Original filing (PDF)20240618092905NAL0005595842001

Knowles, Smith & Associates, LLP

Name: Knowles, Smith & Associates, LLP — Knowles, Smith &, Form 5500 (2023)
Creator: Knowles, Smith & Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Knowles, Smith & Associates, LLP Cash Balance Plan

Defined-benefit pension plan · Knowles, Smith & Associates, LLP's Knowles, Smith & Associates, LLP Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michelle V. Collins signed Knowles, Smith & Associates, LLP's 2023 Form 5500 as plan administrator.

Michelle V. Collins — 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

Knowles, Smith & Associates, LLP's EIN is 20-8326663.

EIN 20-8326663

Plan number 002

Plan year 2023

ACK ID 20240618092905NAL0005595842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Knowles, Smith & Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Knowles, Smith & Associates, LLP's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off