How big is Ronald Smith Inc.'s plan?

Ronald Smith Inc.'s plan reported $594K in assets and 17 participants for 2023.

Original filing (PDF)20240403073954NAL0013780705001

Ronald Smith Inc.

Name: Ronald Smith Inc. — Ronald Smith Inc. 401(k) Profit, Form 5500 (2023)
Creator: Ronald Smith Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald Smith Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ronald Smith Inc.'s Ronald Smith Inc. 401(k) Profit Sharing Plan & Trust held $594K in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

People on this filing

Andrea Burkhart signed Ronald Smith Inc.'s 2023 Form 5500 as plan administrator.

Andrea Burkhart — 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

Ronald Smith Inc.'s EIN is 23-2099078.

EIN 23-2099078

Plan number 001

Plan year 2023

ACK ID 20240403073954NAL0013780705001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Ronald Smith Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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