How big is Smith Insurance Services, Inc.'s plan?

Smith Insurance Services, Inc.'s plan reported $4.1M in assets and 2 participants for 2022.

Original filing (PDF)20230322151327NAL0017439027001

Smith Insurance Services, Inc.

Name: Smith Insurance Services, Inc. — Smith Insurance, Form 5500 (2022)
Creator: Smith Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Insurance Services, Inc.'s Smith Insurance Services, Inc. 401(k) Profit Sharing Plan held $4.1M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Smith Insurance Services, Inc.'s EIN is 31-1681663.

EIN 31-1681663

Plan number 001

Plan year 2022

ACK ID 20230322151327NAL0017439027001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Smith Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Smith Insurance Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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