How big is Jeremy N Smith's plan?

Jeremy N Smith's plan reported $442K in assets and 1 participants for 2025.

Original filing (PDF)20260413110200NAL0014608065001

Jeremy N Smith

Name: Jeremy N Smith — Jeremy N Smith 401(k), Form 5500 (2025)
Creator: Jeremy N Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeremy N Smith 401(k)

401(k) retirement plan · Jeremy N Smith's Jeremy N Smith 401(k) held $442K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Jeremy N Smith signed Jeremy N Smith's 2025 Form 5500 as plan administrator.

Jeremy N Smith — 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

Jeremy N Smith's EIN is 27-3454956.

EIN 27-3454956

Plan number 001

Plan year 2025

ACK ID 20260413110200NAL0014608065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeremy N Smith from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeremy N Smith's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (100th percentile).

Plan sponsor

Name

JEREMY N SMITH

EIN

all filings

Address

1131 JACKSON ST · MISSOULA, MT · 59802

Phone

(406) 721-1664

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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