How big is Joel Smith, MD, Inc.'s plan?

Joel Smith, MD, Inc.'s plan reported $932K in assets and 5 participants for 2024.

Original filing (PDF)20250624091554NAL0003978915001

Joel Smith, MD, Inc.

Name: Joel Smith, MD, Inc. — Joel Smith, MD, Inc. 401(k), Form 5500 (2024)
Creator: Joel Smith, MD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel Smith, MD, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Joel Smith, MD, Inc.'s Joel Smith, MD, Inc. 401(k) Profit Sharing Plan held $932K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

Plan identifiers

Joel Smith, MD, Inc.'s EIN is 26-4034344.

EIN 26-4034344

Plan number 001

Plan year 2024

ACK ID 20250624091554NAL0003978915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel Smith, MD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel Smith, MD, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JOEL SMITH, MD, INC.

EIN

all filings

Address

PO BOX 15788 · SAN DIEGO, CA · 92175

Phone

(858) 278-8031

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator