Original filing (PDF)20250114103109NAL0010892259001

J. WALLACE SMITH, INC.

Name: J. WALLACE SMITH, INC. — J. WALLACE SMITH, INC., EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2023)
Creator: J. WALLACE SMITH, INC.

Form 5500-SF

FILING_RECEIVED

J. WALLACE SMITH, INC., EMPLOYEES' PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. WALLACE SMITH, INC..

Plan sponsor

Name

J. WALLACE SMITH, INC.

EIN

23-1616469

Address

P.O BOX 611 · JENKINTOWN, PA · 19046

Phone

(215) 887-0354

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2025-01-14

Pension benefit codes

2E · Profit-sharing

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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