How big is Beller Smith PL's plan?

Beller Smith PL's plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250611160728NAL0026221360001

Beller Smith PL

Name: Beller Smith PL — Beller Smith PL 401(k) Profit, Form 5500 (2024)
Creator: Beller Smith PL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beller Smith PL 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Beller Smith PL's Beller Smith PL 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Shirley Horner signed Beller Smith PL's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beller Smith PL's EIN is 27-1220989.

EIN 27-1220989

Plan number 003

Plan year 2024

ACK ID 20250611160728NAL0026221360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beller Smith PL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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