How big is J. Wallace Smith, Inc.'s plan?

J. Wallace Smith, Inc.'s plan reported $1.0M in assets and 1 participants for 2023.

Original filing (PDF)20250114103109NAL0010892259001

J. Wallace Smith, Inc.

Name: J. Wallace Smith, Inc. — J. Wallace Smith, Inc., Form 5500 (2023)
Creator: J. Wallace Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Wallace Smith, Inc., Employees' Profit Sharing Plan

Defined-contribution retirement plan · J. Wallace Smith, Inc.'s J. Wallace Smith, Inc., Employees' Profit Sharing Plan held $1.0M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

J. Wallace Smith, Inc.'s EIN is 23-1616469.

EIN 23-1616469

Plan number 001

Plan year 2023

ACK ID 20250114103109NAL0010892259001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J. Wallace Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

J. Wallace Smith, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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