Original filing (PDF)20241217113108NAL0002046241001

SMART OFFICE INTERIORS

Name: SMART OFFICE INTERIORS — SMART OFFICE INTERIORS 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SMART OFFICE INTERIORS

Form 5500-SF

FILING_RECEIVED

SMART OFFICE INTERIORS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SMART OFFICE INTERIORS.

Plan sponsor

Name

SMART OFFICE INTERIORS

EIN

26-1492604

Address

601 PINE AVE SUITE A · GOLETA, CA · 93117

Phone

(805) 965-8585

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-15

Filed

2024-12-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

OFFICE ENVIRONMENTS, INC.

OFFICE ENVIRONMENTS, INC. 401(K) PLAN

COSS, INC.

COSS, INC. PROFIT SHARING PLAN

UNVERFERTH INTERIORS

UNVERFERTH INTERIORS WELFARE PLAN

CARSON DELIVERY SERVICE LLC

CARSON DELIVERY SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST

PEAR LLC

PEAR LLC 401(K) PLAN