How big is Smith & Coleman, PLLC's plan?

Smith & Coleman, PLLC's plan reported $970K in assets and 4 participants for 2024.

Original filing (PDF)20251015170902NAL0002683203001

Smith & Coleman, PLLC

Name: Smith & Coleman, PLLC — Smith & Coleman, PLLC Cash, Form 5500 (2024)
Creator: Smith & Coleman, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Coleman, PLLC Cash Balance Plan

Defined-benefit pension plan · Smith & Coleman, PLLC's Smith & Coleman, PLLC Cash Balance Plan held $970K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

Plan identifiers

Smith & Coleman, PLLC's EIN is 27-1517702.

EIN 27-1517702

Plan number 002

Plan year 2024

ACK ID 20251015170902NAL0002683203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith & Coleman, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & Coleman, PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score