Original filing (PDF)20251015095201NAL0002196883001

SMITH, LEWIS, CHESS & CO., LLP

Name: SMITH, LEWIS, CHESS & CO., LLP — SMITH, LEWIS, CHESS & CO., LLP SALARY DEFERRAL 401 (K) PLAN, Form 5500 (2024)
Creator: SMITH, LEWIS, CHESS & CO., LLP

Form 5500-SF

FILING_RECEIVED

SMITH, LEWIS, CHESS & CO., LLP SALARY DEFERRAL 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 SMITH, LEWIS, CHESS & CO., LLP.

Plan sponsor

Name

SMITH, LEWIS, CHESS & CO., LLP

EIN

25-1585317

Address

670 CHERRY TREE LANE · UNIONTOWN, PA · 154018947

Phone

(724) 438-7088

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SABELLA & GRAHAM, P.C.

SABELLA & GRAHAM, P.C. 401(K)/PROFIT SHARING PLAN

$4.5M · 8 participants

ALLIANCE CPAS LLC

ALLIANCE CPAS LLC RETIREMENT TRUST

$4.5M · 15 participants

BURKE CPAS & ADVISORS PLL

BURKE & SCHINDLER SAVINGS & INVESTMENT PLAN

$4.5M · 39 participants

TEPLITZKY & COMPANY, P.C.

TEPLITZKY & COMPANY, P.C. 401(K) PROFIT SHARING PLAN

$4.5M · 29 participants

BERRY, VERDUIN, & KOCH, LLC

BERRY, VERDUIN, & KOCH, LLC 401K PROFIT SHARING PLAN