How big is Shannon A. Smith, Inc.'s plan?

Shannon A. Smith, Inc.'s plan reported $4.9M in assets and 24 participants for 2025.

Original filing (PDF)20260515133151NAL0011795680001

Shannon A. Smith, Inc.

Name: Shannon A. Smith, Inc. — Shannon a Smith, Inc., Form 5500 (2025)
Creator: Shannon A. Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shannon a Smith, Inc. 401(k) Plan & Trust

401(k) retirement plan · Shannon A. Smith, Inc.'s Shannon a Smith, Inc. 401(k) Plan & Trust held $4.9M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Ivonne Malsbury signed Shannon A. Smith, Inc.'s 2025 Form 5500 as plan administrator.

Ivonne Malsbury — 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

Shannon A. Smith, Inc.'s EIN is 23-2253292.

EIN 23-2253292

Plan number 001

Plan year 2025

ACK ID 20260515133151NAL0011795680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shannon A. Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shannon A. 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 SHANNON A. 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

Knocking points off