How big is Smith & Company CPAS' plan?

Smith & Company CPAS' plan reported $780K in assets and 6 participants for 2024.

Original filing (PDF)20251010115916NAL0017867058001

Smith & Company CPAS

Name: Smith & Company CPAS — Smith & Company CPAS 401(k), Form 5500 (2024)
Creator: Smith & Company CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Company CPAS 401(k) Plan

401(k) retirement plan · Smith & Company CPAS' Smith & Company CPAS 401(k) Plan held $780K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan identifiers

Smith & Company CPAS' EIN is 23-3002283.

EIN 23-3002283

Plan number 001

Plan year 2024

ACK ID 20251010115916NAL0017867058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith & Company CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & Company CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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