How big is Smith, PUGH & Nelson, PLC's plan?

Smith, PUGH & Nelson, PLC's plan reported $1.4M in assets and 7 participants for 2025.

Original filing (PDF)20260420163218NAL0000853475001

Smith, PUGH & Nelson, PLC

Name: Smith, PUGH & Nelson, PLC — Smith & PUGH, PLC 401(k), Form 5500 (2025)
Creator: Smith, PUGH & Nelson, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & PUGH, PLC 401(k) Plan

401(k) retirement plan · Smith, PUGH & Nelson, PLC's Smith & PUGH, PLC 401(k) Plan held $1.4M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Smith, PUGH & Nelson, PLC's EIN is 26-1628914.

EIN 26-1628914

Plan number 001

Plan year 2025

ACK ID 20260420163218NAL0000853475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smith, PUGH & Nelson, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smith, PUGH & Nelson, PLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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