creator: KNOWLES, SMITH & ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

KNOWLES, SMITH & ASSOCIATES, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWLES, SMITH & ASSOCIATES, LLP.

Plan sponsor

Name

KNOWLES, SMITH & ASSOCIATES, LLP

EIN

20-8326663

Address

2015 VALLEY GATE DR., STE 201 · FAYETTEVILLE, NC · 28304

Phone

(910) 485-7070

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-06-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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