Original filing (PDF)20250716120553NAL0004845456001

SMBH, INC.

Name: SMBH, INC. — SMBH, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMBH, INC.

Form 5500-SF

FILING_RECEIVED

SMBH, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMBH, INC..

Plan sponsor

Name

SMBH, INC.

EIN

31-0814185

Address

1166 DUBLIN RD. · SUITE 200 · COLUMBUS, OH · 43215

Phone

(614) 481-9800

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

DUCKWORTH & ASSOCIATES

DUCKWORTH & ASSOCIATES, INC. 401(K) PLAN

$7.2M · 31 participants

DJS ASSOCIATES INC

DJS ASSOCIATES INC 401(K) PLAN

$7.2M · 36 participants

HPI, LLC

HPI, LLC 401(K) PLAN

$7.2M · 145 participants

CANTADA, INC.

CANTADA, INC. RETIREMENT SAVINGS PLAN

$7.2M · 11 participants

KASBERG, PATRICK & ASSOCIATES LP

KASBERG, PATRICK & ASSOCIATES LP 401(K) PLAN

$7.2M · 63 participants